Postnl Nv (TNTFF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning ladies and gentlemen. Welcome to the post NL half year 2026 results call. At this moment all participants are in a listen only mode and after the presentation there will be an opportunity to ask questions. Now I would like to hand over the conference call to Miss Inge Laudy, Manager Investor Relations. Please go ahead madam. Thank you, operator, and welcome to you all. We have published our results over the first half of 26 this morning. With me in the room are Pim Berendsen, our CEO, and Linde Jansen, our CFO. They will guide you through a short presentation to explain the results and will then take your questions. Please go ahead, Pim. Thank you Inge and good morning to all of you. Thanks for joining this half-year results update. I'll start with talking you through some key takeaways and then some strategy slides and then we will then take over to go in more depth towards the financial performance. So on slide five the highlights resilient performance in challenging markets revenue numbers of 1.6 billion closely and almost in line with last year slightly improved normalized EBIT significantly improved free cash flow and what is important strategically is that we see the volume to value strategy gaining traction and that for instance also can be seen in the average price per parcel that is up with five percent. We consistently see higher growth in European e-commerce activities and obviously declining volumes from Asian webshops, probably also influenced by the introduction of the custom duties as per July 1st. of this year. Crucial step has been the successful implementation of the shift of standard meal to standard meal delivery within two days. We obviously prepared for that change for the last six to nine months. A huge effort for all the people in...