Investor Presentation (Q1 2026 Austrian Post Investor Presentation)

‌AUSTRIAN POST INVESTOR PRESENTATION Q1 2026

Walter Oblin, CEO

Barbara Potisk-Eibensteiner, CFO

Vienna, 8 May 2026

‌CHALLENGING GEOPOLITICAL AND ECONOMIC ENVIRONMENT IN 2026

Declining letter and direct mail business

• Cost pressure and digitisation among key customer groups (public and private sector)

• Subdued investment climate and low corporate advertising expenditures

• Need for regulatory adjustments in Austria

Structurally growing parcel business faces strong competition

• E-commerce as a growth driver

• Market concentration of large e-commerce players (market dominance, insourcing ambitions)

• Uncertainties due to customs restrictions

2026e

2025

2024

+4.4%

+4.4%

Inflation

+1.6%

+1.3%

Real GDP in EUR

2026e

2025

2024

+28.6%

+34.9%

Inflation

+3.4%

+3.6%

Real GDP in TRY

2026e

2025

2024

+2.7%

+3.6%

Inflation

+0.9%

+0.6%

Real GDP in EUR

Austria CEE/SEE Türkiye

Source: Statistics Austria, Austrian National Bank, WIFO, IMF, Central Bank of the Republic of Türkiye, Turkish Statistical Institute (Status as of April 2026)

INVESTOR PRESENTATION Investor Relations Vienna, 8 May 2026 2

‌KEY TOPICS IN Q1 2026

Volume development

Digitisation: Further decrease in Austrian letter mail volumes: -9%

E-commerce: Strong parcel growth: Austria (+10%), CEE/SEE (+9%) and Türkiye+ (+2%)

Revenue

Revenue up by 0.9% to EUR 770.7m

• Revenue growth driven by e-commerce (E-Commerce & Logistics division: +6.9%)

• Transformation in telecommunications (no revenue in Q1 2026 compared with around EUR 7m in Q1 2025) and restrictive regulatory measures are affecting parcel imports into Türkiye (negative volume effect of approximately 5%)

  Seasonal development as expected with weaker H1 and stronger H2

  Earnings

• EBITDA of EUR 93.8m (- EUR 7.7m)

• EBIT of EUR 36.8m (- EUR 11.6m)

• Switching of telecommunications offer to YELLLOW

• Challenging CEE/SEE competitive environment

• Reduced Asian volumes in Türkiye

Initial consolidation as of 6 March 2026, business model with profitable growth

Solid business development - Positive results in Q1 2026

- Preparation for market launch of stocks and ETFs

YELLLOW made a good start in the mobile phone market on 1 April 2026 - customer ramp-up on track

INVESTOR PRESENTATION Investor Relations Vienna, 8 May 2026

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‌AUSTRIAN POST AT A GLANCE

Bank

- Financial Services

E-Commerce & Logistics

• Parcels & Express

• Fulfilment & Cash Transport

• E-Commerce Services

Mail, Retail & Services

• Letter Mail & Business Solutions

• Direct Mail & Media Post

• Branch Services & Telecommunications

Revenue mix Q1 2026

Financial Services

Parcel International

23%

5%

EUR

771m

Revenue

35%

23%

13%

1%

Letter Mail & Business Solutions

Direct Mail & Media Post

Revenue 2025:

EUR 1,210m

Revenue 2025:

EUR 1,720m

Revenue 2025:

EUR 143m

Parcel Austria &

Logistics Solutions

Branch Services &

Telecommunications

Adjusted to the new segment structure from 1 January 2026

INVESTOR PRESENTATION Investor Relations Vienna, 8 May 2026

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Group

Revenue 2025: EUR 3,043m

EBITDA 2025: EUR 413m

EBIT 2025: EUR 197m

‌VISION 2030: LEADING LOGISTICS & SERVICES GROUP REACHING MORE THAN 150M PEOPLE IN AUSTRIA, CEE, TR & BEYOND

1 2

POST & BEYOND IN AUSTRIA

Leading provider of key services -

post, bank, telco & more

SUSTAINABILITY, CUSTOMER & CULTURE

Sustainability-oriented, customer-driven,

and people-focused company

INTERNATIONAL E-COMMERCE

Leading e-commerce partner in Austria, CEE, Türkiye & beyond to reach more than 150m people

3

ONE GROUP - OPERATIONALLY EXCELLENT

Efficiency- and technology-focused integrated group

INVESTOR PRESENTATION Investor Relations Vienna, 8 May 2026

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‌1 STRUCTURAL CHANGE IN LETTER MAIL/DIRECT MAIL IN AUSTRIA

Letter Mail volumes

Millions of shipments

1,137

-59%

Ø -5.1% p.a.

465

2008 2026

Direct Mail/Media Post volumes

Millions of shipments

4,933

-37%

Ø -2.7% p.a.

3,098

2008 2026

Mail Revenue

EUR m

Letter Mail

Direct Mail/Media Post

-16%

1,272

1,064

CONTINUOUS PRODUCT ADJUSTMENTS

+ NETWORK OPTIMISATION

2008

2026

1 ‌POSTAGE RATES: AUSTRIA IN THE LOWER THIRD OF EUROPE

Estonia Italy Finland Belgium Norway Latvia Iceland Greece Sweden Lithuania

UK

Slovakia

1.00

1.30

1.20

1.40

1.58

1.80

2.00

2.45

2.42

2.75

1.96

1.90

2.08

2.20

2.47

2.45

3.00

3.10

Ireland France

Czech Republic Netherlands

Poland Slovenia Switzerland

Austria Romania Luxembourg

Hungary

0.71

1.28

1.16

1.00

1.09

1.00

0.98

1.52

1.02

1.48

1.40

1.38

1.31

1.31

1.30

1.28

1.20

1.85

Tariff adjustments as of

1 January 2026

• RSa/RSb letter mail

• International letter mail

• Mail forwarding, postal power of attorney

• Direct Mail/Media Post (leaflets, newspapers, etc.)

Croatia Portugal Spain Germany Bulgaria Malta Cyprus

0.46

0.34

0.72

0.73

0.96

0.95

0.45

0.41

0.77

1.00

1.00

Domestic standard letter <20g

(nominal prices)

3-5 working days delivery 1-2 working days delivery

EUR, February 2026

Further measures are planned for the second half of 2026

1 ‌ONGOING POSITIVE DEVELOPMENT OF BANK99

Break-even achieved after

5 years

Bank99 earnings in IFRS (EUR m)

1.5

2023

2024

2025

2026e

bank99 balance sheet total as at 31.03.2026

3.6

EUR bn

Cash

4.2

4.2

Other

Loans

Mortgage loans

EUR 1.7bn

Consumer loans

EUR 0.3bn

Financial assets (government bonds)

Other

Assets

0.2

Equity & Liabilities

Customer deposits

bank99 Net interest income

EUR m

63

65

70

29

2022

2023

2024

2025

Equity

Highlights/ Next steps in 2026

• Very good Q1 2026

  business development (EBIT of EUR 2.6m)

• Wide range of stocks and ETFs from summer 2026

• Current account offering for SMEs from Q3 2026

• Further expansion of the product range for housing finance

‌1 24/7 SELF-SERVICE SOLUTIONS INCREASINGLY POPULAR IN AUSTRIA

Extensive use by customers

(millions of items)

First Mile (send, return) Last Mile (receive)

35.1

1.3

2014 2025

Successful network rollout through expansion of postal points

(Branches, postal partners, post stations)

+59%

2,969 ~3,050

2,612

1,871

2023 2024 2025 2026e

‌1 MOBILE PHONE PACKAGE SUCCESSFULLY LAUNCHED

MOBILE PHONE RATES

HARDWARE

Reliable network quality of a major provider

Favourable rates without a binding contract

INTERNET RATES

ADDITIONAL PACKAGES

Consulting and service close to customers

‌2 INTERNATIONAL PRESENCE OF THE AUSTRIAN POST GROUP

Logistics & Last-Mile Delivery Other locations

INVESTOR PRESENTATION Investor Relations Vienna, 8 May 2026 11

‌2 E-COMMERCE & LOGISTICS: STRONG GROWTH IN AUSTRIA

Parcel volumes

millions of items

232

Revenue

EUR m

983

41 182

2008 2026

2008 2026

INVESTOR PRESENTATION Investor Relations Vienna, 8 May 2026 12

2 ‌E-COMMERCE & LOGISTICS: INCREASE IN CEE/SEE PARCEL VOLUMES

Parcel volumes

millions of items

Revenue

EUR m

52 54

78 78

70

165 172

198 214 212

2021 2026

2021 2026

2 ‌E-COMMERCE & LOGISTICS: STRONG COMPETITION IN TÜRKIYE

(1 EUR in TRY)

36.7

32.7

20.0

15.2

9.1

51.1

2026

2022

5.0

11.6

18.9

24.1

Revenue

TRY bn

12/20 12/21 12/22

12/23 12/24

03/26

2 ‌NEW IN GROUP LOGISTICS SOLUTIONS: E-COMMERCE-PROVIDER EUSHIPMENTS.COM AS OF 6 MARCH 2026

• Part of Austrian Post Group since March 2026

• Revenue contribution of EUR 5m for March 2026

• Revenue of about EUR 55m expected in 2026

One single integration and contract for all services and destinations

Own fulfilment centres

Active customers

Number

>1,300

Parcels

millions of items

>20

Direct e-shop connectivity

with platforms

Fulfilment: 9 proprietary

cargo and logistics centres

Consolidation and shipping

Transport and invoicing

Returns management

(incl. logistics)

2022 2026e 2022 2026e

‌FINANCIAL OVERVIEW Q1 2026 Revenue EUR 771m EBITDA EUR 94m EBIT EUR 37m Balance Sheet EUR 6.6bn Cashflow EUR 73m

INVESTOR PRESENTATION Investor Relations Vienna, 8 May 2026

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Bank

‌ADJUSTMENTS TO SEGMENT REPORTING FROM 1 JANUARY 2026

Retail & Bank

Parcel & Logistics

Mail

Mail, Retail & Services

E-Commerce & Logistics

‌Q1 2026 REVENUE OF EUR 771M

Revenue development

Mail, Retail & Services

• Q1 2026 revenue down by 7.6% from the prior-year quarter

• Product and pricing measures could not offset volume declines

• Revenue decline of approx. EUR 7m due to end of the previous Telekom sales cooperation

EUR m

+0.9%

758.6 763.6 770.7

330.3

313.7

-7.6%

289.9

402.9

418.3

+6.9%

(+11.3% excl. Türkiye+)

447.4

37.3

38.1

-7.6%

35.2

E-Commerce & Logistics

• Revenue in Q1 2026 up by 6.9% from the previous year

• Austria: +9.5% in Q1 2026

• Türkiye+: -2.7% in Q1 2026 (much lower volumes from Asia)

• CEE/SEE: +6.8% in Q1 2026

• Initial consolidation of euShipments.com as of 6 March 2026

Bank

• Income from Financial Services down by EUR 2.9m from Q1 2025

• Net interest income improved by EUR 3m

Q1 2024 Q1 2026

‌EARNINGS DECLINE IN THE FIRST QUARTER OF 2026 AS EXPECTED

EBITDA

EUR m

EBIT

EUR m

-7.7m

101.6

93.8

Q1 2025 Q1 2026

• Decrease in letter mail and direct mail

  -11.6m

  48.4

  36.8

  Q1 2025 Q1 2026

  EUR -5.7m

  Corporate/ Consol.

  Bank

  EUR 2.6m

  EUR 12.4m

  E-Commerce & Logistics

  EUR 27.5m

  Mail, Retail & Services

  
  
  

• No telecommunications income in the branch network in Q1 2026

• Strong earnings development in Austria due to positive volume and price development

• Intensive competition led to reduced profitability in Türkiye and CEE/SEE

• Earnings improvement related to good operating development and cost efficiency

• Positive one-off effect

• Earnings improvement primarily due to cost savings

‌KEY INCOME STATEMENT INDICATORS

Top line slightly positive

EUR m

Revenue

Other operating income

Raw materials, consumables and services used Expenses for financial services

Staff costs

Other operating costs At equity consolidation Net monetary gain EBITDA

EBITDA margin

Depreciation, amortisation and impairment

EBIT

EBIT margin

Financial result Income tax

Profit for the period

Earnings per share (EUR)

Q1 2025

763.6

32.0

-222.0

-12.9

-360.2

-102.6

1.0

2.8

101.6

13.3%

-53.2

48.4

6.3%

2.3

-11.1

39.6

0.56

Q1 2026

770.7

32.0

-234.9

-8.7

-367.8

-102.1

1.3

3.3

93.8

12.2%

-57.0

36.8

4.8%

-14.2

-7.3

15.3

0.22

% 0.9%

0.0%

-5.8%

32.8%

-2.1%

0.5%

33.9%

18.7%

-7.6%

-

-7.3%

-23.9%

-

<-100%

34.3%

-61.3%

-60.8%

∆

7.1

0.0

-12.9

4.2

-7.6

0.5

0.3

0.5

-7.7

-

-3.9

-11.6

-

-16.5

3.8

-24.3

-0.34

despite challenging economic conditions

Increased transport costs due to rising volumes as well as higher fuel costs in Türkiye; Austria: majority of energy supply is generated from alternative sources

Wage increases of 2.80% mandated by collective agreements in Austria as of 1 July 2025; expansion of the scope of consolidation

Strict cost discipline

Option 20% Aras Kargo: Volatile valuation effect of financial parameters (inflation and FX rate) have resulted in a loss of

EUR 8.4m (EUR +4.4m in

previous year)

Income tax rate of 32.2% related to expenses for the option valuation which are not tax-deductible

‌MAIL, RETAIL & SERVICES DIVISION: KEY INCOME STATEMENT INDICATORS

1 Adjusted to the new segment structure from 1 January 2026

2 EBIT margin in relation to total revenue

‌E-COMMERCE & LOGISTICS DIVISION: KEY INCOME STATEMENT INDICATORS

Strong parcel development (+10%) in Austria

Increase of 9% in CEE/SEE volumes and a 2% rise in Türkiye+: decline of Asian B2C volumes due to regulatory restrictions in Türkiye

Initial consolidation of euShipments.com as of 6 March 2026

Strong competitive and margin pressure in CEE/SEE and Türkiye+

1 EBIT margin in relation to total revenue

‌BANK DIVISION: KEY INCOME STATEMENT INDICATORS

EUR m

Revenue

• Income from Financial Services Revenue intra-Group

Total revenue EBIT

EBIT margin2

1 Adjusted to the new segment structure from 1 January 2026

2 EBIT margin in relation to total revenue

Q1 20251

38.1

38.1

0.0

38.1

-0.6

-

Q1 2026

35.2

35.2

0.0

35.2

2.6

7.3%

%

-7.6%

-7.6%

n.a.

-7.6%

>100%

-

∆

-2.9

-2.9

0.0

-2.9

3.2

-

Decrease in interest income

due to the lower key interest rate vs. Q1 2025

Earnings positively impacted

due to absence of IT migration costs and a leaner cost structure

Strong business development and interest rate climate; positive one-off effect

Financial debt

Financial debt incl. IFRS 16 Financial debt/EBITDA12m

EUR 124.2m

EUR 492.5m

0.3x

Financial debt incl. IFRS 16/EBITDA12m 1.2x

‌SOLID BALANCE SHEET AND FINANCING STRUCTURE ASSETS

EUR m

Liabilities/Other

Other financial liabilities

6,559.3

204.5

6,622.8

191.8

EQUITY & LIABILITIES EUR m

6,559.3

6,622.8

Financial services / bank99

31.12.2025

31.03.2026

31.12.2025

31.03.2026

‌OPERATING FREE CASHFLOW OF EUR 73 MILLION IN Q1 2026

EUR m

78.9

+9.5

73.4

-5.6

8.7

-59.1

-15.0

Cash flow from operating activities 1

Maintenance CAPEX

Other Operating

free cash flow 2

Growth CAPEX

Acquisitions/ divestments

Free cash flow before money

market investments1

1 Before core banking assets (CBA) and funds held temporarily

2 Free cash flow before acquisitions, money market investments, growth CAPEX, core banking assets (CBA) and funds held temporarily

‌AUSTRIAN POST'S INVESTMENT PROGRAMME

CAPEX in property, plant and equipment in a multi-year comparison

Investments - Regional split Q1 20261

31%

69%

1 Core investments excl. IFRS 16

EUR m

161

140-160

143

152

155

143

Focus in 2026/2027:

Expansion of the Salzburg Logistics Centre, increase in the number of parcel machines in CEE/SEE and fleet electrification

126

2020 2021 2022 2023 2024

2025

2026e

‌OUTLOOK FOR 2026 Market environment

• Mail: Volume decline due to the ongoing digitisation trend

• Parcels: Volume increase against the backdrop of intense competition; uncertainties due to regulatory restrictions on international trade flows as well as geopolitical conflicts

  Revenue

  • Group: Slight revenue increase predicted for 2026

  • Mail: Revenue decline in the mid single digit range

    • New in 2026: Branch services revenue of about EUR 35m incl. development of the in-house mobile phone brand YELLLOW (reduced revenue of about EUR 20m from the previous telecommunications sales cooperation)

  • E-Commerce: Revenue growth in the upper single digit range

    • New company euShipments.com consolidated since 6 March 2026

    • Regulatory restrictions on international shipments (B2C) are foreseeable (tariffs)

  • Bank: Income from Financial Services slightly above the prior-year level

Investments

• CAPEX in property, plant and equipment of EUR 140m-160m in 2026; focus on the expansion and modernisation of the Salzburg Logistics Centre, expansion of parcel machines in CEE/SEE as well as the further electrification of the vehicle fleet

  Earnings

  • Broadly stable earnings development targeted for 2026 in line with recent years (depending on the TRY/EUR exchange rate)

  • Seasonal revenue and earnings development expected with a weaker H1 and stronger H2

  • H1 2026 is particularly impacted by:

    • Transition from previous telekom sales collaboration to own mobile phone brand YELLLOW

    • Challenging market environment in CEE/SEE

    • Reduced parcel volumes from Asia result in competitive and margin pressure in Türkiye

‌CONTACT Austrian Post

Investor Relations Rochusplatz 1, 1030 Vienna Website: post.at/investor

E-mail: investor@post.at Phone: +43 57767-30400

Financial calendar 2026

07 August 2026 Half-Year Financial Report 2026

12 November 2026 Interim Report Q1-3 2026

Disclaimer

This presentation contains forward-looking statements, based on the currently held beliefs and assumptions of the management of Austrian Post, which are expressed in good faith and, in their opinion, reasonable. These statements may be identified by words such as "expectation" or "target" and similar expressions, or by their context. Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual results, financial condition, performance, or achievements of Austrian Post, or results of the postal industry generally, to differ materially from the results, financial condition, performance or achievements expressed or implied by such forward-looking statements. Given these risks, uncertainties and other factors, recipients of this document are cautioned not to place undue reliance on the forward-looking statements. Austrian Post disclaims any obligation to update these forward-looking statements to reflect future events or developments.

Österreichische Post AG (Austrian Post) | Legal form: limited company under Austrian law | Registered seat in the Municipality of Vienna | Commercial register number: FN 180219d of the Commercial Court of Vienna. This presentation can contain legally protected and confidential information and is protected by copyright. The reproduction, dissemination or duplication of this presentation, either in part or as a whole, requires the express written permission of Austrian Post.

INVESTOR PRESENTATION Investor Relations Vienna, 8 May 2026

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