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InPost (INPST) investor relations material
InPost Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record parcel volumes in Q4 and full year 2025, reaching 1.4 billion parcels, a 25% year-on-year increase, driven by B2C growth and international marketplace momentum.
Expanded network to over 61,000 automated parcel lockers, reinforcing leadership in European out-of-home delivery solutions.
Completed strategic acquisitions of Yodel in the UK and Sending in Spain, expected to unlock significant synergies and strengthen market positions.
Financial highlights
Q4 2025 parcel volumes reached 417.6 million, up 30% year-on-year, with peak day processing over 15 million parcels.
In Poland, Q4 volumes hit 220.2 million (up 5% YoY), Eurozone 104.8 million (up 23% YoY), and UK 92.6 million (up 240% YoY).
Full year 2025: Poland 763.1 million parcels (up 8% YoY), Eurozone 339.5 million (up 17% YoY), UK 262.1 million (up 181% YoY).
Outlook and guidance
Focus for 2026 remains on innovation, enhancing customer experience, and unlocking network synergies for sustainable growth.
- TimeTickerHeadlineOpen
- 6 FebISCTR
Net profit hit TL 67.4 billion in 2025, with strong NIM, fee growth, and solid 2026 outlook. - 6 FebSCW
73% revenue growth and record backlog driven by new space contracts and strategic investments. - 6 FebCDP
2025 FFO/share rose 5.8% with strong leasing and retention; 2026 guidance signals further growth. - 6 FebSCW
Revenue at 15.86 mln PLN, backlog 17.14 mln PLN, and major space contracts drive 2025 outlook. - 6 FebPENG
All proposals passed, with no questions raised during the Q&A session. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, Space segment leads growth. - 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and strong acquisitions. - 6 FebSCW
Q2 2025 revenue surged 120% y/y, driven by a record Asian contract and a tripled backlog. - 6 FebSCW
Q1 2025 revenue jumped 97% year-over-year, with strong backlog and major new contracts secured. - 6 FebSCW
Q3 revenue up 39% y/y, backlog at 58.3 mln PLN, Space leads growth with global contracts.
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Frequently asked questions
Parcel Lockers
InPost is a Polish logistics and distribution company, that specializes in providing automated parcel delivery services, primarily in Europe. The company facilitates package delivery with its network of parcel lockers, which offer convenient, 24/7 accessibility for customers to send, receive, and return packages. InPosts biggest market is Poland, but the company is also actively expanding in numerous European countries. The company is headquartered in Krakow, Poland, and its shares are listed on the Amsterdam Stock Exchange.
Integer
The company was founded as a subsidiary of Integer, a leaflet distribution company, in 2006. InPost introduced its now wildly popular parcel locker boxes in 2009. One of the key drivers behind InPost's expansion and growth has been the increase in e-commerce shopping. Customers can choose a pickup place that suits them while shopping online, rather than having parcels sent to a pickup point that they have no control over. As E-commerce has grown in popularity, InPost has positioned itself as a very attractive shipping option for customers shopping on websites like Zalando and Amazon.
The Parcel Lockers
InPost lockers offer a convenient and efficient alternative for parcel delivery and collection. Operating as automated, self-service kiosks, they are strategically located in accessible public areas such as shopping centers, gas stations, and transport hubs. Users can send, receive, or return parcels using these lockers, which are available 24/7. The process involves selecting a locker location through InPost's online platform or mobile app when making an online purchase or preparing a shipment. On arrival of the parcel at the designated locker, the user receives a unique code or QR code via email or SMS. This code is used to open the specific compartment containing the parcel, ensuring a secure and flexible pickup or drop-off.
Other Services
Besides its parcel lockers, the company offers a range of other logistics and delivery solutions. These include courier services, which facilitate door-to-door delivery of packages, enhancing accessibility and convenience for customers. InPost also provides integrated e-commerce solutions, supporting online retailers with streamlined shipping and returns processes.
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