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InPost (INPST) investor relations material
InPost Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary2 Sep, 2025
Executive summary
Q2 2025 saw parcel volumes rise 23% year-over-year to 324 million and revenue up 35% to PLN 3.5 billion, with 52% of revenue generated outside Poland and the UK contributing 27%.
Adjusted EBITDA reached PLN 1 billion (28.3% margin, 35% excluding Yodel), but net profit dropped 60% to PLN 133 million due to M&A and integration costs.
Strategic acquisitions (Yodel in the UK, Sending in Iberia, Bloq.it) and a partnership with Blockit accelerated pan-European expansion and reinforced APM network leadership.
Network expansion continued, ending Q2 with over 53,000 APMs and 88,000 out-of-home locations across Europe, with international APMs surpassing the Polish network.
UK volumes surged 177% year-over-year, supported by Yodel integration, while Eurozone and Poland also posted solid growth.
Financial highlights
Group revenue increased 34.7% year-over-year to PLN 3.5 billion; adjusted EBITDA up 12.6% to PLN 1 billion (28.3% margin); net profit margin fell to 3.8% due to M&A costs.
Poland: Parcel volume up 6% to 180.9 million, revenue up 7%, and adjusted EBITDA up 12% to PLN 834.4 million (49.3% margin).
Eurozone: Parcel volume up 10%, B2C segment up 27%, APM volume up 59%, and adjusted EBITDA margin at 16.4%.
UK & Ireland: Volume up 177% (Yodel consolidation), revenue up 303%, adjusted EBITDA margin at 5.1% (core business >20%, offset by Yodel losses).
Group CapEx in Q2 was PLN 471 million (up 38% YoY), mainly for APM network expansion; group free cash flow was -PLN 9.2 million, with Poland generating PLN 476.9 million.
Outlook and guidance
Group volume expected to grow 25-30% and revenue 35-40% year-over-year for 2025.
Adjusted EBITDA growth forecasted at 20-25% YoY, with margin stabilizing at high 40s in Poland, increasing in Eurozone, and temporarily lower in UK due to Yodel.
Over 15,000 new APMs planned for rollout in 2025, with CapEx guidance at PLN 1.9 billion (60% for APMs).
Positive group FCF expected (excluding Yodel impact); net leverage to remain stable at 2.1x.
Q3 2025: Anticipated group volume growth in high-20s% YoY; international volume to grow ~70% YoY (Yodel consolidation).
Explain Q2 Adj. EBITDA margin decline
Bloq.it investment strategic rationale
InPost's APM market share in Poland
Assess Allegro's long-term impact on Polish volumes
Yodel's path to profitability by Q2 2026
Bloq.it's strategic advantage for APM expansion
Allegro dispute: Impact on future partnership?
YODL integration: Path to UK profitability by Q2 2026
Blockit APMs: Quantify deployment cost reduction
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Next InPost earnings date
Q3 2025 TU7 Nov, 2025
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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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