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InPost (INPST) investor relations material
InPost Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary7 Nov, 2025
Executive summary
Q3 2025 delivered record-breaking parcel volumes of 351.5 million (+34% YoY) and revenue of PLN 3.8 billion (+49% YoY), driven by strong performance in Poland, Eurozone, and the UK, with Yodel acquisition tripling UK volumes.
Adjusted EBITDA reached PLN 1.1 billion (+24% YoY) at a 28% margin, supported by robust volume growth and network expansion.
Over half of group revenue now comes from outside Poland, reflecting successful international diversification and strategic acquisitions.
Market share increased across all regions, with significant gains in the UK (+219% YoY volumes) and Eurozone (+24% YoY), and continued leadership in Poland.
Mobile app user base expanded, with 15.3 million users in Poland, 11.3 million in the UK, and 6.7 million in France, enhancing customer engagement.
Financial highlights
Q3 2025 revenue: PLN 3,768.9 million (+48.7% YoY); 9M 2025 revenue: PLN 10,254.2 million (+35.2% YoY).
Adjusted EBITDA: PLN 1,055.4 million (+23.8% YoY); margin 28% (down 560bps YoY).
Adjusted net profit: PLN 322.8 million (down 3.3% YoY); net profit: PLN 164.3 million (down 35.8% YoY).
CapEx in Q3 was PLN 356 million, mainly for APM network expansion (60% of CapEx).
Group free cash flow returned positive at PLN 172 million in Q3; net leverage stable at 2.1x, up from 1.9x YoY.
Outlook and guidance
FY 2025 outlook: group volume growth expected at 25–30% YoY, revenue at 35–40% YoY, and adjusted EBITDA growth in the mid-teens.
Adjusted EBITDA margin in Poland projected in the high 40s; international margin progress expected year-on-year.
UK & Ireland adjusted EBITDA margin temporarily lower due to Yodel integration; group adjusted EBITDA to grow mid-teens YoY.
Capex for FY 2025 expected at PLN ~1.9 billion, with 60% for APM deployment.
Q4 2025 group growth anticipated in the high 20% range; UK volumes to almost triple due to Yodel consolidation.
UK quality focus: long-term margin impact?
When will Group EBITDA margin stabilize/improve?
Timeline for positive International FCF?
Yodel integration pause: UK margin impact
Quantify APM flow rate impact on Eurozone margin
Poland: strategy to maintain 60% market share
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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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