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PostNL (PNL) investor relations material

PostNL CMD 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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CMD 2025 summary17 Sep, 2025

Strategic direction and transformation

  • Launched 'Breakthrough 2028' to drive growth, value, innovation, and impact, shifting from volume to value in e-commerce and splitting Parcels into E-commerce and Platforms from January 2026 for focused management.

  • Platforms segment leverages asset-light, digital-first models (Spring and MyParcel) for scalable, cross-border growth, targeting SMEs and scale-ups.

  • Mail segment transformation includes migration to D+2 by 2026 and D+3 by 2028, cost-saving measures, and regulatory engagement to ensure future viability.

  • Ten strategic projects and portfolio priorities drive change, focusing on simplification, accountability, and a high-performance, inclusive culture.

  • Committed to employee engagement, inclusiveness, diversity, and workplace safety, with a five-point engagement increase targeted by 2028.

Financial ambitions and guidance

  • 2028 targets: revenue above €4 billion, normalized EBIT above €175 million, free cash flow above €75 million, and ROIC above 12%, with a 5% CAGR from 2024.

  • CapEx of approximately €150 million per year from 2026, focused on IT, network, retail/OoH, and ESG investments.

  • E-commerce EBIT margin expected to grow from 2.5% in 2024 to 6.5% in 2028, with mid single-digit revenue growth and double-digit ROIC.

  • Platforms segment aims for double-digit revenue growth, EBIT margin around 3%, and the highest ROIC among segments.

  • Mail segment anticipates low single-digit revenue decline, aiming for break-even EBIT and around 0% ROIC by 2028.

Business segment developments

  • E-commerce focuses on margin improvement via commercial differentiation, consumer experience, cost competitiveness, and advanced steering.

  • Out-of-home delivery to grow from 12.5% in 2024 to around 20% in 2028, with network expansion to 3,600 APLs and >60% utilization.

  • Belgium identified as a key growth market, aiming to outperform local market growth and expand infrastructure.

  • Platforms leverage network effects, API-driven processes, and modular SaaS services to expand across Europe.

  • Mail transformation plan includes €35–60 million annual cost savings, network optimization, and delivery frequency reduction, with EBIT expected to return to near breakeven by 2028.

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Frequently asked questions

PostNL N.V. provides postal and logistics services to businesses and consumers in the Netherlands, rest of Europe, and internationally. It offers letter mail and parcel services; express delivery services; and end-to-end fulfillment solutions for e-commerce customers, as well as business-to-business shipping services. The company also provides fulfillment solutions consisting of pick and pack, order processing, warehousing, reverse logistics, contact center support, value added services, and return management; courier express parcel services using pickup and delivery points in the Benelux; domestic prepaid envelopes; and direct marketing services comprising market research techniques, data analysis tools, and mailing strategies.

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