Posti Group (POSTI) Danske Bank Small & Mid Cap Seminar presentation summary

Company overview and transformation

• Operates as a leading delivery and fulfillment provider in Finland, Sweden, and the Baltics, employing around 13,800 people and managing 620,000 sqm of warehouse space.

• Shifted from a postal-focused business to a profitable international delivery and fulfillment provider, with 64% of 2025 net sales from eCommerce, Delivery, and Fulfillment services.

• Fourth largest corporate employer in Finland, serving diverse markets with over 100 nationalities represented.

Business segments and performance

• eCommerce and Delivery Services generated €640.9M in net sales and €22.0M in adjusted EBIT in 2025.

• Fulfillment and Logistics Services contributed €301.7M in net sales but had a negative adjusted EBIT of -€5.4M.

• Postal Services delivered €529.6M in net sales and €65.8M in adjusted EBIT.

• Parcel volumes grew by 11% in Q4 2025, while addressed letter volumes declined by 19%.

Financial highlights and results

• Q4 2025 net sales were €390.4M, down 3.3% year-on-year, mainly due to Postal Services.

• Q4 2025 adjusted EBIT reached a record €30.0M (7.7% margin), up from €21.7M (5.4% margin) in Q4 2024.

• Full-year 2025 net sales totaled €1,447.6M with adjusted EBIT of €69.3M (4.8% margin).