Added to YB: 2025-09-04
Pitch date: 2025-09-02
INPST.AS [neutral]
InPost S.A.
-6.51%
current return
Author Info
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Company Info
InPost S.A., together with its subsidiaries, operates as an out-of-home e-commerce enablement platform providing parcel locker services in Poland and other European countries.
Market Cap
EUR 20.0B
Pitch Price
EUR 10.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.56
P/E
22.50
EV/Sales
2.11
Sector
Air Freight and Logistics
Category
growth
InPost (INPST Netherlands): growth holds up as integration noise masks the core trajectory
INPST.AS (quick overview): Group parcels +20% YoY, revenue growing faster. Poland margin improved to high-40s range showing core resilience. UK/Ireland added 1000+ APMs, 3x revenue growth. Yodel integration temporarily pressured margins but underlying trajectory strong. Dense locker network deepening moat despite Poland competition concerns. International mix rising, reducing single-market risk.
Read full article (2 min)