Added to YB: 2025-09-05
Pitch date: 2025-09-03
INPST.AS [neutral]
InPost S.A.
-4.59%
current return
Author Info
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 10.68
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: Growth Story or Value Trap?
INPST.AS (overview): Q2 2025 delivered 324M parcels (+23% YoY), revenue PLN 3.5B (+35%), but net profit fell 60% to PLN 133M due to Yodel integration costs. 53k APMs (+31%), international now >50% revenue. Strong Poland margins (49%) offset by UK expansion costs. Mgmt expects margin recovery by Q2 2026. Trades 6x fwd EV/EBITDA after 13% drop.
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