Added to YB: 2026-01-13
Pitch date: 2026-01-09
INPST.AS [neutral]
InPost S.A.
+6.23%
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 31.7B
Pitch Price
EUR 14.28
Price Target
18.00 (+19%)
Dividend
N/A
EV/EBITDA
10.65
P/E
35.66
EV/Sales
2.98
Sector
Air Freight and Logistics
Category
special_situation
InPost: Will history repeat itself?
INPST.AS (update): Up 40% on potential take private by Advent/CEO Brzoska/PPF consortium (47.7% ownership) at ~€14/share. Author sees €18+ fair value in base case, €14 at bear case. Disappointed by low offer vs intrinsic value. Banks offering €4.5B financing. History: Advent bought at 10.87 PLN, IPOed at €16, fell to €5 lows.
Read full article (3 min)