InPost S.A. (OTCPK:INPOY) Q3 2025 Earnings Call November 7, 2025 4:00 AM EST

Company Participants

Gabriela Burdach - Head of Investor Relations Rafal Brzoska - President of Management Board & CEO Michael Rouse - Vice President of Management Board & CEO of International

Conference Call Participants

David Kerstens - Jefferies LLC, Research Division Marc Zeck - Kepler Cheuvreux, Research Division Alexia Dogani - JPMorgan Chase & Co, Research Division

Presentation

Gabriela Burdach Head of Investor Relations

Good morning. My name is Gabriela Burdach, and I’m the Investor Relations Director at InPost. Welcome to InPost Third Quarter 2025 Earnings Call. The usual disclaimer, today’s call includes forward-looking statements that are subject to risks, and it is possible that the actual results may differ materially. This call is also being recorded, and the recording will be available on our IR website shortly after we wrap it up today.

After the slides, we will have a Q&A session. Today’s presenters are Rafal Brzoska, CEO; Michael Rouse, CEO, International; and Javier van Engelen, CFO of InPost Group.

I am now pleased to hand over to our CEO, Rafal, over to you.

Rafal Brzoska President of Management Board & CEO

Good morning, everyone. Thank you, Gaby, and thank you all for joining us today. Q3 was another very strong quarter for InPost Group. We delivered record-breaking volumes and revenue growth while maintaining solid margins.

Let me start with the highlights first. In the third quarter, we handled 351 million parcels, an increase of 34%. And this is not just a big number. It’s a reflection of consistent merchant adoption, customer loyalty, relentless focus on quality as well as strategic acquisitions. At the top line, we generated PLN 3.8 billion in revenue, up almost 50% year-on-year.

As you can see on the pie chart, already 54% of group revenue came from

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