Half Year 2025 InPost SA Earnings Call Transcript
Key Points
- Inpost SA (INPOY) reported a 23% year-on-year increase in group volume for Q2, with a total of 324 million parcels.
- Group revenue rose by 35% to PLN3.5 billion, with more than half of the revenue coming from international business.
- The company achieved a record high group adjusted EBITDA margin of 35% when excluding the impact of Yodel.
- Inpost SA (INPOY) expanded its network significantly, deploying nearly 3,500 APMs in Q2, ending the quarter with over 53,000 APMs across Europe.
- The company has a strong consumer base with 14.6 million loyal app users, generating about 80% of total volume.
- The integration of Yodel has resulted in early losses, impacting the overall adjusted EBITDA margin.
- Inpost SA (INPOY) is facing legal challenges with Allegro due to alleged contract breaches, which could affect future business relations.
- The company experienced market volatility in Poland, impacting consumer sentiment and e-commerce volume generation.
- Despite network expansion, the Eurozone adjusted EBITDA margin remained stable, indicating potential challenges in cost management.
- The acquisition of Yodel has led to a temporary decrease in UK margins due to integration costs and operational challenges.
Good morning. My name is Gabriela Burdach, and I'm the Investor Relations Director at InPost. Welcome to InPost's Second Quarter 2025 earnings call.
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 of International; and Javier van Engelen, CFO of InPost Group. I'm now pleased to hand over to our CEO, Rafal, over to you.
Good morning, everyone. Thank you, Gaby, and thank you all for joining us today. Q2 marked a strong step forward for InPost. We are not just maintaining momentum, we are accelerating across Europe, and that's the fact. Our group volume in Q2 increased by
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