Rafał Brzoska: Q2 2025 was another strong quarter for InPost
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InPost Group has announced it’s HY25 results this morning, reporting strong results driven by accelerated international expansion and record network deployment, further reinforcing its position as the continent’s out-of-home delivery leader whilst frontloading future expansion. Key highlights within the UK Market include:· Revenue growth of 303.1% YoY to PLN 954.2 million, making it the second-largest contributor to Group revenue after Poland, with a 27% share. · Parcel volume increased by 177% YoY to 65.4. This includes the consolidation of Yodel for May and June in Q2 2025. · Adjusted EBITDA grew 43.6% YoY to PLN 48.4 million reflecting strong performance during the Yodel consolidation and integration phase. · InPost operates the largest APM network in the UK, with 11,000+ APMs.· The InPost UK network expanded to nearly 17,000 OOH points, reinforcing its position as the leading OOH network in the region.· At quarter-end, InPost operated 11,088 APMs, maintaining high utilisation rates.· Currently, 75% of the population in the top three cities in the UK lives within a 7-minute walk of an InPost OOH point.· National overall coverage now reaches over 51% of the UK population.Rafał Brzoska, Founder and CEO of InPost Group, commented: “Q2 2025 was another strong quarter for InPost, marked by robust financial performance, accelerated international expansion, and significant network deployment. We delivered 324 million parcels, up 23% YoY, outpacing e-commerce market growth in our core geographies. For the first time, over half of InPost Group’s revenue came from outside Poland, confirming the success of our international strategy.The UK has emerged as a key growth engine, with volumes almost tripling, driven by addition of Yodel to the Group’s portfolio and continued organic growth.Operationally, we have just reached a major milestone: our international APM network now surpasses the Polish network, with over 27,000 lockers abroad. We remain the locker leader in all our key geographies.While we continue to invest significantly in organic growth, 2025 has been a year for strategic acquisitions. With the addition of Yodel, the UK has become our second-largest market and our top international growth priority. Most recently, we acquired Sending to support our expansion in the high-potential Iberian region. Just yesterday, we acquired a minority stake in Bloq.it — a company specialising in battery-powered APMs — which we believe will help accelerate the scalability of our network.Looking ahead, we remain focused on scaling our network, strengthening customer engagement, and leveraging synergies from recent acquisitions.”Weiter zum vollständigen Artikel bei Post&Parcel
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Datum | Rating | Analyst | |
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13.08.2019 | Q2 Buy | Compass Point | |
01.03.2019 | Q2 Buy | Needham & Company, LLC | |
19.12.2018 | Q2 Buy | BTIG Research | |
09.08.2018 | Q2 Buy | Needham & Company, LLC | |
11.05.2018 | Q2 Neutral | BTIG Research |
Datum | Rating | Analyst | |
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11.05.2018 | Q2 Neutral | BTIG Research | |
18.11.2016 | Q2 Sector Weight | Pacific Crest Securities Inc. |
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