InPost S.A. (INPOY) Q3 2025 Earnings Call Transcript

**Gabriela Burdach, Head of Investor Relations**

Good morning. My name is Gabriela Burdach, and I’m the Investor Relations Director at InPost. Welcome to the InPost Third Quarter 2025 Earnings Call.

Before we begin, please note the usual disclaimer: today’s call includes forward-looking statements that are subject to risks, and actual results may differ materially. This call is being recorded, and the recording will be available on our IR website shortly after we wrap up today.

After the presentation slides, we will hold a Q&A session.

Today’s presenters are:
– Rafal Brzoska, CEO
– Michael Rouse, CEO International
– 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:

– In the third quarter, we handled 351 million parcels, an increase of 34%. This is not just a big number—it reflects consistent merchant adoption, customer loyalty, relentless focus on quality, and strategic acquisitions.
– On the top line, we generated PLN 3.8 billion in revenue, up almost 50% year-on-year.
– As you can see on the accompanying pie chart, already 54% of group revenue came from international markets.

Thank you for your attention. We look forward to discussing our results in more detail and addressing your questions during the Q&A session.
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