PRESS RELEASE



21st January 2026

Q4 and full year 2025 trading update

InPost delivers record-breaking volumes and reinforces its leadership in European locker network
  • Europe's leading e-commerce logistics enabler, InPost Group, achieved record-high parcel volumes in Q4 and for the full year 2025, driven by strong B2C growth and international marketplaces momentum, supported by strategic acquisitions in the UK and Spain.
  • Group parcel volumes increased 25% year-on-year to a record 1.4 billion.
  • With over 61,000 automated parcel lockers, InPost solidifies its position as the European leader in out-of-home delivery solutions.
  • Special Committee continues to assess the indicative offer for all shares, as announced on January 6, 2026
Q4 2025 volume: Peak season hit new highs

InPost Group once again delivered a successful peak season, handling a record 417.6 million parcels in Q4 2025, representing a strong 30% year-on-year increase. On the busiest day of the season, the Group processed over 15 million parcels across Europe, setting a new benchmark for operational excellence.

In Poland, volumes reached an all-time high of 220.2 million parcels in Q4, up 5% YoY, driven primarily by to-door deliveries (+36% YoY) fuelled by demand from international marketplaces. Beyond marketplaces, we also saw robust growth from domestic merchants, particularly in the fashion and beauty segments.

In the Eurozone, parcel volumes totalled 104.8 million in Q4, up 23% YoY, with growth led by APM deliveries (+51% YoY) and a strong performance in the B2C segment (+60% YoY), which continues to diversify service mix away from C2C.

In the UK, InPost delivered 92.6 million parcels in Q4, more than tripling volumes year-on-year, supported by the consolidation of Yodel. The peak season was strong for both

InPost UK and Yodel, and in January we restarted progressing with the One Network Project to operate as a single company and unlock synergies and financial efficiencies.

Q4 2025

Q4 2024

YoY growth

Parcel volumes (million)

417.6

322.0

30%

Poland

220.2

209.8

5%

APM

170.7

173.3

(1%)

To-door

49.5

36.5

36%

International

197.4

112.3

76%

Eurozone

104.8

85.0

23%

UK + Ireland

92.6

27.2

240%

FY 2025 volume: 1.4 billion parcels per year driven by international markets

In 2025, InPost Group reached a historic milestone, handling 1.4 billion parcels, a 25% increase year-on-year.

In Poland, volumes totalled 763.1 million parcels, up 8% YoY, driven primarily by international marketplaces, reflected in the strong growth of to-door deliveries (+19% YoY).

The Eurozone delivered 339.5 million parcels, marking a 17% YoY increase, fuelled by robust B2C sector growth and a significant 54% YoY growth in APM deliveries, reinforcing our leadership in out-of-home solutions.

In the UK, volumes reached 262.1 million parcels, nearly tripling year-on-year, supported by the consolidation of Yodel operations from Q2, driving dynamic growth and strengthening our market position.

FY 2025

FY 2024

YoY growth

Parcel volumes (million)

1,364.8

1,091.6

25%

Poland

763.1

709.2

8%

APM

606.0

577.5

5%

To-door

157.1

131.7

19%

International

601.7

382.4

57%

Eurozone

339.5

289.2

17%

UK + Ireland

262.1

93.2

181%

Network: New milestone, more than 14k APMs added

InPost Group continued to strengthen its out-of-home network, expanding to 94,500 locations, with lockers representing 65% of these points. In 2025, we added a record number of APMs - 14,200 machines - and closed the year with 61,196 APM locations

(+30% YoY). This achievement strengthens InPost's leading position as the OOH delivery network in Europe, with the highest number of lockers.

In Poland, APM number grew by 11% YoY to more than 28,000 machines, maintaining InPost as the most preferred delivery brand, with 87% of users selecting InPost lockers as their top choice.1

Across Eurozone markets, we expanded our OOH footprint to over 43,200 locations, adding 6,867 APMs and closing the year with 19,310 machines. As part of our strategic focus on efficiency, we reduced the number of PUDO points to redirect more volumes to lockers, which offer superior cost and operational benefits.

In the UK, InPost ended 2025 with over 19,200 OOH points, including 13,721 lockers, making the Company a clear market leader in locker-based delivery. This network expansion helped optimize utilization, bringing it below 90% and ensuring capacity for continued growth.

31 Dec 2025

31 Dec 2024

YoY growth

No. of APMs (#)

61,196

46,955

30%

Poland

28,165

25,269

11%

Eurozone

19,310

12,443

55%

UK

13,721

9,243

48%

No. of lockers (000s)

6,720

5,532

21%

Poland

4,028

3,662

10%

Eurozone

1,716

1,214

41%

UK

976

656

49%

No. of PUDOs (#)

33,340

34,157

(2%)

Poland

3,907

3,984

(2%)

Eurozone

23,942

27,300

(12%)

UK

5,491

2,873

91%

Rafał Brzoska, Founder and CEO of InPost Group, commented:

2025 was a landmark year for InPost Group. We achieved record-breaking volumes, expanded our network, and completed two strategic acquisitions- Yodel in the UK and Sending in Spain -that are expected to further unlock significant synergies and strengthen our position in key markets. Delivering 1.4 billion parcels and adding over 14,000 APMs demonstrates the strength of our model and the trust customers place in our services.

‌1E-commerce in Poland in 2025, Gemius, September 2025

In 2026, we remain focused on driving innovation, enhancing customer experience, and unlocking synergies across our network to deliver sustainable growth and value for all stakeholders."

Update on the indicative proposal for all shares

Further to its press release dated January 6th, 2026, the Company confirms that a Special Committee of members of the Management Board and Supervisory Board continues to assess the indicative offer. The company reiterates that there can be no assurance that the proposal will lead to a transaction. Further announcements will be made if and when appropriate.

About InPost S.A.

InPost (Euronext Amsterdam: INPST) has revolutionised e-commerce parcel delivery in Poland and is now one of Europe's leading OOH e-commerce enablement platforms. Founded in 1999 by Rafał Brzoska, InPost provides delivery services through our network of over 60,000 Automated Parcel Machines (APMs) and over 33,000 pick-up drop-off points (PUDO) in nine countries across Europe, as well as to-door courier and fulfilment services to e-commerce merchants. InPost's locker machines provide consumers with a cheaper and more flexible, convenient, environmentally friendly and contactless delivery option.

Contact information

Gabriela Burdach, Director of Investor Relations ir@inpost.eu

Wojciech Kądziołka, Spokesman

wkadziolka@inpost.pl

+48 725 25 09 85

Disclaimer

This is a public announcement by InPost pursuant to article 17(1) of the Market Abuse Regulation (EU) 596/2014. This press release may contain inside information as defined in article 7 of the Market Abuse Regulation (EU) 596/2014.

This public announcement does not constitute an offer, or any solicitation of any offer, to buy or subscribe for any securities. This press release contains forward-looking statements. Other than the reported financial results and historical information, all the statements included in this press release, including, without limitation, those regarding our financial position, business strategy and management plans and objectives for future operations, are, or may be deemed to be, forward-looking statements that reflect the Company's current views for future events and financial and operational performance. These forward-looking statements may be identified using forward-looking terminology, including but not limited to the terms 'believes', 'estimates', 'plans', 'projects', 'anticipates', 'expects', 'intends', 'may', 'will', 'should' or, in each case, their negative or other variations or comparable terminology, or by discussions of strategy, plans, objectives, goals, future events or intentions. These forward-looking statements are based on the Company's beliefs, assumptions and expectations regarding future events and trends that affect the Company's future performance, considering all the information currently available to the Company, and are not guarantees of future performance. By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future, and the Company cannot guarantee the accuracy or completeness of forward-looking statements. Several important factors, not all of which are known to the Company or are within the Company's control, could cause actual results or outcomes to differ materially from those expressed in any forward-looking statement because of the risks and uncertainties facing the Company. Readers are cautioned not to place undue reliance on these forward-looking statements, which relay information only as of the date of this press release and are subject to change without notice. Other than as required by applicable law or the applicable rules of any exchange on which our securities may be traded, we have no intention or obligation to update forward-looking statements.

All figures for 2025 are preliminary and final audited numbers will be presented in the annual report for 2025.

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InPost SA published this content on February 08, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on February 08, 2026 at 16:26 UTC.