InPost S.A. Unsponsored ADR (INPOY)
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InPost S.A. (INPOY) Q4 2025 Earnings Call Transcript
InPost S.A. (INPOY) Q4 2025 Earnings Call Transcript
InPost: Still Plenty Of Reasons To Stay Bullish
InPost S.A. remains a buy as core Poland growth is robust and international expansion is accelerating. Q3 revenue grew 49% y/y, with international markets now contributing 54% of revenue, reducing single-country risk. Poland's adj. EBITDA margin hit a record 49.2%, demonstrating scale-driven margin expansion despite a higher courier mix.
InPost: "Strong Buy" On Undervaluation And Strong Earnings
Despite a 25% stock decline, I see InPost's Q2 2025 results as strong, with robust parcel volume and sales growth. The Allegro partnership dispute pressured Polish volumes, but InPost's logistics network and service differentiation remain key competitive advantages. I'm lowering my base price target to $8.16 but see 32%-71% upside; current valuation is attractive versus peers, supporting a "Strong Buy" rating.
InPost S.A. (INPOY) Q2 2025 Earnings Call Transcript
InPost S.A. (OTCPK:INPOY) Q2 2025 Earnings Call September 2, 2025 4:00 AM EDT 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 Francisco van Engelen Sousa - CFO & Vice President of Board of Management Conference Call Participants Alexia Dogani - JPMorgan Chase & Co, Research Division Henk Slotboom - The Idea-Driven Equities Analyses Company Stefano Toffano - ODDO BHF Corporate & Markets, Research Division David Kerstens - Jefferies LLC, Research Division Marco Limite - Barclays Bank PLC, Research Division Presentation Gabriela Burdach Head of Investor Relations Good morning.
InPost S.A. (INPOY) Q1 2025 Earnings Call Transcript
InPost S.A. (OTCPK:INPOY) Q1 2025 Results Conference Call May 14, 2025 4:00 AM ET Company Participants Gabriela Burdach - Head of IR Rafal Brzoska - CEO Michael Rouse - CEO International Javier van Engelen - CFO, InPost Group Conference Call Participants Marco Limite - Barclays Roman Reshetnev - Goldman Sachs Othmane Bricha - Bank of America Henk Slotboom - The Idea Gabriela Burdach Good morning.
InPost signs deal to handle Vinted deliveries until 2027
Parcel locker company InPost has agreed a deal with Lithuanian online marketplace Vinted to handle parcel deliveries in eight countries until the end of 2027, the company said on Wednesday.
InPost S.A. (INPOY) Q4 2024 Earnings Call Transcript
InPost S.A. (OTCPK:INPOY) Q4 2024 Earnings Conference Call March 28, 2025 5:00 AM ET Company Participants Gabriela Burdach - Head of IR Rafal Brzoska - CEO Michael Rouse - CEO International Javier van Engelen - CFO, InPost Group Conference Call Participants Alexia Dogani - JPMorgan David Kerstens - Jefferies Marco Limite - Barclays Roman Reshetnev - Goldman Sachs Othmane Bricha - Bank of America Gabriela Burdach Good morning, my name is Gabriela Burdach and I'm the Investor Relations Director at InPost.
InPost: I Maintain My Buy Rating Despite High Cost Growth
InPost's Q3 earnings showed 23% sales growth but were offset by a 22% rise in operating expenses, highlighting inefficiencies and higher external service costs. Despite a 30% EBITDA growth and margin expansion, higher net financing costs hindered operational efficiency, with stable EPS year-on-year. I lowered InPost's price target from $15.20 to $10.44, driven by a conservative peer group EV/EBITDA multiple and lower EBITDA estimates for 2024-2026.
In deal with InPost CEO, PPF sets earn-out trigger at double its entry cost
InPost said its CEO Rafal Brzoska has reached an earn-out agreement with a unit of InPost's biggest shareholder, PPF Group, that would take effect if the Czech investment firm sells out of the Polish parcel locker company.
InPost: Huge Growth Delivery On Booming E-Commerce
InPost, a Polish company, excels in last-mile delivery via automated parcel machines (APMs) and PUDOs, offering cost-efficient and scalable e-commerce solutions. The company shows strong revenue growth driven by parcel volumes, with a 22.5% increase in revenues and a 28.6% rise in adjusted EBITDA. Key opportunities include expanding APM density and international reach, while risks involve e-commerce growth slowdowns, competition, and congestion during peak times.
