InPost S.A. (NL:INPST)
:INPST
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Earnings Data
Report Date
Aug 31, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.08Last Year’s EPS
0.15Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive operational and top‑line story: strong volume (+32%) and revenue (+31%) growth, rapid APM network expansion (~95k points), healthy profitability and cash generation in Poland, and clear momentum in Eurozone brands. The main negatives are near‑term cash consumption and leverage from aggressive international expansion and the ongoing U.K. transformation (Q1 U.K. loss of PLN 49M), plus increased depreciation and capex intensity. Management emphasizes that investments are deliberate to build long‑term European scale and the U.K. trajectory is improving (March profitable), supporting confidence in the strategy.Company Guidance
Strong Volume Growth
Group handled ~360 million parcels, up 32% year‑on‑year, driven by international expansion and merchant adoption.
Revenue Expansion
Group revenue reached PLN 3.9 billion, up 31% year‑on‑year; 53% of group revenue now comes from outside Poland, showing meaningful international diversification.
Poland Profitability and Engagement
Poland adjusted EBITDA rose 7% to PLN 849 million with a 47.1% margin; 26 million users (21M regular APM users, 17M app users, 14M loyalty members) and 90% of urban population within a 7‑minute walk to APM.
Eurozone Momentum and Brand Progress
Eurozone volumes up 28% to 94 million, B2C up 34%; Eurozone adjusted EBITDA up 28% to PLN 150 million (margin 13.5%); Mondial Relay app downloads reached 9 million (2x YoY) and brand awareness 91%.
U.K. Scale and Operational Improvement
U.K. volumes grew ~220% to 77 million (Yodel consolidation); network grew 45% YoY to >18,600 points (14,600+ APMs); March was a profitable month and the business showed quarter‑on‑quarter loss improvement (from ~PLN 99M loss in Q4 to ~PLN 49M loss in Q1).
APM Network Expansion
Group operated nearly 95,000 out‑of‑home points, adding ~15,000 machines over 12 months (3,500 added in Q1); Eurozone APMs grew 53% YoY.
Solid Adjusted EBITDA and Margins at Group Level
Adjusted EBITDA was PLN 902 million (‑4% YoY) with a healthy 23.4% margin, reflecting strong underlying performance across Poland and Eurozone.
Poland Free Cash Flow Generation
Poland generated PLN 276 million of free cash flow in Q1, up 59% YoY, which funds international expansion investments.
NL:INPST Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NL:INPST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | €15.22 | €15.21 | -0.07% |
Mar 17, 2026 | €15.06 | €15.06 | 0.00% |
Nov 07, 2025 | €10.59 | €10.05 | -5.10% |
Sep 01, 2025 | €12.29 | €10.75 | -12.53% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does InPost S.A. (NL:INPST) report earnings?
InPost S.A. (NL:INPST) is schdueled to report earning on Aug 31, 2026, TBA (Confirmed).
What is InPost S.A. (NL:INPST) earnings time?
InPost S.A. (NL:INPST) earnings time is at Aug 31, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of InPost S.A. stock?
The P/E ratio of InPost S.A. is N/A.
What is NL:INPST EPS forecast?
NL:INPST EPS forecast for the fiscal quarter 2026 (Q2) is 0.08.