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InPost
InPost (INPST) investor relations material
InPost Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary9 Feb, 2026
Transaction overview
A consortium of Advent, FedEx, A&R, and PPF has made a recommended all-cash offer for all shares at EUR 15.60 per share, valuing the company at EUR 7.8 billion, with Advent and FedEx each holding 37%, A&R 16%, and PPF 10% post-transaction.
The offer represents a 50% premium to the undisturbed share price and up to 55% to recent volume-weighted averages, and is unanimously supported by the boards after a thorough review and external fairness opinions.
The transaction is subject to customary conditions, including regulatory and antitrust approvals in multiple jurisdictions, and a minimum acceptance level of 80%.
The offer is backed by shareholders representing 48% of shares, with PPF reinvesting to retain a 10% share in the consortium.
Settlement and closing are expected in the second half of 2026, following regulatory filings, offer memorandum publication, and EGMs.
Strategic rationale and future operations
The consortium aims to accelerate growth, expand the parcel locker network, and enhance B2C digital solutions, leveraging FedEx's global network and Advent’s sector expertise.
The company will retain its brand, head office in Poland, and current management structure, with no anticipated workforce changes.
InPost and FedEx will remain independent competitors but plan to enter commercialization agreements to leverage complementary strengths.
Employee rights, benefits, and corporate culture will remain unchanged, with non-financial covenants in place for at least 18 months post-settlement.
The consortium supports the existing business strategy, growth ambitions, and ESG goals.
Financial and structural details
The transaction will be funded through a mix of equity and debt, with post-transaction leverage slightly above 4x and financing secured from reputable institutions.
Existing bonds are not automatically triggered for change of control, and the company retains flexibility regarding refinancing.
If 80-95% of shares are tendered, a demerger process will transfer assets to a new entity, with minority shareholders receiving the offer price; above 95%, a standard squeeze-out applies.
Rafał Brzoska will roll over his stake, increasing his share to 16% in the consortium without injecting new cash.
The offer includes robust non-financial covenants and a break fee set at 1% of the offer value.
FedEx/InPost commercial agreement impact?
Minority shareholder outcome if <95% tendered?
Non-financial covenants: post-18 month plan?
Clarify FedEx/InPost operational independence
Justify offer price vs. IPO price
Impact of demerger on minority shareholders
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Next InPost earnings date
H2 202518 Mar, 2026
InPost
Next InPost earnings date
H2 202518 Mar, 2026
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Frequently asked questions
Parcel Lockers
InPost is a Polish logistics and distribution company, that specializes in providing automated parcel delivery services, primarily in Europe. The company facilitates package delivery with its network of parcel lockers, which offer convenient, 24/7 accessibility for customers to send, receive, and return packages. InPosts biggest market is Poland, but the company is also actively expanding in numerous European countries. The company is headquartered in Krakow, Poland, and its shares are listed on the Amsterdam Stock Exchange.
Integer
The company was founded as a subsidiary of Integer, a leaflet distribution company, in 2006. InPost introduced its now wildly popular parcel locker boxes in 2009. One of the key drivers behind InPost's expansion and growth has been the increase in e-commerce shopping. Customers can choose a pickup place that suits them while shopping online, rather than having parcels sent to a pickup point that they have no control over. As E-commerce has grown in popularity, InPost has positioned itself as a very attractive shipping option for customers shopping on websites like Zalando and Amazon.
The Parcel Lockers
InPost lockers offer a convenient and efficient alternative for parcel delivery and collection. Operating as automated, self-service kiosks, they are strategically located in accessible public areas such as shopping centers, gas stations, and transport hubs. Users can send, receive, or return parcels using these lockers, which are available 24/7. The process involves selecting a locker location through InPost's online platform or mobile app when making an online purchase or preparing a shipment. On arrival of the parcel at the designated locker, the user receives a unique code or QR code via email or SMS. This code is used to open the specific compartment containing the parcel, ensuring a secure and flexible pickup or drop-off.
Other Services
Besides its parcel lockers, the company offers a range of other logistics and delivery solutions. These include courier services, which facilitate door-to-door delivery of packages, enhancing accessibility and convenience for customers. InPost also provides integrated e-commerce solutions, supporting online retailers with streamlined shipping and returns processes.
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