InPost S.A. (INPOY) Q2 2026 Earnings Call Transcript

SA Transcripts 162.06K Followers Follow InPost S.A. ( INPOY ) Q2 2026 Earnings Call August 31, 2026 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 Henk Slotboom - The Idea-Driven Equities Analyses Company Presentation Gabriela Burdach Head of Investor Relations Good morning. My name is Gabriela Burdach, and I'm the Investor Relations Director at InPost. Welcome to InPost's Second Quarter 2026 Earnings Call. The usual disclaimer, today's call includes forward-looking statements that are subject to risks, and it is possible that the actual results may differ materially. This call is also being recorded, and the recording will be available on our IR website shortly after we wrap it up today. After the slides, we will have a Q&A session. Today's presenters are Rafal Brzoska, CEO; Michael Rouse, CEO, International; and Javier van Engelen, CFO of InPost Group. I'm now pleased to hand over to our CEO. Rafal, over to you. Rafal Brzoska President of Management Board & CEO Good morning, everyone. Thank you, Gabby, and thank you all for joining us today. Q2 2026 was a quarter of continued growth for InPost Group, though the picture was more mixed than in previous quarters with strong momentum in the Eurozone tempered by the ongoing transformation of our U.K. business. In total, we handled over 380 million parcels, up 16% year-on-year. Revenue reached PLN 4.2 billion, up 18%, once again growing faster than volume. Adjusted EBITDA came in at just over PLN 1 billion, up around 4% and CapEx was PLN 0.5 billion, up 7%. International markets now account for 54% of group revenue, underlining just how much of our growth is being driven outside of