Inpost S.a. · EURONEXT:INPST
Inpost — Investor Presentation (June 2023)
30 slides from Inpost's investor presentation, June 2023
Slide 1: InPost: Transforming E-commerce Last Mile
yy ZI - InPost a InPost S.A. B InPost: Transforming E-commerce Last Mile June 2023
Slide 2: ) Redefining e-commerce
) Redefining e-commerce ) Our business ) Poland - The Locker Case Study ) The International Opportunity
Slide 3: Redefining e-commerce
~Cinpost 4 ') Redefining e-commerce
Slide 4: Our mission
Our mission " Transforming Europe’s e-commerce last mile delivery out of the box 4
Slide 5: To-door delivery does not work well
aS i —(inPost To-door delivery does not work well oestrone Inconvenient experience Massive last mile cost Pollution and congestion = Consumers need to be at = Last mile about half of total = Almost 0,3 kg of CO, of home during delivery delivery cost emissions in last-mile only = Consumers lack contr
Slide 6: Simple, quick and convenient solution - the APM InPost
Simple, quick and convenient solution —- the APM InPost Contactless locker opening 24/7 availability weeladae oy Parcel tracking and redirection No need to queue = st : Courier’s phone number Customer Journey | \ = L Sending parcels without label els for the same customer = in the same locker Quick
Slide 7: Our business
AS Cina Altus uw '” Our business
Slide 8: Our business at a glance
Our business at a glance Seller Ss Retail On-line purchase and choice of delivery method out of the box . ~( InPost 7 Consumer 79” Or Collecting Parcel collection via InPost Sorting shipments Linehaul / Transport ae 9 Customer collects Last mile shipment Fulfillment (APM/D2D) ° Shipment delivered to
Slide 9: We are the leading out-of-home e-commerce delivery company in Europe
We are the leading out-of-home e-commerce delivery company in Europe m Markets iY 9 Total APM 29,765 0) Total PUDO 27,370 Source: Company dataas at the end of QI. 2023 . =CinPost 7 eater ener out of the box
Slide 10: InPost APMs - The best for customers, merchants and environment
\ InPost APMs - The best for customers, merchants and environment A InPost i : Customers’ first choice Merchants' best delivery option More environmentally friendly 81 73 65 62 6 \ -2 SS ~ 5 ~ =(inPost? market? =(inPost+ =(CinPost 5 market © ~(inPost ~(inPost a sf , APM Brand APM Brand APM to-door N
Slide 11: Flywheel concept - a virtuous circle that underpins our growth strategy
Flywheel concept — a virtuous circle that underpins our growth strategy What we provide: for merchant More sales v Increased checkout conversion & repeat sales v End-users declare APMs motivate them to more frequent shopping! Reliability ¥ No failed home delivery Low delivery cost ¥v Cheaper than to
Slide 12: Three pillars of our ESG strategy
IN_CLIENT WE CHANGE the lifestyle of tomorrow * More than 40 Polish cities in Green City programme = Launch of Green city project in France = Two services launched (Eco-returns — service which allows customers to return unwanted textiles, smartphones etc. in our APMs, Appkomat - screenless APM) Sour
Slide 13: APMs will gain share internationally, at the expense of to-door delivery
APMs will gain share internationally, at the expense of to-door delivery Ne Great momentum for the international APM expansion = Successful track record in Poland = Inflationary cost pressures on retailers supportive for our business ® High-quality standardized service to consumers = Customers, merc
Slide 14: Poland - The Locker Case Study
') Poland - The Locker Case Study
Slide 15: Track record of superior shareholder value creation
Track record of superior shareholder value creation Parcel volume in Poland Revenue in Poland? million PLN million 508 132 12 2017 2018 2019 2020 2021 2022 3M 3M 2017 2018 2019 2020 2021 2022 3M 3M 2022 2023 2022 2023 APM Hl todoor © ¢acrR 2017-2022 ©) CAGR 2017-2022 out of the box 1) Eligible marke
Slide 16: We offer unparalleled locker density
\ We offer unparalleled locker density = (inPost 3M 2023 We are undisputed APM leader Why density matters and why do we keep investing to increase it? # APMs, #m lockers, 3M 2023 Average annual number of parcels per user vs. their estimated distance to the nearest APM, 2022! # APMs # lockers Top3 ci
Slide 17: InPost APMs remain unchallenged as the top e-commerce delivery choice in Poland
InPost APMs remain unchallenged as the top e-commerce delivery choice in ~CinPost Poland 88% Trustworthy brand? 71% +spe. used label-less (by mobile) shipping 81% +r Very high NPS level for customers (trust index for APMs)+ 84% — respondents believe that InPost Parcel Lockers are the most ecological
Slide 18: Customers love our APMs and the app
aS S Customers love our APMs and the app 7Kunkost We drive strong growth of our mobile app user base ..hence increasing our heavy user base” #m active app users as per company definition! #m of APM users by type z 7 +74 Ee oy 149 - 128 89 67 01/21 03/21 05/21 07/21 09/21 1/21 O1/22 03/22 05/22 07/22
Slide 19: Customers continue to choose InPost APMs
\ Customers continue to choose InPost APMs 7Kunkost APMs with competition nearby continue doing better than In Q1 2023, InPost's APMs the ones without remained resilient against competitors' APMs located nearby, proving proof of Average weekly parcels delivered to APMs near competitors’ APMs! me KPI
Slide 20: Wider merchant adoption
Wider merchant adoption Growing number of merchants 50 Ok #k integrated e merchants in Poland 476 90.0 421 30.0 2020 YE 2021YE 2022YE 2023 3M Source: Company data out of the box We cooperate with key merchants and all key marketplaces Integrated merchants in Poland SEPHORA ® zalando SHEIN AM = mucas
Slide 21: The International Opportunity
'" The International Opportunity
Slide 22: What makes the pan-European opportunity attractive?
What makes the pan-European opportunity attractive? ca Poor CX of existing solutions C . 2 First-mover advantage ? «®> 3. Cross-border opportunity * High failure rate of to-door delivery - e.g., roughly 6%! of first to-door deliveries in the UK fail = Poor value for money - expensive home delivery p
Slide 23: France and the United Kingdom are our priority markets
France and the United Kingdom are our priority markets We are present in several EU markets with growing international markets share in Group revenues... - %Sharein Group revenue pry 40% 1. The Times, Your free return is a £7bn nightmare for UK retailers, 2022 Source: Company data, Market reports cu
Slide 24: Mondial Relay: An excellent platform for international expansion
Mondial Relay: An excellent platform for international expansion nest Mondial Relay as of acquisition Mondial Relay in Q1 2023 Logistics network, clos 3 Saction Greater convenience including 30 “J In July 20: 23,200 out-of-home points including 3,000 APMs depots and 4 hubs 21 Customer Improved custo
Slide 25: Huge B2C growth potential for Mondial Relay in France
Ma XN Huge B2C growth potential for Mondial Relay in France 7Kunkost Mondial Relay market share in B2C action plan Logistics improvement France (%) 3 9) Depots > Wider merchant adoption 4 new in 2022 Developing current merchant Sorting Hubs base 5 g 2 New in 2022 (Réau, Harnes) > Further development
Slide 26: Positive results of our actions in France in Q1 2023
Ma Positive results of our actions in France in Q1 2023 Taking market share — performance well ahead of market 1% increase in MR FR volumes in QI 2023 0 Vovvs1% growth of the FR market! volume growth proportional to our Locker expansion 10% of total Mondial Relay volume in France in Q] 2023 delivere
Slide 27: InPost presence in the UK
InPost presence in the UK .\ ~( InPost Before 2021 U 2021 U 2022 2023 * Building a credible network = Testing consumer uptake * Signing merchants / retailers = High % of our very limited volume was rental ‘out of the box " Launch of our Instant Returns = Scaling the product —competitive advantage th
Slide 28: Accelerated flywheel effect in the UK in Q1 2023
Accelerated flywheel effect in the UK in Q1 2023 Netw 5.1k vei] an 42% of core cities! population lives #k APM: out of the box ork development APMs within a7 min walk from an InPost APM / PUDO s and PUDOs 53 3.6 Q12022 Q1 2023 Mi apms Hl PUDOs ) Population over 175,000; 2) Excluding B2C Source: Comp
Slide 29: Contact details
Contact details ‘out of the box Visit InPost’s websites: www.inpost.eu InPost Headquarters 70, route d'Esch, L-1470 Luxembourg, Grand Duchy of Luxembourg LU 32751180 29
Slide 30: InPost
InPost out of the box