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Investing.com -- InPost S.A. (WA:INPT) shares fell more than 6% on Wednesday after the company reported first-quarter results that beat expectations on revenue and adjusted EBITDA but missed slightly on parcel volumes and posted lower net profit than forecast.
The Polish logistics firm reported adjusted EBITDA of 940 million zloty for the first quarter of 2025, up 24% from a year earlier and 1.9% above the company-collected consensus of 923 million zloty.
Revenue rose 22% year over year to 2.95 billion zloty, just ahead of the consensus estimate of 2.94 billion zloty.
Parcel volumes grew 12% from a year earlier to 272 million, narrowly missing the expected 273 million.
Net profit came in at 184 million zloty, falling well short of the consensus forecast of 282 million zloty, with a negative 101 million zloty impact from foreign exchange revaluation in net financial costs.
In Poland, adjusted EBITDA rose 15% to 791 million zloty, with margins improving to 47.9%, exceeding the expected 46.1%.
The Eurozone segment reported adjusted EBITDA of 117 million zloty, up 54% from a year earlier, with a margin of 13.5%, ahead of the 12.6% forecast.
The U.K. and Ireland operations delivered adjusted EBITDA of 62 million zloty, compared with 21 million a year ago. The segment’s margin rose to 14.4%, slightly below the 15.2% consensus.
InPost updated its full-year guidance to include the consolidation of U.K.-based Yodel from May. It now expects 20% to 25% growth in adjusted EBITDA, reflecting the dilution from the Yodel acquisition.
Volume growth guidance remains at 20% to 25% overall, with Poland expected to grow in the high-single to low-double-digit range. Revenue is forecast to rise 35% to 40%, with no change to key line items.