Update shared on11 Sep 2025
Fair value Decreased 1.82%Despite a more conservative near-term growth outlook and a reduced price target to €16, analysts—citing InPost’s unit cost advantage and robust long-term fundamentals—see attractive value at current levels, resulting in only a marginal consensus price target decline from €18.94 to €18.60.
Analyst Commentary
- JPMorgan highlights InPost's unit cost advantage as a key driver for its superior returns.
- Attractive entry point identified at current share levels due to valuation.
- Upgrade to Overweight reflects confidence in long-term fundamentals despite near-term price target reduction.
- Price target lowered to EUR 16 from EUR 18.70, suggesting more conservative near-term growth expectations.
- Continued leading market position supports favorable outlook by bullish analysts.
What's in the News
- InPost S.A. has completed a follow-on equity offering, raising €231.875 million by issuing 17,500,000 ordinary shares at €13.25 per share, under Regulation S with a subsequent direct listing.
- Certain ordinary shares held by AI Prime are subject to a 60-day lock-up period following the placing settlement, with customary exemptions.
Valuation Changes
Summary of Valuation Changes for InPost
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €18.94 to €18.60.
- The Future P/E for InPost has significantly fallen from 16.17x to 4.08x.
- The Net Profit Margin for InPost has fallen from 13.41% to 12.39%.
Disclaimer
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