InPost S.A.

ENXTAM:INPST Stock Report

Market Cap: €7.6b

InPost Future Growth

Future criteria checks 5/6

InPost is forecast to grow earnings and revenue by 41.8% and 14.3% per annum respectively. EPS is expected to grow by 41.7% per annum. Return on equity is forecast to be 30.7% in 3 years.

Key information

41.8%

Earnings growth rate

41.69%

EPS growth rate

Logistics earnings growth17.1%
Revenue growth rate14.3%
Future return on equity30.72%
Analyst coverage

Good

Last updated01 Jun 2026

Recent future growth updates

Analysis Article • Nov 11

InPost S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders might have noticed that InPost S.A. ( AMS:INPST ) filed its third-quarter result this time last week. The...

Recent updates

Narrative Update • Jun 04

INPST: FedEx Buyout And Margin Execution Will Drive Future Upside

Analysts have nudged their fair value estimate for InPost slightly higher to about €17.28, citing updated assumptions on revenue growth, profit margins, discount rates and future P/E. This comes even as recent downgrades from firms such as HSBC and Jefferies highlight a more cautious stance on the stock.
Narrative Update • May 16

INPST: Future Margin Execution Will Support Upside Despite Recent Downgrades

Analysts have slightly reduced their price target on InPost to €17.23. This reflects modestly lower revenue growth assumptions and a reduced future P/E multiple after recent downgrades, partly offset by updated views on profit margins and discount rates.
Narrative Update • May 02

INPST: Parcel Network Execution Will Support Upside Despite Recent Downgrades

Analysts have inched up their fair value estimate for InPost to €17.23 from €17.05, reflecting slightly higher revenue growth assumptions, offset by a small trim to profit margin and P/E expectations following recent downgrades from major banks. Analyst Commentary Bullish Takeaways Bullish analysts point to the revised fair value of €17.23 as support for a view that InPost can still justify a relatively full P/E, even after recent sector and stock specific downgrades.
Narrative Update • Apr 16

INPST: Parcel Network Execution And Margin Resilience Will Support Future Upside

Analysts now set a slightly higher InPost price target of about €17.05, up from roughly €16.99, as they factor in recent downgrades and more cautious views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research has shifted toward a more cautious stance, with downgrades reflecting questions around how much upside is left in the current valuation and how quickly InPost can execute on its growth plans.
Narrative Update • Apr 01

INPST: Takeover Offer And Parcel Network Execution Will Support Future Upside

Analysts have slightly reduced their price target on InPost, moving it from about €17.34 to around €16.99. This change reflects updated views on the company following recent research, including a downgrade from Jefferies.
Narrative Update • Mar 18

INPST: Takeover Proposal And Execution Strength Will Support Future Upside Potential

Analysts have raised their price target for InPost to €17.34 from €16.79, citing slightly higher assumptions for revenue growth, a modestly lower profit margin, and an updated future P/E estimate. What's in the News A consortium of Advent International, FedEx, A&R Investment and PPF Group has submitted an indicative proposal to acquire InPost S.A. for approximately €6.9b, with a conditional agreement reached on February 9, 2026 (Key Developments).
Narrative Update • Jan 25

INPST: Parcel Locker Scale And Execution Will Support Future Upside Potential

Analysts have trimmed their price expectations for InPost, with one recent move cutting the target from €16.00 to €15.20. This change reflects updated views on fair value, discount rate assumptions and future P/E levels.
Narrative Update • Jan 08

INPST: Parcel Locker Scale And Execution Will Drive Future Margin Upside

Narrative Update on InPost The updated analyst price target for InPost moves modestly higher to about €16.53 from €16.28. Recent Street research, including a cut in one bank's target to €15.20 with an Overweight stance, suggests analysts are fine tuning assumptions around discount rates, fair value and future P/E rather than changing their broader view on the stock.
Narrative Update • Dec 25

INPST: Parcel Locker Network Expansion Will Drive Future Margin Upside

Narrative Update on InPost Analysts have modestly raised their fair value estimate for InPost from approximately EUR 16.15 to EUR 16.28 per share, even though the Street price target was recently reduced to EUR 15.20. This reflects continued confidence in the company’s long term growth profile and earnings trajectory.
Analysis Article • Dec 21

InPost S.A.'s (AMS:INPST) Share Price Matching Investor Opinion

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 16x, you may...
Narrative Update • Dec 11

INPST: Parcel Locker Expansion Will Support Future Margin Improvement And Upside

Analysts have trimmed their price target on InPost to EUR 15.20 from EUR 16.00, reflecting slightly slower expected revenue growth, offset by a modestly improved profit margin outlook and a marginally lower discount rate and future P E multiple. Analyst Commentary Recent commentary highlights that the revised target price still implies an attractive upside, even after adjusting for slightly softer top line assumptions and a more conservative long term growth profile.
Narrative Update • Nov 26

INPST: Operational Efficiencies Will Drive Improved Profit Margins Amid Market Uncertainty

Analysts have reduced their price target for InPost from €16.00 to €15.20. They cited softened revenue growth expectations, despite slightly improved profit margins and higher discount rates.
Analysis Article • Nov 11

InPost S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders might have noticed that InPost S.A. ( AMS:INPST ) filed its third-quarter result this time last week. The...
Narrative Update • Nov 03

INPST: Amsterdam Index Inclusion Will Drive Stronger Profit Margins Ahead

InPost Sees Modest Price Target Adjustment Amid Analyst Optimism on Profit Margins Analysts nudged InPost's fair value estimate slightly downward from €17.39 to €17.36. They cited improved profit margin outlook while adopting a more conservative stance on future earnings multiples.
Narrative Update • Oct 20

European Expansion Will Create A Sustainable Logistics Future

Analysts have revised their price target for InPost downward from $17.66 to $17.39, citing updated expectations for revenue growth and profit margins. What's in the News InPost S.A was added to the Amsterdam AEX Index (Key Developments) InPost S.A. was removed as an index constituent (Key Developments) Valuation Changes Consensus analyst fair value decreased slightly from €17.66 to €17.39.
Narrative Update • Sep 26

European Expansion Will Create A Sustainable Logistics Future

The downward revision in InPost's price target primarily reflects a significant decline in net profit margin and a higher future P/E ratio, resulting in the consensus fair value falling from €18.60 to €17.66. What's in the News InPost S.A. added to Amsterdam AEX Index.
Narrative Update • Sep 11

European Expansion Will Create A Sustainable Logistics Future

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.
Analysis Article • Jul 18

Is There An Opportunity With InPost S.A.'s (AMS:INPST) 49% Undervaluation?

Key Insights InPost's estimated fair value is €25.18 based on 2 Stage Free Cash Flow to Equity InPost is estimated to...
Analysis Article • Jun 27

InPost (AMS:INPST) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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New Narrative • Feb 09

Pan-European APM Deployment Will Boost E-commerce Position

InPost's expansion of APM deployment across Europe meets rising out-of-home delivery demand, potentially driving revenue growth.

Earnings and Revenue Growth Forecasts

ENXTAM:INPST - Analysts future estimates and past financials data (PLN Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202823,1082,1351,7595,9586
12/31/202720,1191,5918084,3369
12/31/202617,3821,2981462,62812
3/31/202615,6224836862,539N/A
12/31/202514,7115521,0352,869N/A
9/30/202513,5908941,4343,015N/A
6/30/202512,3569721,4403,064N/A
3/31/202511,4781,1751,4482,943N/A
12/31/202410,9451,2471,5572,957N/A
9/30/202410,2251,0001,3142,613N/A
6/30/20249,7719961,3432,484N/A
3/31/20249,2757881,1792,222N/A
12/31/20238,8446471,0562,076N/A
9/30/20238,3345228811,859N/A
6/30/20237,9604145451,546N/A
3/31/20237,5115035221,552N/A
12/31/20227,0604572311,346N/A
9/30/20226,5826031721,339N/A
6/30/20226,165590931,282N/A
3/31/20225,329463561,141N/A
12/31/20214,5824911641,100N/A
9/30/20213,758459181932N/A
6/30/20213,090425173818N/A
3/31/20212,772392166747N/A
12/31/20202,514352210740N/A
9/30/20202,066244121619N/A
12/31/20191,23254N/A293N/A
12/31/2018726-5N/A-19N/A
12/31/2017483-82N/A-44N/A
3/31/2017420-160N/A-21N/A
12/31/2016503-90N/A-55N/A
9/30/2016928-58N/A-30N/A
6/30/2016873-59N/A-63N/A
3/31/20163281N/A-39N/A
12/31/201529131N/A62N/A
9/30/2015334-16N/A-56N/A
6/30/2015443-9N/A-29N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: INPST's forecast earnings growth (41.8% per year) is above the savings rate (2.1%).

Earnings vs Market: INPST's earnings (41.8% per year) are forecast to grow faster than the Dutch market (14.5% per year).

High Growth Earnings: INPST's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: INPST's revenue (14.3% per year) is forecast to grow faster than the Dutch market (10.1% per year).

High Growth Revenue: INPST's revenue (14.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: INPST's Return on Equity is forecast to be high in 3 years time (30.7%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/11 17:45
End of Day Share Price 2026/06/11 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

InPost S.A. is covered by 25 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Marco LimiteBarclays
Beata Szparaga-WasniewskaBiuro maklerskie mBanku
Pawel SzpigielBiuro maklerskie mBanku