Multi995
Today $INPST.NV (InPost SA) published its Q3 2025 results. ✅This quarter was exceptional, with a reacceleration in the Polish and Eurozone markets and triple-digit growth in the UK. 🤵The CEO is clear: as demonstrated by the acquisitions of Yodel and Sending smaller players lack the strength and capacity to compete. 🏦Debt remains sustainable, and continued improvements in automation in the UK will lead to greater efficiency. 💲Most of the FCF generated by the Poland segment was used in capex for international expansion 🚀At the end of the call, Rafal also mentioned the numerous opportunities for expansion outside inpost traditional markets with strategic partners. 📉The price, as usual, follows margins, which are currently necessarily under pressure, an inevitable strategic move to continue driving growth. Let's be patient and let the management work, I see no reason to worry about the long-term scenarios
Not investment advice. The author may have financial interests in the mentioned instruments.
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