Last year I wrote a short post about InPost: https://www.reddit.com/r/stocks/comments/xbif69/inpost_sa_inpst_analysis_why_i_think_its_a_great/
Since then the stock is up by over 50% and I am still buying & holding. +3% today after earnings.
Summary (Q3):
- Parcel volume 210m (+18% YoY)
- Revenue 2,067.2m PLN (+22% YoY)
- Adjusted EBITDA 639.4m PLN (+40% YoY)
- Net leverage 2.6x (down from 3.2x vs 2022 YE)
- +13% volume increase in Poland, +28% international
- UK market finally profitable & growing very rapidly. InPost has the #1 APM network in UK.
- UK revenue: 125.2m PLN (+138% YoY), UK adjusted EBITDA: 11.3m PLN
- FCF 310.9m PLN
- Volumes ahead of the market in all markets
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