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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 Walter Oblin, CEO Barbara Potisk-Eibensteiner, CFO Vienna, 12 November 2025 AUSTRIAN POST INVESTOR PRESENTATION Q1-3 2025
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 2 DIFFICULT ECONOMIC ENVIRONMENT IN THE GLOBAL POSTAL MARKET Austria CEE/SEE Türkiye – Inflation – Real GDP in EUR (2025e: ±0%) – Inflation – Real GDP in USD (2025e: +2.2%) – Inflation – Real GDP in TRY (2025e: +2.7%) 2023 2024 2025e +3.6% +2.2% Source: Central Bank of the Republic of Türkiye (November 2025), Basis 2003=100, IMF (October 2025), Turkish Statistical Institute (October 2025), estimate 2025e: IMF (October 2025) Source: Statistics Austria (October 2025), Basis 2015=100, Austrian National Bank (October 2025), estimate 2025e: WIFO (June 2025) Source: IMF (October 2025), USD adjusted purchasing powerMail and direct mail business under pressure – Cost pressure and digitisation by important customer groups (both public and private sector) – Subdued investment climate with lower corporate spending on advertising Structurally growing parcel business faces strong competition – Changed consumer behaviour (uncertainty, reduced purchasing power) – Market concentration of large e-commerce players (market dominance, insourcing ambitions) 01/24 07/24 01/25 07/25 01/26 -0.1% +4.0% 01/24 07/24 01/25 07/25 01/26 4.8% +32.9%
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 3 SOLID REVENUE AND EARNINGS DEVELOPMENT ON THE BACK OF HIGH PRIOR-YEAR LEVEL Q1-3 2023 Q1-3 2024 Q1-3 2025 130.8 144.7 135.1 EBIT (EUR m) +10.7% -6.6% 1,709.5 259.8 Q1-3 2023 1,892.3 345.3 Q1-3 2024 1,848.8 363.6 Q1-3 2025 Revenue (excl. Parcel Türkiye) Türkiye 1,969.3 2,237.6 2,212.4 Q1-3 2023 Q1-3 2024 Q1-3 2025 282.4 304.9 295.1 +7.9% -3.2% EBITDA (EUR m) Revenue development EUR m +13.6% -1.1% +32.9% +10.7% +5.3% -2.3% +39.9% +8.1% Revenue comparison impacted by elections and currency (2025 below 2024 but above the 2023 level) Significant special effects in 2024: – Q1-3 2024 elections led to revenue of about EUR 35m – Revenue development in Türkiye strongly impacted by inflation and exchange rate (positive Q1-3 2024 effect of about EUR 40m) +12.3%
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 4 POST & BEYOND IN AUSTRIA Leading provider of key services – post, bank & more 1 INTERNATIONAL E-COMMERCE Leading e-commerce partner in Austria, CEE/SEE, Türkiye & beyond to reach more than 150m people 2 ONE GROUP – OPERATIONALLY EXCELLENT Efficiency- and technology-focused integrated group3 SUSTAINABILITY, CUSTOMER & CULTURE Sustainability-oriented, customer-driven, and people-focused company AMBITION 2030: LEADING LOGISTICS & SERVICES GROUP REACHING MORE THAN 150M PEOPLE IN AUSTRIA, CEE/SEE, TÜRKIYE & BEYOND
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 Letter Mail volumes millions of shipments 5 1,137 508 2008 2025 LETTER AND DIRECT MAIL CURRENTLY WITH STRONGER DECLINE Ø -4.9% Volume adjusted by elections Direct Mail/Media Post volumes millions of shipments 4,933 3,407 2008 2025 addressed unaddressed Ø -2.3% p.a. 1 Volume adjusted by elections Austrian letter mail International letter mail
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 6 3.32 1.46 3.34 1.81 1.67 2.20 2.24 1.71 1.54 2.30 1.90 0.98 1.79 1.15 1.18 1.54 1.47 1.24 0.95 1.00 0.92 1.08 0.98 0.78 0.43 3.43 3.40 3.21 3.06 2.86 2.65 2.42 2.40 2.21 1.91 1.80 1.76 1.71 1.58 1.45 1.42 1.30 1.27 1.20 1.06 0.94 0.59 0.52 Denmark Latvia Italy Lithuania Estonia Greece Romania Poland Slovakia Belgium Finland Czech Republic UK Sweden Norway Croatia Hungary Ireland Iceland France Slovenia Bulgaria Austria Portugal Netherlands Spain Luxembourg Germany Switzerland Malta Cyprus Weitere Maßnahmen für 2. Halbjahr vorgesehen 4.47 3-5 working days delivery 1-2 working days delivery Domestic standard letter <20g (adjusted for purchasing power) EUR, April 2025 LETTER PRICES: AUSTRIA IN THE LOWER THIRD IN EUROPE1 – RSa/RSb letter mail – International letter mail – Mail forwarding, postal power of attorney – Direct Mail/Media Post (leaflets, newspapers, etc.) Tariff adjustments as of 1 January 2026 Further measures planned for the second half of 2026
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 POSITIVE DEVELOPMENT OF BANK99 7 2.0 0.4 1.7 Assets 4.1 bank99 balance sheet total as at 30.09.2025 EUR bn 3.5 0.6 Equity & Liabilities Customer deposits 4.1 Loans Mortgage loans EUR 1.7bn Consumer loans EUR 0.3bn Financial assets (90% govern- ment bonds), other Equity, other Cash 1 2023 2024 Q1-3 2025 2026e – Debut placement on the capital market – Volume of EUR 85m – Bond 2.2 times oversubscribed – Current Moody’s issuer rating of Baa2, stable outlook bank99 placed its first Preferred Senior Bond bank99 break-even reached after 5 years Earnings trend bank99 bank99 received excellent ratings from customers
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 2014 2025e 1.3 32.4 24/7 SELF-SERVICE SOLUTIONS ARE VERY POPULAR WITH CUSTOMERS IN AUSTRIA 8 2023 2024 2025e 1,900 2,600 ~3,000 Expansion of the Austrian-wide network (out-of-home locations) 1 Volumes (millions of items) First Mile (send, return) Last Mile (receive) 2,872 9/2025 +11% 25M ITEMS Q1-3 2025 +25 SELF-SERVICE- BRANCHES IN VIENNA
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 1 AUSTRIAN POST'S NEW MOBILE PHONE OFFERING 9 Austrian Post as a Mobile Virtual Network Operator (MVNO) in the A1 network Attractive mobile phone and internet offers at our 1,700 post branches and postal partnersLaunch in April 2026 We offer: - Good rates with no commitment - Simple, easy-to- understand offers - Personal advice at the counter – on demand - The reliable network of a major provider
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 10 PARCEL AUSTRIA KEEPS GROWING Parcel volumes millions of items 41 224 2008 2025 Revenue EUR m 182 929 2008 2025 Ø +11.2% p.a. Volumes adjusted on a daily basis (189 working days in Q1-3 2024 vs. 187 working days in Q1-3 2025) 2
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 52 54 70 78 2021 2022 2023 2024 2025 11 Parcel volumes millions of parcels 165 172 198 214 2021 2022 2023 2024 2025 Revenue EUR m CEE/SEE: GROWTH OF PARCEL VOLUMES IN Q3 Volumes adjusted on a daily basis – Volume decline of 3% in Q1-3 2025 following parcel boom from Asia in the prior-year period (Q1-3 2024: +19%) – 4% growth in Q3 2025 parcel volumes vs. -7% in H1 2025 2 Q1-3 +19%
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 FX rate of the Turkish Lira 20.0 9.1 12/20 12/21 12/22 15.2 32.7 12/23 12/24 36.7 12 Parcels & documents millions of items 5.0 11.6 18.9 2022 2023 2024 2025 Revenue TRY bn 198 206 206 2022 2023 2024 2025 – Revenue impacted by inflation and exchange rate – Q1-3 2025 revenue of EUR 363.6m (+5.3%) – Following Azerbaijan, cautious steps into the markets of Georgia and Uzbekistan with Turkish e-commerce providers – Stable ownership structure: Baran Aras remains 20% minority shareholder (at least until 2035) TÜRKIYE+: STABLE PARCEL VOLUMES IN Q1-3 2025 EUR 252m EUR 355m EUR 517m Volumen tagesbereinigt 2 09/25 48.8 (1 EUR in TRY)
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 Integrated Operation System in CEE/SEE and Türkiye Post App Automation & Robotics DIGITALISATION & TECHNOLOGY AS A SUCCESS FACTOR3 13 – Permanent parcel redirection – AllesPost Germany now also payable through the app
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 14 FINANCIAL OVERVIEW Q1-3 2025 -1.1% vs. 2024 +12.3% vs. 2023 2024 impacted by positive special effects Revenue EUR 2.2bn EBIT EUR 135m -6.6% vs. 2024 Positive currency effects led to earnings increase in 2024 +3.4% vs. 2023 Balance sheet EUR 6.3bn Solid balance sheet structure with low debt (Financial debt to EBITDA12m of 0.4x) Logistics equity ratio of 29% Cashflow EUR 240m Operating free cash flow higher than in recent years
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 118.6 1,009.1 866.7 Q1-3 2023 146.0 1,201.4 911.0 Q1-3 2024 139.5 1,235.1 847.0 Q1-3 2025 1,969.3 2,237.6 2,212.4 15 REVENUE SLIGHTLY BELOW 2024 BUT 12.3% ABOVE 2023 Revenue development EUR m -7.0% -1.1% Retail & Bank – Q1-3 2025 revenue fell by 4.5% – Decline in Income from Financial Services due to lower interest rates Parcel & Logistics – Revenue up by 2.8% in Q1-3 2025 (+3.9% before reporting change at Logistics Solutions) and 22.4% higher than Q1-3 2023 – Parcel Austria: +5.2% in Q1-3 2025 – Parcel Türkiye+: +5.3% in Q1-3 2025 (+39.9% vs. Q1-3 2023) – Parcel CEE/SEE: -3.9% in Q1-3 2025 (+8.6% vs. Q1-3 2023) Mail – Q1-3 2025 revenue -7% from the prior-year and 2.3% below Q1-3 2023 – Q1-3 2024 impacted by special effects totalling about EUR 35m (elections) for letter mail and direct mail revenue +5.1% +13.6% -2.3% +2.8%+19.1% -4.5%+23.1% +22.4% +12.3%
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 16 EARNINGS IN Q1-3 OF EUR 135M – POSITIVE SPECIAL EFFECTS DUE TO ELECTIONS AND CURRENCY IN THE PREVIOUS YEAR -6.6% EBIT development EUR m Q1-3 2023 Q1-3 2024 -24.5 Mail -17.2 Parcel & Logistics +16.6 Retail & Bank +15.5 Corporate/ Consol. Q1-3 2025 130.8 144.7 135.1 EBIT Q1-3 2025: Mail – Positive special effects in the previous year and volume decline negatively impact current business results – Q1-3 2025 earnings down by 21.2% to EUR 90.7m – Earnings increase in Austria due to positive volume and price development – Intense competition leads to reduced profitability in Türkiye and CEE/SEE – Q1-3 2025: -26.6% to EUR 47.5m Parcel & Logistics – Strong earnings development due to positive contributions by bank99 and the branch network – Q1-3 2025: EUR 9.1m vs. minus EUR 7.4m in the previous year Retail & Bank 90.7 47.5 9.1 -12.3 +3.4%
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 EUR m Q1-3 2023 Q1-3 2024 Q1-3 2025 Δ 24/25 Q3 2023 Q3 2024 Q3 2025 Revenue 1,969.3 2,237.6 2,212.4 -1.1% 684.5 732.4 724.2 Other operating income 77.0 75.9 87.3 15.0% 39.0 28.1 27.2 Raw materials, consumables and services used -597.0 -644.0 -649.0 -0.8% -222.4 -210.2 -219.5 Expenses for financial services -12.0 -36.6 -30.6 16.4% -6.1 -12.9 -8.0 Staff costs -886.7 -1,026.1 -1,028.3 -0.2% -307.5 -333.4 -329.2 Other operating costs -274.5 -311.1 -304.2 2.2% -96.5 -115.0 -101.4 At equity consolidation 1.5 3.1 3.0 -3.1% 0.7 1.7 1.1 Net monetary gain 4.8 6.1 4.5 -26.6% 1.7 2.5 1.3 EBITDA 282.4 304.9 295.1 -3.2% 93.4 93.4 95.7 EBITDA margin 14.3% 13.6% 13.3% - 13.6% 12.7% 13.2% Depreciation, amortisation and impairment -151.7 -160.1 -160.0 0.1% -57.8 -54.2 -54.6 EBIT 130.8 144.7 135.1 -6.6% 35.6 39.2 41.2 EBIT margin 6.6% 6.5% 6.1% - 5.2% 5.3% 5.7% Financial result -3.5 -2.6 -6.2 <-100% -9.2 -1.0 -4.4 Income tax -36.5 -36.0 -31.6 12.2% -14.2 -10.5 -7.8 Profit for the period 90.8 106.1 97.3 -8.3% 12.2 27.6 28.9 Earnings per share (EUR) 1.30 1.48 1.41 -5.2% 0.17 0.37 0.42 17 KEY INCOME STATEMENT INDICATORS Mail: -7.0% Parcel & Logistics: +2.8% Retail & Bank: -4.5% (-2 working days vs. 2024) Cost discipline at all areas Increase in collective labour agreements in Austria: – As of 1/1/2025: +6.45% – As of 1/7/2025: +2.80% Earnings per share decline from EUR 1.48 to EUR 1.41 Prior-year results impacted by major elections and currency effects Option valuation of the financial parameters of Aras Kargo
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 EUR m Q1-3 2023 Q1-3 2024 Q1-3 2025 Δ 24/25 Q3 2023 Q3 2024 Q3 2025 Revenue 866.7 911.0 847.0 -7.0% 268.6 291.9 264.3 • Letter Mail & Business Solutions 550.6 574.6 532.1 -7.4% 171.9 185.3 166.6 • Direct Mail 224.0 235.8 220.3 -6.6% 68.7 74.9 69.1 • Media Post 92.1 100.5 94.6 -5.9% 28.0 31.7 28.6 Revenue intra-Group 3.5 3.6 3.8 3.3% 1.2 1.5 1.3 Total revenue 870.2 914.6 850.8 -7.0% 269.8 293.5 265.6 EBIT 102.1 115.2 90.7 -21.2% 24.5 32.2 23.8 EBIT margin1 11.7% 12.6% 10.7% - 9.1% 11.0% 8.9% 18 MAIL DIVISION: KEY INCOME STATEMENT INDICATORS 1 EBIT margin in relation to total revenue Revenue decline of 7.0% YoY; -2.3% compared to 2023 Special effects of about EUR 35m in the previous year from major elections Decrease in profitability due to sharp volume decline
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 EUR m Q1-3 2023 Q1-3 2024 Q1-3 2025 Δ 24/25 Q3 2023 Q3 2024 Q3 2025 Revenue 1,009.1 1,201.4 1,235.1 2.8% 380.7 396.5 418.1 • Parcel Austria 565.6 656.2 690.5 5.2% 191.7 221.4 233.3 • Parcel Türkiye+ 259.8 345.3 363.6 5.3% 126.7 110.8 123.0 • Parcel CEE/SEE 140.0 158.1 152.0 -3.9% 48.3 50.2 51.8 • Logistics Solutions 49.4 51.4 40.5 -21.3% 15.9 17.3 13.7 • Consolidation -5.6 -9.6 -11.3 -18.6% -1.9 -3.3 -3.7 Revenue intra-Group 0.6 0.5 13.4 >100% 0.2 0.2 4.5 Total revenue 1,009.7 1,201.9 1,248.5 3.9% 381.0 396.7 422.6 EBIT 60.7 64.7 47.5 -26.6% 24.3 17.5 15.4 EBIT margin1 6.0% 5.4% 3.8% - 6.4% 4.4% 3.7% 19 PARCEL & LOGISTICS DIVISION: KEY INCOME STATEMENT INDICATORS 1 EBIT margin in relation to total revenue Revenue increase of 2.8% or 3.9% excl. the reporting change at Logistics Solutions (about EUR 12m attributed to Logistics Solutions in 2024 is now reported as intra-Group revenue) Türkiye up by 5.3%, positive currency effects in 2024: +32.9% in Q1-3 2024 EBIT shows reduced profitability in Türkiye and in CEE/SEE; Positive effect in the previous year from property sales
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 EUR m Q1-3 2023 Q1-3 2024 Q1-3 2025 Δ 24/25 Q3 2023 Q3 2024 Q3 2025 Revenue 118.6 146.0 139.5 -4.5% 42.1 50.4 45.0 • Income from Financial Services 89.5 115.2 107.5 -6.8% 32.9 40.0 34.2 • Branch Services 29.1 30.8 32.0 4.0% 9.2 10.3 10.8 Revenue intra-Group 140.7 151.7 152.0 0.2% 46.2 50.6 49.6 Total revenue 259.3 297.7 291.4 -2.1% 88.3 101.0 94.6 EBIT -5.6 -7.4 9.1 >100% -6.7 -2.2 4.5 EBIT margin1 - - 3.1% - - - 4.7% 20 RETAIL & BANK DIVISION: KEY INCOME STATEMENT INDICATORS 1 EBIT margin in relation to total revenue Revenue decline of 4.5% from 2024 but 17.6% increase vs. 2023 Earnings improvement due to positive contribution of bank99 and optimisation of branch network
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 SOLID BALANCE SHEET AND FINANCING STRUCTURE 1,356.6 154.8 561.3 4,035.0 109.6 78.9 30.09.2025 6,296.1 724.5 522.4 3,813.7 630.0 605.4 30.09.2025 6,296.1 1,392.0 158.9 623.0 4,088.1 110.9 118.9 31.12.2024 6,491.9 761.6 591.5 3,878.0 587.1 673.7 31.12.2024 6,491.9 21 Financial debt EUR 163.3m Financial debt incl. IFRS 16 EUR 526.5m Financial debt/EBITDA12m 0.4x Financial debt incl. IFRS 16/EBITDA12m 1.3x Financial services / bank99 Cash, money market/securities investments Financial assets, investment property Receivables, inventories, other Property, plant and equipment Intangible assets, goodwill Financial assets from financial services ASSETS EUR m EQUITY & LIABILITIES EUR m Equity Provisions Liabilities/Other Other financial liabilities Financial liabilities from financial services
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 22 Q1-3 2025: OPERATING FREE CASH FLOW OF EUR 240M Cash flow from operating activities excl. Core Banking Assets (CBA) Maintenance CAPEX +13.3 Other Operating free cash flow -14.8 Growth CAPEX -5.8 Acquisitions/ divestments Free cash flow before money market/securities investments excl. CBA 295.9 -69.6 239.6 219.1 293.1 -80.0 +16.2 229.3 -10.6 -3.2 215.5 1 Free cash flow before acquisitions/securities/money market investments, growth CAPEX and core banking assets (CBA) Q1-3 2024 EUR m 1 Investments in decarbonisation of EUR 28m: e-mobility, e-infrastructure Cash flow above previous year (incl. positive tax effect from previous period)
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 23 AUSTRIAN POST'S INVESTMENT PROGRAMME 2020 2021 2022 Q1-3 97.9 2023 Q1-3 90.7 2024 Q1-3 84.3 2025e 143.3 161.2 151.8 155.3 143.1 ~150 CAPEX in a six-year comparison EUR m Investment split Q1-3 20251 Austria International 1 Core investments excl. right-of-use assets 66% 34%
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 OUTLOOK 2025/2026 24 Market environment • Mail: Ongoing cost pressure and digitisation efforts by private and public sector customers • Parcel: Markets characterised by intense competition, changed consumer behaviour and increasing market dominance of large e-commerce players Investments • Total CAPEX 2025 at the level of recent years of approximately EUR 150m • This includes maintenance and growth capex as well as measures to decarbonise logistics Earnings • Top-line and cost-related initiatives to support level of earnings • Earnings (EBIT) 2025 are expected to be slightly below the extra ordinary strong prior year, in line with the performance during the first nine months • For 2026 Austrian Post targets a broadly stable earnings development in the order of magnitude of previous years Revenue • Stable revenue development on the back of the strong increase in the previous year (+13.9% in 2024), with modest decline in 2025 and a slight increase in 2026 (assuming ongoing positive economic forecasts) –Mail: steady decline in volume and revenue; inflation-adjusted tariff measures –Parcel & Logistics: further growth anticipated (depending on the TRY/EUR exchange rate) –Retail & Bank: fall in revenue due to lower interest rate environment; discontinuation of A1 revenue contribution of approximately EUR 20m in 2026 and development of own mobile phone brand • Revenue impact of the TRY/EUR exchange rate of ±2%
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INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025INVESTOR PRESENTATION Investor Relations Vienna, 12 November 2025 Austrian Post Investor Relations Rochusplatz 1, 1030 Vienna Website: post.at/investor E-mail: investor@post.at Phone: +43 57767-30400 CONTACT Financial calendar 2026 12 March 2026 Annual Report 2025 15 April 2026 Annual General Meeting 24/29 April 2026 Ex-day/Dividend payment day 08 May 2026 Interim Report Q1 2026 07 August 2026 Half-Year Report 2026 12 November 2026 Interim Report Q1-3 2026 Disclaimer This presentation contains forward -looking statements, based on the currently held beliefs and assumptions of the management of Austrian Post, which are expressed in good faith and, in their opinion, reasonable. These statements may be identified by words such as “expectation“ or “target“ and similar expressions, or by thei r context. Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual results, financial condition, performance, or achievements of Aus trian Post, or results of the postal industry generally, to differ materially from the results, financial condition, performance or achievements expressed or implied by such forward -looking statements. Given these r isks, uncertainties and other factors, recipients of this document are cautioned not to place undue reliance on the forward -looking statements. Austrian Post disclaims any obligation to update these forward -looking statements to reflect future events or developments. Österreichische Post AG (Austrian Post) | Legal form: limited company under Austrian law | Registered seat in the Municipalit y of Vienna | Commercial register number: FN 180219d of the Commercial Court of Vienna. This presentation can contain legally protected and confidential information and is protected by copyright. The repro duction, dissemination or duplication of this presentation, either in part or as a whole, requires the express written permission of Austrian Post . 25