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nk YELLOW YELLOW Ylow AUSTRIAN POST INVESTOR PRESENTATION H1 2026 Walter Oblin , CEO Barbara Potisk - Eibensteiner , CFO Vienna , 7 August 2026 Da Paket der Post . ill
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 +3.8% to EUR 1,544.0m in H1 2026 +6.7% to EUR 773.3m in Q2 2026 EBITDA EUR 187.7m (EUR -11.7m) EBIT EUR 73.3m (EUR -20.7m) H1 2026 AT A GLANCE: DECLINE IN MAIL BUSINESS, GROWTH IN E-COMMERCE 2 Challenges Opportunities Revenue – E-Commerce & Logistics Division is the growth driver (+11.5% in H1 | +16.3% in Q2) – Revenue growth despite an accelerated decline in mail volumes and the loss of about EUR 13m from the previous sales of the telecommunications partnership – Regulatory-driven loss of Asian B2C volumes in Türkiye (approx. 5%) Earnings – Decline in letter mail volumes – Transition of the telecom business to YELLLOW – Intense competition in CEE/SEE – Türkiye: Regulatory-driven decline in Asian volumes H1 earnings below 2025, as expected Positive impetus in H2 – Cost pressures and digitalisation accelerate decline in letter volumes – Reduced advertising expenditure – Market dominance of major e-commerce players, intense competition in CEE/SEE and Türkiye – Taxes and duties on parcels – Expansion of services in Austria (bank99, YELLLOW) – Strong brand and distribution channels – E-commerce continues to grow – E-commerce fulfilment as a comprehensive service for many retailers
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 VISION 2030: LEADING LOGISTICS & SERVICES GROUP REACHING MORE THAN 150M PEOPLE IN AUSTRIA, CEE/SEE, TR & BEYOND POST & BEYOND IN AUSTRIA Leading provider of key services – post, bank, telco & 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 3
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 4 STRATEGIC INITIATIVES ARE PROVING SUCCESSFUL 3,000 postal points 24/7 services at record levels EUR 4m EBIT H1 2026 bank99 is continuing profitable growth trend with ongoing product expansions Strong customer ramp-up Strong market launch of YELLLOW on 1 April 2026 POST & BEYOND IN AUSTRIA1 +9% Parcel volumes in Austria clearly above the market level EUR 60m revenue p.a. euShipments.com, a fast- growing fulfilment business in the e-commerce sector INTERNATIONAL E-COMMERCE2 EUR 36m revenue p.a. Expansion of market presence in the Serbian parcel market through the acquisition of D Express
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 STRUCTURAL CHANGE IN LETTER MAIL/DIRECT MAIL IN AUSTRIA1 Mail Revenue EUR m 2008 2026 1,272 1,064 Letter Mail Direct Mail/Media Post Letter Mail volumes Millions of shipments 465 2008 2026 1,137 Direct Mail/Media Post volumes Millions of shipments 2008 2026 4,933 3,098 -59% Ø -5.1% p.a. -37% Ø -2.7% p.a. -16% 5 CONTINUOUS PRODUCT ADJUSTMENTS + NETWORK OPTIMISATION
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 3.00 2.53 2.45 1.80 1.65 1.58 1.52 1.40 1.30 1.28 1.20 1.13 1.08 1.07 1.05 1.00 1.00 0.96 0.95 0.74 0.73 0.72 0.50 0.34 2.35 1.99 1.85 3.10 2.47 1.90 1.40 1.49 2.20 1.20 1.34 1.30 2.12 1.34 1.90 1.31 1.08 1.00 1.00 0.80 0.45 0.41 Finland Norway Iceland Latvia Sweden Ireland Estonia Lithuania Belgium France Slovakia Netherlands Italy Czech Republic Greece Luxembourg Poland Switzerland UK Romania Austria Slovenia Spain Germany Hungary Portugal Croatia Bulgaria Malta Cyprus 3-5 working days delivery 1-2 working days delivery Domestic standard letter <20g (nominal prices) EUR, August 2026 PRICE ADJUSTMENT FOR PREMIUM LETTER: AT A MODERATE LEVEL IN EUROPEAN COMPARISON 1 6 New Premium Rates Letter national Tariffs since 1/5/2025 Tariffs effective 1/8/2026 Letter S 1.00 - Letter M 1.55 - Package S 3.10 - Package M 4.65 - PREMIUM (+) 0.30 (+) 0.90 Premium Letter S 1.30 1.90 Premium Letter M 1.85 2.45 Premium Package S 3.40 4.00 Premium Package M 4.95 5.55
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 CONTINUED POSITIVE DEVELOPMENT OF BANK99 0.5 2.0 1.5 0.2 Assets 4.2 bank99 balance sheet total as at 30.06.2026 EUR bn 3.7 0.2 0.3 Equity & Liabilities Customer deposits Equity Other 4.2 Loans Mortgage loans EUR 1.7bn Consumer loans EUR 0.3bn 1 2023 2024 2025 4.2 H1 2026e 1.5 Positive earnings trend IFRS earnings of bank99 (EURm) – Further development of the depositary business – Ongoing expansion of the housing finance product offering – Current accounts for SMEs starting in Q4 Next Steps in 2026 Financial assets (govern- ment bonds) Cash Other 2023 2024 H1 2025 H1 2026e 63 65 70 >70 bank99 net interest income EUR m 7
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 1 24/7 SERVICES AT RECORD LEVELS 8 3,000TH POSTAL POINT OPENED 327 2023 2024 2025 1,353 57 1,263 H1 2026 2026e Branches Postal partners Self-service branches Post stations (dislocated) 1,871 2,612 2,969 3,000 >3,100 +60% – By the end of 2026: >3,100 postal points across Austria – From 2027: approx. 10,000 additional lockers per year – 82% of Austrians prefer post stations as their preferred method of collection – Extensive use by customers of 24/7 services, with a 6% increase of parcel volumes in H1 2026
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 1 MOBILE PHONE PACKAGE SUCCESSFULLY LAUNCHED INTERNET RATES 90% of all customers make use of support and services offered in the post offices Attractive tariff portfolio: YELLLOW Mobile S is the most popular package among customers Very strong customer ramp-up in the first few months 9 HARDWARE ADDITIONAL PACKAGES MOBILE PHONE RATES
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 INTERNATIONAL EXPANSION CREATES NEW GROWTH PROSPECTS Other locations Logistics & Last-Mile Delivery INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 2 10 Austrian Post International E-commerce service provider euShipments.com (70%) in Bulgaria/Romania New in 2026: Serbia: Strategic expansion of the parcel business in SEE through the acquisition of D Express
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 Effective from/as of Additional costs Information October 2025 Product safety embargos on certain product categories (footwear, toys, textiles) February 2026 Removal of the EUR 30 duty-free threshold 1 July 2026 EUR 3 per item category Flat-rate customs duties for parcels ≤ EUR 150 from non-EU countries through e-commerce platforms 1 October 2026 EUR 2.40 per delivered parcel Parcel tax for mail-order retailers and platforms with revenue > EUR 100m 1 November 2026 EUR 2 per item category or parcel Processing fee for items from non-EU countries 11 E-COMMERCE GROWTH IMPACTED BY REGULATORY MEASURES Regulatory measures lead to volatility – Asian parcels in the portfolio <10% – Potential impact of up to 3% of the Group’s volume Further growth in e-commerce
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 Parcel volumes millions of items Revenue EUR m – Strong growth in H1 with market share gains – Further new customer acquisitions in Q2 2026: ahead, eDeals, niceshops and Asian consolidators E-COMMERCE & LOGISTICS: STRONG GROWTH IN AUSTRIA2 41 232 2008 2026 182 983 2008 2026 12
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 52 54 70 78 78 2021 2026 Parcel volumes millions of items 165 172 198 214 212 2021 2026 Revenue EUR m E-COMMERCE & LOGISTICS: PARCEL VOLUME GROWTH IN CEE/SEE – Positive volume development in the first two quarters (especially Slovakia) – Volatile development of Asian parcels (sharp rise in H1 2026) – Intense competition and margin pressure 2 13
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 14 STRATEGIC EXPANSION OF THE PARCEL BUSINESS IN SOUTHEAST EUROPE: ACQUISITION OF D EXPRESS EFFECTIVE 21 JULY 2026 2 - 14m parcels - Revenue of EUR 36m - 1,300 employees - 800 vehicles D Express 2025 - Austrian Post acquired a 100% stake in the Serbian parcel service provider D Express - Consolidation with City Express, the existing Austrian Post subsidiary in Serbia - Strengthening of the international expansion strategy and improving the company’s market position in Southeast Europe - Transfer of the company’s staff, client contracts and infrastructure to Austrian Post, including 1 logistics centre, 27 delivery bases, 35 parcel shops and 300+ parcel collection points
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 FX rate of the Turkish Lira (1 EUR in TRY) 20.0 9.1 12/20 12/21 12/22 15.2 32.7 12/23 12/24 36.7 5.0 11.6 18.9 24.1 2022 2026 – Inflation-driven revenue growth continues; Turkish market continues to be impacted by intense competition – Revenue in H1 2026: increase by 21% to TRY 13.3bn (in Euro: +6.0% to EUR 250.7m) – Regulatory restrictions for Asian imports result in a volume decline of about 5% (current portfolio share of 4%) E-COMMERCE & LOGISTICS: STRONG COMPETITION IN TÜRKIYE EUR 252m EUR 355m EUR 517m 2 EUR 486m 15 06/26 53.2 Parcels & documents millions of items Revenue TRY bn 198 206 206 200 2022 2026 15 12/25 50.5
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 16 GROUP LOGISTICS SOLUTIONS: STRONG PERFORMANCE OF THE E-COMMERCE SERVICE PROVIDER EUSHIPMENTS.COM Fulfilment: 10 proprietary cargo and logistics centres Consolidation and shipping Direct e-shop connectivity with platforms Returns management (incl. logistics) Transport and invoicing One integration, one contract – all services, all destinations – Part of the Austrian Post Group since March 2026 – Revenue contribution of about EUR 20m for the first four months, good level of profitability – Network expanded by three countries in H1 2026 (Austria, Spain, Italy) 2 2022 2026e >1,300 2022 2026e >20 Active customers (Number) Parcels (millions) Own fulfilment centres
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 AUSTRIAN POST AT A GLANCE – Financial Services– Letter Mail & Business Solutions – Direct Mail & Media Post – Branch Services & Telecommunications – Parcels & Express – Fulfilment & Cash Transport – E-Commerce Services Mail, Branch & Services E-Commerce & Logistics Bank 22% 13% 1% 36% 23% 5% EUR 1,554m Revenue Direct Mail & Media Post Financial Services Parcel Austria & Logistics Solutions Letter Mail & Business Solutions Parcel International Branch Services & Telecommunications Adjusted to the new segment structure from 1 January 2026 17 Revenue mix H1 2026 Parcel revenue accounts for 59%
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 FINANCIAL OVERVIEW H1 2026 Revenue EUR 1,544m Balance Sheet EUR 6.4bn Strong balance sheet with low debt (Financial debt to EBITDA12m of 0.6x) Logistics equity ratio of 24% Cashflow EUR 117m Solid operating free cash flow Positive revenue development: +3.8% in H1 2026 EBITDA EUR 188m EBIT EUR 73m H1 2026 below the previous year, as expected – EBITDA: EUR -11.7m to EUR 187.7m – EBIT: EUR -20.7m to EUR 73.3m 18 +6.7% in Q2 2026
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 POSITIVE REVENUE DEVELOPMENT: +3.8% TO EUR 1,544.0M IN H1 Revenue development EUR m Adjusted to the new segment structure from 1 January 2026 75.2 H1 2024 73.3 H1 2025 71.3 H1 2026 1,505.2 1,488.1 1,544.0 804.9 647.3 817.0 611.0 910.9 566.1 +11.5% -2.7% -7.4% Mail, Branch & Services – H1 2026 revenue down by 7.4% from the prior year (Q2 2026 -7.1%) – Product and pricing measures could not offset volume decline for letter mail and direct mail in H1 2026 – H1 2025 still included about EUR 13m in revenue from the previous sales partnership in the telecommunications sector Bank – Slight decline in revenue due to a lower key interest rate – Net interest income (interest revenue less interest expense) improved by 14.9% to EUR 37.7m in H1 2026 E-Commerce & Logistics – H1 2026 revenue growth of 11.5% (Q2 2026 +16.3%) – Austria +10.1%, Türkiye+ +6.3%, CEE/SEE +7.4% – Group Logistics Solutions EUR +24.7m in H1 2026 (initial consolidation of euShipments.com as of 6 March 2026) +3.8% 19
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 H1 2026 EARNINGS BELOW PRIOR-YEAR LEVEL DUE TO REDUCED MAIL BUSINESS AND TRANSFORMATION OF THE TELECOMMUNICATIONS BUSINESS 20 – Positive earnings development in Austria driven by favourable volume and price trends – Negative earnings in CEE/SEE due to competitive environment – Regulatory measures in Türkiye impact volume development and profitability E-Commerce & Logistics – Earnings improvement driven by strong operational performance – Disciplined cost management supports profitability – Positive one-off effect Bank EBIT development EUR m Mail, Branch & Services – Declining business for letter mail and direct mail – Loss of telecommunications income from the previous sales partnership (Austrian Post’s own mobile telephone brand YELLLOW since 1 April 2026) Adjusted to the new segment structure from 1 January 2026 -22.0% – Earnings improvement resulting from efficiency and cost discipline Corporate H1 2025 -21.1 Mail, Branch & Services -4.6 E-Commerce & Logistics +2.4 Bank +2.6 Corporate/ Consol. H1 2026 94.0 73.3 48.7 27.5 4.2 -7.1 EBIT H1 2026:
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 EUR m H1 2025 H1 2026 % ∆ Q2 2025 Q2 2026 Revenue 1,488.1 1,544.0 3.8% 55.9 724.6 773.3 Other operating income 60.1 65.3 8.7% 5.2 28.1 33.3 Raw materials, consumables/Transportation -429.5 -478.3 -11.4% -48.8 -207.5 -243.4 Expenses for financial services -22.6 -17.4 22.7% 5.1 -9.7 -8.8 Staff costs -699.0 -723.2 -3.5% -24.1 -338.8 -355.4 Other operating costs -202.8 -210.1 -3.6% -7.3 -100.2 -108.0 EBITDA 199.4 187.7 -5.9% -11.7 97.8 93.9 EBITDA margin 13.4% 12.2% - - 13.5% 12.1% Depreciation, amortisation and impairment -105.4 -114.4 -8.6% -9.0 -52.2 -57.4 EBIT 94.0 73.3 -22.0% -20.7 45.6 36.5 EBIT margin 6.3% 4.7% - - 6.3% 4.7% Financial result -1.8 -32.2 <-100% -30.4 -4.1 -18.0 Financial result excl. valuation of put-option liabilities1 -5.2 -10.0 -92.6% -4.8 -3.1 -4.8 Income tax -23.8 -18.3 23.2% 5.5 -12.7 -11.0 Profit for the period 68.4 22.8 -66.7% -45.6 28.8 7.5 Earnings per share (EUR) 0.99 0.32 -67.4% -0.67 0.43 0.10 Earnings per share (EUR) excl. valuation of put-option liabilities1 0.94 0.65 -30.6% -0.29 0.44 0.30 KEY INCOME STATEMENT INDICATORS Increased transport costs due to rising volumes and initial consolidation of euShipments.com; continued high share of alternative energy sources in Austria 20% stake in Aras Kargo: Volatile valuation effect relating to the option of EUR -20.0m (2025: EUR +3.4m) = Δ EUR -23.4m FX rate does not reflect high level of inflation 21 Efficiency measures offset cost increases: Inflationary effect in salaries Türkiye of EUR 12m; increase of EUR 11m due to expansion of scope of consolidation 1 20% put-option for Aras Kargo, 30% put-option for euShipments.com, 20% put-option for Agile Actors Income tax rate of 44.5% due to non-tax-deductible expenses related to the put option valuation
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 22 SPECIAL EFFECT IN THE FINANCIAL RESULT: VOLATILE VALUATION OF THE PUT OPTION LIABILITY ARAS KARGO Discrepancy between high inflation and changes in FX rates Valuation of put option liability – Background: Baran Aras holds a put option exercisable in mid-2035 or mid-2036, which is subject to ongoing valuation for the remaining 20% stake in Aras Kargo (a liability for Austrian Post) – Changes in the valuation of the parameters – inflation and exchange rates – relating to the put option are reflected in the financial result Liability as at 31 December 2025 EUR 68m Appreciation due to a change in the estimate of inflation expectations EUR +18m Depreciation due to FX effect EUR/TRY EUR -4m Appreciation – cash value incl. accrued interest EUR +6m Option valuation in financial result EUR 20m Liability as at 30 June 2026 EUR 88m Volatile Inflation/FX development Inflation YoY (Δ12 months) Exchange rate (EUR/TRY) YoY (Δ12 months) +5% +18% 12/24 06/2612/25
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 EUR m H1 20251 H1 2026 % ∆ Q2 20251 Q2 2026 Revenue 611.0 566.1 -7.4% -44.9 297.3 276.1 • Letter Mail & Business Solutions 365.5 344.6 -5.7% -20.9 173.9 165.9 • Direct Mail & Media Post 217.2 206.4 -5.0% -10.8 109.2 102.6 • Branch Services & Telecommunications 28.3 15.1 -46.8% -13.3 14.1 7.7 Revenue intra-Group 30.2 31.7 5.1% 1.5 14.8 15.8 Total revenue 641.2 597.8 -6.8% -43.4 312.1 291.9 EBIT 69.8 48.7 -30.3% -21.1 32.4 21.1 EBIT margin2 10.9% 8.1% - - 10.4% 7.2% MAIL, BRANCH & SERVICES DIVISION: KEY INCOME STATEMENT INDICATORS 1 Adjusted to the new segment structure from 1 January 2026 2 EBIT margin in relation to total revenue Revenue decline driven by digitisation initiatives among public and private sector clients; few elections in H1 2026 Revenue decrease mainly in the addressed mail segment Income from Austrian Post’s own telecommunications business starting in Q2 2026; H1 2025 still included about EUR 13m in revenue from the previous sales partnership 23 Stronger volume decline and limited price effects in mail, combined with the transformation of the telecommunication business reduce profitability in H1 2026
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 EUR m H1 2025 H1 2026 % ∆ Q2 2025 Q2 2026 Revenue 817.0 910.9 11.5% 93.9 398.7 463.5 • Austria 457.2 503.2 10.1% 46.0 228.0 252.0 • Türkiye+ 240.6 255.7 6.3% 15.1 109.5 128.1 • CEE/SEE 100.2 107.6 7.4% 7.4 51.2 55.3 • Group Logistics Solutions 26.7 51.4 92.4% 24.7 13.7 31.6 • Consolidation -7.7 -7.0 9.5% 0.7 -3.6 -3.5 Revenue intra-Group 8.9 9.1 1.9% 0.2 4.5 4.5 Total revenue 825.9 919.9 11.4% 94.0 403.2 468.0 EBIT 32.1 27.5 -14.3% -4.6 13.5 15.1 EBIT margin1 3.9% 3.0% - - 3.4% 3.2% E-COMMERCE & LOGISTICS DIVISION: KEY INCOME STATEMENT INDICATORS 1 EBIT margin in relation to total revenue 24 Positive revenue and earnings development in Austria and in e-commerce fulfilment; high competition and price pressure in CEE/SEE negatively impact earnings 9% parcel growth in Austria significantly above the market level Solid volume increase of 8% in CEE/SEE despite intense competition Revenue contribution from euShipments.com of about EUR 20m in four months Strong competitive and margin pressure in CEE/SEE and Türkiye+ Slight volume growth in Türkiye (+1%) despite stricter import regulations
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 EUR m H1 20251 H1 2026 % ∆ Q2 20251 Q2 2026 Revenue 73.3 71.3 -2.7% -2.0 35.1 36.0 • Income from Financial Services 73.3 71.3 -2.7% -2.0 35.1 36.0 Revenue intra-Group 0.0 0.0 n.a. 0.0 0.0 0.0 Total revenue 73.3 71.3 -2.7% -2.0 35.1 36.0 EBIT 1.8 4.2 >100% 2.4 2.4 1.6 EBIT margin2 2.5% 5.9% - - 6.8% 4.5% 1 Adjusted to the new segment structure from 1 January 2026 2 EBIT margin in relation to total revenue BANK DIVISION: KEY INCOME STATEMENT INDICATORS Decrease in interest income due to the lower key interest rate vs. 2025 Favourable earnings performance with lean cost structure; positive one-off effect 25 Now on a sound and profitable course following the IT migration of the core banking system
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 Financial services / bank99 SOLID BALANCE SHEET AND FINANCING STRUCTURE 248.7 91.1 30/06/2026 6,447.0 1,349.9 580.9 4,101.9 74.5 30/06/2026 6,447.0 609.2 471.0 3,912.2 773.8 681.0 ASSETS EUR m EQUITY & LIABILITIES EUR m 156.9 110.4 31/12/2025 6,559.3 1,368.1 584.6 4,134.7 204.5 31/12/2025 6,559.3 767.6 512.9 3,959.9 652.9 666.0Cash, money market investments Financial assets, investment property Receivables, inventories, other Property, plant and equipment Intangible assets, goodwill Financial assets from financial services Equity Provisions Liabilities/Other Other financial liabilities Financial liabilities from financial services Financial debt EUR 249.1m Financial debt incl. IFRS 16 EUR 606.4m Financial debt/EBITDA12m 0.6x Financial debt incl. IFRS 16/EBITDA12m 1.5x 26
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 OPERATING FREE CASHFLOW OF EUR 117 MILLION IN H1 2026 Cash flow from operating activities Maintenance CAPEX +11.2 Other Operating free cash flow -12.3 Growth CAPEX -59.3 Acquisitions/ divestments Free cash flow before money market investments -32.4 116.6 45.0 137.9 1 Before core banking assets (CBA) and funds held temporarily 2 Free cash flow before acquisitions, money market investments, growth CAPEX, core banking assets (CBA) and funds held temporar ily EUR m 12 Investments in decarbonisation (e-mobility, e-charging infrastructure) 27 1 Acquisition of Bulgarian e-commerce service provider euShipments.com
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 AUSTRIAN POST'S INVESTMENT PROGRAMME CAPEX in property, plant and equipment in a multi-year comparison EUR m 143 161 152 155 143 2020 2021 2022 2023 2024 H1 41 2025 H1 45 2026e 126 140-160 28 Investments – Regional split H1 20261 Austria International 1 Core investments excl. IFRS 16 73% 27% Focus for 2026/2027: – Expansion and modernisation of the logistics centres in Salzburg, Budapest (Hungary) and Žilina (Slovakia) – Automation and expansion of parcel machines in CEE/SEE – Further electrification of the fleet
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 29 Graz Salzburg Innsbruck since Q3 2020 since Q1 2024 since Q1 2024 since Q2 2026 Vienna Kick-off in Vienna with Arnold Schwarzenegger Vienna becomes the world's first major city with a population of over one million to achieve 100% CO 2-freelast-mile delivery ALREADY 65% CO2-FREE LAST-MILE DELIVERY IN AUSTRIA
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 OUTLOOK 2026 (1/2) Market environment Market environment remains challenging • Mail: Volume decline due to intensified digitisation initiatives by important customer groups • E-commerce: Volume increase despite strong competition; uncertainty due to numerous customs duties and fees Revenue • Group: Slight revenue increase expected in 2026 • Mail, Branch & Services: Revenue decline in the mid single digit range – Accelerated volume decline due to the digitisation trend – Product and price adjustments as of 1 August 2026, especially for “Premium” letters – Loss of about EUR 20m in revenue from the previous sales partnership in the telecommunications sector, transition to Austrian Post’s own brand YELLLOW • E-Commerce & Logistics: Revenue growth in the upper single digit range – Growth forecast across all regions – Uncertainty due to regulatory restrictions on international parcels (customs duties) – subdued development expected in H2 – Growth in the area of e-commerce fulfilment • Bank: Revenue slightly above the prior-year level 30
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 OUTLOOK 2026 (2/2) 31 Investments • CAPEX in property, plant and equipment of EUR 140m–160m expected in 2026 • Priorities: expansion and modernisation of the logistics centres in Salzburg, Budapest (Hungary) and Zilina (Slovakia), automation and expansion of parcel machines in CEE/SEE as well as further electrification of the vehicle fleet • The base case EBIT assumption remains unchanged to achieve operating earnings in the range of recent years • Improvements in H2 2026: – Product/price adjustments in Austria (“Premium” letters as of 1 August 2026) – Product/price adjustments in Türkiye – Support from new business (e-commerce fulfilment) Earnings Opportunities • Structural/process optimisation in CEE/SEE and Türkiye • Acquisitions/divestments • Negotiations with the federal govern- ment to resolve the issue of disputed social security contributions in 1996-2008 (provisions taken) Risks • Increased decline in letter volumes of up to ten percent • Domestic and international parcel volumes significantly affected by duties and fees • TRY/EUR exchange rate risk
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INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026INVESTOR PRESENTATION Investor Relations Vienna, 7 August 2026 Austrian Post Investor Relations Rochusplatz 1, 1030 Vienna Website: post.at/investor E-mail: investor@post.at Phone: +43 57767-30400 CONTACT Financial calendar 2026/2027 12 November 2026 Interim Report Q1-3 2026 11 March 2027 Annual Report 2026 14 April 2027 Annual General Meeting 23/28 April 2027 Ex-day/Dividend payment day 12 May 2027 Interim Report Q1 2027 07 August 2027 Half-Year Report 2027 11 November 2027 Interim Report Q1-3 2027 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 . 32