The Polish company InPost continues its international expansion by acquiring the British parcel delivery provider Yodel. This transaction significantly strengthens the company’s position in one of Europe’s largest e-commerce markets and sends a clear signal to investors watching Polish companies on the global stage.
InPost acquires Yodel – a key step in the UK market
Announced in April, InPost’s acquisition of Yodel is a strategic move to reinforce its position in the United Kingdom. The purchase of 95.5% of shares in JLL (Judge Logistics Ltd), the owner of Yodel, was financed through a debt-to-equity conversion, preceded by £106 million in funding.
Thanks to this transaction, InPost becomes the third-largest independent logistics operator in the UK – just behind Royal Mail and Evri. The newly formed entity will offer comprehensive deliveries: both to parcel lockers and directly to customers’ doors.
Scaling logistics operations in Western Europe
According to estimates, the volume of parcels handled by the group is expected to increase to 300 million per year, and the base of online retailers working with the company to about 700 e-commerce stores. The acquisition is also expected to help the company capture around 8% of the UK e-commerce market.
This marks another development stage aligned with the company’s broader strategy. Across Europe, InPost already operates over 18,000 out-of-home (OOH) delivery points, including 10,000 parcel lockers. In 2024, the company recorded a 23.5% year-on-year revenue increase and a 33.5% rise in EBITDA, reaching PLN 3.5 billion.
The significance of InPost’s expansion for investors
- Polish logistics as a competitive export industry
For both domestic and international investors, InPost’s expansion is proof of the growing competitiveness of the Polish logistics sector. The company has not only successfully introduced its innovative delivery model to the domestic market but is also adapting it internationally with success.
- Long-term growth potential
The Yodel acquisition significantly accelerates InPost’s development in the British market – a process that could otherwise take up to five years organically, as noted by CEO Rafał Brzoska. This sends a strong signal to investors seeking companies with long-term growth potential beyond national borders.
- Efficiency and operational synergies
The integration of InPost and Yodel structures creates conditions for operational optimisation – from the delivery network and technology to customer service. As a result, it will be possible to further reduce the unit cost of delivery, enhancing competitiveness in a highly developed market.
A Polish company with international reach
InPost’s expansion is an example of how local innovation can grow into a European-scale project. For investors, it represents a genuine opportunity to support the development of a company that not only effectively achieves its operational goals but also demonstrates strategic maturity – both in execution and in risk management.
