Amsterdam, Jan 6, 2026, 14:56 (CET) — Regular session
- InPost shares jump as the company discloses an indicative proposal for a possible acquisition of all shares
- The bidder is unnamed and the company said there is no certainty the approach will lead to a deal
- Traders now watch for any follow-up statement and InPost’s Jan. 21 fourth-quarter trading update
InPost (INPST.AS) shares jumped on Tuesday after the parcel-locker operator said it had received an indicative proposal for a potential acquisition of all its shares. The stock was up 23.9% at 14.36 euros in Amsterdam by 1450 CET. MarketScreener
The approach lands after a bruising stretch for the stock, which fell about 37% last year and hit a two-year low in November. InPost’s shares had already risen 11% on Monday and were up 21% by 1245 GMT, lifting the group’s market value to about 7 billion euros ($8.08 billion), while JPMorgan analysts wrote private equity looked like the most credible source of interest. Reuters
InPost did not identify the party behind the approach and disclosed no price, timing or deal structure. It said the proposal was indicative — an early, non-binding approach — and that there can be no assurance it will lead to a transaction. Investing.com Australia
Dan Coatsworth, an investment analyst at AJ Bell, said the company’s expanding UK footprint adds to its appeal, calling it a “highly attractive takeover target” for buyers seeking scale in European parcel delivery. He said InPost has “muscled in” on the UK market as it rolls out lockers and competes with incumbents such as Royal Mail. TradingView
In November, InPost lowered its full-year growth outlook, citing heavier investment in Britain to improve service quality after demand outpaced capacity. The company has also pointed to intensifying competition at home and an ongoing legal dispute with Polish e-commerce group Allegro over delivery agreements. Reuters
Any deal would also hinge on the stance of large shareholders. InPost’s website lists PPF Group N.V. as the largest holder with 28.75%, followed by A&R Investments Ltd with 12.49%, with Advent International Corporation at 6.50% and Norges Bank at 5.01%. Inpost
The main risk is that talks go nowhere. With no disclosed price or bidder, investors have little to anchor expectations, and any eventual offer could fall short of what shareholders demand, while a prolonged process could leave the stock exposed if operations or volumes disappoint.
