Amsterdam, January 7, 2026, 11:50 CET — Regular session
- InPost shares fell about 7% on Wednesday, giving back part of Tuesday’s takeover-driven jump.
- The company has disclosed an indicative approach for all shares but said there is no certainty of a deal.
- Investors are watching for a formal offer, terms and timing, with the next scheduled results on March 18.
InPost stock (INPST) fell 6.6% to 13.91 euros on Wednesday, trimming gains from a two-day rally sparked by takeover talk around the parcel locker operator. The shares traded between 13.65 and 14.21 euros. 1
The drop matters because the stock has swung sharply on deal headlines rather than company results, leaving investors to judge whether early-stage interest turns into a binding bid — and at what price.
InPost said on Tuesday it had received an “indicative” proposal for a potential acquisition of all shares — preliminary, non-binding interest rather than a firm offer. The company formed a special committee to weigh a potential transaction and said there was no assurance it would lead to a deal. 2
Sky News reported that private equity firm Advent International was spearheading a consortium exploring a bid that could value InPost at more than 6 billion euros, a move that would take the company private, or off the stock market. Advent and InPost declined to comment to Sky. 3
InPost’s shares surged on Tuesday after the company’s disclosure, following a sharp rise on Monday as volumes picked up. JPMorgan analysts said the most credible interest was likely to come from private equity. “We see InPost’s European structural growth strategy as misunderstood by the market,” they wrote. 4
Dan Coatsworth, head of markets at AJ Bell, described the approach as “an opportunistic bid following a poor year for the share price.” 5
Any transaction would have to navigate a shareholder register led by PPF Group with 28.75% and founder Rafał Brzoska’s A&R Investments with 12.49%, while Advent holds 6.5%, InPost’s disclosures show. 6
But indicative approaches often fail to progress once bidders examine assets and risks, and major shareholders can push for higher terms. Until the company names a suitor or a timetable, the stock is likely to stay sensitive to fresh reports and shifting deal odds.
Investors are also looking ahead to InPost’s next scheduled milestone: publication of its 2025 annual report on March 18, with a first-quarter trading update slated for May 13. 7
