Influence of InPost on the AEX
InPost has been part of the AEX index since September 22, 2025, giving it a direct weighting within the benchmark. The inclusion reflects the company's growing importance within the European e-commerce and logistics sector. As a result, InPost contributes to the price development and sentiment within the AEX, with the stock mainly influencing the performance of the technology, logistics and consumer services sectors. View the composition of the AEX and the weighting of all companies in the AEX here.
Investment analysis & outlook
Below is InPost's share price performance compared to the AEX as of January 2021. While the AEX showed an increase of +47.27% during this period, InPost's share price fell by -45.16%. This contrast highlights the challenges the company faces, despite continued growth in parcel volumes and revenue. The current share price is still well below the 2021 peak, underscoring the vulnerability in profitability and competitiveness.
At the same time, there are also opportunities, particularly in further internationalization, the expansion of sustainable logistics solutions and exploiting synergies with Mondial Relay's French operations. Against these are risks such as pressure on margins due to fierce competition, high investment costs and a possible slowdown in e-commerce growth in a less favorable economic environment.
News & updates
In May 2025, InPost announced an expansion of its network in France, with 5,000 new parcel lockers. In March 2025, the company announced a 22% increase in parcel volume in the UK compared to a year earlier. In January 2025, it expanded its partnership with eBay in Spain, further strengthening its international position.
Want to learn more about this company? Visit www.inpost.eu