Report
Wim Gille

InPost : Read-through Allegro 2Q21 results

>Allegro’s 2Q21 results – focus on active buyers - InPost's largest Polish client Allegro (26% of 2020 pro-forma sales) reported 2Q21 results yesterday morning. Revenue grew by 28.4% to PLN 1,308m (BBG cons PLN 1,274m) and EBITDA by 23.8% to PLN 560m (BBG cons PLN 519m, c. 8% beat). GMV increased by 10.6% to PLN 10,440. Active buyers increased by 7.2% to 13.2m, but were flat quarter-over-quarter. The analyst call was focused on stickiness of active buyers and churn in...
Underlying
InPost S.A.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Wim Gille

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch