Österreichische Post AG (POST) Earnings Call Transcripts

Österreichische Post AG's Latest Earnings Call - Q1 FY2026

In Q1 2026, Österreichische Post AG reported a revenue increase of 0.9% year-over-year, reaching EUR 1.04 billion, despite a challenging macroeconomic environment. However, EBITDA declined to EUR 93.8 million, down EUR 7.7 million, and EBIT fell by EUR 11.6 million, reflecting pressures from declining letter mail volumes and a silent period in telecommunications. Management maintained a stable outlook for the fiscal year, projecting slight revenue growth and a focus on operational improvements and strategic acquisitions.

Reported metrics

Guidance from management

Management maintained a stable outlook for 2026, expecting slight revenue growth and a mid-single-digit decline in mail volumes, with a CapEx guidance of EUR 140 million to EUR 160 million.

What management said

Good afternoon, ladies and gentlemen. Welcome to this Conference Call of Austrian Post. Today, we would like to discuss our Q1 results. Here with me in the room is Walter Oblin, our CEO; and also our CFO, Barbara Potisk-Eibensteiner. I would like to hand over to Walter. Please go ahead, sir.

Ingo Schmidt, maybe I can answer this question. So what we are focusing together with euShipments to roll out the concept of euShipments in countries where we are already. So this means going to Turkiye and other countries where we want to do fulfillment for the customers. But what we want to avoid is only shifting parcels to Austrian Post and subsidiaries because then this would put the business model of euShipments...

What analysts pressed on

Analysts expressed concerns about the sustainability of margins in the competitive CEE market and the impact of declining letter mail volumes on overall profitability. There were also questions regarding the recovery of Asian import volumes and the potential effects of wage increases on costs.

Main topics on the call

• Revenue Growth Despite Challenges — Austrian Post achieved a revenue increase of 0.9% year-over-year, reaching EUR 1.04 billion. Walter Oblin noted, "the market environment remains pretty stable," indicating resilience despite external pressures.
• Decline in Earnings — EBITDA decreased to EUR 93.8 million, down EUR 7.7 million from the previous year, primarily due to a silent period in telecommunications and competitive pressures in Eastern Europe. Management acknowledged, "the quarter...
• Strong Parcel Growth — Parcel volumes grew by 10% in Austria and 9% in Central and Eastern Europe (CEE), showcasing the strength of the e-commerce segment. Oblin stated, "we are gaining market share and gaining new customers" in this area.
• Integration of euShipments — The acquisition of euShipments is expected to enhance logistics capabilities and profitability, with projected revenues of EUR 55 million for the full year. Management expressed optimism about integrating this business i...

Read the full Österreichische Post AG transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 52 Österreichische Post AG earnings call transcripts on record, spanning February 7, 2020 to August 7, 2026. Based on this history, Österreichische Post AG reports quarterly. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

POST

Exchange

WBAG

Country

AT

Sector

Industrials

Industry

Air Freight and Logistics

Calls on record

52

First call

February 7, 2020

Most recent

August 7, 2026

Reporting cadence

quarterly