Oesterreichische Post AG
VSE:POST
Oesterreichische Post AG
In the heart of Austria lies a company that has woven itself into the daily life of its citizens — Oesterreichische Post AG. Founded in 1999, yet rooted deeply in a history that stretches over centuries, Austria's postal service has transformed alongside the very dynamics of communication itself. From the early days of mail distribution by horse-drawn carriages, the company has evolved into a modern logistics powerhouse. Oesterreichische Post AG is both a stalwart of tradition and a forward-thinking enterprise, retaining its core postal services while expanding into parcel delivery, a sector that burgeons as e-commerce giants like Amazon necessitate efficient logistical solutions. The blending of these services showcases its adaptability in an era where digital communication often supersedes traditional mail.
At its core, Oesterreichische Post AG excels in leveraging its extensive delivery network, which underpins its profitability. The logistics division is the beating heart that stores and delivers parcels across Austria and Europe. As e-commerce continues its ascent, the company's parcel services drive significant revenue, expertly navigating the rise in online shopping. Beyond parcels, Oesterreichische Post AG has carved a niche in direct mail services, leveraging data analytics to offer targeted marketing solutions, allowing businesses to connect with consumers effectively. Meanwhile, their retail branches offer various financial services, tapping into yet another stream of income. Through this multifaceted approach, the company seamlessly blends tradition with innovation, establishing itself as a versatile linchpin in Austria’s communication and logistics landscape.
In the heart of Austria lies a company that has woven itself into the daily life of its citizens — Oesterreichische Post AG. Founded in 1999, yet rooted deeply in a history that stretches over centuries, Austria's postal service has transformed alongside the very dynamics of communication itself. From the early days of mail distribution by horse-drawn carriages, the company has evolved into a modern logistics powerhouse. Oesterreichische Post AG is both a stalwart of tradition and a forward-thinking enterprise, retaining its core postal services while expanding into parcel delivery, a sector that burgeons as e-commerce giants like Amazon necessitate efficient logistical solutions. The blending of these services showcases its adaptability in an era where digital communication often supersedes traditional mail.
At its core, Oesterreichische Post AG excels in leveraging its extensive delivery network, which underpins its profitability. The logistics division is the beating heart that stores and delivers parcels across Austria and Europe. As e-commerce continues its ascent, the company's parcel services drive significant revenue, expertly navigating the rise in online shopping. Beyond parcels, Oesterreichische Post AG has carved a niche in direct mail services, leveraging data analytics to offer targeted marketing solutions, allowing businesses to connect with consumers effectively. Meanwhile, their retail branches offer various financial services, tapping into yet another stream of income. Through this multifaceted approach, the company seamlessly blends tradition with innovation, establishing itself as a versatile linchpin in Austria’s communication and logistics landscape.
Revenue Trend: Revenue for the first 9 months of 2025 declined 1.1% versus 2024, but rose 12.3% over 2023, reflecting the absence of last year’s special election and currency effects.
Mail Decline: Mail revenue decreased 7% year-over-year, with volumes down 8%, as the structural decline continued without election-related support.
Parcel Growth: Austrian parcel revenues grew 5%, with volumes up 2%, while CEE saw a 3.9% decline due to lower Asian parcel volumes after a 2024 spike.
Profitability: EBIT fell 6.6% versus 2024, but rose 3.4% over 2023. The EBIT margin in Mail remained healthy at 10.7%.
bank99 Progress: bank99 achieved breakeven after nine months and is expected to post a mid-single-digit million euro profit in 2026.
CapEx & Cash Flow: Operating free cash flow reached EUR 240 million. CapEx is expected to be around EUR 150 million for 2025 and similar in 2026.
Guidance & Outlook: For 2025, Austrian Post expects a modest revenue decline and slightly lower earnings versus 2024, with a return to slight growth in 2026.
Tariff Increases: Regulatory approval obtained for 3–4% price increases, phased throughout 2026 and focused initially on non-letter mail products.
