PostNL shares jumped 6.9% following the half-year results, driven by stronger-than-expected cost savings and operational efficiency gains that offset volume pressures and a cautious market environment.
- Revenue remained stable at EUR 1.6 billion, roughly flat year-over-year amid challenging market conditions.
- Normalized EBIT edged up slightly, supported by disciplined volume management and an improved average price per parcel (+5%).
- Execution of the volume-to-value strategy gained traction despite lower volumes, especially from Asian e-commerce due to new import duties.
- Additional cost savings initiative launched targeting EUR 75 million for 2027–28, building on EUR 40–50 million savings expected for 2026 (EUR 24 million achieved halfway).
- Strong operational improvements, including AI-driven logistics optimizations and better network utilization, underpin margin resilience despite intensified competition.
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