Conclusion of the agreement between Allegro sp. z o.o. and InPost sp. z o.o., regarding out-of-home delivery services
The Board of Directors of Allegro.eu (the “Company”), hereby announces that on 11 November 2026, Allegro sp. z o.o. (“Allegro”), a wholly owned subsidiary of the Company, signed a new framework agreement related to out-of-home delivery services (the “New Agreement”) with InPost sp. z o.o. (“InPost”).
The subject of the New Agreement is the comprehensive regulation of cooperation in respect of out-of-home delivery services, in particular deliveries to InPost lockers. The New Agreement supersedes the previous framework agreement of 12 September 2020 and provides for a volume rebate meaning a retroactive reduction of the rates provided therein for the entire year 2026, subject to the fulfillment of the conditions provided therein. As anticipated in the Letter of Intent dated 18 June 2026 (announced in the current report No. 16/2026), the New Agreement introduces reduced delivery prices, a revised price indexation formula, and volume-tiered pricing structures, alongside InPost’s multi-year capacity guarantees and high service level commitments (including locker availability and quality metrics). It also secures further mutual marketing services.
Furthermore, following the successful execution of the New Agreement, the Parties have agreed to definitively conclude the arbitration proceedings (which had been suspended upon the signing of the Letter of Intent) and as a consequence, InPost will withdraw its statement of claim.
The New Agreement has been concluded for a fixed term until 31 December 2031. The term provisions include Allegro’s right to extend the New Agreement for 2 or 3 years on the existing terms, including the volume-based pricing mechanism.
Other terms and conditions of the Agreement, set out the rights and obligations of the Parties in a manner adequate to the specific nature and scale of the long-term partnership.
The Board of Directors assesses that the New Agreement will have a material impact on the delivery cost structure, securing a substantial reduction in delivery pricing compared to the previous agreement.
Retroactive application of new pricing for the full year 2026 is expected to generate PLN 270-280 million positive impact on the Company’s Adjusted EBITDA for this period. Minimum value of the New Agreement stands at approximately PLN 8 billion in the period of 2026-2031 as cooperation of both parties provides capacity for Allegro’s growth and predictable parcel volumes for InPost, which consequently will contribute to increased visibility and security for both Parties in their long-term operational and financial planning.
Allegro.eu is a Luxembourg public limited liability company (société anonyme), registered office: 6, rue Eugène Ruppert, L-2453 Luxembourg, Grand Duchy of Luxembourg, R.C.S. Luxembourg: B214830.