Revenue distribution by sectors:

• Letter and advertising mail: approx. 40%
• Parcel & Logistics: approx. 50%
• Branch network & banking services: approx. 10%

TOP 3 markets:

• Austria: approx. 70%
• Germany: approx. 15%
• Turkey: approx. 10%

Österreichische Post AG generates the majority of its revenue from the parcel and logistics business, which has experienced significant growth in recent years due to the e-commerce boom. The domestic market of Austria remains the largest revenue contributor, followed by Germany and Turkey, which have gained importance through strategic acquisitions and partnerships.

Production Sites: Mainly in Austria

The Austrian Post AG is primarily a service company in the field of mail and parcel logistics. Therefore, its "products" are more services than physical goods. The logistical services are mainly provided in Austria, with the company having a dense network of distribution centers and delivery bases throughout the country.

For specific physical products such as stamps and other postal materials, the Austrian Post AG uses external printing houses and production partners, which are also predominantly located in Austria.

Revenue Growth: Estimated 3-5% annually (2026)

The Austrian Post AG is pursuing a growth strategy focused on several core areas. A central aspect is the digitization and automation of its logistics processes to increase efficiency and reduce costs. This includes investments in modern sorting systems and IT infrastructure.

Another important pillar of the strategy is expansion in the e-commerce sector. The Post AG plans to expand its services for online retailers and strengthen its market position in this growing segment. This includes both national and international markets.

Additionally, the company is focusing on sustainability as a growth factor. By implementing environmentally friendly delivery methods and expanding electromobility, the Post AG aims not only to improve its ecological footprint but also to attract new customers who value sustainable logistics solutions.

Main raw materials: Paper, cardboard, fuels

Countries of origin: Germany, Sweden, Poland

Österreichische Post AG mainly imports paper and cardboard for its packaging and shipping services. These materials mainly come from Germany and Sweden, known for their strong paper industry.

In addition, fuels are a significant import as they are needed for the Post's logistics fleet. These are often sourced from Poland and other European countries to optimize transportation costs and ensure supply security.

Market share in the parcel business: 47% (2025)
EBIT margin: 8.5% (2025)
Customer satisfaction: 85% (2025, internal survey)

The Austrian Post AG holds a significant market share in the parcel business, indicating a strong market position. Their EBIT margin of 8.5% demonstrates solid profitability compared to other companies in the logistics industry, which often have lower margins.

Another competitive advantage is the high customer satisfaction rate of 85%. This suggests excellent customer service and reliable service, strengthening customer loyalty.

In addition, the Austrian Post AG benefits from a dense branch network and an established infrastructure, allowing it to operate efficiently and cost-effectively. In an increasingly competitive market environment, the ability to differentiate through service quality and operational efficiency remains a key advantage.

Institutional Investor Share: approximately 60% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last quarter (estimated, 2026)

The institutional investor share in Österreichische Post AG traditionally stands at around 60%. However, this number may slightly vary depending on market conditions and investors' strategic decisions.

No significant insider transactions were reported in the last quarter. This suggests that the management and insiders are currently not making any significant changes to their stake in the company. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Austrian Post AG: 35% (estimated for 2026)

Main competitors and their market shares:

1. Deutsche Post DHL Group: 25%
2. DPD Group: 15%
3. Hermes Group: 10%
4. GLS Group: 8%
5. UPS: 7%

Moat of Austrian Post AG:

Austrian Post AG has a significant moat, primarily characterized by its strong market presence in Austria and comprehensive infrastructure. Its dense network of post offices and delivery bases enables efficient and reliable delivery, particularly advantageous in rural areas. Additionally, it benefits from high brand recognition and trust among the population.

Compared to its competitors, Austrian Post AG has the advantage of holding a dominant position as a national provider in Austria. While Deutsche Post DHL Group and DPD Group have a larger international reach, their market share in Austria is lower.

Competitors, especially Deutsche Post DHL Group, have a broader international moat due to their global logistics networks and extensive services. Nevertheless, Austrian Post AG remains strongly positioned in its home market and can excel through local expertise and adaptability.

Revenue Growth: 3.5% (2025) Profit Growth: 2.8% (2025) Dividend Yield: 4.5% (2025)

In 2025, Austrian Post AG recorded a moderate revenue growth of 3.5%. This is mainly due to stable demand in the parcel and logistics sector, supported by the ongoing e-commerce boom.

Profit growth was at 2.8%, attributed to efficiency improvements and cost-cutting measures. The dividend yield of 4.5% is attractive and demonstrates the company's ability to distribute stable returns to shareholders.

Overall, Austrian Post AG could be a good investment for investors seeking stable returns and a solid dividend. The long-term market position and continuous improvements in operational business support this assessment.

Dividend yield: 4.5% (2025)
Dividend stability: High, continuous payout for over 10 years

The Austrian Post AG is known for its reliable dividend policy. In 2025, the dividend yield was approximately 4.5%, which is considered attractive compared to many other companies in the industry.

The company has pursued a stable dividend policy in recent years, with regular payouts supported by solid business results. This continuity demonstrates Austrian Post AG's commitment to providing its shareholders with an attractive return. Analysts expect the dividend to remain stable in the coming years, barring any significant negative market changes.