Jacqueline Brewers, Deputy Portfolio Manager for Utilico Emerging Markets, interviews Michael Rouse, CEO of InPost, and discusses the key investment points of the logistics business.
InPost is one of UEM's top 20 holdings with c.3.2% of the fund invested.
InPost listed on the Euronext exchange in Amsterdam in 2021 and today has a market capitalisation of around US$9.0bn.
Jaqueline and Michael discuss:
- Growth Drivers: Customer centricity, convenience, cost-effectiveness, and control to users as an alternative to traditional delivery models
- Market Focus: Why the strong presence in Poland is key with plans to expand in the UK, France, Spain, and Italy
- Key challenges: including maintaining rapid growth, recruiting top talent, and finding suitable locations for lockers, especially in densely populated areas.