Outlook and financial targets

Posti is revising the way its full‑year guidance is provided. Going forward, Posti will no longer include adjusted EBITDA in the guidance range. Posti will guide expected full‑year net sales and adjusted EBIT.

Guidance 2026

Posti is expecting its net sales to be within the range of EUR 1,400–1,500 million, and adjusted EBIT to be within the range of EUR 63–79 million in 2026. In 2025, Posti’s net sales were EUR 1,447.6 million and adjusted EBIT was EUR 69.3 million.

Background for the guidance 2026 (updated Q1/2026)

The operating environment in the logistics sector is expected to remain challenging in 2026, shaped by a high level of uncertainty in the economy. Geopolitical tensions have increased energy and logistics costs. This is expected to continue to fuel inflation and weigh on global economic growth. The economic growth in Finland, Sweden and the Baltics is expected to continue but the outlook has weakened due to overall uncertainty.

Growth in trade and industry is expected to remain constrained by uncertainty, and consumer confidence is expected to continue to be subdued. As Posti serves a broad customer base, both GDP growth and confidence indicators have a direct impact on the Group’s performance. GDP growth forecasts for Finland in 2026 are moderate, while tightening trade policies, geopolitical tensions, financial market volatility, and potential additional fiscal adjustment measures may further slow Finland’s economic recovery.

Growth in ecommerce, both domestically and internationally, is expected to continue to support the expansion of the parcel market. This growth is driven in particular by increased recommerce activity and the rising number of smaller parcels. Competition in the parcel market in Finland and the Baltics is expected to remain intense.

Digitalization of letter mail is expected to continue to accelerate, and postal volumes are expected to decline further. Posti continues to develop its delivery models for paper mail and offers digital mail solutions to support customers in their transition to digital services. In April 2026, the legislation of the digital priority of official government mail came into effect, which is expected to further negatively impact addressed letter volumes. Despite these changes, Posti remains committed to customer centricity and continuously develops its services in response to evolving customer needs.

Demand in the warehousing market is expected to be influenced by ongoing economic uncertainty. Companies are expected to continue focusing on inventory optimization and cost efficiency, which is likely to keep the demand at a moderate level.

The Group’s business is characterized by seasonality, and net sales and adjusted EBIT are not accrued evenly throughout the year. The fourth quarter is typically the strongest quarter. Posti continues to improve its operational efficiency to support profitability. Concrete examples, among others, the renewal program to strengthen our synergies and the further development of self-service points

Mid-term financial targets 

The Board of Directors of Posti Group has set the following mid-term financial targets 2026 onwards:

  • Average organic net sales growth (3–5-year period) of at least 2% at Group level and at least 5% outside Postal Services compared to 2025

    • Baseline for 2025 at Group level of EUR 1,447.6 million

    • Baseline for 2025 outside Postal Services of EUR 917.1 million

  • Average adjusted operating result (adjusted EBIT) growth (3–5-year period) over 5% compared to 2025

  • Net debt/adjusted EBITDA less than 2.5x

Posti Group’s target is to pay continuously increasing ordinary dividends, and a payout ratio of at least 60 percent of net income based on Board of Directors approved dividend policy.

Read more about Posti’s initial public offering and the bonus share opportunity