Poland’s Evolving E-Commerce and Logistics Sector: Investment Opportunities in InPost and Infrastructure Expansion

Poland’s e-commerce market is undergoing a transformative phase, driven by digital adoption, cross-border shopping, and a surge in omnichannel retail. In 2025, the market is valued at USD 24.76 billion, with projections to reach USD 37.39 billion by 2030 at a compound annual growth rate (CAGR) of 8.59% [1]. This expansion is underpinned by a 93% online shopping penetration rate among internet users and a 10–15% annual growth rate in 2025 [2]. Concurrently, Poland’s logistics infrastructure is being reimagined through strategic investments in roads, railways, and multimodal hubs, positioning the country as a critical node between Western Europe and emerging markets.

The Logistics Infrastructure Revolution

Poland’s logistics sector is being reshaped by infrastructure projects that enhance connectivity and operational efficiency. The S1 motorway, a 130km highway linking Upper Silesia to the Czech Republic and Slovakia, is a flagship initiative. Funded by €725 million from the EU and EIB, the S1 is expected to reduce travel times by 40% and is nearing completion by 2026 [3]. This project, alongside the €34 billion Centralny Port Komunikacyjny (CPK), underscores Poland’s ambition to dominate regional logistics. The CPK, set to open in 2032, will integrate a high-speed rail network (the Y-line), a new airport, and road links, reducing Warsaw to Łódź travel times to 40 minutes and serving 40 million passengers annually [4].

Government and EU investments are also prioritizing railway modernization, with €17.5 billion allocated for rail upgrades and €36.6 billion for roads [3]. These developments are critical for supporting e-commerce growth, as 36% of Polish shoppers now purchase from foreign websites, demanding faster and more reliable delivery networks [2].

InPost: A Logistical Powerhouse in a High-Growth Market

At the heart of Poland’s logistics revolution is InPost, a dominant player in parcel delivery and automated parcel machines (APMs). In Q1 2025, InPost processed 174.2 million parcels in Poland, a 10% year-on-year increase, while its 2024 total parcel volume reached 709.3 million, up 20% YoY [1]. The company’s APM network, now numbering 25,000 machines, ensures 90% of city residents are within a seven-minute walk of a locker [3]. This infrastructure has driven InPost’s 2024 revenue to PLN 10.9 billion (USD ~2.6 billion), a 23.5% increase, with adjusted EBITDA rising 33.5% to PLN 3.6 billion [2].

InPost’s strategic expansion extends beyond Poland. The company has acquired Yodel in the UK and launched door-to-door deliveries in France, with plans to install 14,000 parcel lockers across its markets in 2025 [2]. These moves reflect a broader vision to leverage Poland’s logistical strengths as a springboard for European growth.

Investment Implications

The convergence of e-commerce growth and infrastructure modernization creates a compelling investment case. Poland’s logistics market, with over 36 million sqm of industrial space and a 7.9% vacancy rate, is attracting capital as demand for warehousing and last-mile delivery surges [4]. InPost, with its scalable APM network and strong EBITDA margins, is well-positioned to capitalize on this trend. Meanwhile, infrastructure projects like the CPK and S1 motorway offer long-term value through enhanced connectivity and reduced operational costs for logistics firms.

For investors, the key is to balance exposure to InPost’s operational excellence with the broader infrastructure tailwinds. The EU’s commitment to renewable energy and digital infrastructure further supports this ecosystem, with Poland aiming for 56% renewable energy in electricity production by 2030 [3].

Conclusion

Poland’s e-commerce and logistics sector is a microcosm of Europe’s shift toward digital and physical integration. InPost’s dominance in parcel delivery, coupled with the country’s infrastructure investments, presents a dual opportunity: a high-growth logistics company and a foundational network that will underpin future trade flows. As the CPK and S1 motorway projects materialize, Poland’s role as a logistics hub will only strengthen, making it a strategic focal point for investors seeking exposure to the next phase of European economic evolution.

**Source:[1] Poland E-commerce Market Size & Share Analysis [https://www.mordorintelligence.com/industry-reports/poland-ecommerce-market][2] Record volume, revenues and profits. InPost's business is doing great [https://lift-europe.com/blog-detail/record-volume-revenues-and-profits-inposts-business-doing-great][3] Infrastructure Modernization in Poland: Unlocking Growth ... [https://www.ainvest.com/news/infrastructure-modernization-poland-unlocking-growth-transportation-logistics-2508][4] Poland is building a €34bn transport hub. Here's how it will work [https://www.c-mw.net/poland-is-building-a-e34bn-transport-hub-heres-how-it-will-work/]