ALLEGRO.EU S.A.: Conclusion of an agreement between Allegro sp. z o.o. and InPost sp. z o.o. regarding out-of-home delivery services publication 2026-11-12 00:01 Table of contents: | / | FINANCIAL SUPERVISION AUTHORITY | / | | / | / | / | / | Current report No. 59 | / | 2026 | / | / | / | | / | Date of preparation: | 2026-11-12 | / | / | / | / | / | / | / | / | | / | Abbreviated name of the issuer | / | / | / | / | / | / | / | | / | ALLEGRO.EU S.A. | / | | / | Subject | / | / | / | / | / | / | / | / | / | / | | / | Conclusion of an agreement between Allegro sp. z o.o. and InPost sp. z o.o. regarding out-of-home delivery services | / | | / | Legal basis | / | / | / | / | / | / | / | | / | Art. 17(1) of the MAR Regulation - inside information | / | | / | Content of the report: | / | / | / | / | / | / | / | / | / | | / | The Board of Directors of Allegro.eu (the "Company") hereby announces that on 11 November 2026, Allegro sp. z o.o. ("Allegro"), a company wholly owned by the Company, signed with InPost sp. z o.o. ("InPost") a new framework agreement regarding out-of-home delivery services (the "New Agreement"). The subject of the New Agreement is the comprehensive regulation of cooperation in the field of out-of-home delivery services, in particular deliveries to InPost parcel lockers. The New Agreement replaces 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 meeting the requirements specified therein. As announced in the Letter of Intent of 18 June 2026 (about which the Company informed in current report No. 16/2026), the New Agreement introduces reduced delivery prices, a revised price indexation formula and a volume-dependent tiered pricing structure, as well as multi-year capacity guarantees from InPost and commitments regarding a high level of service provision (including locker availability and quality indicators). It also secures the continued mutual provision of marketing services. Furthermore, following the effective conclusion of the New Agreement, the Parties agreed to definitively end the arbitration proceedings (which had been suspended upon the signing of the Letter of Intent), as a consequence of which InPost will withdraw its claim. The New Agreement has been concluded for a fixed term until 31 December 2031. The provisions regarding the term of the agreement provide for Allegro's right to extend the New Agreement by 2 or 3 years on the existing terms, including with the retention of the volume-based pricing mechanism. The other terms of the Agreement set out the rights and obligations of the Parties in a manner adequate to the specific nature and scale of this long-term partnership. The Board of Directors assesses that the New Agreement will have a material impact on the delivery cost structure, ensuring a significant reduction in delivery prices compared to the previous agreement. The retroactive application of the new price rates for the full year 2026 is expected to bring a positive impact on the Company's Adjusted EBITDA for that period in the amount of PLN 270-280 million. The minimum value of the New Agreement is approximately PLN 8 billion in the period 2026-2031, and the cooperation of both entities provides the capacity necessary for Allegro's further growth and predictable parcel volumes for InPost, which consequently will contribute to increased transparency and security for both Parties in their long-term operational and financial planning. Allegro.eu is a Luxembourg public limited company (société anonyme) with its registered office at: 6, rue Eugène Ruppert, L-2453 Luxembourg, Grand Duchy of Luxembourg, registered in the commercial register R.C.S. Luxembourg under number B214830. | / | | / | Legal framework | Type of information submitted by the entity | / | | / | TRANSD | Inside information | / | | / | RegulatoryData | / | / | / | / | | / | Data collecting body responsible for collecting information | PLKNF | / | | / | Unique data identifier | / | / | | / | Type of information submitted | new (to be used in the case of new information) | / | | / | Voluntary or mandatory nature of the information submitted | / | / | | / | Date or start of the period to which the information relates | 2026-11-11 | / | | / | Date or end of the period to which the information relates | 2026-11-11 | / | | / | Personal data marker | / | / | | / | Home Member State, where applicable | / | PL | / | | / | DocumentReference | / | / | / | / | | / | Language in which the information was submitted | / | Original (ORIG) or translation (TRAN) | Data file reference number | / | | / | PL | / | ORIG | / | / | | / | SubmittingEntity | / | / | / | / | | / | Legal Entity Identifier (LEI) concerning the entity submitting the information - complete in the case of legal persons | or | Name and surname of the person who submitted the information - complete in the case of natural persons | / | | / | 222100VRLXV3FPMG4982 | / | / | | / | RelatedEntity/LegalPerson | / | / | / | | / | Legal Entity Identifier (LEI) assigned to the legal person to which the information relates | Size of the legal person to which the information relates | Industry sector(s) in which the natural or legal person to which this information relates conducts business activity | / | | / | 222100VRLXV3FPMG4982 | Large group | (per NACE): G | / | | / | MESSAGE (ENGLISH VERSION) | / | | / | Current report No.59/2026 Date: 12 November 2026 Title: Conclusion of the agreement between Allegro sp. z o.o. and InPost sp. z o.o., regarding out-of-home delivery services Legal basis: Article 17 of MAR - inside information 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. | / | Information About the entity>>>. | / | SIGNATURES OF PERSONS REPRESENTING THE COMPANY | / | | / | Date | Name and Surname | Position/Function | Signature | / | | / | 2026-11-12 | Gary McGann | Director | / | / | | / | 2026-11-12 | Marcin Kuśmierz | Director | / | / |

InPost partners Packeta for deliveries to Czechia and Slovakia. InPost is expanding its international delivery network through a new partnership with Packeta Group, giving Polish e-commerce retailers access to more than 14,000 parcel lockers and collection points in the Czechia and Slovakia. The cooperation strengthens InPost's cross-border delivery offering as the Polish parcel giant continues expanding its European network and consolidating its dominant domestic market position. Long-term agreement