PostNL wins appeal case on Significant Market Power

The Hague – The Trade and Industry Appeals Tribunal (College van Beroep voor het bedrijfsleven, CBb) in The Hague has sided with PostNL in the appeal procedure against the Authority for Consumers and Markets (ACM) analysis decision on Significant Market Power, and has annulled that decision. The ACM has not shown that PostNL has Significant Market Power (SMP). The competitive position of PostNL would be completely different when the market also comprises digital mail, according to the CBb. As a result, the obligations that the ACM had imposed on PostNL in that decision, such as the conditions and tariffs on which other postal operators are granted access to the postal network of PostNL, have been annulled.

Financial impact

We have indicated before that the expected impact of the ACM measures is estimated between €50 million and €70 million per year. A substantial part of this impact has materialised in our results since 2016. We shall further examine the CBb judgment. If we would see reason to adjust the communicated range, we shall inform the market accordingly.

Postal operators

We have always granted other postal operators access to the PostNL network for the delivery of mail, and will continue to do so in a diligent and transparent way. We consider it important that there is as much clarity as possible for all companies active in the postal sector. In the event the judgment leads to amended conditions and tariffs, we shall inform the postal operators in detail.

Consolidation

On 12 September, the lower house of Parliament will discuss the conclusions reached by state secretary Ms Keijzer following the Postal Dialogue. Consolidation is inevitable in this market in decline in order to secure the accessibility and reliability of the postal service in the Netherlands. This judgment does not alter the urgency accompanying these conclusions.

PostNL will examine the judgment in more detail and will determine any additional consequences from a legal, operational and financial point of view. The full version of the judgment is accessible at rechtspraak.nl (in Dutch only).

About PostNL

We are PostNL. For more than 225 years, we have been part of society and here for everyone. With 31,500 colleagues, an extensive network of 5,700 PostNL locations, 10,000 letterboxes, 1,400 automated parcel lockers, and millions of users of the PostNL app, we are always close by. Together with our partners, we operate in 190 countries worldwide. Our mission is clear: connected to deliver what drives us all forward. Through our strategy, we grow our business, create sustainable value, lead through innovation and make an impact that matters. On an average weekday, we deliver 1.2 million parcels and 6 million letters. We improve our networks with smart solutions, innovate with AI and tech for our customers and promote future-proof employment relationships for employees and partners. At the same time, we are making our delivery operations more sustainable: we cover many kilometres on foot and by bicycle and increasingly use cleaner fuels and electric vehicles. PostNL N.V. is a publicly listed company with a revenue of €3.3 billion in 2025.

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