International Distribution Services Plc
IDS
ISIN GB00BDVZYZ77 / Valor 22371812
International Distribution Services Plc
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About company
International Distributions Services PLC, headquartered at 185 Farringdon Road, London, is a prominent player in the logistics and postal services sector. Registered in England and Wales under the number 8680755, the company operates primarily in the United Kingdom but has a significant presence in international markets. Its core business revolves around the collection, sorting, transportation, and delivery of parcels and letters. While the source does not specify, based on the company's known operations, it likely offers a range of related services including express mail, freight forwarding, and possibly e-commerce logistics solutions. The company's strategic positioning in both domestic and international logistics markets allows it to serve a diverse clientele, ranging from individual consumers to large corporations. Despite the absence of specific details on its service offerings from the provided source, International Distributions Services PLC is recognized for its comprehensive logistics and postal services designed to meet the evolving needs of its customers.
Summarized from source with an LLMView SourceSector: Consumer ServicesLatest Results (21.11.2025):
International Distribution Services Plc — interim results for the period ended 28 September 2025 (first half / H1 2025). Group revenue was £6.45bn, up 1.6% year‑on‑year (up 2.6% excluding 2024 UK general election mail). Royal Mail revenue was £3.98bn (up 1.5%; up 3.0% ex‑election). GLS revenue was £2.48bn (up 1.9%). Total parcel volumes grew 5% to 661m and GLS volumes rose 3% to 460m, while addressed letters (ex‑elections) declined 10%. Management flagged rising costs (including ~£120m National Insurance increases and higher wages) and ongoing macro pressures into 2026, while accelerating multi‑channel shop and locker expansion across Royal Mail and GLS.
Key financials
Group revenue: £6,447m (+1.6%). Royal Mail: £3,979m (+1.5%). GLS: £2,478m (+1.9%). Parcels revenue (Royal Mail total parcels line): £2,082m (+3.2%). Letters revenue: £1,897m (‑0.4%, includes 2024 election mail).
Volume trends
Total parcels 661m (+5%). GLS parcels 460m (+3%). Addressed letters (excluding election mail) 2,792m, down 10% year‑on‑year — continuing structural letter decline.
Network expansion
GLS out‑of‑home network grew >40% to 125,000 parcel points. Royal Mail now over 24,000 parcel points, acquired 49% of Collect+ (almost 8,000 stores to be branded Royal Mail Shop) and targets c.45,000 Royal Mail parcel points by 2030.
Peak season & operational readiness
Preparing for Christmas with recruitment of ~20,000 temporary workers, 7,000 new vans, four seasonal parcel sorting centres adding ~118,000 sq m of capacity, extended operating hours and increased linehaul and delivery resources.
Costs, risks and outlook
Company cites material near‑term headwinds: ~£120m National Insurance cost, higher UK wages and challenging macro/regulatory conditions in markets such as Germany and Italy. These pressures are expected to persist into 2026, even as management pursues network growth and efficiency initiatives.
GLS strategic focus
GLS is prioritising cross‑border market leadership, B2B quality and a premium B2C last‑mile experience, supported by app/portal improvements, last‑mile optimisation and use of AI/robotics to raise productivity and hub/depot efficiency.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
2326 M
Market cap (USD)
1,113,598
Daily traded volume (Shares)
3.634 / 3.624
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
Dividend (USD)
Dividend yield (p.a.)
Est dividend (USD)
Est dividend yield
P/E ratio
Est P/E ratio
EPS (USD)
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Ratings & reviews
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