Shared on 04 Dec 25

Fair value Increased 1.70%

PKN: Earnings Multiple Will Rise As Revenue And Margins Slightly Weaken

Analysts have nudged their price target on Orlen higher to approximately $87.31 from about $85.86, citing a modestly richer future earnings multiple that more than offsets slightly weaker revenue growth and profit margin expectations. What's in the News Orlen S.A. has scheduled a Special and Extraordinary Shareholders Meeting for November 13, 2025, at 11:00 Central European Standard Time.

Shared on 20 Nov 25

Fair value Increased 0.26%

PKN: Profit Margins Will Improve While Revenue Decline Persists Through 2025 Shareholder Meeting

Narrative Update on Orlen: Analyst Price Target Change Analysts have slightly raised their price target for Orlen from PLN 85.63 to PLN 85.86, citing improved profit margin expectations and a modest adjustment to the discount rate. What's in the News Orlen S.A. has scheduled a Special/Extraordinary Shareholders Meeting for November 13, 2025, at 11:00 Central European Standard Time (Key Developments).

Shared on 05 Nov 25

Fair value Increased 2.12%

PKN: Profit Margins Will Improve Despite Weakening Revenue Outlook By Shareholder Meeting

Analysts have raised their fair value estimate for Orlen from PLN 83.86 to PLN 85.63, citing improved profit margin forecasts and a slightly higher future price-to-earnings expectation. This adjustment comes despite a modest downward revision in revenue growth outlook.

Shared on 22 Oct 25

Analysts have maintained Orlen's price target at PLN 83.86, citing consistent expectations for future profitability and revenue growth in spite of industry headwinds. What's in the News Orlen S.A. will hold a Special/Extraordinary Shareholders Meeting on October 28, 2025, at 11:00 Central European Standard Time (Key Developments).

Shared on 08 Oct 25

Fair value Increased 4.72%

Analysts have raised their price target for Orlen from PLN 80.08 to PLN 83.86. This update cites an improved fair value assessment and a modest increase in projected profit margins, even though revenue growth expectations are slightly lower.

Shared on 23 Sep 25

Fair value Increased 2.56%

Despite a further deterioration in consensus revenue growth forecasts, Orlen’s net profit margin has improved, supporting a modest increase in analyst fair value to PLN80.08. What's in the News Orlen will not acquire all or part of GA Polyolefins shares, but remains open to further discussions on asset utilization.

Shared on 29 Jul 25

Fair value Increased 15%

Despite a deterioration in consensus revenue growth forecasts, Orlen’s price target has been notably raised, primarily reflecting improved net profit margins, with fair value increasing from PLN67.84 to PLN78.08. What's in the News Orlen will not acquire additional shares in GA Polyolefins, the polymers division of Grupa Azoty, but is open to further discussions on cooperation and asset utilization.

Shared on 01 May 25

AnalystConsensusTarget has decreased revenue growth from -1.1% to -1.6%.

Shared on 23 Apr 25

Fair value Increased 1.88%

AnalystConsensusTarget has increased revenue growth from -1.4% to -1.1%.

Shared on 17 Apr 25

Fair value Increased 0.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 2.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 1.93%

AnalystConsensusTarget has increased revenue growth from -2.4% to -1.5%.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 7.01%

AnalystConsensusTarget has decreased revenue growth from -1.5% to -2.4% and increased discount rate from 9.3% to 11.0%.

Analysts Maintain Orlen Price Target as Valuation Metrics Remain Stable Ahead of Shareholder Meeting

PKN: Earnings Multiple Will Rise As Revenue And Margins Slightly Weaken

PKN: Profit Margins Will Improve While Revenue Decline Persists Through 2025 Shareholder Meeting

PKN: Profit Margins Will Improve Despite Weakening Revenue Outlook By Shareholder Meeting

Shared on 22 Oct 25

Shared on 08 Oct 25

Shared on 23 Sep 25

Shared on 29 Jul 25

Shared on 01 May 25

Shared on 23 Apr 25

Shared on 17 Apr 25

Shared on 09 Apr 25

Shared on 02 Apr 25

Shared on 26 Mar 25

Shared on 19 Mar 25

Shared on 12 Mar 25