Renewable Energy Focus And Funding Diversification Will Improve Future Performance

Published
19 Jan 25
Updated
29 Jul 25
AnalystConsensusTarget's Fair Value
zł78.08
6.8% overvalued intrinsic discount
29 Jul
zł83.40
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1Y
32.3%
7D
6.7%

Author's Valuation

zł78.1

6.8% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 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 on01 May 25

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

Shared on23 Apr 25
Fair value Increased 1.88%

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

Shared on17 Apr 25
Fair value Increased 0.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 2.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 1.93%

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

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 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%.