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PGE: Leadership Transition Will Drive Future Upside Despite Stable Risk Profile

Analysts Reiterate PGE Polska Grupa Energetyczna Price Target Amid Stable Growth Outlook

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PGE
AnalystConsensusTarget
Not Invested
Published 09 Feb 2025

Update shared on 19 Dec 2025

Previous
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AnalystConsensusTarget's Fair Value
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1Y
45.1%
7D
0.2%

Analysts have slightly raised their price target on PGE Polska Grupa Energetyczna, citing a modestly lower discount rate and marginally improved valuation metrics, and now see fair value at €11.09 per share compared with their previous estimate near this level.

What's in the News

  • PGE Polska Grupa Energetyczna dismissed CEO Dariusz Marzec, who had led the group since March 2024, and appointed former Tauron chief and energy sector veteran Dariusz Lubera as acting CEO for up to three months (Key Developments).
  • Lubera's appointment brings prior experience running a major Polish utility, as he served as CEO of Tauron from 2008 to 2015 before moving to private business activities (Key Developments).
  • The company convened a Special or Extraordinary Shareholders Meeting scheduled for December 4, 2025, at 12:00 Central European Standard Time, indicating that governance or strategic decisions may be under review (Key Developments).

Valuation Changes

  • Fair Value: Unchanged at €11.09 per share, indicating no material reassessment of intrinsic value.
  • Discount Rate: Reduced slightly from about 9.42 percent to approximately 9.36 percent, modestly lowering the implied risk profile.
  • Revenue Growth: Left effectively unchanged at around minus 0.70 percent, signaling stable expectations for top line trends.
  • Net Profit Margin: Remains steady at roughly 15.67 percent, reflecting no meaningful revision to profitability assumptions.
  • Future P/E: Edged down marginally from about 3.41x to roughly 3.40x, suggesting a very small improvement in valuation attractiveness.

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