Orlen Management
Management Kriterienprüfungen 1/4
Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.
Wichtige Informationen
Ireneusz Fafara
Geschäftsführender
zł3.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 50.42% |
| Amtszeit als Geschäftsführer | 2.1yrs |
| Eigentum des Geschäftsführers | n/a |
| Durchschnittliche Amtszeit des Managements | 2yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 1.8yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 10
PKN: Future Returns Will Depend On Risky Energa Recapitalisation Plan
Analysts have lifted their fair value estimate for Orlen to PLN 127.33 from PLN 119.22, citing updated assumptions on revenue growth, profit margins and future P/E, supported by recent research that has taken a more positive stance on the stock. Analyst Commentary Bullish Takeaways Bullish analysts view the higher fair value estimate of PLN 127.33 as support for a more constructive stance on the stock, arguing that current pricing does not fully reflect updated assumptions on revenue and margins.Narrativ-Update • Apr 26
PKN: Future Returns Will Hinge On Energa Integration And Margin Resilience
Analysts have adjusted their PLN price targets on Orlen only slightly, with a modest recalibration in discount rate, revenue growth, profit margin and future P/E assumptions that reflects a mixed set of recent views, including a more positive stance from UBS and a more cautious one from Oddo BHF. Analyst Commentary Recent research on Orlen points to a split in opinion, with some analysts turning more optimistic and others taking a more cautious stance.Narrativ-Update • Apr 06
PKN: Future Returns Will Likely Soften As Margin Resilience Proves Overstated
Analysts have raised their Orlen price target from PLN 114.33 to about PLN 119.22, reflecting updated assumptions on fair value, slightly higher profit margins and a marginally richer future P/E multiple, with recent research including both an upgrade and a downgrade informing the new view. Analyst Commentary Bullish Takeaways Bullish analysts link their upgrade to a view that current valuation leaves some room for the shares to move closer to their refreshed fair value assumptions, anchored around the PLN 119.22 target.
Neues Narrativ • Mar 26
Regulated Energy Projects And LNG Expansion Will Support A Stronger Long Term Outlook
Catalysts About Orlen Orlen is an integrated energy and fuels group active in upstream, refining, petrochemicals, power generation, retail and gas trading. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Mar 22
PKN: Future Returns Will Likely Soften As Margin Assumptions Prove Fragile
Analysts have lifted their fair value estimate for Orlen from PLN 95.58 to PLN 114.33, citing updated assumptions on revenue growth, profit margins and future P/E, as well as a mix of recent bullish and bearish Street calls. Analyst Commentary Bullish Takeaways Bullish analysts link the higher fair value estimate of PLN 114.33 to expectations that Orlen can sustain healthier profit margins than previously assumed.
Neues Narrativ • Mar 11
Large CapEx And Refining Margin Normalization Will Pressure Long Term Earnings Outlook
Catalysts About Orlen Orlen is an integrated energy and fuels group active in upstream, refining, petrochemicals, power generation and retail across several European markets. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Mar 06
PKN: Future Returns Will Likely Soften As Execution Risks Intensify
Analysts have raised their fair value estimate for Orlen to PLN 95.58 from PLN 93.28, citing updated assumptions on revenue growth, profit margins and future P/E, even as some recent research has turned more cautious on the shares. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of PLN 95.58 as support for their view that current pricing may not fully reflect the updated revenue and margin assumptions built into their models.Narrativ-Update • Feb 19
PKN: Future Returns Will Likely Weaken As Margin Risks Intensify
Analysts have nudged their fair value estimate for Orlen up from PLN 91.47 to PLN 93.28, citing slightly firmer profit margin assumptions and a modestly higher future P/E, even as at least one recent report has turned more cautious on the shares. Analyst Commentary Bullish Takeaways Bullish analysts view the higher fair value estimate of PLN 93.28 as support for the idea that current pricing may not fully reflect Orlen's earnings power under the updated profit margin assumptions.Analyseartikel • Feb 07
Why We're Not Concerned About Orlen S.A.'s (WSE:PKN) Share Price
With a price-to-earnings (or "P/E") ratio of 20x Orlen S.A. ( WSE:PKN ) may be sending very bearish signals at the...Narrativ-Update • Feb 05
PKN: Future Returns Will Likely Weaken As Earnings Multiple Compresses
Analysts have lifted their fair value estimate for Orlen from €87.31 to €91.47 per share, citing updated assumptions around a smaller revenue decline, a slightly higher profit margin and a lower future P/E multiple, even as at least one firm has turned more cautious on the shares. Analyst Commentary Bullish Takeaways Bullish analysts highlight the updated view on a smaller revenue decline as a support for the higher fair value estimate of €91.47 per share, seeing this as a sign that the earnings base used in their models may be more resilient than previously assumed.Narrativ-Update • Jan 22
PKN: Future Returns Will Likely Lag As P/E Stays Elevated
Analysts have kept their target price for Orlen broadly in line with prior levels, citing relatively unchanged fair value at 87.31, a stable 9.24% discount rate, and only small tweaks to assumptions around revenue trends, profit margin and future P/E of 12.05x. Valuation Changes Fair Value: Fair value per share is unchanged at PLN 87.31.Narrativ-Update • Jan 08
PKN: Future Returns Will Likely Disappoint As Earnings Multiple Stays Elevated
Analysts have kept their price target for Orlen unchanged at €87.31, reflecting steady assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, with no new Street research prompting a revision. Valuation Changes Fair Value: Fair value per share remains unchanged at €87.31, with no adjustment to the underlying model inputs.Analyseartikel • Jan 04
An Intrinsic Calculation For Orlen S.A. (WSE:PKN) Suggests It's 26% Undervalued
Key Insights The projected fair value for Orlen is zł136 based on Dividend Discount Model Orlen's zł101 share price...Narrativ-Update • Dec 18
PKN: Future Returns Will Remain Balanced As Revenue And Margins Slightly Weaken
Analysts have modestly adjusted their price target on Orlen higher to reflect a fair value of $87.31 per share, as they reiterate stable discount rate, revenue growth, profit margin and future P E assumptions. What's in the News Orlen S.A. has scheduled a Special or Extraordinary Shareholders Meeting for November 13, 2025, at 11:00 Central European Standard Time to address key corporate matters requiring shareholder approval (Key Developments).Analyseartikel • Dec 17
Returns At Orlen (WSE:PKN) Are On The Way Up
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Narrativ-Update • Dec 04
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.Analyseartikel • Nov 29
Orlen (WSE:PKN) Is Posting Promising Earnings But The Good News Doesn’t Stop There
Despite posting healthy earnings, Orlen S.A.'s ( WSE:PKN ) stock has been quite weak. Our analysis suggests that there...Narrativ-Update • Nov 20
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).Narrativ-Update • Nov 05
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.Analyseartikel • Oct 28
Orlen (WSE:PKN) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Narrativ-Update • Oct 22
Analysts Maintain Orlen Price Target as Valuation Metrics Remain Stable Ahead of Shareholder Meeting
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).Narrativ-Update • Oct 08
Renewable Energy Focus And Funding Diversification Will Improve Future Performance
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.Analyseartikel • Oct 01
Orlen S.A.'s (WSE:PKN) Intrinsic Value Is Potentially 42% Above Its Share Price
Key Insights The projected fair value for Orlen is zł123 based on Dividend Discount Model Orlen is estimated to be 30...Narrativ-Update • Sep 23
Renewable Energy Focus And Funding Diversification Will Improve Future Performance
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.Analyseartikel • Sep 13
Orlen (WSE:PKN) Might Have The Makings Of A Multi-Bagger
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Analyseartikel • May 30
Some May Be Optimistic About Orlen's (WSE:PKN) Earnings
Soft earnings didn't appear to concern Orlen S.A.'s ( WSE:PKN ) shareholders over the last week. We did some digging...
Neues Narrativ • Jan 19
Operations Diversification And Retail Expansion Will Build Future Resilience
Diversified operations and strategic investments aim to stabilize Orlen's revenue and boost capital efficiency and net margins.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | zł6b |
| Dec 31 2025 | zł3m | zł1m | zł3b |
| Sep 30 2025 | n/a | n/a | zł8b |
| Jun 30 2025 | n/a | n/a | zł6b |
| Mar 31 2025 | n/a | n/a | zł4b |
| Dec 31 2024 | zł2m | zł1m | zł3b |
Vergütung im Vergleich zum Markt: IreneuszDie Gesamtvergütung ($USD817.94K) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Polish ($USD524.88K).
Entschädigung vs. Einkommen: IreneuszDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.
Geschäftsführer
Ireneusz Fafara (65 yo)
2.1yrs
Amtszeit
zł2,971,000
Vergütung
Mr. Ireneusz Fafara is President of the Management Board and Chief Executive Officer of Orlen S.A. from April 11, 2024. Since June 2020, he has been the president of 4Cell Therapies. He served as Chairman...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & President of the Management Board | 2.1yrs | zł2.97m | keine Daten | |
| CFO & Vice President of the Management Board for Financials | no data | zł727.00k | keine Daten | |
| Vice President of the Management Board for Downstream | 2.3yrs | zł2.96m | keine Daten | |
| Deputy CEO for Corporate Affairs & Vice President of the Management Board for Corporate Affairs | 2.3yrs | zł2.95m | keine Daten | |
| VP of the Management Board & COO | 2yrs | zł2.96m | keine Daten | |
| Member of Management Board for Upstream | 2yrs | zł2.96m | keine Daten | |
| Member of the Management Board for Retail Sales | 1.8yrs | zł3.03m | keine Daten | |
| Member of the Management Board for Digital Transformation | 1.5yrs | zł2.96m | keine Daten | |
| Member of the Management Board for Energy | less than a year | zł711.00k | keine Daten | |
| Secretary & Independent Member of the Supervisory Board | 2.3yrs | zł171.00k | keine Daten | |
| Member of the Management Board for Security & Risk Management | less than a year | keine Daten | keine Daten | |
| Head of Stock Exchange Information Team | no data | keine Daten | keine Daten |
2.0yrs
Durchschnittliche Betriebszugehörigkeit
Erfahrenes Management: PKNDas Führungsteam des Unternehmens gilt als erfahren (2 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Secretary & Independent Member of the Supervisory Board | 2.3yrs | zł171.00k | keine Daten | |
| Independent Member of Supervisory Board | 1.8yrs | zł172.00k | keine Daten | |
| Independent Member of Supervisory Board | 2.3yrs | zł173.00k | keine Daten | |
| Independent Member of Supervisory Board | 2.3yrs | zł173.00k | keine Daten | |
| Independent Member of Supervisory Board | 1.8yrs | zł171.00k | keine Daten | |
| Independent Member of Supervisory Board | 1.4yrs | zł179.00k | keine Daten | |
| Chairman of Supervisory Board | less than a year | zł55.00k | keine Daten | |
| Independent Member of Supervisory Board | less than a year | zł19.00k | keine Daten | |
| Independent Vice Chairman of Supervisory Board | less than a year | zł19.00k | keine Daten |
1.8yrs
Durchschnittliche Betriebszugehörigkeit
Erfahrener Vorstand: PKNDie Vorstandsmitglieder gelten nicht als erfahren ( 1.8 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/29 20:39 |
| Aktienkurs zum Tagesende | 2026/05/29 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Orlen S.A. wird von 20 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Robert Bate | Barclays |
| Yuriy Kukhtanych | Berenberg |
| Kamil Kliszcz | Biuro maklerskie mBanku |