View Future GrowthPolenergia 過去の業績過去 基準チェック /06Polenergiaの収益は年間平均-23.8%の割合で減少していますが、 Renewable Energy業界の収益は年間 増加しています。収益は年間15.1% 4.4%割合で 増加しています。主要情報-23.83%収益成長率-33.96%EPS成長率Renewable Energy 業界の成長36.01%収益成長率4.41%株主資本利益率-2.41%ネット・マージン-2.73%次回の業績アップデート30 Sep 2026最近の業績更新Reported Earnings • May 25First quarter 2026 earnings released: EPS: zł0.78 (vs zł0.56 in 1Q 2025)First quarter 2026 results: EPS: zł0.78 (up from zł0.56 in 1Q 2025). Revenue: zł924.9m (down 22% from 1Q 2025). Net income: zł60.4m (up 40% from 1Q 2025). Profit margin: 6.5% (up from 3.6% in 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Feb 03+ 3 more updatesPolenergia S.A. to Report Q1, 2026 Results on May 21, 2026Polenergia S.A. announced that they will report Q1, 2026 results on May 21, 2026Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł1.03 (vs zł0.70 in 2Q 2023)Second quarter 2024 results: EPS: zł1.03 (up from zł0.70 in 2Q 2023). Revenue: zł913.6m (down 34% from 2Q 2023). Net income: zł79.7m (up 71% from 2Q 2023). Profit margin: 8.7% (up from 3.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • May 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł1.19b (down 19% from 1Q 2023). Net income: zł140.7m (up 17% from 1Q 2023). Profit margin: 12% (up from 8.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Renewable Energy industry in Germany.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: zł3.85 (vs zł2.62 in FY 2022)Full year 2023 results: EPS: zł3.85 (up from zł2.62 in FY 2022). Revenue: zł5.62b (down 21% from FY 2022). Net income: zł263.6m (up 65% from FY 2022). Profit margin: 4.7% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 4.6% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jan 24+ 3 more updatesPolenergia S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Polenergia S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024すべての更新を表示Recent updatesReported Earnings • May 25First quarter 2026 earnings released: EPS: zł0.78 (vs zł0.56 in 1Q 2025)First quarter 2026 results: EPS: zł0.78 (up from zł0.56 in 1Q 2025). Revenue: zł924.9m (down 22% from 1Q 2025). Net income: zł60.4m (up 40% from 1Q 2025). Profit margin: 6.5% (up from 3.6% in 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Mar 16Polenergia S.A., Annual General Meeting, Apr 08, 2026Polenergia S.A., Annual General Meeting, Apr 08, 2026, at 12:00 Central European Standard Time.お知らせ • Feb 03+ 3 more updatesPolenergia S.A. to Report Q1, 2026 Results on May 21, 2026Polenergia S.A. announced that they will report Q1, 2026 results on May 21, 2026お知らせ • Mar 28Polenergia S.A., Annual General Meeting, Apr 23, 2025Polenergia S.A., Annual General Meeting, Apr 23, 2025.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł1.03 (vs zł0.70 in 2Q 2023)Second quarter 2024 results: EPS: zł1.03 (up from zł0.70 in 2Q 2023). Revenue: zł913.6m (down 34% from 2Q 2023). Net income: zł79.7m (up 71% from 2Q 2023). Profit margin: 8.7% (up from 3.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • May 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł1.19b (down 19% from 1Q 2023). Net income: zł140.7m (up 17% from 1Q 2023). Profit margin: 12% (up from 8.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Renewable Energy industry in Germany.お知らせ • May 25Polenergia S.A., Annual General Meeting, Jun 19, 2024Polenergia S.A., Annual General Meeting, Jun 19, 2024.New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).Reported Earnings • Mar 27Full year 2023 earnings released: EPS: zł3.85 (vs zł2.62 in FY 2022)Full year 2023 results: EPS: zł3.85 (up from zł2.62 in FY 2022). Revenue: zł5.62b (down 21% from FY 2022). Net income: zł263.6m (up 65% from FY 2022). Profit margin: 4.7% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 4.6% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Feb 28+ 1 more updatePolenergia S.A. Announces Executive ResignationsPolenergia's CEO Michal Michalski and deputy CEO Tomasz Kietlinski have resigned from their respective positions and the company's management board. The filing did not state a reason for the resignations. Michalski was the CEO of Polenergia since January 2019. Kietlinski was part of the management board and acted as financial director since 2020.お知らせ • Jan 24+ 3 more updatesPolenergia S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Polenergia S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: zł0.62 (vs zł0.05 loss in 3Q 2022)Third quarter 2023 results: EPS: zł0.62 (up from zł0.05 loss in 3Q 2022). Revenue: zł1.24b (down 6.3% from 3Q 2022). Net income: zł41.5m (up zł44.3m from 3Q 2022). Profit margin: 3.3% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Revenue is expected to decline by 9.0% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 10%.New Risk • Nov 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: zł0.70 (vs zł0.02 in 2Q 2022)Second quarter 2023 results: EPS: zł0.70 (up from zł0.02 in 2Q 2022). Revenue: zł1.37b (flat on 2Q 2022). Net income: zł46.5m (up zł45.3m from 2Q 2022). Profit margin: 3.4% (up from 0.1% in 2Q 2022).Reported Earnings • May 30First quarter 2023 earnings released: EPS: zł1.81 (vs zł2.41 in 1Q 2022)First quarter 2023 results: EPS: zł1.81. Revenue: zł1.47b (down 40% from 1Q 2022). Net income: zł120.8m (up 10% from 1Q 2022). Profit margin: 8.2% (up from 4.5% in 1Q 2022). The increase in margin was driven by lower expenses.お知らせ • Feb 03+ 2 more updatesPolenergia S.A. to Report Fiscal Year 2022 Results on Mar 30, 2023Polenergia S.A. announced that they will report fiscal year 2022 results on Mar 30, 2023Reported Earnings • Nov 25Third quarter 2022 earnings released: zł0.05 loss per share (vs zł0.86 profit in 3Q 2021)Third quarter 2022 results: zł0.05 loss per share (down from zł0.86 profit in 3Q 2021). Revenue: zł1.33b (up 101% from 3Q 2021). Net loss: zł2.78m (down 107% from profit in 3Q 2021). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Renewable Energy industry in Germany.Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: zł0.02 (vs zł5.41 in 2Q 2021)Second quarter 2022 results: EPS: zł0.02 (down from zł5.41 in 2Q 2021). Revenue: zł1.34b (up 160% from 2Q 2021). Net income: zł1.15m (down 100% from 2Q 2021). Profit margin: 0.1% (down from 48% in 2Q 2021). Over the next year, revenue is expected to shrink by 12% compared to a 12% decline forecast for the Renewable Energy industry in Germany.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to €22.50, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 25x in the Renewable Energy industry in Europe. Total returns to shareholders of 45% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €11.88 per share.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €19.48, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Renewable Energy industry in Europe. Total returns to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.38 per share.Reported Earnings • May 20First quarter 2022 earnings released: EPS: zł2.41 (vs zł0.75 in 1Q 2021)First quarter 2022 results: EPS: zł2.41 (up from zł0.75 in 1Q 2021). Revenue: zł2.48b (up 290% from 1Q 2021). Net income: zł109.6m (up 220% from 1Q 2021). Profit margin: 4.4% (down from 5.4% in 1Q 2021). Over the next year, revenue is expected to shrink by 39% compared to a 31% decline forecast for the industry in Germany.お知らせ • Apr 16Polenergia S.A., Annual General Meeting, May 11, 2022Polenergia S.A., Annual General Meeting, May 11, 2022, at 12:00 Central European Standard Time.Reported Earnings • Apr 10Full year 2021 earnings released: EPS: zł7.42 (vs zł2.39 in FY 2020)Full year 2021 results: EPS: zł7.42 (up from zł2.39 in FY 2020). Revenue: zł4.00b (up 124% from FY 2020). Net income: zł334.6m (up 208% from FY 2020). Profit margin: 8.4% (up from 6.1% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 31% compared to a 26% decline forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €12.54, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 25x in the Renewable Energy industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €12.54 per share.お知らせ • Feb 01+ 3 more updatesPolenergia S.A. to Report Q1, 2022 Results on May 18, 2022Polenergia S.A. announced that they will report Q1, 2022 results on May 18, 2022Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS zł5.41 (vs zł0.32 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł575.3m (up 58% from 2Q 2020). Net income: zł245.8m (up zł231.2m from 2Q 2020). Profit margin: 43% (up from 4.0% in 2Q 2020). The increase in margin was primarily driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improved over the past weekAfter last week's 26% share price gain to zł22.00, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 32x in the Renewable Energy industry in Germany.Reported Earnings • Apr 02Full year 2020 earnings released: EPS zł2.43 (vs zł2.40 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: zł1.81b (down 27% from FY 2019). Net income: zł110.6m (up 1.4% from FY 2019). Profit margin: 6.1% (up from 4.4% in FY 2019). The increase in margin was driven by lower expenses.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 21% share price gain to zł15.80, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 32x in the Renewable Energy industry in Germany.収支内訳Polenergia の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:06Y 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費31 Mar 263,927-107291031 Dec 254,216-125293030 Sep 254,541-44315030 Jun 254,53241305031 Mar 254,311204315031 Dec 244,313301318030 Sep 244,515349286030 Jun 244,853317281031 Mar 245,321283270031 Dec 235,602264268030 Sep 236,039261259030 Jun 236,118216257031 Mar 236,101171248031 Dec 227,069160241030 Sep 226,410124195030 Jun 225,746165161031 Mar 224,902410121031 Dec 213,09633578030 Sep 212,28134768030 Jun 212,11632452031 Mar 211,9659351031 Dec 201,78510949030 Sep 201,93311546030 Jun 202,03912842031 Mar 202,24512240031 Dec 192,49110939030 Sep 192,5759139030 Jun 192,9588640031 Mar 193,2164043031 Dec 183,262342030 Sep 183,312-1743030 Jun 182,994-12641031 Mar 182,799-8937031 Dec 172,762-8836030 Sep 172,851-12232030 Jun 172,973-8530031 Mar 172,984-14633031 Dec 162,997-11234030 Sep 162,896-5937030 Jun 162,784640031 Mar 162,8177736031 Dec 152,7726735030 Sep 152,67769330質の高い収益: 06Yは現在利益が出ていません。利益率の向上: 06Yは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 06Yは利益が出ておらず、過去 5 年間で損失は年間23.8%の割合で増加しています。成長の加速: 06Yの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: 06Yは利益が出ていないため、過去 1 年間の収益成長をRenewable Energy業界 ( -3% ) と比較することは困難です。株主資本利益率高いROE: 06Yは現在利益が出ていないため、自己資本利益率 ( -2.41% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YUtilities 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/13 18:43終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Polenergia S.A. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Lukasz ProkopiukDom Maklerski Banku Ochrony Srodowiska S.A.Pawel PuchalskiErste Bank Polska S.A.Petr BartekErste Group Bank AG2 その他のアナリストを表示
Reported Earnings • May 25First quarter 2026 earnings released: EPS: zł0.78 (vs zł0.56 in 1Q 2025)First quarter 2026 results: EPS: zł0.78 (up from zł0.56 in 1Q 2025). Revenue: zł924.9m (down 22% from 1Q 2025). Net income: zł60.4m (up 40% from 1Q 2025). Profit margin: 6.5% (up from 3.6% in 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 03+ 3 more updatesPolenergia S.A. to Report Q1, 2026 Results on May 21, 2026Polenergia S.A. announced that they will report Q1, 2026 results on May 21, 2026
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł1.03 (vs zł0.70 in 2Q 2023)Second quarter 2024 results: EPS: zł1.03 (up from zł0.70 in 2Q 2023). Revenue: zł913.6m (down 34% from 2Q 2023). Net income: zł79.7m (up 71% from 2Q 2023). Profit margin: 8.7% (up from 3.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • May 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł1.19b (down 19% from 1Q 2023). Net income: zł140.7m (up 17% from 1Q 2023). Profit margin: 12% (up from 8.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Renewable Energy industry in Germany.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: zł3.85 (vs zł2.62 in FY 2022)Full year 2023 results: EPS: zł3.85 (up from zł2.62 in FY 2022). Revenue: zł5.62b (down 21% from FY 2022). Net income: zł263.6m (up 65% from FY 2022). Profit margin: 4.7% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 4.6% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 24+ 3 more updatesPolenergia S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Polenergia S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024
Reported Earnings • May 25First quarter 2026 earnings released: EPS: zł0.78 (vs zł0.56 in 1Q 2025)First quarter 2026 results: EPS: zł0.78 (up from zł0.56 in 1Q 2025). Revenue: zł924.9m (down 22% from 1Q 2025). Net income: zł60.4m (up 40% from 1Q 2025). Profit margin: 6.5% (up from 3.6% in 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 16Polenergia S.A., Annual General Meeting, Apr 08, 2026Polenergia S.A., Annual General Meeting, Apr 08, 2026, at 12:00 Central European Standard Time.
お知らせ • Feb 03+ 3 more updatesPolenergia S.A. to Report Q1, 2026 Results on May 21, 2026Polenergia S.A. announced that they will report Q1, 2026 results on May 21, 2026
お知らせ • Mar 28Polenergia S.A., Annual General Meeting, Apr 23, 2025Polenergia S.A., Annual General Meeting, Apr 23, 2025.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł1.03 (vs zł0.70 in 2Q 2023)Second quarter 2024 results: EPS: zł1.03 (up from zł0.70 in 2Q 2023). Revenue: zł913.6m (down 34% from 2Q 2023). Net income: zł79.7m (up 71% from 2Q 2023). Profit margin: 8.7% (up from 3.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • May 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł1.19b (down 19% from 1Q 2023). Net income: zł140.7m (up 17% from 1Q 2023). Profit margin: 12% (up from 8.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Renewable Energy industry in Germany.
お知らせ • May 25Polenergia S.A., Annual General Meeting, Jun 19, 2024Polenergia S.A., Annual General Meeting, Jun 19, 2024.
New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.8% per year for the foreseeable future. Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: zł3.85 (vs zł2.62 in FY 2022)Full year 2023 results: EPS: zł3.85 (up from zł2.62 in FY 2022). Revenue: zł5.62b (down 21% from FY 2022). Net income: zł263.6m (up 65% from FY 2022). Profit margin: 4.7% (up from 2.3% in FY 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 4.6% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 28+ 1 more updatePolenergia S.A. Announces Executive ResignationsPolenergia's CEO Michal Michalski and deputy CEO Tomasz Kietlinski have resigned from their respective positions and the company's management board. The filing did not state a reason for the resignations. Michalski was the CEO of Polenergia since January 2019. Kietlinski was part of the management board and acted as financial director since 2020.
お知らせ • Jan 24+ 3 more updatesPolenergia S.A. to Report Fiscal Year 2023 Results on Mar 26, 2024Polenergia S.A. announced that they will report fiscal year 2023 results on Mar 26, 2024
Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: zł0.62 (vs zł0.05 loss in 3Q 2022)Third quarter 2023 results: EPS: zł0.62 (up from zł0.05 loss in 3Q 2022). Revenue: zł1.24b (down 6.3% from 3Q 2022). Net income: zł41.5m (up zł44.3m from 3Q 2022). Profit margin: 3.3% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Revenue is expected to decline by 9.0% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 10%.
New Risk • Nov 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: zł0.70 (vs zł0.02 in 2Q 2022)Second quarter 2023 results: EPS: zł0.70 (up from zł0.02 in 2Q 2022). Revenue: zł1.37b (flat on 2Q 2022). Net income: zł46.5m (up zł45.3m from 2Q 2022). Profit margin: 3.4% (up from 0.1% in 2Q 2022).
Reported Earnings • May 30First quarter 2023 earnings released: EPS: zł1.81 (vs zł2.41 in 1Q 2022)First quarter 2023 results: EPS: zł1.81. Revenue: zł1.47b (down 40% from 1Q 2022). Net income: zł120.8m (up 10% from 1Q 2022). Profit margin: 8.2% (up from 4.5% in 1Q 2022). The increase in margin was driven by lower expenses.
お知らせ • Feb 03+ 2 more updatesPolenergia S.A. to Report Fiscal Year 2022 Results on Mar 30, 2023Polenergia S.A. announced that they will report fiscal year 2022 results on Mar 30, 2023
Reported Earnings • Nov 25Third quarter 2022 earnings released: zł0.05 loss per share (vs zł0.86 profit in 3Q 2021)Third quarter 2022 results: zł0.05 loss per share (down from zł0.86 profit in 3Q 2021). Revenue: zł1.33b (up 101% from 3Q 2021). Net loss: zł2.78m (down 107% from profit in 3Q 2021). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Renewable Energy industry in Germany.
Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: zł0.02 (vs zł5.41 in 2Q 2021)Second quarter 2022 results: EPS: zł0.02 (down from zł5.41 in 2Q 2021). Revenue: zł1.34b (up 160% from 2Q 2021). Net income: zł1.15m (down 100% from 2Q 2021). Profit margin: 0.1% (down from 48% in 2Q 2021). Over the next year, revenue is expected to shrink by 12% compared to a 12% decline forecast for the Renewable Energy industry in Germany.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improved over the past weekAfter last week's 16% share price gain to €22.50, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 25x in the Renewable Energy industry in Europe. Total returns to shareholders of 45% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €11.88 per share.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €19.48, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 24x in the Renewable Energy industry in Europe. Total returns to shareholders of 25% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.38 per share.
Reported Earnings • May 20First quarter 2022 earnings released: EPS: zł2.41 (vs zł0.75 in 1Q 2021)First quarter 2022 results: EPS: zł2.41 (up from zł0.75 in 1Q 2021). Revenue: zł2.48b (up 290% from 1Q 2021). Net income: zł109.6m (up 220% from 1Q 2021). Profit margin: 4.4% (down from 5.4% in 1Q 2021). Over the next year, revenue is expected to shrink by 39% compared to a 31% decline forecast for the industry in Germany.
お知らせ • Apr 16Polenergia S.A., Annual General Meeting, May 11, 2022Polenergia S.A., Annual General Meeting, May 11, 2022, at 12:00 Central European Standard Time.
Reported Earnings • Apr 10Full year 2021 earnings released: EPS: zł7.42 (vs zł2.39 in FY 2020)Full year 2021 results: EPS: zł7.42 (up from zł2.39 in FY 2020). Revenue: zł4.00b (up 124% from FY 2020). Net income: zł334.6m (up 208% from FY 2020). Profit margin: 8.4% (up from 6.1% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 31% compared to a 26% decline forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €12.54, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 25x in the Renewable Energy industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €12.54 per share.
お知らせ • Feb 01+ 3 more updatesPolenergia S.A. to Report Q1, 2022 Results on May 18, 2022Polenergia S.A. announced that they will report Q1, 2022 results on May 18, 2022
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS zł5.41 (vs zł0.32 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł575.3m (up 58% from 2Q 2020). Net income: zł245.8m (up zł231.2m from 2Q 2020). Profit margin: 43% (up from 4.0% in 2Q 2020). The increase in margin was primarily driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improved over the past weekAfter last week's 26% share price gain to zł22.00, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 32x in the Renewable Energy industry in Germany.
Reported Earnings • Apr 02Full year 2020 earnings released: EPS zł2.43 (vs zł2.40 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: zł1.81b (down 27% from FY 2019). Net income: zł110.6m (up 1.4% from FY 2019). Profit margin: 6.1% (up from 4.4% in FY 2019). The increase in margin was driven by lower expenses.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 21% share price gain to zł15.80, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 32x in the Renewable Energy industry in Germany.