Energa（EN2）株式概要エネルガ社（Energa SA）はその子会社とともに、ポーランドで電力と熱の発電、配給、取引、販売を行っている。 詳細EN2 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績5/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より77.2%で取引されている 過去1年間で収益は307.5%増加しました リスク分析利払いは収益で十分にカバーされない すべてのリスクチェックを見るEN2 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€4.3814.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-952m37b2016201920222025202620282031Revenue zł36.5bEarnings zł2.1bAdvancedSet Fair ValueView all narrativesEnerga SA 競合他社LechwerkeSymbol: DB:LECMarket cap: €2.4bMVV EnergieSymbol: XTRA:MVV1Market cap: €2.0bMainovaSymbol: DB:MNV6Market cap: €2.4bGelsenwasserSymbol: DB:WWGMarket cap: €1.9b価格と性能株価の高値、安値、推移の概要Energa過去の株価現在の株価zł4.3852週高値zł4.9852週安値zł2.63ベータ0.201ヶ月の変化0.57%3ヶ月変化-4.78%1年変化59.27%3年間の変化155.39%5年間の変化146.07%IPOからの変化13.41%最新ニュースお知らせ • May 18Energa SA, Annual General Meeting, Jun 12, 2026Energa SA, Annual General Meeting, Jun 12, 2026, at 10:00 Central European Standard Time.お知らせ • May 13Energa SA has filed a Follow-on Equity Offering in the amount of PLN 5.106828 billion.Energa SA has filed a Follow-on Equity Offering in the amount of PLN 5.106828 billion. Security Name: Series CC Shares Security Type: Common Stock Securities Offered: 276,044,742 Price\Range: PLN 18.5 Transaction Features: Rights Offeringお知らせ • Jan 31+ 3 more updatesEnerga SA to Report Q1, 2026 Results on May 21, 2026Energa SA announced that they will report Q1, 2026 results on May 21, 2026お知らせ • May 19Energa SA, Annual General Meeting, Jun 13, 2025Energa SA, Annual General Meeting, Jun 13, 2025.お知らせ • Jan 31+ 3 more updatesEnerga SA to Report Q1, 2025 Results on May 22, 2025Energa SA announced that they will report Q1, 2025 results at 8:30 AM, Central European Standard Time on May 22, 2025お知らせ • Jan 30Energa Group Appoints Pawel Olechnowicz as Member of the Supervisory Board, Effective 1 February 2025As of 1 February 2025 Pawel Olechnowicz, former CEO of Lotos, is due to be appointed to the position of member of the Supervisory Board of Energa Group, one of four largest energy companies in Poland, after in December 2024 he was appointed as direct adviser to ORLEN's CEO Ireneusz Fafara. At Orlen, which is the majority shareholder of Energa, Olechnowicz is to oversee the development of renewable energy and energy storage solutions while according to unofficial sources, he may also be tasked with regaining total control over the Gdansk Refinery.最新情報をもっと見るRecent updatesお知らせ • May 18Energa SA, Annual General Meeting, Jun 12, 2026Energa SA, Annual General Meeting, Jun 12, 2026, at 10:00 Central European Standard Time.お知らせ • May 13Energa SA has filed a Follow-on Equity Offering in the amount of PLN 5.106828 billion.Energa SA has filed a Follow-on Equity Offering in the amount of PLN 5.106828 billion. Security Name: Series CC Shares Security Type: Common Stock Securities Offered: 276,044,742 Price\Range: PLN 18.5 Transaction Features: Rights Offeringお知らせ • Jan 31+ 3 more updatesEnerga SA to Report Q1, 2026 Results on May 21, 2026Energa SA announced that they will report Q1, 2026 results on May 21, 2026お知らせ • May 19Energa SA, Annual General Meeting, Jun 13, 2025Energa SA, Annual General Meeting, Jun 13, 2025.お知らせ • Jan 31+ 3 more updatesEnerga SA to Report Q1, 2025 Results on May 22, 2025Energa SA announced that they will report Q1, 2025 results at 8:30 AM, Central European Standard Time on May 22, 2025お知らせ • Jan 30Energa Group Appoints Pawel Olechnowicz as Member of the Supervisory Board, Effective 1 February 2025As of 1 February 2025 Pawel Olechnowicz, former CEO of Lotos, is due to be appointed to the position of member of the Supervisory Board of Energa Group, one of four largest energy companies in Poland, after in December 2024 he was appointed as direct adviser to ORLEN's CEO Ireneusz Fafara. At Orlen, which is the majority shareholder of Energa, Olechnowicz is to oversee the development of renewable energy and energy storage solutions while according to unofficial sources, he may also be tasked with regaining total control over the Gdansk Refinery.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł0.22 (vs zł0.50 in 3Q 2023)Third quarter 2024 results: EPS: zł0.22 (down from zł0.50 in 3Q 2023). Revenue: zł5.22b (up 3.1% from 3Q 2023). Net income: zł93.0m (down 55% from 3Q 2023). Profit margin: 1.8% (down from 4.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł0.99 (vs zł0.32 loss in 2Q 2023)Second quarter 2024 results: EPS: zł0.99 (up from zł0.32 loss in 2Q 2023). Revenue: zł5.35b (up 2.6% from 2Q 2023). Net income: zł410.0m (up zł543.0m from 2Q 2023). Profit margin: 7.7% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.お知らせ • Jun 01Energa SA Appoints Slawomir Staszak as Acting CEOEnerga SA appointed Slawomir Staszak, the current deputy CEO, as acting CEO until a new CEO is appointed.New Risk • May 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.お知らせ • May 17Energa SA Provides Earnings and Production Guidance for the First Quarter of 2024Energa SA provided earnings and production guidance for the first quarter of 2024. For the quarter, the company estimates net profit at PLN 431 million (EUR 101.1 million), compared to PLN 1.6 billion (EUR 375.2 million) profit a year earlier. Revenue is estimated at PLN 6.254 billion (EUR 1.5 billion), and EBIT at PLN 774 million (EUR 181.5 million).The company estimates gross electricity generation at 870 GWh (vs. 1,009 GWh in First Quarter 2023), electricity distribution at 6,105 GWh (vs. 5,828 GWh a year ago), and retail electricity sales at 4,605 GWh (vs. 4,583 GWh a year ago).New Risk • Apr 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). High level of non-cash earnings (23% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (2.4% net profit margin).Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł1.49 (vs zł2.34 in FY 2022)Full year 2023 results: EPS: zł1.49 (down from zł2.34 in FY 2022). Revenue: zł26.1b (up 30% from FY 2022). Net income: zł617.0m (down 36% from FY 2022). Profit margin: 2.4% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 21Energa SA Appoints Roman Szyszko and Slawomir Staszak as Deputies of the Board of Directors, Effective April 20, 2024Energa SA appointed Roman Szyszko and Slawomir Staszak as deputies of the board of directors, effective April 20, 2024.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €2.82, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 9x in the Electric Utilities industry in Europe. Total returns to shareholders of 70% over the past three years.お知らせ • Jan 26+ 3 more updatesEnerga SA to Report Fiscal Year 2023 Results on Apr 25, 2024Energa SA announced that they will report fiscal year 2023 results on Apr 25, 2024New Risk • Nov 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.3% Last year net profit margin: 8.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 01Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł6.06b (up 10.0% from 3Q 2022). Net income: zł206.0m (down 60% from 3Q 2022). Profit margin: 3.4% (down from 9.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Aug 28New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 28Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł6.01b (up 31% from 2Q 2022). Net loss: zł133.0m (down 130% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 01ORLEN Projekt Spolka Akcyjna signed an agreement to acquire Energa Invest SA from Energa SA (WSE:ENG).ORLEN Projekt Spolka Akcyjna signed an agreement to acquire Energa Invest SA from Energa SA (WSE:ENG) on July 31, 2023.Reported Earnings • May 30First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł7.42b (up 50% from 1Q 2022). Net income: zł1.56b (up 159% from 1Q 2022). Profit margin: 21% (up from 12% in 1Q 2022). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €1.91, the stock trades at a trailing P/E ratio of 2.2x. Average trailing P/E is 9x in the Electric Utilities industry in Europe. Total returns to shareholders of 13% over the past three years.お知らせ • Jan 20+ 3 more updatesEnerga SA to Report Fiscal Year 2022 Final Results on Apr 21, 2023Energa SA announced that they will report fiscal year 2022 final results on Apr 21, 2023Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł5.51b (up 66% from 3Q 2021). Net income: zł514.0m (up 71% from 3Q 2021). Profit margin: 9.3% (up from 9.0% in 3Q 2021). The increase in margin was driven by higher revenue.お知らせ • Nov 08Energa SA to Report Q3, 2022 Results on Nov 29, 2022Energa SA announced that they will report Q3, 2022 results on Nov 29, 2022お知らせ • Aug 23Energa SA Appoints Zofia Paryla as CEO, Effective from September 1, 2022Energa SA appointed Zofia Paryla as CEO, effective as of September 1, 2022. Paryla earlier served as fuel group Lotos CEO (in years 2020-2022). From 2019 to 2020, she was Lotos's CFO, and still earlier, between 2017 and 2018, she held the function of the vice president of Energa's unit Energa CUW.お知らせ • Apr 27Energa Appoints Michal Perlik as CFOEnerga, unit of fuel concern PKN Orlen, appointed Michal Perlik as CFO. Perlik has been Orlen's executive director for finance since 2020.お知らせ • Apr 26Energa SA, Annual General Meeting, May 20, 2022Energa SA, Annual General Meeting, May 20, 2022, at 10:00 Central European Standard Time.お知らせ • Apr 22Energa Appoints Daniel Obajtek as Interim CEOEnerga appointed Orlen CEO Daniel Obajtek as interim CEO.お知らせ • Jan 28+ 3 more updatesEnerga SA to Report Q3, 2022 Results on Nov 10, 2022Energa SA announced that they will report Q3, 2022 results on Nov 10, 2022お知らせ • Feb 02+ 1 more updateEnerga SA to Report Q3, 2021 Results on Nov 10, 2021Energa SA announced that they will report Q3, 2021 results on Nov 10, 2021お知らせ • Feb 01+ 1 more updateEnerga SA to Report Q2, 2021 Results on Aug 12, 2021Energa SA announced that they will report Q2, 2021 results on Aug 12, 2021お知らせ • Sep 22+ 1 more updatePolski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) made an offer to acquire the remaining 20% stake in Energa SA (WSE:ENG) for approximately PLN 690 million.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) made an offer to acquire the remaining 20% stake in Energa SA (WSE:ENG) for approximately PLN 690 million on September 21, 2020. Under the terms of the acquisition, PKN Orlen will acquire 82.8 million shares of Energa for PLN 8.35 per share. Upon completion, Energa will undergo a delisting of its shares from trading. The deal was approved by the Management Board of PKN Orlen. The tender offer will start on October 9, 2020 until November 20, 2020.Is New 90 Day High Low • Sep 22New 90-day low: €1.64The company is down 11% from its price of €1.83 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electric Utilities industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.23 per share.お知らせ • Jul 30Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) completed the acquisition of 80.01% stake in Energa SA (WSE:ENG) for PLN 2.8 billion.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) launched a tender offer to acquire Energa SA (WSE:ENG) for PLN 2.9 billion on December 5, 2019. Under the terms of the acquisition, PKN ORLEN will acquire 414,067,114 shares of Energa consisting of 269,139,114 ordinary bearer shares and 114,928,000 certificated shares for PLN 7 per share. As reported on April 15, 2020, the offer price was increased to PLN 8.35 per share. On April 18, 2020, ORLEN signed an agreement for the acquisition of Energa. The transaction is subject to a resolution amending the articles of association of the Energa, to waive the voting restrictions referred to in 27(1)-(7) of the Articles of Association; the Supervisory Board of Energa has adopted a resolution adopting a consolidated text of the Articles of Association pursuant to § 17(1)(15) of the Articles of Association; the number of Shares subscribed for sale under the Tender Offer corresponds at least 66% of the aggregate number of votes; and a due diligence audit of Energa. As of February 26, 2020, Polski Koncern Naftowy ORLEN Spólka Akcyjna filed an application to European Commission to get the approval of the transaction and European Commission decision is expected to announce in first quarter of 2020. The European Commission (EC) approved the transaction on March 31, 2020. As of April 20, 2020, the condition reserved in the tender offer has been fulfilled. Shareholders in Energa will have between January 31, 2020 and April 9, 2020 to subscribe to the tender offer. The transaction is expected to complete on April 20, 2020. On March 26, 2020, ORLEN announced the decision to extend the subscription period until April 22, 2020. Maciej Mataczynski, Tomasz Jaranowski and Magdalena Cisowska of Sojka Maciak Mataczynski acted as legal advisors to Polski Koncern Naftowy ORLEN Spólka Akcyjna. Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) completed the acquisition of 80.01% stake in Energa SA (WSE:ENG) for PLN 2.8 billion on April 22, 2020. Polski Koncern Naftowy ORLEN Spólka Akcyjna acquired 331.3 million shares in the offer. Powszechna Kasa Oszczednosci Bank Polski S.A. Oddzial - Biuro Maklerskie acted as intermediary in the tender offer.お知らせ • Jul 10Energa SA to Report First Half, 2020 Results on Jul 30, 2020Energa SA announced that they will report first half, 2020 results on Jul 30, 2020株主還元EN2DE Electric UtilitiesDE 市場7D3.1%0.8%0.6%1Y59.3%20.6%0.2%株主還元を見る業界別リターン: EN2過去 1 年間で20.6 % の収益を上げたGerman Electric Utilities業界を上回りました。リターン対市場: EN2過去 1 年間で0.2 % の収益を上げたGerman市場を上回りました。価格変動Is EN2's price volatile compared to industry and market?EN2 volatilityEN2 Average Weekly Movement3.5%Electric Utilities Industry Average Movement4.0%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: EN2 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: EN2の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20068,972Magdalena Kaminskawww.grupa.energa.plエネルガSAは、その子会社とともに、ポーランドで電力と熱の発電、配給、取引、販売を行っている。配電事業、発電事業、販売事業を行っている。同社は、石炭、水力、風力、バイオマス、太陽光発電所を通じて発電を行っている。また、請負・設計、照明、融資、修理・メンテナンス、物流・供給、投資物件管理、会計、人事、給与、管理、調達、セキュリティ・サービスも提供している。さらに、電力プロジェクトの企画、管理、開発、熱供給、情報通信技術事業にも携わっている。同社は2006年に設立され、ポーランドのグダニスクに本社を置く。エネルガSAはオルレンS A.の子会社として活動している。もっと見るEnerga SA 基礎のまとめEnerga の収益と売上を時価総額と比較するとどうか。EN2 基礎統計学時価総額€1.84b収益（TTM）€293.27m売上高(TTM)€5.13b6.3xPER（株価収益率0.4xP/SレシオEN2 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計EN2 損益計算書（TTM）収益zł21.74b売上原価zł17.94b売上総利益zł3.80bその他の費用zł2.56b収益zł1.24b直近の収益報告Dec 31, 2025次回決算日May 28, 2026一株当たり利益（EPS）3.00グロス・マージン17.48%純利益率5.72%有利子負債／自己資本比率106.8%EN2 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/22 00:27終値2026/05/22 00:00収益2025/12/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Energa SA 0 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。11 アナリスト機関Kamil KliszczBiuro maklerskie mBankuTomasz KrukowskiDeutsche BankHenning EsskuchenErste Group Bank AG8 その他のアナリストを表示
お知らせ • May 18Energa SA, Annual General Meeting, Jun 12, 2026Energa SA, Annual General Meeting, Jun 12, 2026, at 10:00 Central European Standard Time.
お知らせ • May 13Energa SA has filed a Follow-on Equity Offering in the amount of PLN 5.106828 billion.Energa SA has filed a Follow-on Equity Offering in the amount of PLN 5.106828 billion. Security Name: Series CC Shares Security Type: Common Stock Securities Offered: 276,044,742 Price\Range: PLN 18.5 Transaction Features: Rights Offering
お知らせ • Jan 31+ 3 more updatesEnerga SA to Report Q1, 2026 Results on May 21, 2026Energa SA announced that they will report Q1, 2026 results on May 21, 2026
お知らせ • May 19Energa SA, Annual General Meeting, Jun 13, 2025Energa SA, Annual General Meeting, Jun 13, 2025.
お知らせ • Jan 31+ 3 more updatesEnerga SA to Report Q1, 2025 Results on May 22, 2025Energa SA announced that they will report Q1, 2025 results at 8:30 AM, Central European Standard Time on May 22, 2025
お知らせ • Jan 30Energa Group Appoints Pawel Olechnowicz as Member of the Supervisory Board, Effective 1 February 2025As of 1 February 2025 Pawel Olechnowicz, former CEO of Lotos, is due to be appointed to the position of member of the Supervisory Board of Energa Group, one of four largest energy companies in Poland, after in December 2024 he was appointed as direct adviser to ORLEN's CEO Ireneusz Fafara. At Orlen, which is the majority shareholder of Energa, Olechnowicz is to oversee the development of renewable energy and energy storage solutions while according to unofficial sources, he may also be tasked with regaining total control over the Gdansk Refinery.
お知らせ • May 18Energa SA, Annual General Meeting, Jun 12, 2026Energa SA, Annual General Meeting, Jun 12, 2026, at 10:00 Central European Standard Time.
お知らせ • May 13Energa SA has filed a Follow-on Equity Offering in the amount of PLN 5.106828 billion.Energa SA has filed a Follow-on Equity Offering in the amount of PLN 5.106828 billion. Security Name: Series CC Shares Security Type: Common Stock Securities Offered: 276,044,742 Price\Range: PLN 18.5 Transaction Features: Rights Offering
お知らせ • Jan 31+ 3 more updatesEnerga SA to Report Q1, 2026 Results on May 21, 2026Energa SA announced that they will report Q1, 2026 results on May 21, 2026
お知らせ • May 19Energa SA, Annual General Meeting, Jun 13, 2025Energa SA, Annual General Meeting, Jun 13, 2025.
お知らせ • Jan 31+ 3 more updatesEnerga SA to Report Q1, 2025 Results on May 22, 2025Energa SA announced that they will report Q1, 2025 results at 8:30 AM, Central European Standard Time on May 22, 2025
お知らせ • Jan 30Energa Group Appoints Pawel Olechnowicz as Member of the Supervisory Board, Effective 1 February 2025As of 1 February 2025 Pawel Olechnowicz, former CEO of Lotos, is due to be appointed to the position of member of the Supervisory Board of Energa Group, one of four largest energy companies in Poland, after in December 2024 he was appointed as direct adviser to ORLEN's CEO Ireneusz Fafara. At Orlen, which is the majority shareholder of Energa, Olechnowicz is to oversee the development of renewable energy and energy storage solutions while according to unofficial sources, he may also be tasked with regaining total control over the Gdansk Refinery.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: zł0.22 (vs zł0.50 in 3Q 2023)Third quarter 2024 results: EPS: zł0.22 (down from zł0.50 in 3Q 2023). Revenue: zł5.22b (up 3.1% from 3Q 2023). Net income: zł93.0m (down 55% from 3Q 2023). Profit margin: 1.8% (down from 4.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł0.99 (vs zł0.32 loss in 2Q 2023)Second quarter 2024 results: EPS: zł0.99 (up from zł0.32 loss in 2Q 2023). Revenue: zł5.35b (up 2.6% from 2Q 2023). Net income: zł410.0m (up zł543.0m from 2Q 2023). Profit margin: 7.7% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
お知らせ • Jun 01Energa SA Appoints Slawomir Staszak as Acting CEOEnerga SA appointed Slawomir Staszak, the current deputy CEO, as acting CEO until a new CEO is appointed.
New Risk • May 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
お知らせ • May 17Energa SA Provides Earnings and Production Guidance for the First Quarter of 2024Energa SA provided earnings and production guidance for the first quarter of 2024. For the quarter, the company estimates net profit at PLN 431 million (EUR 101.1 million), compared to PLN 1.6 billion (EUR 375.2 million) profit a year earlier. Revenue is estimated at PLN 6.254 billion (EUR 1.5 billion), and EBIT at PLN 774 million (EUR 181.5 million).The company estimates gross electricity generation at 870 GWh (vs. 1,009 GWh in First Quarter 2023), electricity distribution at 6,105 GWh (vs. 5,828 GWh a year ago), and retail electricity sales at 4,605 GWh (vs. 4,583 GWh a year ago).
New Risk • Apr 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). High level of non-cash earnings (23% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (2.4% net profit margin).
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: zł1.49 (vs zł2.34 in FY 2022)Full year 2023 results: EPS: zł1.49 (down from zł2.34 in FY 2022). Revenue: zł26.1b (up 30% from FY 2022). Net income: zł617.0m (down 36% from FY 2022). Profit margin: 2.4% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 21Energa SA Appoints Roman Szyszko and Slawomir Staszak as Deputies of the Board of Directors, Effective April 20, 2024Energa SA appointed Roman Szyszko and Slawomir Staszak as deputies of the board of directors, effective April 20, 2024.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €2.82, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 9x in the Electric Utilities industry in Europe. Total returns to shareholders of 70% over the past three years.
お知らせ • Jan 26+ 3 more updatesEnerga SA to Report Fiscal Year 2023 Results on Apr 25, 2024Energa SA announced that they will report fiscal year 2023 results on Apr 25, 2024
New Risk • Nov 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.3% Last year net profit margin: 8.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 01Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł6.06b (up 10.0% from 3Q 2022). Net income: zł206.0m (down 60% from 3Q 2022). Profit margin: 3.4% (down from 9.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 28New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 28Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł6.01b (up 31% from 2Q 2022). Net loss: zł133.0m (down 130% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 01ORLEN Projekt Spolka Akcyjna signed an agreement to acquire Energa Invest SA from Energa SA (WSE:ENG).ORLEN Projekt Spolka Akcyjna signed an agreement to acquire Energa Invest SA from Energa SA (WSE:ENG) on July 31, 2023.
Reported Earnings • May 30First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł7.42b (up 50% from 1Q 2022). Net income: zł1.56b (up 159% from 1Q 2022). Profit margin: 21% (up from 12% in 1Q 2022). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €1.91, the stock trades at a trailing P/E ratio of 2.2x. Average trailing P/E is 9x in the Electric Utilities industry in Europe. Total returns to shareholders of 13% over the past three years.
お知らせ • Jan 20+ 3 more updatesEnerga SA to Report Fiscal Year 2022 Final Results on Apr 21, 2023Energa SA announced that they will report fiscal year 2022 final results on Apr 21, 2023
Reported Earnings • Dec 01Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł5.51b (up 66% from 3Q 2021). Net income: zł514.0m (up 71% from 3Q 2021). Profit margin: 9.3% (up from 9.0% in 3Q 2021). The increase in margin was driven by higher revenue.
お知らせ • Nov 08Energa SA to Report Q3, 2022 Results on Nov 29, 2022Energa SA announced that they will report Q3, 2022 results on Nov 29, 2022
お知らせ • Aug 23Energa SA Appoints Zofia Paryla as CEO, Effective from September 1, 2022Energa SA appointed Zofia Paryla as CEO, effective as of September 1, 2022. Paryla earlier served as fuel group Lotos CEO (in years 2020-2022). From 2019 to 2020, she was Lotos's CFO, and still earlier, between 2017 and 2018, she held the function of the vice president of Energa's unit Energa CUW.
お知らせ • Apr 27Energa Appoints Michal Perlik as CFOEnerga, unit of fuel concern PKN Orlen, appointed Michal Perlik as CFO. Perlik has been Orlen's executive director for finance since 2020.
お知らせ • Apr 26Energa SA, Annual General Meeting, May 20, 2022Energa SA, Annual General Meeting, May 20, 2022, at 10:00 Central European Standard Time.
お知らせ • Apr 22Energa Appoints Daniel Obajtek as Interim CEOEnerga appointed Orlen CEO Daniel Obajtek as interim CEO.
お知らせ • Jan 28+ 3 more updatesEnerga SA to Report Q3, 2022 Results on Nov 10, 2022Energa SA announced that they will report Q3, 2022 results on Nov 10, 2022
お知らせ • Feb 02+ 1 more updateEnerga SA to Report Q3, 2021 Results on Nov 10, 2021Energa SA announced that they will report Q3, 2021 results on Nov 10, 2021
お知らせ • Feb 01+ 1 more updateEnerga SA to Report Q2, 2021 Results on Aug 12, 2021Energa SA announced that they will report Q2, 2021 results on Aug 12, 2021
お知らせ • Sep 22+ 1 more updatePolski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) made an offer to acquire the remaining 20% stake in Energa SA (WSE:ENG) for approximately PLN 690 million.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) made an offer to acquire the remaining 20% stake in Energa SA (WSE:ENG) for approximately PLN 690 million on September 21, 2020. Under the terms of the acquisition, PKN Orlen will acquire 82.8 million shares of Energa for PLN 8.35 per share. Upon completion, Energa will undergo a delisting of its shares from trading. The deal was approved by the Management Board of PKN Orlen. The tender offer will start on October 9, 2020 until November 20, 2020.
Is New 90 Day High Low • Sep 22New 90-day low: €1.64The company is down 11% from its price of €1.83 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electric Utilities industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.23 per share.
お知らせ • Jul 30Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) completed the acquisition of 80.01% stake in Energa SA (WSE:ENG) for PLN 2.8 billion.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) launched a tender offer to acquire Energa SA (WSE:ENG) for PLN 2.9 billion on December 5, 2019. Under the terms of the acquisition, PKN ORLEN will acquire 414,067,114 shares of Energa consisting of 269,139,114 ordinary bearer shares and 114,928,000 certificated shares for PLN 7 per share. As reported on April 15, 2020, the offer price was increased to PLN 8.35 per share. On April 18, 2020, ORLEN signed an agreement for the acquisition of Energa. The transaction is subject to a resolution amending the articles of association of the Energa, to waive the voting restrictions referred to in 27(1)-(7) of the Articles of Association; the Supervisory Board of Energa has adopted a resolution adopting a consolidated text of the Articles of Association pursuant to § 17(1)(15) of the Articles of Association; the number of Shares subscribed for sale under the Tender Offer corresponds at least 66% of the aggregate number of votes; and a due diligence audit of Energa. As of February 26, 2020, Polski Koncern Naftowy ORLEN Spólka Akcyjna filed an application to European Commission to get the approval of the transaction and European Commission decision is expected to announce in first quarter of 2020. The European Commission (EC) approved the transaction on March 31, 2020. As of April 20, 2020, the condition reserved in the tender offer has been fulfilled. Shareholders in Energa will have between January 31, 2020 and April 9, 2020 to subscribe to the tender offer. The transaction is expected to complete on April 20, 2020. On March 26, 2020, ORLEN announced the decision to extend the subscription period until April 22, 2020. Maciej Mataczynski, Tomasz Jaranowski and Magdalena Cisowska of Sojka Maciak Mataczynski acted as legal advisors to Polski Koncern Naftowy ORLEN Spólka Akcyjna. Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) completed the acquisition of 80.01% stake in Energa SA (WSE:ENG) for PLN 2.8 billion on April 22, 2020. Polski Koncern Naftowy ORLEN Spólka Akcyjna acquired 331.3 million shares in the offer. Powszechna Kasa Oszczednosci Bank Polski S.A. Oddzial - Biuro Maklerskie acted as intermediary in the tender offer.
お知らせ • Jul 10Energa SA to Report First Half, 2020 Results on Jul 30, 2020Energa SA announced that they will report first half, 2020 results on Jul 30, 2020
