View ValuationOrlen 将来の成長Future 基準チェック /26Orlenの収益は年間1.1%で減少すると予測されていますが、年間利益は年間15.3%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に8.4% 20.4%なると予測されています。主要情報15.3%収益成長率20.35%EPS成長率Oil and Gas 収益成長6.7%収益成長率-1.1%将来の株主資本利益率8.42%アナリストカバレッジGood最終更新日20 May 2026今後の成長に関する最新情報お知らせ • Aug 22Orlen Energy Assumes Restart of Operations At Litvinov Refinery for Early SeptemberOrlen tentatively assumes that the restart of operations at the Plock group-owned refinery in Litvinov in Czech Republic will take place in the beginning of September, Orlen deputy CEO Magdalena Bartos told a press conference. PKN Orlen's Litvinov refinery in the Czech Republic halted production after an unexploded World War II aerial bomb was found. More than 500 people were evacuated from the plant. Traffic was halted on the road from Most to Litvinov, as well as city and rail transport. According to the latest information from the Czech police, the unexploded bomb will remain on site until August 27. Until that date, transport restrictions are in place.すべての更新を表示Recent updatesお知らせ • May 15Orlen S.A., Annual General Meeting, Jun 09, 2026Orlen S.A., Annual General Meeting, Jun 09, 2026, at 11:00 Central European Standard Time.お知らせ • Dec 18+ 4 more updatesOrlen S.A. to Report Q4, 2025 Results on Feb 19, 2026Orlen S.A. announced that they will report Q4, 2025 results at 8:30 AM, Central European Standard Time on Feb 19, 2026Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 41%After last week's 41% share price gain to zł109, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł157 per share.Reported Earnings • Nov 26Third quarter 2025 earnings released: EPS: zł1.84 (vs zł0.19 in 3Q 2024)Third quarter 2025 results: EPS: zł1.84 (up from zł0.19 in 3Q 2024). Revenue: zł61.0b (down 10% from 3Q 2024). Net income: zł2.14b (up zł1.91b from 3Q 2024). Profit margin: 3.5% (up from 0.3% in 3Q 2024). Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 2.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.お知らせ • May 09Orlen S.A., Annual General Meeting, Jun 05, 2025Orlen S.A., Annual General Meeting, Jun 05, 2025.お知らせ • Feb 27ORLEN Seeks to Acquire Grupa Azoty PolyolefinsOrlen S.A. (WSE:PKN) (ORLEN Group)'s press office has said that the group's ambition is to strengthen its leading position in the production of plastics in Central and Eastern Europe, which will be possible not only by increasing manufacturing capacity, but also by developing advanced petrochemical products. Meanwhile, the group continues to analyse a potential acquisition of Grupa Azoty Polyolefins, with the negotiations, ongoing already for five months, and due diligence expected to be completed by the end of next month.お知らせ • Jan 18+ 4 more updatesOrlen S.A. to Report First Half, 2025 Results on Aug 21, 2025Orlen S.A. announced that they will report first half, 2025 results on Aug 21, 2025お知らせ • Nov 14The Norwegian energy ministry signed an agreement to acquire remaining 53.30% stake in GASSCO from Shell, CapeOmega, ConocoPhilipps, Equinor, Hav Energy, Orlen and Silex for NOK 18.1 billion.The Norwegian energy ministry signed an agreement to acquire remaining 53.30% stake in GASSCO from Shell, CapeOmega, ConocoPhilipps, Equinor, Hav Energy, Orlen and Silex for NOK 18.1 billion on January 1, 2024. Under the terms, seven companies came to an agreement with the government, two groups rejected the offer. North Sea Infrastructure and M Vest Energy did not agree to a sale and maintain their stakes. The agreement lifts the Norwegian state's stake in Gassled to 100% from 46.7% previously. The government remains determined to acquire these remaining stakes, either through negotiation or by exercising its rights at the end of the current concession period.お知らせ • Aug 22Orlen Energy Assumes Restart of Operations At Litvinov Refinery for Early SeptemberOrlen tentatively assumes that the restart of operations at the Plock group-owned refinery in Litvinov in Czech Republic will take place in the beginning of September, Orlen deputy CEO Magdalena Bartos told a press conference. PKN Orlen's Litvinov refinery in the Czech Republic halted production after an unexploded World War II aerial bomb was found. More than 500 people were evacuated from the plant. Traffic was halted on the road from Most to Litvinov, as well as city and rail transport. According to the latest information from the Czech police, the unexploded bomb will remain on site until August 27. Until that date, transport restrictions are in place.お知らせ • Aug 06Orlen Shareholders Files Lawsuits to Overturn Resolutions Not to Discharge Former Board MembersOrlen shareholders filed lawsuits to the Regional Court in Lodz to declare invalid or revoke resolutions adopted by the ordinary general meeting on June 25, 2024, not to grant discharge for 2023 to 8 former members of the management board and 2 members of the supervisory board, the company said in a market filing. In Orlen's opinion, the lawsuits are unfounded. The lawsuit concerns former board members: Armen Konrad Artwich, Patrycja Klarecka, Michal Rog, Jan Szewczak, Jozef Wegrecki, Piotr Sabat, Krzysztof Nowicki, Robert Perkowski and former supervisory board members Andrzej Szumanski and Michal Klimaszewski, Orlen shareholders decided on June 25 not to grant discharge for 2023 to all former members of the management board, including Daniel Obajtek and all former members of the company's supervisory board. The general meeting did not grant a discharge for the 2023 financial year to CEO Daniel Obajtek and the other board members: Armen Artwich, Adam Burak, Patrycja Klarecka, Michal Rog, Jan Szewczak, Jozef Wegrecki, Piotr Sabat, Krzysztof Nowicki, Iwona Waksmundzka-Olejniczak and Robert Perkowski. Most of the previous board ceased to hold office in February 2024. Shareholders did not discharge the members of the previous supervisory board for the 2023 financial year: the head Wojciech Jasinski, Andrzej Szumanski, Anna Wojcik, Barbara Jarzembowska, Andrzej Kapala, Michal Klimaszewski, Roman Kusz, Jadwiga Lesisz, Anna Sakowicz-Kacz and Janina Goss. The supervisory board in this composition was dismissed on February 6, 2024.お知らせ • Jun 14Orlen S.A. Announces Board AppointmentsOrlen S.A.'s supervisory board has appointed Artur Osuchowski as management board member for energy and energy transition from June 13, 2024 and Marek Balawejder as board member for wholesale and logistics from August 1.お知らせ • May 31Orlen S.A., Annual General Meeting, Jun 25, 2024Orlen S.A., Annual General Meeting, Jun 25, 2024.Reported Earnings • May 23First quarter 2024 earnings released: EPS: zł2.38 (vs zł7.73 in 1Q 2023)First quarter 2024 results: EPS: zł2.38 (down from zł7.73 in 1Q 2023). Revenue: zł82.3b (down 25% from 1Q 2023). Net income: zł2.77b (down 69% from 1Q 2023). Profit margin: 3.4% (down from 8.1% in 1Q 2023). Revenue is forecast to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 16Orlen Announces Management ChangesOrlen announced Witold Literacki has been appointed as company's new deputy CEO for corporate affairs and Ireneusz Sitarski - as the deputy CEO for retail sales. Both Witold Literacki and Ireneusz Sitarski have simultaneously resigned as members of the company's supervisory board.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 71%After last week's 71% share price gain to zł109, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł184 per share.お知らせ • Apr 28Orlen S.A. Recommends Dividend Payment for the Year 2023Orlen S.A. recommended a dividend of PLN 4.818 billion (EUR 1.1 billion) for 2023, or PLN 4.15 (EUR 0.96) per share. The remaining amount from the net profit for 2023 would go to the reserve capital. For 2022, Orlen paid a dividend of PLN 5.5 (EUR 1.27) per share, or a total of almost PLN 6.4 billion (EUR 1.5 billion).お知らせ • Apr 17Orlen S.A. Announces Board ChangesOrlen S.A. has appointed Magdalena Bartos and Robert Soszynski as deputy CEO and Wieslaw Prugar as board member for upstream. Magdalena Bartos will be Orlen's deputy CEO for finance and Robert Soszynski will be deputy CEO for strategy and sustainable development. Jozef Wegrecki was dismissed from his position as a member of Orlen's management board as of April 30.お知らせ • Apr 11Orlen S.A. Appoints Ireneusz Fafara as New CEOOrlen S.A. elected Ireneusz Fafara as its new CEO after dismissing Daniel Obajtek from the post in early February. Fafara was appointed to the management board's joint term of office, which ends on the date that the Ordinary General Meeting approves the company's financial statements for 2025. The appointment is effective April 11. Fafara is an expert with knowledge of the fuel sector and the challenges related to energy transformation. In the years 2010-2018, he was the president of Orlen Lietuva, the company's Lithuanian subsidiary operating the only petroleum refinery in the Baltic states. Since June 2020, he has been the president of 4Cell Therapies, a company in the medical sector. Obajtek, the CEO of Orlen of six years, was dismissed by the group's supervisory board on February 1, effective February 5. For many in the new government Obajtek was seen as being too close to the old Law and Justice government, which lost power in October's general election. He was also dogged by controversies surrounding his assets and the sale by Orlen of a stake in the Lotos refinery to a Saudi Arabian company.お知らせ • Mar 15Operator Gazociagow Przesylowych GAZ-SYSTEM Sp. z o.o. has concluded an agreement to acquire Operator Systemu Magazynowania Sp. Z O.o. from Orlen S.A. (WSE:PKN).Operator Gazociagow Przesylowych GAZ-SYSTEM Sp. z o.o. has concluded an agreement to acquire Operator Systemu Magazynowania Sp. Z O.o. from Orlen S.A. (WSE:PKN) on March 15, 2024. The concluded agreement concerns the disposal of the storage system operator only, while the storage facilities themselves remain the property of Orlen Group. Orlen has entered into an agreement with Gas Storage Poland under which the company manages the capacities of the company's underground gas storage facilities located in Kosakowo, Mogilno, Wierzchowice, Brzeznica, Swarzow, Husow and Strachocina. The acquisition of the shares is conditional on UOKiK's approval of the concentration. In February, Orlen's EGM gave its approval for the sale of shares in Gas Storage Poland.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: zł23.73 (vs zł30.43 in FY 2022)Full year 2023 results: EPS: zł23.73 (down from zł30.43 in FY 2022). Revenue: zł372.6b (up 34% from FY 2022). Net income: zł27.6b (down 22% from FY 2022). Profit margin: 7.4% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 12% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 23Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at zł66.19. The fair value is estimated to be zł82.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to decline by 9.9% per annum. Earnings are also forecast to decline by 18% per annum over the same time period.お知らせ • Feb 22Orlen Recommends Base Dividend for 2023Orlen recommend a base dividend of PLN 4.15 (EUR 0.96) per share from the 2023 net profit.お知らせ • Feb 15Orlen S.A. Announces Executive ChangesOrlen S.A. announced that on February 6, Witold Literacki, appointed by the Minister of State Assets to Orlen's management board, was appointed by the supervisory board as acting CEO of the company. The supervisory board also decided to delegate three members of the supervisory board as of February 7: Kazimierz Mordaszewski, Tomasz Sojka and Tomasz Zielinski to temporarily act as members of the management board.お知らせ • Feb 07Orlen Announces Board ChangesOrlen's shareholders appointed the members of the supervisory board at extraordinary general meeting. On the recommendation of the State Treasury, the members chosen are the following: Michal Gajdus, Ewa Gasiorek, Katarzyna Lobos, Kazimierz Mordaszewski, Mikolaj Pietrzak, Wojciech Popiolek, Ireneusz Sitarski, Tomasz Sojka and Tomasz Zielinski. Jan Wozniak, proposed by Nationale-Nederlanden OFE, has not been appointed to the board. The general meeting set the number of members of the new supervisory board at 10, but shareholders appointed only nine people.Wojciech Popiolek has become the chairman of the supervisory board. At the same time, the general meeting dismissed eight people from the existing supervisory board, headed by ex-chairman Wojciech Jasinski. Patrycja Klarecka, Jan Szewczak, Armen Artwich and Roman Rog also resigned from the board.お知らせ • Feb 06Jan Szewczak Steps Down as Member of Orlen's Management BoardJan Szewczak stepped down from his position as a member of Orlen's management board, effective February 5, 2024. Szewczak was a member of the management board for finance.お知らせ • Feb 05Orlen S.A. Announces Board ResignationsOrlen S.A. announced that Patrycja Klarecka and Armen Artwich have decided to step down as members of Orlen's management board, with immediate effect (till the end of the day). On Michal Rog also resigned as a member of the company's management board, effective, February 5, 2024.お知らせ • Feb 02Orlen Group Dismisses CEO, Daniel Obajtek Effective February 5, 2024Orlen Group's supervisory board dismissed CEO Daniel Obajtek from the management board with effect from the end of the day February 5, 2024. The company announced that the company's supervisory board, after reviewing the letter of the President of Orlen's management board, Mr. Daniel Obajtek, where he declared that +he placed himself at the disposal of the company's supervisory board in the scope of the performed function+, decided to dismiss Mr. Daniel Obajtek from the Orlen's management board with effect from the end of the day, February, 5th 2024.お知らせ • Dec 15Poland's Minister of State Assets Dismisses Janina Goss from Supervisory Board of OrlenPoland's Minister of State Assets, on behalf of the State Treasury shareholder, dismissed Janina Goss from Orlen's supervisory board, the company said in a market filing.お知らせ • Dec 14Daniel Obajtek is Expected to Resign as Orlen Group's CEOPoland's Minister of State Assets, Borys Budka, expects the swift resignation of Daniel Obajtek as CEO of listed energy concern Orlen, the minister said at the briefing.お知らせ • Nov 23+ 4 more updatesOrlen S.A. to Report Q1, 2024 Results on May 23, 2024Orlen S.A. announced that they will report Q1, 2024 results on May 23, 2024お知らせ • Nov 15Orlen Reportedly in Advanced Talks to Buy Kuwait Foreign Petroleum's Norwegian AssetsPolish state-controlled oil and gas group Orlen S.A. (WSE:PKN) is in advanced talks to buy Kuwait Foreign Petroleum Exploration Company K.S.C.’s (KUFPEC) stakes in assets on the Norwegian continental shelf, four sources familiar with the process said. Operating under the name of PGNiG Upstream in Norway, Orlen has been prioritising gas assets to fill up a new pipeline carrying Norwegian gas to Poland via Denmark. PGNiG Upstream has a 14.02% stake in Norway's second largest gas field, Ormen Lange, which is operated by Shell plc (LSE:SHEL). KUFPEC hired Scotiabank (The Bank of Nova Scotia (TSX:BNS)) earlier this year to manage the sale process for its Norwegian assets as part of its focus on newer exploration and production hubs. The sale was expected to raise $300 million, sources told Reuters in May. Orlen said on November 14, 2023 that it is constantly monitoring foreign markets in search of acquisition opportunities that match with assets already held, but declined to confirm the talks on KUFPEC's assets. "All decisions regarding possible investments or capital involvement are made in accordance with corporate governance and communicated primarily through the group's official communication channels," the company said in response to Reuters questions. KUFPEC was not immediately available for comment.お知らせ • Oct 21ORLEN Announces the Resignation of Michal Klimaszewski as Supervisory Board Member, Effective October 31, 2023On 20 October 2023 Mr. Michal Klimaszewski submitted a resignation with the effect from the end of 31 October 2023 from the position of ORLEN Supervisory Board Member.お知らせ • Oct 14Orlen S.A. (WSE:PKN) acquired Ujazd, Dobrzyca, and Dominowo wind farms in Poland from EDP RENEWABLES Polska Sp. z o.o.Orlen S.A. (WSE:PKN) acquired Ujazd, Dobrzyca, and Dominowo wind farms in Poland from EDP RENEWABLES Polska Sp. z o.o. on October 12, 2023. The wind farms have a total capacity of more than 140 MW. Orlen S.A. (WSE:PKN) completed the acquisition of Ujazd, Dobrzyca, and Dominowo wind farms in Poland from EDP RENEWABLES Polska Sp. z o.o. on October 12, 2023.お知らせ • Sep 27Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) acquired DOPPLER Energie GmbH from Doppler Beteiligungs Gmbh.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) concluded the agreement to acquire DOPPLER Energie GmbH from Doppler Beteiligungs Gmbh on July 4, 2023. The terms and conditions of the Agreement do not deviate from the terms and conditions commonly applicable to this type of agreements. The closing of the transaction will take place after fulfillment of the conditions described in the Agreement, including receiving approvals from the relevant antitrust authorities and is planned for the turn of 2023 and 2024.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) completed the acquisition of DOPPLER Energie GmbH from Doppler Beteiligungs Gmbh on September 26, 2023.お知らせ • Sep 19Orlen S.A. (WSE:PKN) signed a preliminary deal to acquire a 74.11% stake in Energop Sp Z O O from Agencja Rozwoju Pomorza S.A.Orlen S.A. (WSE:PKN) signed a preliminary deal to acquire a 74.11% stake in Energop Sp Z O O from Agencja Rozwoju Pomorza S.A. on September 18, 2023. The remaining stake is controlled by the Treasury. The deal is conditional on the consent from the antitrust body UOKiK.お知らせ • Jul 27Tauron Negotiates with OrlenTAURON Polska Energia S.A. (WSE:TPE) has started talks with the Orlen S.A. (WSE:PKN) (ORLEN Group) regarding the sale of shares in the combined heat and power plant in Stalowa Wola, and as part of the settlement, Tauron may acquire PGNiG TERMIKA Energetyka Przemyslowa S.A., a unit of Polish Oil and Gas Company (PGNiG), which in turn is a unit of the ORLEN Group. Commenting on the deal, Tauron Group's CEO Pawel Szczeszek notes that it is obvious that the group would be interested in Termika given Tauron's commitment to strengthen and develop its district heating segment in Slaskie Province.お知らせ • Jul 06+ 1 more updatePolski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) agreed to acquire 266 Petrol Stations in Austria from Doppler Beteiligungs Gmbh.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) agreed to acquire 266 Petrol Stations in Austria from Doppler Beteiligungs Gmbh on July 4, 2023. Transaction is subject to approvals from the relevant antitrust authorities. The transaction is expected to close at the end of 2023 or the beginning of 2024.お知らせ • Jun 09Orlen Eyes Takeover of Grupa Azoty PulawyPolski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) and Grupa Azoty S.A. (WSE:ATT) have announced that they started talks with a view to a potential acquisition of the fertiliser maker Grupa Azoty Pulawy (Grupa Azoty Zaklady Azotowe "Pulawy" S.A) by Orlen, which said that if due diligence results were positive, the deal might be finalised by the end of 2023. Commenting on the matter, PKN Orlen's CEO Daniel Obajtek stressed that Orlen had by far greater capacity to stabilise the situation on the fertiliser market and that it also had a track record in such segments as gas trade and petrochemicals. "We count on synergies between Grupa Azoty Pulawy and Orlen on many levels," he added. Meanwhile, Grupa Azoty's CEO Tomasz Hinc noted that he hoped that the talks would be constructive and successful.お知らせ • May 27Polski Koncern Naftowy ORLEN Spólka Akcyjna, Annual General Meeting, Jun 21, 2023Polski Koncern Naftowy ORLEN Spólka Akcyjna, Annual General Meeting, Jun 21, 2023, at 10:00 Central European Standard Time.Reported Earnings • May 27First quarter 2023 earnings released: EPS: zł7.76 (vs zł6.48 in 1Q 2022)First quarter 2023 results: EPS: zł7.76 (up from zł6.48 in 1Q 2022). Revenue: zł110.3b (up 143% from 1Q 2022). Net income: zł9.01b (up 225% from 1Q 2022). Profit margin: 8.2% (up from 6.1% in 1Q 2022). Revenue is expected to fall by 11% p.a. on average during the next 3 years compared to a 1.9% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 78%After last week's 78% share price gain to zł109, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł80.05 per share.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 85%After last week's 85% share price gain to zł109, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł80.95 per share.お知らせ • Feb 16PKN Orlen Fuels Discovers New 500 MCM Nat Gas DepositPKN Orlen discovered a new 500 mcm natural gas deposit in Lubelskie region.お知らせ • Jan 27Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) acquired PGNiG Energia SA. Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) acquired PGNiG Energia SA on January 25, 2023. Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) completed the acquisition of PGNiG Energia SA on January 25, 2023.お知らせ • Jan 20Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) agreed to acquire 17 service stations in Bavaria and Baden-Württemberg.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) agreed to acquire 17 service stations in Bavaria and Baden-Württemberg on January 19, 2023. The transaction will be funded with proceeds from the sale of part of LOTOS service stations. The rebranding process will be completed within three months of the acquisition. The acquisition is expected to close by the end of February after the Group obtains clearance from the German antitrust authority and other approvals.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improved over the past weekAfter last week's 68% share price gain to zł109, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł139 per share.お知らせ • Dec 15Polski Koncern Naftowy ORLEN Spólka Akcyjna to Report Q3, 2023 Results on Nov 09, 2023Polski Koncern Naftowy ORLEN Spólka Akcyjna announced that they will report Q3, 2023 results on Nov 09, 2023Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 60% share price gain to zł109, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 45% over the past three years.Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł20.24 (vs zł6.80 in 3Q 2021)Third quarter 2022 results: EPS: zł20.24 (up from zł6.80 in 3Q 2021). Revenue: zł73.0b (up 100% from 3Q 2021). Net income: zł12.7b (up 336% from 3Q 2021). Profit margin: 17% (up from 8.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 5.6% p.a. on average during the next 3 years compared to a 6.9% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improved over the past weekAfter last week's 74% share price gain to zł109, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 19% over the past three years.Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: zł8.44 (vs zł5.20 in 2Q 2021)Second quarter 2022 results: EPS: zł8.44 (up from zł5.20 in 2Q 2021). Revenue: zł57.8b (up 97% from 2Q 2021). Net income: zł3.61b (up 62% from 2Q 2021). Profit margin: 6.2% (down from 7.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 19% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 44% per year.Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improved over the past weekAfter last week's 64% share price gain to zł109, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 2x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 9.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł134 per share.Reported Earnings • Apr 03Full year 2021 earnings released: EPS: zł26.00 (vs zł6.44 in FY 2020)Full year 2021 results: EPS: zł26.00 (up from zł6.44 in FY 2020). Revenue: zł131.3b (up 52% from FY 2020). Net income: zł11.1b (up 304% from FY 2020). Profit margin: 8.5% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 40% growth forecast for the oil industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improved over the past weekAfter last week's 44% share price gain to zł109, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 6.3% over the past three years.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS zł6.80 (vs zł1.54 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł36.4b (up 52% from 3Q 2020). Net income: zł2.91b (up 341% from 3Q 2020). Profit margin: 8.0% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.お知らせ • May 28Pkn Orlen S.A. Announces Dividend, Payable on 5 August 2021PKN ORLEN S.A. announced that the Ordinary General Meeting as of 27 May 2021, having previously examined the motion of the Management Board and the Supervisory Board's endorsement, decided to allocate of the amount of PLN 1 496 981 713,50 for dividend payment (PLN 3,50 per share). 22 July 2021 as the dividend day and 5 August 2021 as the dividend payment date.お知らせ • May 01Polski Koncern Naftowy Orlen Spólka Akcyjna Announces Dividend PaymentPolski Koncern Naftowy ORLEN Spólka Akcyjna announced solid dividend at PLN 3.5 per share.業績と収益の成長予測LSE:0FMN - アナリストの将来予測と過去の財務データ ( )PLN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028279,40614,5647,23035,979812/31/2027281,01915,4172,56136,988912/31/2026296,69819,0592,90238,384812/31/2025267,8272,53117,28947,220N/A9/30/2025270,3996,43015,15344,878N/A6/30/2025277,3284,51716,10645,232N/A3/31/2025286,1792,97011,23940,706N/A12/31/2024294,8862,8265,69736,634N/A9/30/2024317,3803,99226531,335N/A6/30/2024328,9018,331-4,79928,808N/A3/31/2024338,42014,376-4,59729,984N/A12/31/2023371,91620,9225,72741,914N/A9/30/2023380,56338,56616,95152,373N/A6/30/2023374,02148,68424,32154,848N/A3/31/2023352,79646,23128,99055,640N/A12/31/2022282,41539,67712,40232,638N/A9/30/2022217,08025,2021,85917,083N/A6/30/2022180,60713,432-6712,849N/A3/31/2022152,22612,047-1,25910,035N/A12/31/2021131,34111,1222,07013,295N/A9/30/2021113,6026,9794,51114,437N/A6/30/2021101,0784,7212,45912,350N/A3/31/202188,6656,84484110,575N/A12/31/202086,1802,755-3267,247N/A9/30/202090,5053,3404137,274N/A6/30/202095,8163,9552,5638,506N/A3/31/2020108,0341,2073,8098,658N/A12/31/2019111,2034,3004,8699,319N/A9/30/2019113,1234,424N/A7,155N/A6/30/2019114,2385,221N/A7,276N/A3/31/2019111,7115,363N/A5,661N/A12/31/2018109,7065,556N/A4,980N/A9/30/2018105,0206,440N/A6,822N/A6/30/201899,4065,980N/A6,273N/A3/31/201895,7305,777N/A7,887N/A12/31/201795,3646,655N/A8,050N/A9/30/201793,5326,853N/A9,712N/A6/30/201789,8856,777N/A8,806N/A3/31/201786,2156,844N/A7,077N/A12/31/201679,5535,261N/A9,331N/A9/30/201676,7383,391N/A8,351N/A6/30/201679,1232,659N/A6,386N/A3/31/201684,5442,418N/A7,301N/A12/31/201588,3362,837N/A5,354N/A9/30/201593,1511,702N/A4,199N/A6/30/201598,8431,445N/A6,231N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0FMNの予測収益成長率 (年間15.3% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0FMNの収益 ( 15.3% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: 0FMNの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0FMNの収益は今後 3 年間で減少すると予想されています (年間-1.1% )。高い収益成長: 0FMNの収益は今後 3 年間で減少すると予測されています (年間-1.1% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0FMNの 自己資本利益率 は、3年後には低くなると予測されています ( 8.4 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance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 04:38終値2026/04/28 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Orlen S.A. 9 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。21 アナリスト機関Robert BateBarclaysYuriy KukhtanychBerenbergKamil KliszczBiuro maklerskie mBanku18 その他のアナリストを表示
お知らせ • Aug 22Orlen Energy Assumes Restart of Operations At Litvinov Refinery for Early SeptemberOrlen tentatively assumes that the restart of operations at the Plock group-owned refinery in Litvinov in Czech Republic will take place in the beginning of September, Orlen deputy CEO Magdalena Bartos told a press conference. PKN Orlen's Litvinov refinery in the Czech Republic halted production after an unexploded World War II aerial bomb was found. More than 500 people were evacuated from the plant. Traffic was halted on the road from Most to Litvinov, as well as city and rail transport. According to the latest information from the Czech police, the unexploded bomb will remain on site until August 27. Until that date, transport restrictions are in place.
お知らせ • May 15Orlen S.A., Annual General Meeting, Jun 09, 2026Orlen S.A., Annual General Meeting, Jun 09, 2026, at 11:00 Central European Standard Time.
お知らせ • Dec 18+ 4 more updatesOrlen S.A. to Report Q4, 2025 Results on Feb 19, 2026Orlen S.A. announced that they will report Q4, 2025 results at 8:30 AM, Central European Standard Time on Feb 19, 2026
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 41%After last week's 41% share price gain to zł109, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł157 per share.
Reported Earnings • Nov 26Third quarter 2025 earnings released: EPS: zł1.84 (vs zł0.19 in 3Q 2024)Third quarter 2025 results: EPS: zł1.84 (up from zł0.19 in 3Q 2024). Revenue: zł61.0b (down 10% from 3Q 2024). Net income: zł2.14b (up zł1.91b from 3Q 2024). Profit margin: 3.5% (up from 0.3% in 3Q 2024). Revenue is expected to decline by 2.4% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to grow by 2.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
お知らせ • May 09Orlen S.A., Annual General Meeting, Jun 05, 2025Orlen S.A., Annual General Meeting, Jun 05, 2025.
お知らせ • Feb 27ORLEN Seeks to Acquire Grupa Azoty PolyolefinsOrlen S.A. (WSE:PKN) (ORLEN Group)'s press office has said that the group's ambition is to strengthen its leading position in the production of plastics in Central and Eastern Europe, which will be possible not only by increasing manufacturing capacity, but also by developing advanced petrochemical products. Meanwhile, the group continues to analyse a potential acquisition of Grupa Azoty Polyolefins, with the negotiations, ongoing already for five months, and due diligence expected to be completed by the end of next month.
お知らせ • Jan 18+ 4 more updatesOrlen S.A. to Report First Half, 2025 Results on Aug 21, 2025Orlen S.A. announced that they will report first half, 2025 results on Aug 21, 2025
お知らせ • Nov 14The Norwegian energy ministry signed an agreement to acquire remaining 53.30% stake in GASSCO from Shell, CapeOmega, ConocoPhilipps, Equinor, Hav Energy, Orlen and Silex for NOK 18.1 billion.The Norwegian energy ministry signed an agreement to acquire remaining 53.30% stake in GASSCO from Shell, CapeOmega, ConocoPhilipps, Equinor, Hav Energy, Orlen and Silex for NOK 18.1 billion on January 1, 2024. Under the terms, seven companies came to an agreement with the government, two groups rejected the offer. North Sea Infrastructure and M Vest Energy did not agree to a sale and maintain their stakes. The agreement lifts the Norwegian state's stake in Gassled to 100% from 46.7% previously. The government remains determined to acquire these remaining stakes, either through negotiation or by exercising its rights at the end of the current concession period.
お知らせ • Aug 22Orlen Energy Assumes Restart of Operations At Litvinov Refinery for Early SeptemberOrlen tentatively assumes that the restart of operations at the Plock group-owned refinery in Litvinov in Czech Republic will take place in the beginning of September, Orlen deputy CEO Magdalena Bartos told a press conference. PKN Orlen's Litvinov refinery in the Czech Republic halted production after an unexploded World War II aerial bomb was found. More than 500 people were evacuated from the plant. Traffic was halted on the road from Most to Litvinov, as well as city and rail transport. According to the latest information from the Czech police, the unexploded bomb will remain on site until August 27. Until that date, transport restrictions are in place.
お知らせ • Aug 06Orlen Shareholders Files Lawsuits to Overturn Resolutions Not to Discharge Former Board MembersOrlen shareholders filed lawsuits to the Regional Court in Lodz to declare invalid or revoke resolutions adopted by the ordinary general meeting on June 25, 2024, not to grant discharge for 2023 to 8 former members of the management board and 2 members of the supervisory board, the company said in a market filing. In Orlen's opinion, the lawsuits are unfounded. The lawsuit concerns former board members: Armen Konrad Artwich, Patrycja Klarecka, Michal Rog, Jan Szewczak, Jozef Wegrecki, Piotr Sabat, Krzysztof Nowicki, Robert Perkowski and former supervisory board members Andrzej Szumanski and Michal Klimaszewski, Orlen shareholders decided on June 25 not to grant discharge for 2023 to all former members of the management board, including Daniel Obajtek and all former members of the company's supervisory board. The general meeting did not grant a discharge for the 2023 financial year to CEO Daniel Obajtek and the other board members: Armen Artwich, Adam Burak, Patrycja Klarecka, Michal Rog, Jan Szewczak, Jozef Wegrecki, Piotr Sabat, Krzysztof Nowicki, Iwona Waksmundzka-Olejniczak and Robert Perkowski. Most of the previous board ceased to hold office in February 2024. Shareholders did not discharge the members of the previous supervisory board for the 2023 financial year: the head Wojciech Jasinski, Andrzej Szumanski, Anna Wojcik, Barbara Jarzembowska, Andrzej Kapala, Michal Klimaszewski, Roman Kusz, Jadwiga Lesisz, Anna Sakowicz-Kacz and Janina Goss. The supervisory board in this composition was dismissed on February 6, 2024.
お知らせ • Jun 14Orlen S.A. Announces Board AppointmentsOrlen S.A.'s supervisory board has appointed Artur Osuchowski as management board member for energy and energy transition from June 13, 2024 and Marek Balawejder as board member for wholesale and logistics from August 1.
お知らせ • May 31Orlen S.A., Annual General Meeting, Jun 25, 2024Orlen S.A., Annual General Meeting, Jun 25, 2024.
Reported Earnings • May 23First quarter 2024 earnings released: EPS: zł2.38 (vs zł7.73 in 1Q 2023)First quarter 2024 results: EPS: zł2.38 (down from zł7.73 in 1Q 2023). Revenue: zł82.3b (down 25% from 1Q 2023). Net income: zł2.77b (down 69% from 1Q 2023). Profit margin: 3.4% (down from 8.1% in 1Q 2023). Revenue is forecast to decline by 5.6% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 16Orlen Announces Management ChangesOrlen announced Witold Literacki has been appointed as company's new deputy CEO for corporate affairs and Ireneusz Sitarski - as the deputy CEO for retail sales. Both Witold Literacki and Ireneusz Sitarski have simultaneously resigned as members of the company's supervisory board.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 71%After last week's 71% share price gain to zł109, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł184 per share.
お知らせ • Apr 28Orlen S.A. Recommends Dividend Payment for the Year 2023Orlen S.A. recommended a dividend of PLN 4.818 billion (EUR 1.1 billion) for 2023, or PLN 4.15 (EUR 0.96) per share. The remaining amount from the net profit for 2023 would go to the reserve capital. For 2022, Orlen paid a dividend of PLN 5.5 (EUR 1.27) per share, or a total of almost PLN 6.4 billion (EUR 1.5 billion).
お知らせ • Apr 17Orlen S.A. Announces Board ChangesOrlen S.A. has appointed Magdalena Bartos and Robert Soszynski as deputy CEO and Wieslaw Prugar as board member for upstream. Magdalena Bartos will be Orlen's deputy CEO for finance and Robert Soszynski will be deputy CEO for strategy and sustainable development. Jozef Wegrecki was dismissed from his position as a member of Orlen's management board as of April 30.
お知らせ • Apr 11Orlen S.A. Appoints Ireneusz Fafara as New CEOOrlen S.A. elected Ireneusz Fafara as its new CEO after dismissing Daniel Obajtek from the post in early February. Fafara was appointed to the management board's joint term of office, which ends on the date that the Ordinary General Meeting approves the company's financial statements for 2025. The appointment is effective April 11. Fafara is an expert with knowledge of the fuel sector and the challenges related to energy transformation. In the years 2010-2018, he was the president of Orlen Lietuva, the company's Lithuanian subsidiary operating the only petroleum refinery in the Baltic states. Since June 2020, he has been the president of 4Cell Therapies, a company in the medical sector. Obajtek, the CEO of Orlen of six years, was dismissed by the group's supervisory board on February 1, effective February 5. For many in the new government Obajtek was seen as being too close to the old Law and Justice government, which lost power in October's general election. He was also dogged by controversies surrounding his assets and the sale by Orlen of a stake in the Lotos refinery to a Saudi Arabian company.
お知らせ • Mar 15Operator Gazociagow Przesylowych GAZ-SYSTEM Sp. z o.o. has concluded an agreement to acquire Operator Systemu Magazynowania Sp. Z O.o. from Orlen S.A. (WSE:PKN).Operator Gazociagow Przesylowych GAZ-SYSTEM Sp. z o.o. has concluded an agreement to acquire Operator Systemu Magazynowania Sp. Z O.o. from Orlen S.A. (WSE:PKN) on March 15, 2024. The concluded agreement concerns the disposal of the storage system operator only, while the storage facilities themselves remain the property of Orlen Group. Orlen has entered into an agreement with Gas Storage Poland under which the company manages the capacities of the company's underground gas storage facilities located in Kosakowo, Mogilno, Wierzchowice, Brzeznica, Swarzow, Husow and Strachocina. The acquisition of the shares is conditional on UOKiK's approval of the concentration. In February, Orlen's EGM gave its approval for the sale of shares in Gas Storage Poland.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: zł23.73 (vs zł30.43 in FY 2022)Full year 2023 results: EPS: zł23.73 (down from zł30.43 in FY 2022). Revenue: zł372.6b (up 34% from FY 2022). Net income: zł27.6b (down 22% from FY 2022). Profit margin: 7.4% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 12% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 23Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at zł66.19. The fair value is estimated to be zł82.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 55% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to decline by 9.9% per annum. Earnings are also forecast to decline by 18% per annum over the same time period.
お知らせ • Feb 22Orlen Recommends Base Dividend for 2023Orlen recommend a base dividend of PLN 4.15 (EUR 0.96) per share from the 2023 net profit.
お知らせ • Feb 15Orlen S.A. Announces Executive ChangesOrlen S.A. announced that on February 6, Witold Literacki, appointed by the Minister of State Assets to Orlen's management board, was appointed by the supervisory board as acting CEO of the company. The supervisory board also decided to delegate three members of the supervisory board as of February 7: Kazimierz Mordaszewski, Tomasz Sojka and Tomasz Zielinski to temporarily act as members of the management board.
お知らせ • Feb 07Orlen Announces Board ChangesOrlen's shareholders appointed the members of the supervisory board at extraordinary general meeting. On the recommendation of the State Treasury, the members chosen are the following: Michal Gajdus, Ewa Gasiorek, Katarzyna Lobos, Kazimierz Mordaszewski, Mikolaj Pietrzak, Wojciech Popiolek, Ireneusz Sitarski, Tomasz Sojka and Tomasz Zielinski. Jan Wozniak, proposed by Nationale-Nederlanden OFE, has not been appointed to the board. The general meeting set the number of members of the new supervisory board at 10, but shareholders appointed only nine people.Wojciech Popiolek has become the chairman of the supervisory board. At the same time, the general meeting dismissed eight people from the existing supervisory board, headed by ex-chairman Wojciech Jasinski. Patrycja Klarecka, Jan Szewczak, Armen Artwich and Roman Rog also resigned from the board.
お知らせ • Feb 06Jan Szewczak Steps Down as Member of Orlen's Management BoardJan Szewczak stepped down from his position as a member of Orlen's management board, effective February 5, 2024. Szewczak was a member of the management board for finance.
お知らせ • Feb 05Orlen S.A. Announces Board ResignationsOrlen S.A. announced that Patrycja Klarecka and Armen Artwich have decided to step down as members of Orlen's management board, with immediate effect (till the end of the day). On Michal Rog also resigned as a member of the company's management board, effective, February 5, 2024.
お知らせ • Feb 02Orlen Group Dismisses CEO, Daniel Obajtek Effective February 5, 2024Orlen Group's supervisory board dismissed CEO Daniel Obajtek from the management board with effect from the end of the day February 5, 2024. The company announced that the company's supervisory board, after reviewing the letter of the President of Orlen's management board, Mr. Daniel Obajtek, where he declared that +he placed himself at the disposal of the company's supervisory board in the scope of the performed function+, decided to dismiss Mr. Daniel Obajtek from the Orlen's management board with effect from the end of the day, February, 5th 2024.
お知らせ • Dec 15Poland's Minister of State Assets Dismisses Janina Goss from Supervisory Board of OrlenPoland's Minister of State Assets, on behalf of the State Treasury shareholder, dismissed Janina Goss from Orlen's supervisory board, the company said in a market filing.
お知らせ • Dec 14Daniel Obajtek is Expected to Resign as Orlen Group's CEOPoland's Minister of State Assets, Borys Budka, expects the swift resignation of Daniel Obajtek as CEO of listed energy concern Orlen, the minister said at the briefing.
お知らせ • Nov 23+ 4 more updatesOrlen S.A. to Report Q1, 2024 Results on May 23, 2024Orlen S.A. announced that they will report Q1, 2024 results on May 23, 2024
お知らせ • Nov 15Orlen Reportedly in Advanced Talks to Buy Kuwait Foreign Petroleum's Norwegian AssetsPolish state-controlled oil and gas group Orlen S.A. (WSE:PKN) is in advanced talks to buy Kuwait Foreign Petroleum Exploration Company K.S.C.’s (KUFPEC) stakes in assets on the Norwegian continental shelf, four sources familiar with the process said. Operating under the name of PGNiG Upstream in Norway, Orlen has been prioritising gas assets to fill up a new pipeline carrying Norwegian gas to Poland via Denmark. PGNiG Upstream has a 14.02% stake in Norway's second largest gas field, Ormen Lange, which is operated by Shell plc (LSE:SHEL). KUFPEC hired Scotiabank (The Bank of Nova Scotia (TSX:BNS)) earlier this year to manage the sale process for its Norwegian assets as part of its focus on newer exploration and production hubs. The sale was expected to raise $300 million, sources told Reuters in May. Orlen said on November 14, 2023 that it is constantly monitoring foreign markets in search of acquisition opportunities that match with assets already held, but declined to confirm the talks on KUFPEC's assets. "All decisions regarding possible investments or capital involvement are made in accordance with corporate governance and communicated primarily through the group's official communication channels," the company said in response to Reuters questions. KUFPEC was not immediately available for comment.
お知らせ • Oct 21ORLEN Announces the Resignation of Michal Klimaszewski as Supervisory Board Member, Effective October 31, 2023On 20 October 2023 Mr. Michal Klimaszewski submitted a resignation with the effect from the end of 31 October 2023 from the position of ORLEN Supervisory Board Member.
お知らせ • Oct 14Orlen S.A. (WSE:PKN) acquired Ujazd, Dobrzyca, and Dominowo wind farms in Poland from EDP RENEWABLES Polska Sp. z o.o.Orlen S.A. (WSE:PKN) acquired Ujazd, Dobrzyca, and Dominowo wind farms in Poland from EDP RENEWABLES Polska Sp. z o.o. on October 12, 2023. The wind farms have a total capacity of more than 140 MW. Orlen S.A. (WSE:PKN) completed the acquisition of Ujazd, Dobrzyca, and Dominowo wind farms in Poland from EDP RENEWABLES Polska Sp. z o.o. on October 12, 2023.
お知らせ • Sep 27Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) acquired DOPPLER Energie GmbH from Doppler Beteiligungs Gmbh.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) concluded the agreement to acquire DOPPLER Energie GmbH from Doppler Beteiligungs Gmbh on July 4, 2023. The terms and conditions of the Agreement do not deviate from the terms and conditions commonly applicable to this type of agreements. The closing of the transaction will take place after fulfillment of the conditions described in the Agreement, including receiving approvals from the relevant antitrust authorities and is planned for the turn of 2023 and 2024.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) completed the acquisition of DOPPLER Energie GmbH from Doppler Beteiligungs Gmbh on September 26, 2023.
お知らせ • Sep 19Orlen S.A. (WSE:PKN) signed a preliminary deal to acquire a 74.11% stake in Energop Sp Z O O from Agencja Rozwoju Pomorza S.A.Orlen S.A. (WSE:PKN) signed a preliminary deal to acquire a 74.11% stake in Energop Sp Z O O from Agencja Rozwoju Pomorza S.A. on September 18, 2023. The remaining stake is controlled by the Treasury. The deal is conditional on the consent from the antitrust body UOKiK.
お知らせ • Jul 27Tauron Negotiates with OrlenTAURON Polska Energia S.A. (WSE:TPE) has started talks with the Orlen S.A. (WSE:PKN) (ORLEN Group) regarding the sale of shares in the combined heat and power plant in Stalowa Wola, and as part of the settlement, Tauron may acquire PGNiG TERMIKA Energetyka Przemyslowa S.A., a unit of Polish Oil and Gas Company (PGNiG), which in turn is a unit of the ORLEN Group. Commenting on the deal, Tauron Group's CEO Pawel Szczeszek notes that it is obvious that the group would be interested in Termika given Tauron's commitment to strengthen and develop its district heating segment in Slaskie Province.
お知らせ • Jul 06+ 1 more updatePolski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) agreed to acquire 266 Petrol Stations in Austria from Doppler Beteiligungs Gmbh.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) agreed to acquire 266 Petrol Stations in Austria from Doppler Beteiligungs Gmbh on July 4, 2023. Transaction is subject to approvals from the relevant antitrust authorities. The transaction is expected to close at the end of 2023 or the beginning of 2024.
お知らせ • Jun 09Orlen Eyes Takeover of Grupa Azoty PulawyPolski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) and Grupa Azoty S.A. (WSE:ATT) have announced that they started talks with a view to a potential acquisition of the fertiliser maker Grupa Azoty Pulawy (Grupa Azoty Zaklady Azotowe "Pulawy" S.A) by Orlen, which said that if due diligence results were positive, the deal might be finalised by the end of 2023. Commenting on the matter, PKN Orlen's CEO Daniel Obajtek stressed that Orlen had by far greater capacity to stabilise the situation on the fertiliser market and that it also had a track record in such segments as gas trade and petrochemicals. "We count on synergies between Grupa Azoty Pulawy and Orlen on many levels," he added. Meanwhile, Grupa Azoty's CEO Tomasz Hinc noted that he hoped that the talks would be constructive and successful.
お知らせ • May 27Polski Koncern Naftowy ORLEN Spólka Akcyjna, Annual General Meeting, Jun 21, 2023Polski Koncern Naftowy ORLEN Spólka Akcyjna, Annual General Meeting, Jun 21, 2023, at 10:00 Central European Standard Time.
Reported Earnings • May 27First quarter 2023 earnings released: EPS: zł7.76 (vs zł6.48 in 1Q 2022)First quarter 2023 results: EPS: zł7.76 (up from zł6.48 in 1Q 2022). Revenue: zł110.3b (up 143% from 1Q 2022). Net income: zł9.01b (up 225% from 1Q 2022). Profit margin: 8.2% (up from 6.1% in 1Q 2022). Revenue is expected to fall by 11% p.a. on average during the next 3 years compared to a 1.9% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 78%After last week's 78% share price gain to zł109, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł80.05 per share.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 85%After last week's 85% share price gain to zł109, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł80.95 per share.
お知らせ • Feb 16PKN Orlen Fuels Discovers New 500 MCM Nat Gas DepositPKN Orlen discovered a new 500 mcm natural gas deposit in Lubelskie region.
お知らせ • Jan 27Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) acquired PGNiG Energia SA. Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) acquired PGNiG Energia SA on January 25, 2023. Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) completed the acquisition of PGNiG Energia SA on January 25, 2023.
お知らせ • Jan 20Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) agreed to acquire 17 service stations in Bavaria and Baden-Württemberg.Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE:PKN) agreed to acquire 17 service stations in Bavaria and Baden-Württemberg on January 19, 2023. The transaction will be funded with proceeds from the sale of part of LOTOS service stations. The rebranding process will be completed within three months of the acquisition. The acquisition is expected to close by the end of February after the Group obtains clearance from the German antitrust authority and other approvals.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improved over the past weekAfter last week's 68% share price gain to zł109, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł139 per share.
お知らせ • Dec 15Polski Koncern Naftowy ORLEN Spólka Akcyjna to Report Q3, 2023 Results on Nov 09, 2023Polski Koncern Naftowy ORLEN Spólka Akcyjna announced that they will report Q3, 2023 results on Nov 09, 2023
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 60% share price gain to zł109, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 45% over the past three years.
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł20.24 (vs zł6.80 in 3Q 2021)Third quarter 2022 results: EPS: zł20.24 (up from zł6.80 in 3Q 2021). Revenue: zł73.0b (up 100% from 3Q 2021). Net income: zł12.7b (up 336% from 3Q 2021). Profit margin: 17% (up from 8.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 5.6% p.a. on average during the next 3 years compared to a 6.9% decline forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment improved over the past weekAfter last week's 74% share price gain to zł109, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 4x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 19% over the past three years.
Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: zł8.44 (vs zł5.20 in 2Q 2021)Second quarter 2022 results: EPS: zł8.44 (up from zł5.20 in 2Q 2021). Revenue: zł57.8b (up 97% from 2Q 2021). Net income: zł3.61b (up 62% from 2Q 2021). Profit margin: 6.2% (down from 7.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 19% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 44% per year.
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improved over the past weekAfter last week's 64% share price gain to zł109, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 2x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 9.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł134 per share.
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: zł26.00 (vs zł6.44 in FY 2020)Full year 2021 results: EPS: zł26.00 (up from zł6.44 in FY 2020). Revenue: zł131.3b (up 52% from FY 2020). Net income: zł11.1b (up 304% from FY 2020). Profit margin: 8.5% (up from 3.2% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 40% growth forecast for the oil industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improved over the past weekAfter last week's 44% share price gain to zł109, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Oil and Gas industry in the United Kingdom. Total returns to shareholders of 6.3% over the past three years.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS zł6.80 (vs zł1.54 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł36.4b (up 52% from 3Q 2020). Net income: zł2.91b (up 341% from 3Q 2020). Profit margin: 8.0% (up from 2.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • May 28Pkn Orlen S.A. Announces Dividend, Payable on 5 August 2021PKN ORLEN S.A. announced that the Ordinary General Meeting as of 27 May 2021, having previously examined the motion of the Management Board and the Supervisory Board's endorsement, decided to allocate of the amount of PLN 1 496 981 713,50 for dividend payment (PLN 3,50 per share). 22 July 2021 as the dividend day and 5 August 2021 as the dividend payment date.
お知らせ • May 01Polski Koncern Naftowy Orlen Spólka Akcyjna Announces Dividend PaymentPolski Koncern Naftowy ORLEN Spólka Akcyjna announced solid dividend at PLN 3.5 per share.