• 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

MOL Share Price Performance

Ft4,220.00
1224.00 (40.85%)
Ft4,051.78
Fair Value
Ft4,220.00
1224.00 (40.85%)
4.2% overvalued intrinsic discount
Ft4,051.78
Fair Value
Price Ft4,220.00
AnalystConsensusTarget Ft4,051.78
AnalystLowTarget Ft3,600.00
AnalystHighTarget Ft3,730.00

MOL Community Narratives

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Fair Value Ft4.05k 4.2% overvalued intrinsic discount

Refining Margins And Circular Economy Services Will Drive Stronger Long-Term Performance

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4users have followed this narrative
·
Fair Value Ft3.6k 17.2% overvalued intrinsic discount

Refinery Outage And Petrochemical Weakness Will Pressure Margins And Earnings Ahead

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·
Fair Value Ft3.73k 13.1% overvalued intrinsic discount

Refining Recovery And Circular Economy Services Will Support A Stronger Future For This Business

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Ft3.6k
17.2% overvalued intrinsic discount
Revenue
-6.62% p.a.
Profit Margin
4.19%
Future PE
15.97x
Price in 2029
Ft5.08k

Trending Discussion

No trending discussion available.

Updated Narratives

MOL logo

MOL: Offshore Exploration And Regulatory Fine Will Shape Balanced Outlook

Fair Value: Ft4.05k 4.2% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MOL logo

MOL: Offshore Exploration Deal And Pipeline Resumption Will Shape Balanced Outlook

Fair Value: Ft3.6k 17.2% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MOL logo

Refining Recovery And Circular Economy Services Will Support A Stronger Future For This Business

Fair Value: Ft3.73k 13.1% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet, good value and pays a dividend.

3 Risks
2 Rewards

MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság Key Details

Ft8.5t

Revenue

Ft6.4t

Cost of Revenue

Ft2.1t

Gross Profit

Ft1.9t

Other Expenses

Ft184.6b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 07, 2026
289.63
24.68%
2.16%
27.6%
View Full Analysis

About MOL

Founded
1991
Employees
24744
CEO
Zsolt Hernadi
WebsiteView website
www.molgroup.info

MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság, together with its subsidiaries, operates as an integrated oil and gas company in Hungary and internationally. The company offers MOL EVO fuel products; operates convenience store under the Fresh Corner brand; and provides e-charging solutions. It also provides lubricants and autochemicals; gasoline, diesel, heating oil, and bunker diesel; JET A-1 aviation fuel; liquefied petroleum gas, including butanes, propane-butane mix, autogas, propane; petrochemicals; black products, such as bitumen, HFO, petrolcoke, and liquid sulphur, as well as other crude processing/petchem residues, including fcc residue, c9+, and pyrooil; and base oil, waxes, and finished lubricants. In addition, the company is involved in the provision of retail services, which operates service stations under the MOL, Slovnaft, INA, Tifon, and Energopetrol brands; mobility solutions comprising e-mobility, car sharing, bike sharing, fleet management services; oilfield chemicals and technologies business; and oilfield services, such as drilling, workover, pressure pumping, cementing and stimulation, coiled tubing and nitrogen, tubular handling, well test, slickline, wireline mud logging, and seismic data processing service lines. Further, it engages in the provision of digital factory services, including data science, master data management, loyalty, customer relationship management, campaign management, API integration, omnichannel and payment; and natural gas transmission business. Additionally, the company produces, supplies, and treats water; fire and ambulance services; investment management; engineering activity and consultancy; hydrocarbon exploration; trading of oil products; financial services; exploration financing; private security; accounting; bookkeeping and auditing; tax consultancy; and computer facilities management activities. The company was incorporated in 1991 and is headquartered in Budapest, Hungary.

Recent MOL News & Updates

Narrative Update Jul 10

MOL: Offshore Exploration And Regulatory Fine Will Shape Balanced Outlook

Analysts have lifted their price target for MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság from HUF 3,230.56 to HUF 4,051.78, citing updated assumptions on discount rates, revenue trends, profit margins, and future P/E levels. What’s in the News for MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság The National Bank of Hungary issued a resolution warning MOL to comply with extraordinary disclosure obligations and imposed a supervisory fine of HUF 43 million, with a public announcement to be published on the MNB website (source: capital markets notification, June 22–23, 2026).
Narrative Update Jun 26

MOL: Offshore Exploration Deal And Pipeline Resumption Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság from HUF2,382.04 to HUF3,600.00, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher future P/E multiple. What’s in the News for MOL Magyar Olaj- és Gázipari Nyilvánosan Muködo Részvénytársaság MOL Group signed a production sharing agreement for an offshore exploration area in the Mediterranean Sea with joint venture partners Repsol and Türkiye Petrolleri A.

Recent updates

No updates

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