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PKN logo

Orlen S.A. Stock Price

WSE:PKN Community·zł185.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 98 Fair Values set on narratives written by author
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PKN Share Price Performance

zł159.52
78.93 (97.94%)
​
zł144.13
Fair Value
zł159.52
78.93 (97.94%)
10.7% overvalued intrinsic discount
zł144.13
Fair Value
Price zł159.52
AnalystConsensusTarget zł144.13
AnalystHighTarget zł180.00
AnalystLowTarget zł103.00
Thu, 6 Aug 26
Fair Valuezł144.13
Share Pricen/a

PKN Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value zł144.13 10.7% overvalued intrinsic discount

Analysts Maintain Orlen Price Target as Valuation Metrics Remain Stable Ahead of Shareholder Meeting

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51users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value zł180 11.4% undervalued intrinsic discount

Regulated Energy Projects And LNG Expansion Will Support A Stronger Long Term Outlook

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value zł103 54.9% overvalued intrinsic discount

Large CapEx And Refining Margin Normalization Will Pressure Long Term Earnings Outlook

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
PKN logo
Orlen
11.4% undervalued intrinsic discount

Regulated Energy Projects And LNG Expansion Will Support A Stronger Long Term Outlook

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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PKN logo
Orlen
10.7% overvalued intrinsic discount

Analysts Maintain Orlen Price Target as Valuation Metrics Remain Stable Ahead of Shareholder Meeting

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 6 Aug
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PKN logo
Orlen
54.9% overvalued intrinsic discount

Large CapEx And Refining Margin Normalization Will Pressure Long Term Earnings Outlook

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AN
AnalystLowTarget
AnalystLowTarget
Updated 20 Aug
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Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
PKN logo

PKN: Higher Margins And Lower P/E Will Support Stronger Future Earnings Profile

Fair Value: zł180 11.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
PKN logo

PKN: Higher P/E Assumptions Will Likely Expose Overvaluation Risk

Fair Value: zł103 54.9% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
PKN logo

PKN: Future Returns Will Balance Firmer Margins With Softer Revenue Declines

Fair Value: zł144.13 10.7% overvalued intrinsic discount
51 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Flawless balance sheet average dividend payer.

2 Risks
2 Rewards
View Full Analysis

Orlen S.A. Key Details

zł285.6b

Revenue

zł223.8b

Cost of Revenue

zł61.8b

Gross Profit

zł49.1b

Other Expenses

zł12.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 19, 2026
10.94
21.64%
4.45%
18.3%
View Full Analysis

About PKN

Founded
1999
Employees
66226
CEO
Ireneusz Fafara
WebsiteView website
www.orlen.pl

Orlen S.A. operates in refining, petrochemical, energy, retail, gas, and upstream business. It engages in the processing and wholesale of refinery products, such as crude oil; production and sale of fuel, oil, chemicals, and petrochemicals, as well as provision of supporting services; production, distribution, and sale of electricity and heat from conventional and renewable energy sources comprising solar photovoltaics, as well as natural gas; trading of electricity; exploration and extraction of mineral resources; exploration, production, and import of natural gas; and trading and storage of gas and liquid gas. The company is also involved in the exploration, recognition, and extraction of hydrocarbons; fuel station activities; and provision of transportation, maintenance and overhaul, laboratory, security, design, administrative, courier, insurance, and financial services, as well as press distribution, and media activities, such as newspapers and websites. It offers petrol, diesel, LPG, and biofuels; aviation and marine fuels; heating oils; aromatics, including phenol, benzene, paraxylene, purified terephthalic acid, benzene-toulene fraction, and naphthalene concentrate; olefins; polyolefins comprising polyethylene; plastics, including polyvinyl chloride polanvil, compounds creovil, and PVC neralit; glycols; nitrogen fertilizers; and other products, such as acetone, ethylene oxide, masterbatch, advanced technical carbon black Chezacarb, caprolactam, soda lye, and sodium hypochlorite. In addition, the company provides base, car and motorbike, truck, marine, industrial, and agricultural oils, as well as paraffin and solvents; table, pickling, iodized table, feed, scrap, and industrial salt, as well as industrial salt brine and dishwasher salt granules; and bitumen. The company was formerly known as Polski Koncern Naftowy ORLEN Spólka Akcyjna and changed its name to Orlen S.A. in July 2023. The company was founded in 1999 and is headquartered in Plock, Poland.

Recent PKN News & Updates

User avatar
Narrative Update • Sep 03

PKN: Higher Margins And Lower P/E Will Support Stronger Future Earnings Profile

Analysts have nudged their fair value estimate for Orlen up from PLN 175.00 to PLN 180.00. This reflects updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples.
User avatar
Narrative Update • Aug 20

PKN: Higher P/E Assumptions Will Likely Expose Overvaluation Risk

Analysts have lifted their price target for Orlen from PLN 94 to PLN 103, citing updated assumptions for the discount rate, revenue trends, profit margins and future P/E as the key drivers of the revision. What’s in the News for Orlen Analysts adjusted their discount rate assumptions for Orlen, which directly influenced the updated price target level.

Recent updates

No updates

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