Orlen S.A./zł PKN

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About Orlen S.A.

Orlen S.A. is a prominent Polish oil and gas company operating in the energy sector. It is primarily involved in the exploration, extraction, refining, and retail of crude oil and natural gas. The company offers a range of products including fuels, petrochemicals, and energy generation services. Established in 1999 from the merger of Petrochemia Płock and CPN, Orlen has its headquarters in Płock, Poland. It has expanded its operations beyond Poland, with a notable presence in Central Europe, including the Czech Republic, Germany, and Lithuania. Orlen's strategic strengths lie in its integrated business model and significant refining capacity, supported by its investments in modernization and sustainability efforts.
Ticker
zł PKN
Sector
Energy
Primary listing
WSE
Employees
66,226
Headquarters
Plock, Poland

Orlen S.A. Metrics

BasicAdvanced
zł 189B
14.69
zł 10.94
0.41
zł 8.00
4.98%

Bulls say / Bears say

Orlen's first-quarter adjusted core profit (EBITDA LIFO) rose 22.8% year-on-year, exceeding analysts’ estimates as strong downstream margins from the Middle East conflict and winter demand bolstered earnings. (Reuters)
Orlen's second-quarter adjusted core profit (EBITDA LIFO) of 13.9 billion zlotys topped the 13.3 billion zlotys analyst consensus, driven by widening refining and petrochemical margins. (Reuters)
The company’s energy segment EBITDA rose 36% year-on-year to 3.45 billion zlotys in Q2, supported by higher electricity and gas distribution volumes, favorable hedging transactions, and lower coal and fuel costs. (Reuters)
Government-imposed caps on pump prices, in effect from March 31 to June, weighed on Orlen’s retail fuel margins, constraining unit profitability in its core retail business. (Reuters)
The Polish government will adopt a draft law to tax windfall profits generated by oil and gas companies affected by surging margins due to the Middle East war, potentially reducing Orlen’s net margins significantly. (Reuters)
Orlen may be liable for approximately $290 million after an arbitration tribunal ruled in favor of Gazprom’s retroactive pricing claim on past gas supplies to Poland. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 22 Aug 2026.

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