Asseco Poland SA (GB:0LQG)
LSE:0LQG
Earnings Data
Report Date
May 27, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
2Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call presented a decidedly positive operational and financial picture: record net profit, double‑digit revenue growth across all segments, strong cash balances and robust cash conversion, successful M&A activity (including a value‑realizing Sapiens sale) and a generous dividend proposal. The primary negatives were mostly one‑off (transaction taxes, M&A write‑offs), the structural effect of the Sapiens disposal on 2026 top‑line and some regional/customer risks (Turkey/India), plus underdeveloped cybersecurity/defense businesses and shareholder governance friction. Management framed the challenges as known, actionable items and emphasized selective M&A, strong organic growth and investments in AI and talent.Company Guidance
Record Net Profit and Strong Earnings
Reported net profit of PLN 1.139 billion (record year); management noted ~119% growth in net profit. Non-IFRS net profit of PLN 742 million (CAGR best of past 5 years, ~9% up).
Revenue and Operating Profit Growth
Group revenue nearly PLN 16.78 billion, up 12% year-on-year. Operating profit exceeded PLN 1.6 billion, up 11% YoY.
Broad-Based 12% Segment Growth
All three operating segments grew ~12% YoY. Formula Group ~60% of revenue (nearly PLN 10 billion); Asseco International ~27% (PLN 4.6 billion); Asseco Poland ~PLN 2.3 billion.
Strong Non‑IFRS Margins and EBITDA
Non-IFRS EBITDA ~PLN 2.5 billion (up ~8%) and Non-IFRS EBIT >PLN 2 billion (up ~9%). Non-IFRS operating profit and EBITDA improved YoY despite one-off items.
Healthy Cash Position and Cash Conversion
Cash on group accounts >PLN 7 billion. Strong cash conversion reported (examples: Asseco Poland ~124%, Asseco International ~109%, Formula Systems ~128%); overall robust free cash flow enabling shareholder returns.
Proposed Dividend and Shareholder Return
Board proposed dividend of PLN 1.051 billion (PLN 13.05 per share), reflecting strong cash position and proceeds from treasury share sale.
Successful M&A and Portfolio Actions
13 acquisitions closed in the year; major transactions include Sapiens sale (realized gain shown as discontinued operations ~PLN 500 million), Matrix–Magic merger forming a top Israeli IT player, and Michpal IPO in Israel.
Organic Growth and Backlog Improvement
Organic sales contribution and improved backlog: organic sales translated into ~PLN 300 million additional Non-IFRS operating profit. Backlog growth across segments (proportional backlog growth examples: Asseco Poland ~16%, Asseco International ~10%, Formula Systems ~14%).
Sectoral Strengths and Product Growth
Public institutions solutions represent ~25% of revenue and grew ~15% YoY. Banking solutions ~PLN 4.7 billion (≈+8% YoY). ERP solutions (Asseco International) >PLN 1 billion revenue (+8%), Formula ERP +14%.
Human Capital and Talent Pipeline
More than 30,000 people across 50+ countries; average seniority ~12 years; strong recruitment interest with >8,000 internship applicants in 2025 — management highlights this as a competitive advantage for AI and sector knowledge.
GB:0LQG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0LQG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 31, 2026 | zł85.00 | zł85.00 | 0.00% |
Dec 01, 2025 | zł85.00 | zł85.00 | 0.00% |
Aug 27, 2025 | zł153.40 | zł153.40 | 0.00% |
May 27, 2025 | zł153.40 | zł153.40 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Asseco Poland SA (GB:0LQG) report earnings?
Asseco Poland SA (GB:0LQG) is schdueled to report earning on May 27, 2026, TBA (Confirmed).
What is Asseco Poland SA (GB:0LQG) earnings time?
Asseco Poland SA (GB:0LQG) earnings time is at May 27, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Asseco Poland SA stock?
The P/E ratio of Asseco Poland SA is N/A.
What is GB:0LQG EPS forecast?
Currently, no data Available