Asseco Poland SA (ASOZF)
OTHER OTC:ASOZF
Earnings Data
Report Date
Mar 31, 2026TBA (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.59Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a clearly positive operational and financial picture: double-digit revenue growth, stronger operating and net profit expansion, healthy backlog and cash generation, active M&A and segment-level momentum (public sector, ERP, Matrix). Headwinds include notable FX effects, several one-offs and write-offs (NextBank, an India/Dubai acquisition), the reclassification/loss of control of Sapiens (with some timing and allocation uncertainty), and a few segmental liquidity pockets. On balance, the positive growth, improved profitability, backlog strength and cash conversion materially outweigh the negatives, which appear manageable or one-time in nature.Company Guidance
Strong Group Revenue Growth
Total revenues grew 11% year-over-year to about PLN 12.3 billion (PLN 12.255 billion reported), driven by organic growth and acquisitions.
Improving Profitability and Net Income
Non-IFRS operating profit rose ~18% to PLN 1.4 billion, and non-IFRS net profit increased ~29% to PLN 516 million; non-IFRS margin is reported close to 12%.
Segment Revenue Performance
Asseco Poland grew ~14% (highest growth among segments); Asseco International +12% (around PLN 3.3 billion); Formula Systems +11% reaching ~PLN 7.3 billion (Sapiens excluded).
Strong End-Market Dynamics
Public administration solutions grew ~16% to nearly PLN 3 billion (c.25% of group revenue); finance solutions grew ~8% to ~PLN 2.8 billion; other IT solutions grew ~12% to >PLN 2.2 billion.
ERP and Proprietary Software Momentum
ERP revenues show a CAGR of ~8.6%; Asseco International ERP revenues > PLN 700 million (+4%), Formula Systems ERP +14% (~PLN 450 million); proprietary software and services grew ~12% (proportional recognition).
Backlog and Cash Generation
Order backlog for proprietary software and services > PLN 12 billion (group backlog +13%; Asseco Poland backlog +14%). Proportional cash conversion ratio strong (~112% group; Asseco Poland ~115%), and LTM cash generation described as very satisfying.
M&A and Portfolio Activity
Nine acquisitions completed (Poland 2, Slovakia 1, Czechia 1, Israel 3, Spain 1, Egypt 1); Michpal Group IPO (Tel Aviv) and continued integration/merger activities (e.g., Matrix, Magic) with record quarters reported for Matrix IT.
Parent Company Improvement
Asseco Poland (parent) showed notable profitability improvement: parent company net profit and operating profit increased materially (parent net profit noted at PLN 272 million vs PLN 201 million prior period).
ASOZF 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
ASOZF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Dec 01, 2025 | $52.65 | $54.55 | +3.61% |
Aug 27, 2025 | $54.02 | $52.42 | -2.96% |
May 27, 2025 | $42.49 | $45.26 | +6.51% |
Mar 27, 2025 | $40.60 | $40.07 | -1.31% |
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 (ASOZF) report earnings?
Asseco Poland SA (ASOZF) is schdueled to report earning on Mar 31, 2026, TBA (Confirmed).
What is Asseco Poland SA (ASOZF) earnings time?
Asseco Poland SA (ASOZF) earnings time is at Mar 31, 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 ASOZF EPS forecast?
Currently, no data Available