Orlen estimates PLN 2 billion windfall tax while Orlen stock costs EUR 34.26

Published on 10/07/2026 at 09:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached PLN 76.50 billion, up 0.92 percent from Q1. Orlen stock costs EUR 34.26 on October 7, 2026 after EUR 34.37, down 0.32 percent.

Orlen, PLPKN0000018, Illustration mit AI erstellt.

Orlen (ISIN PLPKN0000018) was trading at EUR 34.26 at Lang & Schwarz on October 7, 2026 at 9:34 a.m. CEST, down 0.32 percent versus the prior close of EUR 34.37. The latest corporate catalyst is a projected PLN 2 billion windfall tax for March through August 2026, reported by Parkiet on October 2, 2026.

Windfall tax creates a fresh cost

The estimate applies to profits from liquid-fuel sales during the period from March 2026 to March 2027, with PLN 2 billion attributed to the first six months through August. The charge is a concrete counterweight to ORLEN's latest operating performance because it relates directly to fuel activity.

Second-quarter revenue edges higher

ORLEN reported PLN 76.5 billion of revenue in the second quarter of 2026, up 0.92 percent from PLN 75.8 billion in the first quarter, based on the company releases. Net profit was PLN 7.7 billion in the second quarter, down 4.94 percent from PLN 8.1 billion in the first quarter.

The earnings mix still delivered substantial cash generation. Second-quarter operating cash flow reached PLN 15.2 billion, while capital expenditure totaled PLN 14.7 billion in the first half of 2026, according to ORLEN. Foreign markets generated 43 percent of service-station profits in the second quarter, highlighting the geographic contribution behind the result.

GPW price remains below yearly high

On the GPW, the primary-listing quote was PLN 151.68 at 9:22 a.m. CEST on October 7, 2026, up 1.15 percent from PLN 149.96. The same quote showed a 52-week range of PLN 84.85 to PLN 164.12 and market capitalization of PLN 176.1 billion, placing the primary-market price below its yearly high while the euro reference quote moved lower.

Stock trades at EUR 34.26

At Lang & Schwarz, Orlen stock was trading at EUR 34.26 on October 7, 2026 at 9:34 a.m. CEST, down 0.32 percent against the prior close of EUR 34.37. The further course of trading is shown by the continuously updated real-time quote of Orlen stock.