Pepco raised profit guidance: Pepco Group stock gains 2.30 percent

Published on 10/09/2026 at 12:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Profit growth rose above 60 percent from above 50 percent on September 29, 2026. Pepco Group stock costs EUR 10.25, plus 2.30 percent versus EUR 10.02.

Key points in brief

Pepco raised FY26 underlying net earnings growth guidance above 60 percent from above 50 percent on September 29, 2026.
Q4 constant-currency revenue growth reached 15.60 percent, while like-for-like growth excluding FMCG reached 9.50 percent.
Pepco Group stock was trading at EUR 10.25 at Lang & Schwarz on October 9, 2026, up 2.30 percent versus EUR 10.02.
FY26 preliminary results are scheduled for December 9, 2026, with Q1 FY27 trading results due on January 14, 2027.

Pepco Group, NL0015000AU7, Illustration mit AI erstellt.

Pepco Group (ISIN NL0015000AU7) was trading at EUR 10.25 at Lang & Schwarz on October 9, 2026, up 2.30 percent versus the prior close of EUR 10.02. On September 29, 2026, Reuters reported that Pepco had raised FY26 underlying net earnings growth guidance above 60 percent from above 50 percent.

Three milestones, stronger cash returns

On June 3, 2026, Pepco agreed to sell 100 percent of its Dealz shares for nominal consideration of GBP 1, according to the StockAnalysis transcript. On August 17, 2026, the company completed a EUR 400 million tender buyback, acquiring 36,462,201 shares at PLN 47.52 per share, per Pepco Group.

The September 29, 2026 update added a new multi-year buyback program worth up to EUR 400 million. It also put FY26 unlevered free cash flow above EUR 350 million, compared with previous guidance of EUR 300 million, while planned capital expenditure stood at EUR 150 million.

What does the outlook mean for margins?

Pepco expects FY26 revenue to exceed EUR 4.5 billion, implying constant-currency growth of 8.00 percent at the top of its 6.00 to 8.00 percent guidance range. Fourth-quarter constant-currency revenue growth reached 15.60 percent through September 20, 2026, and like-for-like revenue growth excluding FMCG reached 9.50 percent, ahead of 5.40 percent in the third quarter, according to Pepco Group.

FY26 gross margin is expected at 51.00 percent versus 49.20 percent on the restated FY25 basis. The comparison shows that sourcing efficiencies, a more favorable product mix after the FMCG exit and foreign-exchange tailwinds are carrying more of the earnings improvement than revenue growth alone.

Results dates set for December

Pepco's FY26 preliminary results are scheduled for December 9, 2026, followed by the Q1 FY27 trading update on January 14, 2027, according to Pepco Group. The company also lists a Capital Markets Day in Warsaw for March 9, 2027, giving investors a later date for updated medium-term guidance.

Stock rises as earnings expectations improve

On the Warsaw Stock Exchange, PCO.WA was last at PLN 44.92 on October 9, 2026 at 11:42 a.m. CEST, while its 52-week range was PLN 23.62 to PLN 47.31. The market capitalization was PLN 25.5 billion as of October 9, 2026.

At Lang & Schwarz, Pepco Group was trading at EUR 10.25 on October 9, 2026 at 2:00 p.m. CEST, plus 2.30 percent versus the EUR 10.02 prior close. The further course of trading is shown by the continuously updated real-time quote of Pepco Group stock.