Tauron Polska Energia stock falls 1.55 percent on October 7

Published on 10/07/2026 at 14:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Tauron Polska Energia stock traded at PLN 9.16 on October 7, 2026, while H1 sales rose 3 percent to PLN 17,201 million. Six analysts rate it Buy.

Tauron, PLTAURN00011, Illustration mit AI erstellt.

Tauron Polska Energia stock (ISIN PLTAURN00011) was trading at PLN 9.16 on GPW on October 7, 2026, down 1.55 percent from the previous close. The utility's latest half-year figures show higher sales but lower profitability, giving investors two competing signals.

Sales rise as EBITDA falls

According to Tauron in its September 10, 2026 release, first-half 2026 sales increased 3 percent year over year to PLN 17,201 million. EBITDA reached PLN 3,697 million, down 12 percent from the comparable period, while the EBITDA margin declined to 21.4 percent from 24.4 percent.

Net income came to PLN 1,565 million in the first half of 2026, compared with PLN 2,055 million a year earlier. The company attributed the decline to higher depreciation and deferred-tax charges, while lower energy sales margins and weaker wind conditions also weighed on parts of the business.

Investment supports the transition

Tauron invested PLN 2,423 million in the first half, 6 percent more than the PLN 2,283 million invested in the comparable period. Distribution accounted for PLN 1,729 million, or 71 percent of the total, keeping the regulated network business central to the investment case.

The distribution segment served 6.08 million customers and delivered 26.71 TWh of electricity, up 3 percent year over year, according to Tauron. Group power generation reached 6.77 TWh, an increase of 24 percent from 5.47 TWh in the first half of 2025. Net debt to EBITDA stood at 1.2x at the end of June, compared with 1.5x a year earlier.

Consensus target stays above market price

Investing.com lists a Buy consensus based on 6 analysts, including 4 Buy ratings, 2 Hold ratings and 0 Sell ratings. The average 12-month target is PLN 10.695, with a high of PLN 12.9 and a low of PLN 7.87; the average target lies 16.8 percent above the PLN 9.16 intraday price.

The next scheduled company checkpoint is the publication of Tauron's third-quarter 2026 report on November 18, 2026, according to the company's investor-relations calendar. That date will test whether the investment program can offset the pressure visible in first-half margins.

Stock trades below yearly high

Tauron Polska Energia was trading at PLN 9.16 on GPW on October 7, 2026 at 1:47 p.m. CEST, with a 52-week range of PLN 8.17 to PLN 11.92. The current price is 23.15 percent below the 52-week high, while market capitalization stood at PLN 16.0 billion.