Waberer's stock reports 11.8 percent Q2 revenue growth

Waberer's stock delivered a mixed signal on October 6, 2026, closing at HUF 4,320 on the Budapest Stock Exchange while the logistics group reported EUR 227 million in second-quarter revenue. The quarterly figure was 11.8 percent higher than in the same period of 2025, giving investors a stronger operating reference as ownership expectations change.

Revenue growth sets the tone

According to Vilaggazdasag on September 11, 2026, consolidated revenue reached EUR 227 million in Q2 2026, an 11.8 percent year-over-year increase. EBIT came to EUR 15.5 million, which was 40 percent above the first-quarter result.

The comparison matters because the company combines transport, logistics infrastructure and insurance activities. Revenue growth and the sequential EBIT improvement point to operating resilience, although the latest market price still sits below the HUF 6,800 fair value cited by management as the level used in analyst assessments.

MOL transaction changes ownership picture

According to Economx on October 1, 2026, MOL terminated the planned share transaction involving Alteo and Waberer's after the required regulatory approvals were not obtained by the contractual deadline. The proposed exchange would have transferred MOL's 15 percent stake in Waberer's to the Fenix private equity fund.

The planned deal involved 2,654,061 Waberer's shares and was structured as a share exchange rather than a cash transaction. Its termination removes the expected ownership change from the near-term setup, leaving the Q2 operating figures as the clearest company-specific performance marker.

Stock holds above HUF 4,000

Waberer's shares closed at HUF 4,320 on October 6, 2026, gaining 0.47 percent on the session. The company's market capitalization was HUF 76.1 billion on the same date, while the 2026 Q2 figures showed revenue growth of 11.8 percent and sequential EBIT growth of 40 percent.

For investors, the key tension is visible in the gap between improving quarterly earnings and the ownership uncertainty created by the canceled MOL transaction. The next valuation debate will depend on whether the 11.8 percent revenue increase and EUR 15.5 million Q2 EBIT can support further expansion across the group's regional logistics and insurance businesses.

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