Orlen flags PLN 1.6 billion impairment in update on Orlen stock

Published on 10/27/2026 at 10:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Orlen disclosed PLN 1.6 billion of estimated impairments for third-quarter 2026. Orlen stock costs EUR 34.90 during trading on October 27, 2026.

Estimated third-quarter charges

ORLEN disclosed PLN 1.6 billion of estimated impairments on October 22, 2026.
Refinery processing reached 10,083 thousand tons in the third quarter of 2026.
Orlen stock traded at EUR 34.90 at 10:36 a.m. CEST at Lang & Schwarz on October 27, 2026.

Orlen, PLPKN0000018, Illustration mit AI erstellt.

Orlen stock (ISIN PLPKN0000018) was trading at EUR 34.90 at Lang & Schwarz on October 27, 2026 at 10:36 a.m. CEST. On October 22, 2026, ORLEN reported estimated third-quarter operating data and a planned PLN 1.6 billion impairment charge in a report carried by Stockwatch.

Three dates shape the story

On October 7, 2026, ORLEN reported that all 76 Baltic Power turbines had been installed, according to MarketScreener. On October 15, 2026, a report said Orlen was due to receive at least four Saudi crude cargoes during October. On October 22, 2026, the company disclosed the estimated impairment and third-quarter operating figures through Stockwatch.

What does the impairment mean?

The charge is non-cash and is expected to affect the Downstream segment by PLN 1.6 billion and the Energy segment by PLN 0.8 billion. ORLEN also expects an PLN 0.8 billion reversal in Upstream and Supply, while the report said the final figures may change after the audit.

Operational data showed a mixed picture. Refinery processing reached 10,083 thousand tons in the third quarter of 2026, up 10 percent from the second quarter but down 1 percent from the third quarter of 2025. Refinery sales reached 7,992 thousand tons, up 9 percent quarter over quarter but down 5 percent year over year. Electricity production rose to 4.0 TWh, up 9 percent year over year, while gas imports into Poland fell to 39.4 TWh, down 27 percent year over year, according to Investing.com.

When are the final results due?

ORLEN plans to publish its consolidated third-quarter 2026 financial statements on November 5, 2026, according to the current report. That release will determine how the estimated impairment affects reported earnings and whether the operating trends hold in the audited figures.

Stock trades during the session

The EUR 34.90 Lang & Schwarz price gives investors a live German-market reference while the company prepares its November 5 report. The data show an intraday quote rather than a closing price.

Orlen stock was trading at EUR 34.90 at Lang & Schwarz on October 27, 2026 at 10:36 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Orlen stock.