Orlen flags PLN 1.6 billion impairment while Orlen stock costs EUR 34.87

Published on 10/26/2026 at 10:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

ORLEN expects PLN 1.6 billion in third-quarter impairments. Orlen stock costs EUR 34.87 on October 26, 2026 ahead of November 5 results.

Impairment and reporting timeline

ORLEN anticipated PLN 1.6 billion in third-quarter impairment charges on October 22, 2026.
Second-quarter revenue reached PLN 76.5 billion in 2026.
Orlen stock traded at EUR 34.87 at 10:07 a.m. CEST at Lang & Schwarz on October 26, 2026.

Orlen, PLPKN0000018, Illustration mit AI erstellt.

Orlen (ISIN PLPKN0000018) was trading at EUR 34.87 at Lang & Schwarz at 10:07 a.m. CEST on October 26, 2026. The energy group had anticipated PLN 1.6 billion in impairment charges for the third quarter of 2026 in a regulatory announcement dated October 22, 2026, according to Bankier.pl.

Why the impairment matters

The charges are expected to affect the consolidated third-quarter accounts, with the main Downstream portion tied to the New Chemistry project. The announcement describes the impairment charges as non-cash, while a PLN 0.8 billion reversal in Upstream and Supply partly offsets a PLN 0.8 billion charge in Energy, according to Bankier.pl.

What do operating figures show?

Estimated third-quarter operating data point to mixed trends. Crude oil throughput reached 10.083 million tons, down 1 percent from the third quarter of 2025 but up 10 percent from the second quarter of 2026. Electricity production rose 9 percent year over year to 4.0 TWh, while natural gas production fell 7 percent to 21.6 TWh, according to Bankier.pl.

Three steps into November

On August 6, 2026, ORLEN reported second-quarter revenue of PLN 76.5 billion and LIFO-based EBITDA of PLN 13.9 billion, according to ORLEN. On October 7, 2026, the company said all Baltic Power turbines had been installed, with the project expected to generate enough electricity for more than 1.5 million households, according to the same ORLEN release. On October 22, 2026, ORLEN anticipated PLN 1.6 billion in third-quarter impairment charges, according to Bankier.pl.

What comes next for results?

The next reporting date is November 5, 2026. The date is listed in the current Orlen market agenda by MarketScreener, when investors can compare the estimates with the final consolidated accounts.

Orlen stock price on October 26

The impairment announcement puts the upcoming results in focus, while the operating data show stronger electricity production alongside lower hydrocarbon output. Orlen stock was trading at EUR 34.87 at Lang & Schwarz on October 26, 2026 at 10:07 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Orlen stock.