LPP stock rose 1.06 percent after a strong profit beat.

LPP stock (ISIN PLLPP0000011) was last at PLN 24,900.00 on the Warsaw Stock Exchange on September 25, 2026, up 1.06 percent. The latest earnings catalyst was a second-quarter profit beat, with Reuters reporting the figures on September 17, 2026.

Profit beat consensus

LPP reported second-quarter net income of PLN 768 million, up 64 percent from the prior-year period. Revenue reached PLN 6.58 billion, an 18 percent year-over-year increase, according to WBJ on September 18, 2026.

The result exceeded PLN 684.1 million consensus, while EBITDA climbed 46 percent to PLN 1.74 billion and operating profit rose 64 percent to PLN 1.13 billion. The half-year picture was also stronger, with net income at PLN 1.24 billion, up 55.6 percent from the comparable period.

Margin guidance reaches 57.0 percent

LPP expects a 2026 gross margin of 56.5 percent to 57.0 percent and plans to expand selling space by 15 percent, with Sinsay as the main growth engine. Reuters said the company expects revenue of PLN 30 billion to PLN 31 billion in 2027, alongside a gross margin of 55.0 percent to 56.0 percent.

The company had scheduled publication of its first-half report and presentation for September 17, 2026, after the trading session, according to LPP. The combination of revenue growth and margin expansion makes profitability the key variable behind the stock's recent strength.

Analyst downgrade tempers signal

The earnings beat did not produce a uniform analyst view. Fintel reported that IPOPEMA Securities downgraded LPP from Buy to Hold on September 21, 2026.

Fintel also reported a mean consensus target of PLN 24,914.61 as of September 15, 2026, compared with PLN 24,967.65 on August 29, 2026. That revision of 0.21 percent lower contrasts with the operating figures, leaving valuation and execution of the Sinsay rollout as the main counterweights to the profit story.

The WSE quote reaches PLN 24,900.00

LPP stock was last at PLN 24,900.00 on the Warsaw Stock Exchange on September 25, 2026, with a daily gain of 1.06 percent. LPP is a constituent of the WIG20 index and the MSCI Poland Index.

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