Asseco Poland


H1 25 results above consensus: Likely record dividend for 2025.

05/09/25 -"In H1 25, Asseco Poland’s results were 1-10.6% above PAP consensus on EBITDA, EBIT, and net income level. The backlog on a like-for-like basis is 10% above last year. During the results call, ..."

Pages
49
Language
English
Published on
05/09/25
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05/09/25
In H1 25, Asseco Poland’s results were 1-10.6% above PAP consensus on EBITDA, EBIT, and net income level. The backlog on a like-for-like basis is 10% ...

05/09/25
Waiting for the public sector headwind to dissolve

03/09/25
Well on track to achieve the full-year targets post 9M24/25

28/08/25
2Q25 first take: An adjusted EBITDA beat – Full-year targets updated for Crayon

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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