Q3 2025 Orlen SA Earnings Call Transcript

Nov 20, 2025 / 08:30 AM GMT

Release Date Price: $27.77

Transcript

Key Points

Positve

Orlen SA (PSKOF) reported a record-breaking period with its stock market value doubling and significant investments in offshore wind farms.
The company achieved a solid EBITDA of nearly 9 billion PLN, with contributions from all business segments, indicating stability.
Orlen SA (PSKOF) became the seventh largest company on the Norwegian continental shelf in terms of gas production, valued at $2.5 billion.
The company launched an HVO installation at Plock, boosting biofuel production and aligning with European regulations for sustainable aviation fuel.
Orlen SA (PSKOF) reported record-breaking sales in four major markets, with a notable performance in the competitive Czech Republic market.

Negative

The company faced challenges with supply and installation services for its offshore wind projects, impacting project timelines.
Petrochemical sales experienced a 16% decline due to the inflow of raw materials from other parts of the world.
Orlen SA (PSKOF) did not meet its CAPEX target for the year, with a shortfall of approximately PLN 2 billion due to lower spending in upstream projects.
The company anticipates lower production capacities in the fourth quarter due to maintenance shutdowns, particularly affecting Mozejki and Czech Republic operations.
Petrochemical margins are expected to remain under pressure, with lower margins anticipated in the upcoming quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PKN.WA - Orlen SA
Q3 2025 Orlen SA Earnings Call
Nov 20, 2025 / 08:30AM GMT

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Presentation
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Unidentified Company Representative, [1]
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Good morning ladies and gentlemen, and welcome to the earnings call which was devoted to discussion of operational and financial performance of Orlen Group after the third quarter and the nine months of 2025. The period closed on September 30. Today's speakers will include the notion of Fafara, CEO, and Slawomir CFO.

However, before I give the floor over to our speakers. We have a short video for you.

(video starts)

It's a record breaking period at Orlen. Today, this year, we can tell you that today our stock market value has doubled. We have been involved in record high investments. Never in history throughout the three quarters of the year, Orlan has spent so much our spending fuels. Polish economy and is

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