ASM GPW Periodic report · PAP Biznes

ASM Group SA (ASM) · Q1 2026 results

Share price: 0.14 zł · 2026-11-10

Results Q1 2026 vs Q1 2025 · year over year · published 29 May 2026 and 22 Oct 2025

Net loss narrowed year on year. The language turned more cautious.

Only a basic analysis is available for this company at the moment.

1 · Numbers

Loss narrowed

Net income vs Q1 2025

Net income -3.1M vs -4.8M

Revenue −1.2%

2 · How the report reads

More cautious

Language tone vs last period

Report language: restrained for a company report — more cautious than in Q1 2025.

Weak signal: formal report language, not a call.

3 · What stood out Nothing unusual flagged this period.

Valuation

Reverse DCF. Free cash flow from the last full fiscal year, grown for 10 years, discounted back, plus a terminal value. “Implied growth” is the rate the current price assumes.

Valuation unavailable: free cash flow and profit were negative in the last full year and on average over the last three, so there is nothing to discount.

Current price

0.14 zł

close of 2026-11-10

P/E

16.4

today

Revenue growth, 3 years

−0.9% a year

compound annual rate (CAGR)

Official channels

The company's own website and social media accounts.

Read between the lines

No major shifts flagged this period.

Tone

How upbeat the language was, compared with other companiesiTone counts positive minus negative finance words, adjusted for length. Executives mostly speak positively, so the labels compare each call with every company's latest call: “typical” is the middle third, “very upbeat” the top tenth, “cautious” the bottom tenth.. Dot: Q1 2026. Ring: Q1 2025.

Report language Restrained (was restrained)

Restrained for a company report — more cautious than in Q1 2025. Periodic reports carry legally required risk wording, so their tone moves little and is a weak signal.

Sentences that drove the tone
“Credit risk refers to the risk of incurring a financial loss in the event of a counterparty, debtor, or financial institution failing to meet its obligations toward the Capital Group.”
“Despite maintaining revenue at a level similar to the comparative period, the net loss attributable to the shareholders of the parent entity decreased from 4,791 thousand.”
“Liquidity risk means the risk of being unable to settle financial obligations on time when they fall due.”

Full figures

PLN · PAP Biznes report (2026-05-29)

Metric Q1 2026 Q1 2025 Change
Revenue 54.0M 54.7M −1.2%
Operating income -2.7M -4.5M Loss narrowed
Net income -3.1M -4.8M Loss narrowed
P/E today 16.4 22.1 4.8 +17.3

Topics

Topics are drawn from the full report text, not management commentary.

Most discussed now

  • The management of the parent entity did not identify new significant grounds for asset impairment in the first quarter of 2026, including…
  • As of March 31, 2026, the Capital Group did not identify changes in valuation methods or valuation input data that would result in a change…
  • Similarly, in the comparative period from January 1, 2025, to March 31, 2025, the Capital Group did not enter into significant agreements…

Faded since Q1 2025

  • Fading Lawsuit to establish the right to the District Court in Warsaw, XXVI
  • Fading The claims of the tax authorities resulting from the contested deductions of the assessed VAT are based, in the opinion of the Companies'…
  • Fading On December 27, 2023, the Management Board of the Company decided to initiate restructuring proceedings.
  • Fading The subject of the proceedings for the year 2021 is the acquisition and verification of documentation subject to taxation and any other…

Latest announcements

Official filings, newest first.