btlines

ATT GPW mWIG40 Periodic report · PAP Biznes

Grupa Azoty (ATT) · Q1 2026 results

Share price: 16.24 zł · 2026-11-10

Grupa Azoty is a chemical company that processes nitrogen products, produces and sells fertilizers, plastics, oxo alcohols, titanium dioxide, melamine, and sulfur products. It operates in the chemical industry and provides products for various industrial and agricultural markets. Sources: Half-year report (2026-09-10) · Wikipedia

Results Q1 2026 vs Q1 2025 · year over year · published 28 May 2026 and 28 May 2025

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

1 · Numbers

Loss narrowed

Net income vs Q1 2025

Outlook given

Net income -210.6M vs -325.0M

Revenue −3.2%

2 · How the report reads

More upbeat

Language tone vs last period

Report language: typical for a company report — more upbeat than in Q1 2025.

Weak signal: formal report language, not a call.

3 · What stood out

Grupa Azoty POLYOLEFINS's financial obligations of 118 million PLN to HEC will be settled using funds provided by ORLEN.

Official channels

The company's own website and social media accounts.

Read between the lines

  1. Guidance

    Grupa Azoty forecasts do not expect a significant increase in basic demand for plasticizers in 2026.

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 Typical (was typical)

Typical for a company report — more upbeat 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
“One of the factors influencing the decline in polypropylene contract prices were lower (by 12.7% y/y) propylene contract prices.”
“The segment's results were positively impacted by lower unit costs of coal consumption and negatively by higher unit costs of electricity consumption.”
“Technical urea prices began to rise in most regions of the global market and were supported by the general increase in urea prices and the rising value of imports despite uneven demand.”

Full figures

PLN · PAP Biznes report (2026-05-28)

Metric Q1 2026 Q1 2025 Change
Revenue 3.70B 3.82B −3.2%
Gross profit 430.8M 219.8M +96.1%
Operating income 89.4M -291.8M Turned profit
Net income -210.6M -325.0M Loss narrowed
EPS -1.59 -2.91 Loss narrowed
P/E 12-mo loss 12-mo loss —

Topics

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

Most discussed now

  • Rising geopolitical uncertainty and high energy commodity prices temporarily supported EUA quotes.
  • In the coming months of 2026, no growth in the underlying demand for polypropylene in the European market, unrelated to the desire to build…
  • TGU producers were awaiting the stabilization of ammonium nitrate prices
  • The main reason for this was the escalation of the conflict in the Middle East and the closure of the Strait of Hormuz, however, prices had…

Faded since Q1 2025

  • Fading Transatlantic arbitrage, due to low demand in the USA and weakening prices, only marginally supported the local market.
  • Fading The changes include: a) clarifying the application of "own use" requirements, b) permitting the use of collateral accounting
  • Fading A slight increase in prices was observed in Asia, but it resulted primarily from the need to cover rising raw material costs, especially…

Latest announcements

Official filings, newest first. Summaries are generated from each filing and its attachment; every figure is checked against the source.

Similar companies

Basic Materials · Agricultural Inputs
All Basic Materials companies →