IMC GPW sWIG80 Periodic report · PAP Biznes

Industrial Milk Company SA (IMC) · Q2 2026 results

Share price: 21.15 zł · 2026-11-10

Results Q2 2026 vs Q2 2025 · year over year · published 27 Aug 2026 and 28 Aug 2025

Net income down 33.3% year on year. The report's language is unchanged.

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

1 · Numbers

−33.3%

Net income vs Q2 2025

Net income 34.3M vs 51.4M

Revenue +5.9%

2 · How the report reads

Unchanged

Language tone vs last period

Report language: cautious for a company report — about as upbeat as in Q2 2025.

Weak signal: formal report language, not a call.

3 · What stood out

Industrial Milk Company SA reported Q2 2026 revenue of USD 88.9 million, operating income of USD 40.0 million, and net income of USD 34.3 million.

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: Q2 2026. Ring: Q2 2025.

Report language Cautious (was cautious)

Cautious for a company report — about as upbeat as in Q2 2025. Periodic reports carry legally required risk wording, so their tone moves little and is a weak signal.

Sentences that drove the tone
“A fair value measurement of a non-financial asset takes into account a market participant’s ability to generate economic benefits by using the asset in its highest and best use or...”
“A previously recognized impairment loss is reversed only if there has been a change in the assumptions used to determine the asset’s recoverable amount since the last impairment loss was...”
“Prepayments are reflected at nominal value less VAT and accumulated impairment losses, other non-financial assets are reflected at nominal value less accumulated impairment losses.”

Full figures

USD · PAP Biznes report (2026-08-27)

Metric Q2 2026 Q2 2025 Change
Revenue 88.9M 84.0M +5.9%
Gross profit 55.0M 68.2M −19.3%
Operating income 40.0M 54.7M −26.8%
Net income 34.3M 51.4M −33.3%
EPS 0.97 1.45 −33.1%
P/E today 15.9 16.0 18.1 −2.1

Topics

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

Most discussed now

  • Management uses discounted cash flow analysis for various loans and receivables as well as debt instruments that are not traded...
  • The assets’ residual values and useful lives are reviewed and adjusted, if appropriate, at each balance sheet date.
  • The Company’s net cash outflow from investing activities decreased to USD 8,2 million in 1H2026 from USD 10,5 million in
  • As non-current and current depending on the expected pattern of consumption of the economic benefits embodied in the biological assets.
  • Besides, excluding the effect of depreciation and amortisation along with cost of capital and taxation provides external users other…

Faded since Q2 2025

  • Fading Territories; remaining logistic routes will continue to be available; maintain minimum sales level to cover minimum operational expenses…
  • Fading However, due to the currently unpredictable effects of the ongoing War on the significant assumptions underlying forecasts, Management…
  • Fading The Group believes that these measures better reflect the Group core operating activities and provide both management and investors with...

Latest announcements

Official filings, newest first.