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IZO GPW Periodic report · PAP Biznes

Izolacja-Jarocin SA (IZO) · Q2 2026 results

Share price: 3.67 zł · 2026-11-10

Results Q2 2026 vs Q2 2025 · year over year · published 23 Sep 2026 and 30 Sep 2025

Net income turned to a loss from a profit a year earlier. The report's language is unchanged.

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

1 · Numbers

Turned loss

Net income vs Q2 2025

Net income -212.0K vs 189.0K

Revenue +2.2%

2 · How the report reads

Unchanged

Language tone vs last period

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

Weak signal: formal report language, not a call.

3 · What stood out

Izolacja Jarocin SA recorded a drastic increase in bitumen prices due to rising crude oil prices in March, impacting the costs of producing pitch and asphalt masses.

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 Typical (was typical)

Typical 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
“2) Information on the issuer's adopted development strategy and the actions taken as part of its implementation during the period covered by the report, together with a description of the prospects for the development of the issuer's business at least in the coming year...”
“The risks described above may have an adverse impact on the operations, financial position, and results of the Company.”
“In March, as a result of the outbreak of war in Iran, the Company recorded a drastic increase in crude oil prices, which translated into a significant rise in the prices of bitumens used for the production of pitch and asphalt masses.”

Full figures

PLN · PAP Biznes report (2026-09-23)

Metric Q2 2026 Q2 2025 Change
Revenue 13.5M 13.3M +2.2%
Gross profit 3.2M 3.7M −14.7%
Operating income -263.0K 246.0K Turned loss
Net income -212.0K 189.0K Turned loss
EPS -0.06 -0.02 Loss widened
P/E today 10.8 10.9 13.0 −2.1

Topics

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

Most discussed now

  • Short-term trade receivables decreased due to the implementation of shorter payment terms and prepaid sales.
  • Size and structure of sales of core product groups in the reporting period
  • The companies are reducing accounts receivable and the resulting risks by:  differentiating the pricing offer depending on payment terms…
  • The outbreak of war in Iran is also a risk factor for the Company's operations, particularly through its impact on the prices of…
  • Competitive import: In the first half of 2026, the import of paper products remained tangible.

Faded since Q2 2025

  • Fading Sales of products manufactured by the Company are characterized by distinct seasonality and are largely dependent on weather conditions…
  • Fading Write-downs updating the value of receivables are included in other operating expenses or in finance costs - depending on the type of…
  • Fading Net cash flows from financing activities (I-II) -249 -98 change in cash and cash equivalents due to exchange rate differences

Latest announcements

Official filings, newest first.

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