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OPN GPW sWIG80 Periodic report · PAP Biznes

Oponeo.pl SA (OPN) · Q2 2026 results

Share price: 103.80 zł · 2026-11-10

Results Q2 2026 vs Q2 2025 · year over year · published 18 Aug 2026 and 14 Aug 2025

Net income up 53.2% year on year. The report's language is unchanged.

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

1 · Numbers

+53.2%

Net income vs Q2 2025

Net income 47.4M vs 31.0M

Revenue +27.8%

2 · How the report reads

Unchanged

Language tone vs last period

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

Weak signal: formal report language, not a call.

3 · What stood out

On October 29, 2025, Oponeo.pl SA entered into an agreement with PKO BP S.A.

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

103.80 zł

close of 2026-11-10

P/E

22.9

today

Revenue growth, 3 years

+11.8% a year

compound annual rate (CAGR)

Official channels

The company's own website and social media accounts.

Read between the lines

  1. Key theme

    Operating costs increased by 27.43% compared to the same period last year.

    Source quote
    “Operating costs increased by 27.43% compared to the same period of the previous year.”

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 Very upbeat (was upbeat)

Very upbeat 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
“The development of e-commerce was also shaped by the increasing use of artificial intelligence, the development of payment technologies, international expansion, and the growing importance of data security.”
“Factors affecting the activities of the OPONEO.PL Group:”
“The main factors shaping the OPONEO.PL Group's financial result in H1 2026 are: • Sales revenue increased by 27.77% compared to H1 2025, reaching • Increase of...”

Full figures

PLN · PAP Biznes report (2026-08-18)

Metric Q2 2026 Q2 2025 Change
Revenue 1.25B 976.5M +27.8%
Gross profit 305.7M 226.5M +34.9%
Operating income 71.5M 40.5M +76.7%
Net income 47.4M 31.0M +53.2%
EPS 4.22 2.76 +52.9%
P/E today 22.9 22.2 14.4 +7.8

Topics

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

Most discussed now

  • The financial situation of the OPONEO.PL Group depends on the economic situation of both
  • The company's retail sales consist of parts and accessories for motor vehicles in markets 3.4.1.
  • Depreciation is performed until the terminal value of the asset does not exceed its carrying amount.
  • The result from financial activities was due entirely to an increase in financial costs, specifically from negative exchange rate…

Faded since Q2 2025

  • Fading The Group also did not identify any limitations in making current payments and has various sources of financing available to ensure…
  • Fading Net revenue from the sale of products, goods and materials
  • Fading Motorcycle tire sales increased by 14.47% and reached a level of 40,169 units in both markets.

Latest announcements

Official filings, newest first.

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