TOA GPW sWIG80 Periodic report · PAP Biznes

Toya SA (TOA) · Q2 2026 results

Share price: 13.08 zł · 2026-11-10

Results Q2 2026 vs Q2 2025 · year over year · published 27 Aug 2026 and 13 Aug 2025

Net income up 16.6% year on year. The report's language is unchanged.

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

1 · Numbers

+16.6%

Net income vs Q2 2025

Net income 29.0M vs 24.9M

Revenue +19.7%

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

Toya SA reported a gross profit increase of 26.8% year over year.

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

13.08 zł

close of 2026-11-10

P/E

8.9

today

Revenue growth, 3 years

+6.0% 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: 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
“Such actions may have a negative impact on the Group's financial situation, as further market expansion may be slowed, hindered, or even become impossible.”
“At the same time, wages continued to rise – the average gross salary in the enterprise sector in Poland increased by 5.8% in nominal terms and by 3.0% in real terms year-on-year.”
“Receivables are analyzed individually in cases where there is objective evidence of impairment that could have a negative impact on the amount of future cash flows.”

Full figures

PLN · PAP Biznes report (2026-08-27)

Metric Q2 2026 Q2 2025 Change
Revenue 276.8M 231.3M +19.7%
Gross profit 99.4M 78.4M +26.8%
Operating income 36.8M 31.2M +18.1%
Net income 29.0M 24.9M +16.6%
EPS 0.39 0.33 +18.2%
P/E today 8.9 8.2 11.1 −2.9

Topics

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

Most discussed now

  • Return on Assets (ROA) – the ratio of net profit to total assets at the end of the period
  • Fading The Company did not record revenues from sales exceeding 10% of total revenue with any entity.
  • The carrying amount of financial assets and liabilities is close to their fair value.
  • Quick ratio – ratio of current assets less inventory to current liabilities
  • Higher gross profit from sales by 24,693 thousand.

Faded since Q2 2025

  • Fading Current ratio – ratio of current assets to liabilities
  • Fading Mainly as a result of temporary differences arising from sales revenue in subsidiaries.
  • Fading In 2025, persistent volatility in global markets, resulting from geopolitical tensions, rising commodity prices, and the consequences of…
  • Fading The export channel recorded a 1.9% increase, which was primarily the result of higher sales to the Ukrainian, Hungarian, and Lithuanian…

Latest announcements

Official filings, newest first.