Delta Technologies stock faces weaker guidance before annual report

Published on 10/07/2026 at 13:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Delta Technologies stock was last at HUF 44.50 on October 2, 2026, with a HUF 36.25 to HUF 89.00 52-week range. Revenue guidance fell to HUF 22 billion to HUF 23 billion.

Delta Technologies, HU0000151956, Illustration mit AI erstellt.

Delta Technologies stock (ISIN HU0000151956) was last at HUF 44.50 on the Budapest Stock Exchange on October 2, 2026, while the company now guides to HUF 22 billion to HUF 23 billion in 2025/2026 revenue. The reduced forecast puts the annual report in sharper focus because the earlier revenue outlook stood at HUF 30.6 billion.

Revenue guidance takes a step down

According to Portfolio on September 22, 2026, Delta Group cut its 2025/2026 group revenue forecast to HUF 22 billion to HUF 23 billion. The earlier forecast of HUF 30.6 billion therefore exceeded the new range by HUF 7.6 billion to HUF 8.6 billion, equivalent to a 25 percent to 28 percent reduction.

The revised range also sits below the HUF 23.9 billion revenue reported for fiscal year 2024/2025. That comparison matters because the new forecast implies a full-year result near the prior year level despite the earlier expansion plan.

Margin outlook points to lower profit

Portfolio reported that management reduced its EBITDA margin forecast to 1.25 percent to 2.0 percent from 4.9 percent. The lower range represents a reduction of 2.9 percentage points to 3.65 percentage points and leaves less operating leverage in the forecast.

Delta reported HUF 12.3 billion in first-half revenue and HUF 212 million in EBITDA for the 2025/2026 business year, according to Portfolio. The resulting 1.7 percent margin remained positive, but it was below the former full-year margin target of 4.9 percent.

Stock remains below yearly high

Delta Technologies has a market capitalization of HUF 17.0 billion as of October 5, 2026. Its 52-week range extends from HUF 36.25 to HUF 89.00, placing the HUF 44.50 share price HUF 44.50 below the yearly high and HUF 8.25 above the yearly low.

The next material checkpoint is the final audited financial report for fiscal year 2025/2026. For investors, the central issue is whether the published figures confirm the reduced revenue range while keeping EBITDA in positive territory.