Orlen stock: Simply Wall St raises fair value to PLN 156.39 for Orlen stock

Published on 10/21/2026 at 15:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Orlen booked PLN 152.20 billion revenue in H1 2026, up PLN 17.80 billion year over year. Orlen stock costs EUR 35.25 on October 21, 2026.

Fair value and reporting date

On October 16, 2026, Simply Wall St raised Orlen fair value from PLN 154.03 to PLN 156.39.
Orlen reported PLN 152.20 billion revenue for the first half of 2026, up PLN 17.80 billion year over year.
Orlen stock costs EUR 35.25 at Lang & Schwarz on October 21, 2026 at 3:40 p.m. CEST.
Orlen's next earnings date is November 5, 2026.

Orlen, PLPKN0000018, Illustration mit AI erstellt.

Simply Wall St raised its fair value for Orlen from PLN 154.03 to PLN 156.39 on October 16, 2026, putting valuation back at the center of the stock discussion. The change came as the research narrative placed greater weight on low-emission projects, capital discipline and foreign energy operations. Orlen stock was trading at EUR 35.25 at Lang & Schwarz on October 21, 2026, at 3:40 p.m. CEST.

What changed in valuation?

The updated fair value represents a 1.53 percent increase from PLN 154.03. Simply Wall St also reported that the future price-to-earnings multiple moved from 12.92 to 13.12, while its valuation model retained a 9.66 percent discount rate.

The research update identified a PLN 16.00 billion budget reduction for Orlen's New Chemicals project as a factor that could influence future capital intensity and net margins. It also highlighted the company's low and zero-emission project pipeline and combined-cycle gas turbine plants.

Operating figures set the scale

Orlen generated PLN 152.20 billion revenue in the first half of 2026, an increase of PLN 17.80 billion from the same period a year earlier. Net profit reached PLN 15.90 billion, while EBITDA stood at PLN 28.70 billion, according to the Q2 2026 earnings summary published by Quartr.

Second-quarter revenue was PLN 76.50 billion and net profit was PLN 7.70 billion. Operating cash flow reached PLN 15.20 billion in the quarter, while capital expenditure was PLN 9.30 billion. The figures show why the valuation debate extends beyond refining margins and includes investment intensity and cash generation.

Dates and valuation markers

Orlen's next earnings date is November 5, 2026, for third-quarter results, as listed by Quartr. The company operates across refining, petrochemicals, energy, retail and upstream activities, giving the result a broad operational base.

For investors, the key comparison is between the PLN 156.39 fair value and the company's capital program. The October 16 update raised the valuation modestly, but its own assumptions still place capital discipline and project execution alongside earnings growth.

Stock price and investor view

The current euro quotation places Orlen at EUR 35.25 in the afternoon session. The next market milestone is the November 5, 2026 earnings release, when investors can compare the first-half operating performance with the group's third-quarter delivery.

The further course of trading is shown by the continuously updated real-time quote of Orlen stock.