Pepco Group stock raises FY26 earnings growth guidance above 60 percent

Published on 10/07/2026 at 13:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Pepco Group stock is backed by FY26 earnings growth guidance above 60 percent, raised from above 50 percent on September 30, 2026. Revenue growth reached 15.6 percent in Q4.

Pepco Group, NL0015000AU7, Illustration mit AI erstellt.

Pepco Group stock is backed by FY26 underlying net earnings growth guidance above 60 percent after the company lifted its previous forecast above 50 percent. The Warsaw-listed retailer was trading at PLN 44.29 on October 7, 2026 at 1:32 p.m. CEST, down 0.32 percent from the prior close.

Earnings guidance moves higher

According to Yahoo Finance on September 30, 2026, Pepco raised its FY26 underlying net earnings growth forecast from above 50 percent to above 60 percent against a restated FY25 base of EUR 234 million. The company attributed the change to improved EBITDA conversion, a lower effective tax rate and a depreciation policy change.

The same update put FY26 revenue above EUR 4.5 billion, implying constant-currency growth of 8 percent at the top of the earlier 6 percent to 8 percent range. That comparison matters because the earnings upgrade is paired with revenue growth at the upper end of existing guidance rather than a standalone profit adjustment.

Fourth quarter sets the pace

Pepco's revenue for the 51 weeks ended September 20, 2026, increased 8.3 percent at constant currency, while like-for-like revenue excluding fast-moving consumer goods rose 5.9 percent. In the fourth quarter to date, revenue growth accelerated to 15.6 percent, and like-for-like growth excluding fast-moving consumer goods reached 9.5 percent, according to Economistul in its October 2, 2026 report.

The operating trend also supports expansion. Pepco expects to finish FY26 with 250 net new stores and a network of 4,260 locations at September 30, 2026, before targeting at least 600 additional Western European stores from FY27 through FY30.

Buyback adds a capital return angle

The board approved a multiyear share repurchase program of up to EUR 400 million for FY27 through FY29, following completion of a EUR 400 million public buyback in August 2026. For investors, the combination of higher earnings guidance and a lower share count can amplify adjusted earnings per share growth, although the final effect depends on execution and the eventual number of shares canceled.

Pepco's investor-relations page lists preliminary FY26 results for December 9, 2026, at 7:00 a.m. CEST, giving the market a defined checkpoint for the guidance upgrade.

Stock remains below its yearly high

Pepco Group stock was trading at PLN 44.29 on the Warsaw Stock Exchange on October 7, 2026 at 1:32 p.m. CEST. Its 52-week range was PLN 23.62 to PLN 47.31, leaving the price PLN 3.02 below the yearly high while market capitalization stood at PLN 25.2 billion.