Pepco Group stock reports higher FY26 profit guidance

Published on 10/05/2026 at 19:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Pepco Group stock was last at PLN 43.75 on October 5, 2026, after FY26 profit guidance rose above 60 percent. Revenue is set to exceed EUR 4.5 billion.

Pepco Group, NL0015000AU7, Illustration mit AI erstellt.

Pepco Group stock was last at PLN 43.75 on GPW on October 5, 2026, with a daily change of -0.07 percent and a market capitalization of PLN 24.9 billion. The company raised its FY26 underlying net earnings growth outlook above 60 percent from prior guidance above 50 percent, according to Pepco Group on September 29, 2026.

Profit guidance moves higher

The upgrade came with a strong operational finish to FY26. Pepco expects full-year revenue to exceed EUR 4.5 billion, placing constant-currency growth at the top of its 6%-8% guidance range, while unlevered free cash flow is expected to exceed EUR 350 million versus prior guidance of EUR 300 million.

The latest trading update covers the 51 weeks to September 20, 2026. Constant-currency revenue growth reached 8.3 percent, while like-for-like revenue excluding fast-moving consumer goods rose 5.9 percent; in the fourth quarter to date, those figures accelerated to 15.6 percent and 9.5 percent, respectively, according to Pepco Group.

Buyback adds a capital return angle

Pepco's board also approved a multi-year share buyback program of up to EUR 400 million for FY27 through FY29. The announcement follows completion of a separate EUR 400 million tender buyback in August 2026, giving the capital-return plan a direct link to the higher earnings-per-share growth expected from a reduced share count.

Reuters reported on September 29, 2026, that Pepco shares were up 2.7 percent during that session as the company raised its profit outlook and announced the new buyback. The news agency also cited CEO Stephan Borchert's comments on subdued consumer confidence, wage costs and fuel costs as operating factors that could pressure retail margins, while discount demand is benefiting from consumers trading down.

Stock remains below its yearly high

The PLN 43.75 last price on October 5, 2026 stood below Pepco Group's 52-week high of PLN 47.31 and above its 52-week low of PLN 23.62. Trading volume reached 500,146 shares, giving the session a measurable market backdrop as investors assess whether the improved FY26 outlook can translate into sustained earnings growth.

The next hard checkpoint is the FY26 preliminary results release on December 9, 2026. Pepco's financial calendar also lists a Q1 FY27 trading update on January 14, 2027, followed by a capital markets day in Warsaw on March 9, 2027.

FY26 results set the next test

For investors, the central comparison is the move from above 50 percent to above 60 percent in underlying net earnings growth guidance, alongside revenue growth of 8.3 percent in the first 51 weeks and 15.6 percent in the latest quarter-to-date period. The December results will show how much of that improvement reached reported earnings and cash flow.