Arobs Transilvania sells Polish unit: what it means for Arobs Transilvania stock

AROBS sold 100 percent of AROBS Polska on September 3, 2026. For Arobs Transilvania stock, this means RON 292 million first-half revenue, up 36 percent.

Arobs Transilvania plans a sharper portfolio after selling 100 percent of AROBS Polska to WB Electronics on September 3, 2026. The transaction is the latest strategic signal for Arobs Transilvania stock, with the group directing resources toward software and engineering activities. BVB reported that the deal covered the entire stake in AROBS Polska.

Sale targets a tighter portfolio

Before the sale, Arobs Transilvania acquired the remaining 5.66 percent held by Michal Drogosz, allowing the transfer to cover 100 percent of AROBS Polska. The Polish unit develops electronic solutions for satellite applications, a business with longer development cycles and a different capital profile from the group's main software and engineering divisions.

WB Electronics is taking over a business that Arobs Transilvania said had a distinct industrial profile. The company linked the decision to capital allocation and greater concentration on automotive software and engineering, Internet of Things and telematics, enterprise software, life sciences and travel. The stated portfolio logic makes the sale more than a one-off disposal: it removes a specialized activity while preserving the group's core operating areas.

Revenue reaches RON 292 million

According to IT Boltwise on September 23, 2026, consolidated revenue reached RON 292 million in the first half of 2026, up 36 percent from the first half of 2025. EBITDA rose 29 percent to RON 40 million in the same period, while net profit increased 121 percent year over year.

The 2026 budget cited in the report calls for RON 552 million of revenue, RON 82 million of EBITDA and RON 35 million of net profit for the full year. After six months, revenue represented 53 percent of the annual target and EBITDA represented 49 percent, giving investors a concrete measure of the pace behind the full-year plan.

Stock data and next report date

On October 1, 2026, the AROBS quote on the Bucharest Stock Exchange stood at RON 0.72 after a 0.56 percent decline. The company's market capitalization was RON 794.2 million on September 28, 2026.

The next scheduled reporting milestone is third-quarter 2026 results on November 19, 2026, followed by a results presentation on November 24, 2026, according to the BVB financial calendar. For investors, the combination of 36 percent first-half revenue growth and a portfolio sale focused on a non-core activity provides the next results with two distinct benchmarks.

Arobs Transilvania stock facts

• Company: Arobs Transilvania Software S.A.
• Ticker: AROBS
• Primary exchange: Bucharest Stock Exchange
• Market capitalization: RON 794.2 million (as of September 28, 2026)
• Sector / Industry: Technology / Software and IT services