Unimot stock expands into defense with PLN 50 million deal

Published on 10/08/2026 at 09:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Unimot stock enters a defense platform after a 34.2 percent stake swap dated October 1, 2026. H1 adjusted EBITDA reached PLN 250.9 million, up from PLN 157.6 million.

Unimot, PLUNMOT00013, Illustration mit AI erstellt.

Unimot stock (ISIN PLUNMOT00013) is expanding into Poland's defense sector through a PLN 50 million transaction announced on October 6, 2026. According to Strefa Inwestorow, the transaction dated October 1, 2026, gave Unimot 34.2 percent of PZL Sedziszow in exchange for 100 percent of PZL Defence.

Defense deal broadens the group

The transaction connects PZL Sedziszow's industrial production base with PZL Defence's work on drones, anti-drone systems and jet engines for unmanned aircraft. The company plans to develop the platform step by step, with investment linked to new projects, orders and production needs.

Strefa Inwestorow reported that the group is also developing the AI-04G turbojet engine with JSC Ivchenko-Progress and is examining advanced manufacturing technology with Divergent Technologies.

H1 earnings show a sharper comparison

UNIMOT's first-half results provide the financial counterpoint to the new defense strategy. In its report dated September 16, 2026, UNIMOT reported PLN 7.90 billion in revenue, compared with PLN 7.20 billion in the first half of 2025.

Adjusted EBITDA rose to PLN 250.9 million from PLN 157.6 million, while adjusted net profit increased to PLN 110.7 million from PLN 36.9 million. The comparison is important because the second-quarter reported EBITDA was negative PLN 49.5 million, mainly because of a PLN 196.0 million adjustment linked to mandatory liquid fuel stock valuation and logistics costs.

Fuel pressure remains a risk

The fuel business still carries the main operating risk. According to Bankier, BM Pekao cut its recommendation from Buy to Sell on September 23, 2026, and reduced its price target from PLN 194.5 to PLN 142.1 after reviewing the fuel segment.

Unimot's next scheduled reporting date is November 18, 2026, when it is due to publish its third-quarter report. That date gives investors a defined checkpoint for measuring whether the stronger first-half adjusted figures can offset pressure in liquid fuels.

Unimot stock trades above PLN 150

Unimot stock was trading at PLN 152.40 on GPW on October 8, 2026, at 9:17 a.m. CEST, up 0.53 percent from the prior close of PLN 151.60. The same session showed a low of PLN 151.80 and a high of PLN 153.00, while the 52-week range was PLN 121.40 to PLN 207.50.