Investor relations

Consensus

Consensus 1Q26

Results consensus [PLN bn] 1Q 2026*
   
EBITDA LIFO 13,2
Upstream & Supply 4,7
Downstream 3,4
Energy 4,4
Consumers & Products 1,2
Corporate Functions -0,6
   
Net result 6,6

* consensus is calculated based on earnings projections made by 9 analysts who cover ORLEN as of April 30, 2026 (BOŚ, Citi, Erste, Erste Brokerage Poland, ODDO-BHF, PEKAO, PKOBP, Trigon, Wood)

Consensus 2026

Results consensus [PLN bn] 2026**
Revenues 284,7
   
EBITDA LIFO 41,6
Upstream & Supply 17,1
Downstream 9,9
Energy 11,9
Consumers & Products 5,3
Corporate Functions -2,4
   
CAPEX  36,6

** based on the average of recommendations from 11 analysts covering the company published in 2025 and 2026 (BOŚ, Citi, Erste, Erste Brokerage Poland, Morgan Stanley, ODDO-BHF, PEKAO, PKOBP, Trigon, UBS, Wood) - as of April 30, 2026

Contact to Investor Relations Office

phone: +48 24 256 81 80

e-mail: ir@orlen.pl

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