Investor relations

Consensus

Consensus 2Q26

Results consensus [PLN bn] 2Q 2026*
   
EBITDA LIFO 13,3
Upstream & Supply 4,4
Downstream 5,3
Energy 2,7
Consumers & Products 1,6
Corporate Functions -0,6
   
Net result 6,7

* consensus is calculated based on earnings projections made by 7 analysts who cover ORLEN as of July 31, 2026 (BOŚ, Erste Brokerage Poland, Ipopema, ODDO-BHF, PKOBP, Trigon, UBS).

Consensus 2026

Results consensus [PLN bn] 2026**
Revenues 317,8
   
EBITDA LIFO 50,4
Upstream & Supply 20,0
Downstream 15,0
Energy 12,7
Consumers & Products 5,2
Corporate Functions -2,4
   
CAPEX  33,6

** based on the average of recommendations from 8 analysts covering the company published after February 28, 2026 (Citi, BOŚ, Pekao, UBS, Erste Brokerage Poland, PKOBP, Ipopema, Trigon) - as of July 31, 2026

Contact to Investor Relations Office

phone: +48 24 256 81 80

e-mail: ir@orlen.pl

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