Investor relations
Consensus
Consensus 3Q26
| Results consensus [PLN bn] | 3Q 2026* |
| EBITDA LIFO | 15,2 |
| Upstream & Supply | 5,0 |
| Downstream | 7,4 |
| Energy | 2,2 |
| Consumers & Products | 1,3 |
| Corporate Functions | -0,7 |
| Net result | 7,3 |
* consensus is calculated based on earnings projections made by 9 analysts who cover ORLEN as of October 30, 2026 (BOŚ, Citi, Erste Brokerage Poland, Ipopema, ODDO-BHF, PEKAO, PKOBP, Trigon, UBS)
Consensus 2026
| Results consensus [PLN bn] | 2026** |
| Revenues | 317,7 |
| EBITDA LIFO | 55,0 |
| Upstream & Supply | 19,4 |
| Downstream | 19,0 |
| Energy | 14,0 |
| Consumers & Products | 5,5 |
| Corporate Functions | -2,3 |
| CAPEX | 33,9 |
** based on the average of recommendations from 10 analysts covering the company published after February 28, 2026 (Bank of America, BOŚ, Citi, Erste Brokerage Poland, Ipopema, Morgan Stanley, Pekao, PKOBP, Trigon, UBS) - as of October 30, 2026