1. Poland Stocks

  2. •

    Technology services

  3. •

    Packaged software
Asseco Poland S.A.

Asseco Poland S.A.

55.42
EUR
+0.02
(+0.04%)
4.60EPS
9.86P/E
3.14BMarket Cap
Nov 26Next Earn
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
69.64
75.08
87.42
95.57
94.33
112.39
128.52
146.9
174.68
209.28
214.25
220.26
235.35
238.41
Basic EPS, GAAP
3.69
4.32
4.4
3.63
5.62
4.02
3.88
4.84
5.63
6.05
6.12
7.62
15.97
17
Free Cash Flow per Basic Share
6.46
5.81
7.88
8.1
5.61
9.16
14.24
19.84
15.6
17.18
27.22
29.82
36.32
26.41
Dividend per Share
2.41
2.6
2.9
3.01
3.01
3.01
3.07
3.01
3.11
3.36
3.68
3.66
3.77
- -
Book Value per Share
63.22
63.61
64.59
66.33
67.49
68.89
69.46
72.82
75.69
78.91
77.76
80.58
92.23
86.43
Tangible Book Value per Share
-9.57
-10.67
-14.35
-19.26
-6.01
-6.35
-10.88
-16.5
-21.62
-21.36
-37.66
-40.42
3.96
-5.93
Basic Weighted Avg Shares
83
83
83
83
83
83
83
83
83
83
79
68
71
76
Sales/Revenue/Turnover
5,780
6,232
7,256
7,932
7,829
9,329
10,667
12,193
14,498
17,370
16,897
15,020
16,780
18,043
Operating Margin (%)
10.35
10.26
10.23
9.5
7.57
8.47
9.08
9.94
10.03
9.19
9.62
9.46
10.15
11.16
Depreciation Expense
271
268
263
300
337
460
637
708
790
893
879
712
741
753
Net Income, GAAP
306
358
365
301
467
333
322
402
468
502
483
520
1,139
1,286
Effective Tax Rate (%)
20.17
20.24
22.4
24.86
15.71
23.55
21.5
20
21.72
22.07
20.78
21.73
21.68
22.25
Profit Margin (%)
5.3
5.75
5.03
3.8
5.96
3.57
3.02
3.29
3.23
2.89
2.86
3.46
6.79
7.13
Working Capital
1,313
1,722
1,873
1,836
1,792
1,874
1,888
2,331
2,622
3,076
2,586
2,485
5,327
4,197
LT Debt
495
625
836
910
1,096
1,115
1,839
2,097
2,181
2,557
2,761
2,475
1,941
2,075
Total Equity
7,425
7,958
8,328
8,671
7,329
7,662
7,984
6,957
9,645
10,213
9,074
9,646
12,893
12,137
Return on Invested Capital (%)
5.97
6.02
6.31
5.92
5.23
6.69
7.6
9.26
9.59
10.06
9.2
8.21
8.08
10.02
Return on Capital (%)
2.45
2.66
2.14
1.03
3.87
1.31
0.14
0.15
-0.28
-1.88
-0.72
-1.02
-8.02
-7.76
Return on Common Equity (%)
5.89
6.81
6.86
5.55
8.4
5.89
5.61
6.8
7.59
7.83
8.15
9.63
17.63
20.86

Capital Structure

PLN

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
1,367
1,635
1,563
LT Borrowings
1,323
1,421
1,440
LT Finance Leases
618
618
635
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
81
81
81
Market Capitalization
18,224
13,631
13,489

Working Capital

PLN

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
12,461
13,097
11,584
Cash, Cash Equivalents & STI
7,313
7,251
5,357
Accounts Receivable, Net
3,106
3,373
3,701
Inventories
324
341
393
Total Current Liabilities
7,134
7,342
7,387
Payables & Accruals
- -
- -
- -
ST Debt
1,367
1,635
1,563
Deferred Revenue
- -
- -
- -

Growth Rates

PLN

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
5.79%
14.67%
33.66%
Free Cash Flow
19.15%
12.27%
27.32%
Net Income, GAAP
17.69%
29.34%
119.02%
Sales/Revenue/Turnover
9.24%
7.32%
11.72%
Total Cash Common Dividend
- -
1.82%
7.65%

Quarterly Revenue

PLN

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
4,250
4,147
3,671
4,555
15,020
2025
4,044
3,943
4,268
4,525
16,780
2026
4,399
4,851
- -
- -
- -

Quarterly Earnings Per Share

PLN

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1.83
1.61
1.96
2.21
7.62
2025
2
2.14
2.51
9.33
15.97
2026
2.84
2.5
- -
- -
- -

Quarterly Dividends Per Share

PLN

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
3.66
2025
- -
- -
- -
- -
3.77
2026
- -
- -
- -
- -
- -

Company Description

Company Profile APIChatGPT
CEO
Adam Tadeusz Goral
Full Time Employees
30,206
Sector
Technology services
Industry
Packaged software
Address
14 Olchowa Street Rzeszów PK Poland 35-322
IPO Date
Apr 23, 2010
Website
asseco.pl
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Business
Asseco Poland S.A. (ACP.WA) develops and provides enterprise software and IT solutions primarily for the banking, finance, insurance, public administration, healthcare, energy, telecommunications, and defense sectors; core offerings include proprietary banking platforms, payment systems, ERP software, business intelligence tools, cybersecurity services, system integration, IT outsourcing, billing systems for telecom and media, simulators, and specialized solutions such as the Mayfly UAV for defense applications. Founded in 1991 as COMP Rzeszów and headquartered in Rzeszów, Poland, with additional offices in Warsaw, the company leads the Asseco Group, a federation operating in over 60 countries across Central and Eastern Europe, Israel, South-Eastern Europe, Western Europe, the United States, and other regions, employing more than 32,400 people and ranking as Europe's sixth-largest software developer. It serves multinational clients through subsidiaries like Asseco Data Systems, Asseco Business Solutions, Formula Systems in Israel, and Asseco SEE in Southeastern Europe, targeting financial institutions, governments, utilities, and uniformed services. Recent developments include Topicus.com Inc., a Constellation Software subsidiary, completing the acquisition of 14.84% of Asseco Poland's treasury shares in October 2025 following regulatory approvals, alongside a January 2025 purchase of 9.99% from Cyfrowy Polsat and a February 2025 shareholders' agreement with the Adam Góral Family Foundation to support strategic growth, acquisitions, and expansion as a major European IT player. The company reported PLN 9 billion in Q2 2025 sales, up 8% year-over-year, with 2024 financial sector sales exceeding PLN 5.8 billion, reinforcing its position among global fintech leaders per IDC rankings.

Company News

Company News APIChatGPT

  • seekingalpha.com

    Asseco Poland S.A. (ASOZY) Q2 2026 Earnings Call Transcript

  • seekingalpha.com

    Asseco Poland S.A. (ASOZY) Q4 2025 Earnings Call Transcript

  • seekingalpha.com

    Asseco Poland S.A. (ASOZY) Q3 2025 Earnings Call Transcript

  • seekingalpha.com

    Asseco Poland: Value Gap Closed

  • seekingalpha.com

    Asseco Poland: Underlying Growth Rounds Out The Dividend Growth Appeal

  • seekingalpha.com

    Asseco Poland: Defense, Payments, And Cyber Exposures

  • seekingalpha.com

    Asseco Poland Is A High-Growth, High-Tech Compounder Valued At A Terminal Business' Multiple