Asseco Poland


Very strong Q2 results and positive outlook

28/08/26 -"In Q2 26, Asseco Poland’s results were 5%-9% above PAP consensus. They were driven by the Public segment, whose condition during the call management was described as “extraordinarily ..."

Pages
47
Language
English
Published on
28/08/26
You may also be interested by these reports :
28/08/26
In Q2 26, Asseco Poland’s results were 5%-9% above PAP consensus. They were driven by the Public segment, whose condition during the call management ...

12/08/26
Bechtle’s results remain solid and consistent with the guidance issued last July. Growth momentum is strong, but it is largely driven by the ...

11/08/26
In our previous teaser (07/10/2025), we painted a picture that was becoming increasingly untenable for Capgemini (ADD, France), going so far as to ...

10/08/26
The target price is broadly unchanged, as our 2026 estimates already reflected a cautious view on air booking trends amid persistent geopolitical ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO