Simply Wall St raises fair value for Orlen stock to PLN 156.39

Published on 10/27/2026 at 17:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

ORLEN flags PLN 1.6 billion in third-quarter write-downs. Orlen stock costs EUR 35.09 on October 27, 2026, 0.54 percent below Xetra close.

Fair value and third-quarter figures

Simply Wall St raised its Orlen fair value from PLN 154.03 to PLN 156.39 on October 16, 2026.
Orlen estimated PLN 1.6 billion of third-quarter asset write-downs on October 22, 2026.
Orlen stock costs EUR 35.09 at Lang & Schwarz on October 27, 2026 at 5:31 p.m. CET, 0.54 percent below the Xetra close of October 26, 2026.
Orlen is scheduled to publish third-quarter results on November 5, 2026.

Orlen, PLPKN0000018, Illustration mit AI erstellt.

Orlen (ISIN PLPKN0000018) faces a PLN 1.6 billion asset write-down in its third-quarter accounts, while Simply Wall St raised its fair value from PLN 154.03 to PLN 156.39 on October 16, 2026. The target is 2.00 percent above the Warsaw price of PLN 153.32 at the October 27 close. The stock was trading at EUR 35.09 at Lang & Schwarz on October 27, 2026 at 5:31 p.m. CET, 0.54 percent below the Xetra close of October 26, 2026 at EUR 35.28.

Write-downs shape the quarter

According to StockWatch, Orlen estimated the impairment charges in a report dated October 22, 2026. The charge is non-cash and mainly concerns the Downstream segment, including the New Chemicals project. The company also identified PLN 0.8 billion of reversals in Upstream and Supply.

The operating picture was mixed in the third quarter. Oil refining reached 10.083 million tons, up 10.00 percent from the second quarter but down 1.00 percent from the third quarter of 2025. Electricity production rose 9.00 percent year over year to 4.0 TWh, while gas production fell 7.00 percent to 21.6 TWh.

Stock position and valuation

Orlen's Warsaw price stood at PLN 153.32 on October 27, 2026, according to the market quote. The same quote showed a 52-week range of PLN 90.40 to PLN 164.12, placing the stock 6.59 percent below its high and 69.38 percent above its low. Trading volume reached 1,716,363 shares, above the average volume of 1,256,811 shares.

The valuation remains a central counterpoint to the impairment charge. The price-to-earnings ratio was 8.46, the market capitalization was PLN 178.0 billion, and the trailing dividend yield was 0.05 percent. The year-to-date gain was 62.67 percent in the latest October 26 market overview.

When are the next results due?

MarketScreener lists November 5, 2026 as Orlen's third-quarter earnings release date. That publication will show whether the estimated PLN 1.6 billion charge changes reported earnings or remains primarily a balance-sheet adjustment.

What the target says about valuation

Simply Wall St's October 16 update moved fair value 1.53 percent higher, from PLN 154.03 to PLN 156.39. At PLN 153.32, the Warsaw price was 2.00 percent below that revised estimate, a modest gap beside the stock's 62.67 percent year-to-date gain. The combination leaves the next results as the clearest test of whether operating trends support the valuation.

Orlen stock stays below its yearly high

Orlen stock was trading at EUR 35.09 at Lang & Schwarz on October 27, 2026 at 5:31 p.m. CET, 0.54 percent below the Xetra close of October 26, 2026 at EUR 35.28. The further course of trading is shown by the continuously updated real-time quote of Orlen stock.