LPP stock gains on strong Q2 profits and revenue growth

LPP stock of Polish fashion retailer LPP S.A. (ISIN PLLPP0000011) is underpinned by significantly stronger earnings, with net profit in the second quarter of the 2026/27 financial year rising to PLN 768 million for the period ended July 31, 2026, compared with PLN 467 million a year earlier.

Profit and revenue surge in 2026/27

According to Comparic on September 21, 2026, LPP generated consolidated net profit of PLN 768 million in the second quarter of its 2026/27 financial year, up from PLN 467 million in the same quarter of the prior year, an increase of PLN 301 million.

In the same quarter ended July 31, 2026, operating profit improved from PLN 689 million to PLN 1,127 million, while EBITDA rose from PLN 1,194 million to PLN 1,744 million, underscoring a substantial strengthening of margins and operating leverage compared with the prior-year quarter as reported by Comparic.

Quarterly revenue performance also improved noticeably: sales in the second quarter of 2026/27 reached PLN 6,577 million versus PLN 5,554 million in the same period a year earlier, meaning revenue grew by PLN 1,023 million year on year for the quarter ended July 31, 2026, according to data cited by Comparic.

First-half figures confirm upward trend

Beyond the strong second-quarter numbers, the first half of the 2026/27 financial year also shows a clear improvement in profitability, with LPP posting net profit of PLN 1,243 million between February and July 2026 compared with PLN 801 million in the same six-month period of the previous year, a year-on-year increase of PLN 442 million as reported by Comparic.

First-half revenue for the 2026/27 year rose from PLN 10,508 million to PLN 12,049 million over the period from February to July 2026, meaning LPP achieved a year-on-year revenue increase of PLN 1,541 million for the half-year, according to figures compiled by Comparic.

EBITDA for the first half of the 2026/27 financial year increased from PLN 2,132 million to PLN 3,026 million between February and July 2026, a rise of PLN 894 million, further illustrating the company’s improved profitability profile and operating efficiency relative to the same period a year earlier based on data from Comparic.

Market reaction to recent results

These better-than-expected results came against the backdrop of previously cautious guidance and sector concerns about competition from international e-commerce platforms, but the recent figures show that LPP has so far managed to expand profitably in its core markets, providing support for LPP stock. The strong second-quarter and first-half performance suggests that revenue growth and margin expansion are now key drivers for investors assessing LPP stock, especially given the scale of the year-on-year jumps in net profit and EBITDA in the period ended July 31, 2026.

Within the broader Polish equity landscape, the recent trading session highlighted in the same analysis showed that LPP shares saw increased turnover, with trading volumes described as the highest in 190 days during the latest move, indicating elevated investor interest around the publication of the 2026/27 second-quarter results according to Comparic.

Stock overview and investor takeaway

For investors, the key takeaway from the latest quarter is that LPP’s net profit, operating profit and EBITDA have all grown substantially versus the prior year, while revenue has also expanded meaningfully both in the second quarter and across the first half of the 2026/27 financial year. The improvement from PLN 467 million to PLN 768 million in quarterly net profit, alongside the rise in quarterly revenue from PLN 5,554 million to PLN 6,577 million, highlights how operational momentum has translated into stronger earnings power for LPP stock as of the reporting period ended July 31, 2026.

More news and analyses on LPP S.A. stock