Asseco Poland S.A. (ACP) Earnings Call Transcripts

Asseco Poland S.A.'s Latest Earnings Call - Q1 FY2026

Asseco Poland S.A. reported strong Q1 2026 results, with revenues reaching PLN 4.4 billion, a 9% increase year-over-year, and net profit of PLN 228 million. The company highlighted robust growth across various segments, particularly in public institutions and the financial sector. Management maintained a positive outlook for the fiscal year, emphasizing ongoing demand for their services and a diversified customer base, while also noting the impact of recent acquisitions on profitability. No guidance changes were announced, but management expressed confidence in sustaining growth momentum.

Reported metrics

Guidance from management

Management expressed confidence in sustaining growth momentum but did not provide specific guidance changes for the fiscal year. They noted ongoing demand and a strong backlog as positive indicators for future performance.

What management said

Good morning ladies and gentlemen. My name is Artur Wiza on behalf of the management team of Asseco Poland. I'm going to run today's meeting, which is about the results of GSF Group for Q1 2026. We're joined by the Vice President and CFO of the group, as a Marek Panek has a component during the first portion of the presentation, we present the operations and the financial results of our group for Q1 2026. In the seco...

Thank you very much,Karolina. Thank you very much, Marek. And so the satisfaction and the positive assessment of our results is visible, of course, in the questions. We have a large number of questions. We'll move on to fielding or giving responses to those questions. Let me remind you that we have questions from investors in Poland as well as on the English language. And so we'll pull everything into a single bucket...

What analysts pressed on

Analysts raised questions about the sustainability of cash flow given the decline in consolidated figures and the impact of discontinued operations. There were also concerns regarding the competitive landscape for future acquisitions and the potential for high base effects in 2027.

Main topics on the call

• Revenue Growth — Asseco Poland achieved revenues of PLN 4.4 billion, up 9% YoY. Marek Panek stated, "we're counting this quarter so highly," reflecting strong operational performance across segments.
• Profitability Improvement — Net profit increased to PLN 228 million, driven by improved margins and efficient cash allocation. Karolina Rzonca-Bajorek noted, "we saw an improvement in profitability" across all levels.
• Segment Performance — The public institutions segment reported an 18% growth, contributing significantly to revenue. Management highlighted, "we're the uncontested leader in terms of projects for the public sector," indicating strong demand.
• Acquisitions Impact — Recent acquisitions contributed positively to Q1 results, with PLN 45 million from acquisitions noted. Management expressed confidence in continuing M&A activity, stating, "we're talking with new candidates, new companie...

Read the full Asseco Poland S.A. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 Asseco Poland S.A. earnings call transcripts on record, spanning August 28, 2020 to August 28, 2026. Based on this history, Asseco Poland S.A. reports semi-annually. The most recent call on file is dated August 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ACP

Exchange

WSE

Country

PL

Sector

Information Technology

Industry

Software

Calls on record

13

First call

August 28, 2020

Most recent

August 28, 2026

Reporting cadence

semi-annually