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Asseco South Eastern Europe
Asseco South Eastern Europe (ASE) investor relations material
Asseco South Eastern Europe Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary27 Oct, 2026
Executive summary
Q3 EBIT rose 77% reported and 4% excluding prior-year India and Dubai one-offs; Payments drove improvement after slower H1.
9M no-hyperinflation revenue grew 5% to €311.7m and EBIT rose 38% to €48.0m; reported PLN revenue increased 7% and operating profit 41%.
Strong operating cash generation supported liquidity, while Dedicated Solutions profitability weakened.
Financial highlights
Q3 no-hyperinflation revenue was €108.7m (+7%); one-off-adjusted growth was 3%. Adjusted EBIT grew 4% and NPAT 9%.
Reported Q3 EBITDA was €25.4m (+34%), EBIT €19.1m (+77%) and NPAT €14.4m (+74%).
Q1–3 non-IFRS EBIT was €51.9m (+29%) and non-IFRS NPAT €35.3m (+22%).
9M net profit rose 11%, below operating profit growth, partly due to €4.5m higher minority-dividend costs.
Q3 financial activity improved €1.7m YoY, including a €3.8m positive effect from lower put-liability revaluation costs.
Outlook and guidance
Q4 backlog was down 7% in revenue and 3% at Margin I level; 2026F backlog was up 2% in revenue and 4% at Margin I.
Payten Q4 backlog rose 8% in revenue and 9% at Margin I; Banking and Dedicated Solutions fell 12% and 13%, respectively.
Banking and Dedicated Solutions comparisons reflect large prior-year Bosnia projects; excluding them, backlog was slightly higher. Management expressed optimism on Q4.
Management said analyst consensus for FY results raised no concerns; near-term results depend on backlog, execution, new contracts and payment volumes.
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Latest events from Asseco South Eastern Europe
- Profit and margins rose on banking and payment growth, with strong cash flow and major dividend.ASE
H1 2026 - Q2 2026 operating profit up 30% year-over-year, led by Banking Solutions and strong margins.ASEQ2 2026 TU
- Banking and Dedicated Solutions drove profit growth as Payment Solutions faced regional declines.ASEQ1 2026
- Payment-led EBIT growth in 2024, with 2025 backlog indicating further expansion.ASEH2 2024
- Operating profit and revenue rose in 2025, with improved cash flow and a positive 2026 outlook.ASEH2 2025
- Double-digit growth led by Payment Solutions, but net profit fell due to higher taxes.ASEH1 2025
- Payment Solutions and eCommerce drove revenue growth, but net profit declined due to one-offs.ASEQ3 2024
- Payment Solutions, eCommerce growth offset margin pressure; new acquisitions to drive future gains.ASEH1 2024
- Revenue up 13% led by Payment Solutions; net profit down on one-off loss, outlook positive.ASEQ1 2025
Next Asseco South Eastern Europe earnings date
H2 202626 Feb, 2027
Asseco South Eastern Europe
Next Asseco South Eastern Europe earnings date
H2 202626 Feb, 2027
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Frequently asked questions
Asseco South Eastern Europe S.A. is a Poland-based information technology company that provides software and IT services primarily to the financial, public, and enterprise sectors. The company offers core banking systems, payment solutions, authentication and security software, and digital transformation services. It also delivers systems integration, consulting, and support services across Southeast Europe and beyond. The company is headquartered in Warsaw, Poland, and its shares are listed on the WSE.