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Lubawa S.A. (LBW) investor relations material

Lubawa S.A. Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary24 Sep, 2025

Executive summary

  • Achieved record financial results in H1 2025, with strong contract acquisition and execution in both domestic and international markets.

  • Consolidated sales reached PLN 312.0 million, up 52.2% year-over-year; net profit was PLN 56.9 million, the highest H1 result in group history.

  • Major growth in specialist equipment and technical textiles segments, driven by large contracts and new orders, especially for defense and NATO clients.

  • Key contracts included anti-drone ponchos for NATO and ballistic vests for police and military.

Financial highlights

  • Revenue: PLN 312.0 million (+52.2% YoY); Net profit: PLN 56.9 million (+90.7% YoY).

  • EBITDA: PLN 75.9 million (+76.1% YoY); EBIT: PLN 68.8 million (+100.9% YoY).

  • Gross margin: 35.2% (up from 32.8%); ROE: 10.9%; ROA: 8.5%.

  • Cash flow from operations: -PLN 62.1 million; net cash change: -PLN 103.5 million.

  • Equity: PLN 520.1 million (+12.4% from 2024 year-end); total assets: PLN 671.5 million.

Outlook and guidance

  • Management expects continued high demand for defense and specialist products due to geopolitical uncertainty and ongoing sales efforts.

  • No financial forecasts were published for H1 2025.

  • Investment plans to be financed from own funds, loans, and external sources; no issues foreseen in funding future investments.

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Frequently asked questions

Lubawa S.A. is a Poland-based company specializing in the production of protective and technical textile solutions. The company manufactures a wide range of products, including personal protective equipment, military and law enforcement gear, inflatable tents, and specialized fabrics for various industries. Lubawa serves sectors such as defense, security, firefighting, and outdoor recreation, providing durable and innovative materials for challenging environments. It is headquartered in Ostrów Wielkopolski, Poland, and its shares are listed on the Warsaw Stock Exchange (WSE).

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