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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Lubawa S.A.
Lubawa S.A. (LBW) investor relations material
Lubawa S.A. Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary29 Sep, 2026
Executive summary
Consolidated revenue for H1 2026 was 258.8 million PLN, down 17.1% year-over-year, with net profit at 41.2 million PLN, a 27.6% decrease from H1 2025, but up 26.2% and 38.3% respectively versus H1 2024.
The textiles segment led with 100.9 million PLN in external sales (+59.4% y/y), while specialist equipment and advertising materials segments saw declines.
Major new contracts were signed, including a 586 million PLN deal for military camouflage systems and a letter of intent for a potential 2 billion PLN contract.
The group continues to focus on cost efficiency, product innovation, and leveraging synergies among subsidiaries.
Financial highlights
Gross profit from sales was 89.98 million PLN, down 18.1% year-over-year.
EBITDA reached 54.3 million PLN (21.0% margin), down from 75.9 million PLN (24.3%) in H1 2025.
Net profit margin was 15.9% (vs. 18.2% in H1 2025).
Operating cash flow was negative at -33.5 million PLN; cash at period end was 61.0 million PLN, down from 138.0 million PLN at year-end 2025.
Equity increased to 629.5 million PLN (+7% vs. year-end 2025); total assets decreased by 5.5% to 755.0 million PLN.
Outlook and guidance
Management expects continued growth in the textiles segment and stable demand for defense-related products due to geopolitical factors.
Ongoing investments in R&D, automation, and new product development are planned.
No financial forecasts were published for H1 2026.
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Latest events from Lubawa S.A.
- Net profit more than doubled on strong defense demand, with fabrics and equipment leading growth.LBW
Q1 2026 - Record financial results with strong growth in defense and textiles, supported by major contracts.LBWQ4 2025
- Revenue up 15.6% to PLN 414.6m, with strong defense demand and resilient profitability.LBWQ3 2025
- Record sales and profit growth in 2024 and H1 2025, driven by defense and export segments.LBWQ2 2025
- Record revenue, profit, and cash flow driven by defense demand and operational efficiency.LBWQ4 2024
- Record results for Lubawa Group in Q1–Q3 2024, fueled by defense contracts and robust demand.LBWQ3 2024
- H1 2024 saw record profit and revenue growth, fueled by new defense contracts and strong demand.LBWQ2 2024
- Revenue up 6.7% y/y, but net profit down 21.6% on margin pressure; defense contracts boost outlook.LBWQ1 2025
Next Lubawa S.A. earnings date
Q3 202630 Nov, 2026
Lubawa S.A.
Next Lubawa S.A. earnings date
Q3 202630 Nov, 2026
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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).