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Edge1 May 2026
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The story of Marlboro's transformation from a women's cigarette to a global icon: one of the most effective brand repositionings in history.
Lubawa S.A.
Lubawa S.A. (LBW) investor relations material
Lubawa S.A. Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary29 Apr, 2026
Executive summary
Achieved record consolidated revenues of 616.7 million PLN, up 20.9% year-over-year, and net profit of 126.1 million PLN, up 25.4% from 2024.
Growth driven by strong demand in defense and security sectors, especially due to geopolitical tensions and increased defense budgets in Poland and Europe.
Major international contracts, including a €18 million deal for anti-drone ponchos for a NATO country, and significant domestic contracts for protective equipment.
All main business segments contributed positively, with the textiles segment showing the highest growth.
Financial highlights
Consolidated sales: 616.7 million PLN (+20.9% YoY); net profit: 126.1 million PLN (+25.4% YoY).
EBITDA: 163.0 million PLN (+23.1% YoY); EBIT: 146.3 million PLN (+26.1% YoY).
Gross margin: 41.0% (up from 40.2%); net margin: 20.5%.
Lubawa S.A. standalone: revenue 278.3 million PLN (+10.1% YoY), net profit 47.8 million PLN (+36.4% YoY).
Cash and equivalents plus short-term investments increased, indicating strong liquidity.
Outlook and guidance
Strategic focus on synergy, cost optimization, and innovation to sustain growth.
Plans to maintain EBITDA margin at 15% and reach 500 million PLN consolidated revenue by 2026, already surpassed in 2025.
Ongoing investments in automation, R&D, and new product development.
Geopolitical risks (Ukraine, Middle East) may impact costs but also create long-term demand in defense segments.
Reasons for margin decline in Advertising segment
Impact of 18m EUR NATO anti-drone poncho contract
Status of 115m PLN GRYF vest optional order
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Latest events from Lubawa S.A.
- Record sales and profit growth in 2024 and H1 2025, driven by defense and export segments.LBW
Q2 202524 Mar 2026 - Revenue up 15.6% to PLN 414.6m, with strong defense demand and resilient profitability.LBWQ3 202524 Mar 2026
- Record revenue, profit, and cash flow driven by defense demand and operational efficiency.LBWQ4 202413 Nov 2025
- Record results for Lubawa Group in Q1–Q3 2024, fueled by defense contracts and robust demand.LBWQ3 202413 Jun 2025
- H1 2024 saw record profit and revenue growth, fueled by new defense contracts and strong demand.LBWQ2 202413 Jun 2025
- Revenue up 6.7% y/y, but net profit down 21.6% on margin pressure; defense contracts boost outlook.LBWQ1 20256 Jun 2025
Next Lubawa S.A. earnings date
Q1 202631 May, 2026
Lubawa S.A.
Next Lubawa S.A. earnings date
Q1 202631 May, 2026
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