Asseco Business Solutions (ABS) Q1 2026 earnings summary

Executive summary

• Operating revenue for Q1 2026 reached PLN 130,316 thousand, up 20.6% year-over-year, driven by improved sales of proprietary products both domestically and internationally.

• Net profit for Q1 2026 was PLN 43,011 thousand, a 51.4% increase compared to Q1 2025.

• EBITDA margin rose to 44.3% (up 7.3 p.p.), and net profit margin reached 33.0% (up 6.7 p.p.).

• The ERP segment accounted for 97% of total revenue.

Financial highlights

• EBIT for Q1 2026 was PLN 46,631 thousand, up 54.2% year-over-year.

• EBITDA for Q1 2026 was PLN 57,733 thousand, up 44.3% year-over-year.

• Cash generated from operating activities was PLN 44,870 thousand, with cash and equivalents at period end of PLN 85,286 thousand.

• No bank debt as of March 31, 2026; available credit lines total PLN 70,000 thousand.

Outlook and guidance

• Management assesses the financial position as stable, with strong production potential and market position.

• Key external risks include geopolitical tensions, energy prices, interest rates, and client investment sentiment.

• The company did not publish financial forecasts for 2026.