Newag (NWG) AGM 2025 presentation summary

Key events

• Signed contract with PKP Intercity for up to 95 locomotives, expanding order portfolio.

• Agreement with PKP Intercity for delivery of 35 hybrid traction units (HZT).

• Contract with Silesian Voivodeship for 26 (+4) electric multiple units (EZT).

• Received IRIS Gold certification for the third consecutive year, confirming high quality standards.

Financial performance

• Consolidated sales revenue reached 1.59 billion PLN in 2024, up from 1.23 billion PLN in 2023.

• Gross margin on sales was 335.8 million PLN (21.1% margin) in 2024.

• EBITDA rose to 210.8 million PLN and net profit to 186.1 million PLN in 2024.

• Standalone sales revenue was 1.59 billion PLN in 2024, with net profit at 147.3 million PLN.

Order book and contracts

• Total value of contracts signed in 2024, including options, reached 6.8 billion PLN.

• Backlog for 2025–2029 exceeds 10.3 billion PLN, with major contracts for PKP Intercity and regional operators.

• Secured 43% of all electric multiple units in 2024 tenders.

• Largest contracts include 63 multisystem locomotives and 35 hybrid units for PKP Intercity.