Robyg (ROB2) Q2 2025 earnings summary

Executive summary

• Revenue for H1 2025 was PLN 491.4 million, down from PLN 704.6 million in H1 2024, with net profit at PLN 87.3 million versus PLN 107.3 million year-over-year.

• Standalone net profit for the parent company was PLN 202.2 million, down from PLN 292.4 million in H1 2024.

• 1,020 units were presold (net after cancellations), 1,948 units were on offer (4% finished goods), and 468 units were recognized in revenues.

• Total land bank stands at 19,576 units, supporting future development.

• The group continued to focus on residential and commercial real estate development in major Polish cities.

Financial highlights

• Revenue decreased by 30.3% year-over-year to PLN 491.4 million in H1 2025.

• Net profit dropped 18.7% year-over-year to PLN 87.3 million.

• Gross profit margin on sales was 23.8%, and net profit margin was 17.8%.

• Total assets increased 21.3% year-over-year to PLN 4.33 billion.

• Equity rose 5% to PLN 1.84 billion, while total liabilities increased 37.1% to PLN 2.49 billion.

Outlook and guidance

• Strategic goals include residential sales of approximately 2,600 units in 2025, maintaining margins, expanding into new cities, and sustaining the land bank.

• Continued realization of ESG strategy and focus on sustainable development.

• Management confirmed the group’s going concern status and sees no threats to continued operations.

• No seasonality effects are expected to impact future results.