Unimot (UNT) Q1 2026 earnings summary

Executive summary

• Achieved sales revenue of PLN 3,529 million and adjusted EBITDA of PLN 104.9 million in Q1 2026, reflecting resilience amid volatile energy markets and geopolitical tensions, especially due to the Middle East conflict.

• Maintained operational continuity through diversified supply sources and strong trading capabilities.

• Expanded international presence by acquiring a majority stake in German rail transport company RBP and began aircraft fueling operations at Warsaw Chopin Airport.

• Executed the first direct isobutane delivery from the US, leveraging proprietary logistics and rail assets.

• Board recommended a dividend payout of PLN 6.00 per share, continuing a value-building policy for shareholders.

Financial highlights

• Q1 2026 sales revenue: PLN 3,528,982 thousand, up from PLN 3,480,265 thousand year-over-year.

• Operating profit: PLN 252,935 thousand (Q1 2025: PLN 5,060 thousand).

• Net profit attributable to shareholders: PLN 181,601 thousand (Q1 2025: loss of PLN 10,139 thousand).

• Adjusted EBITDA: PLN 104,857 thousand; reported EBITDA: PLN 299,246 thousand.

• Gross margin: 11.44% (Q1 2025: 5.07%).

• Net margin: 5.18% (Q1 2025: -0.29%).

• Earnings per share: PLN 22.15 (Q1 2025: loss of PLN 1.24).

• Total assets: PLN 4,665,037 thousand (up from PLN 3,643,864 thousand at year-end 2025).

Outlook and guidance

• Management remains cautiously optimistic for the coming months, citing robust financial foundations and diversified supply chains.

• Expects continued market volatility due to geopolitical risks and regulatory changes, especially in the energy sector.

• No formal financial guidance published due to high market uncertainty.