Asseco Poland IT optimistic about H2 2025, continues its M&A activities

"We are pleased with the results for the first half of 2025. It was a very good period for the entire group. We owe this largely to the fact that we consistently implement our strategy based on our own products and services and strongly support it with M&A activity," deputy CEO Marek Panek told the press conference.

In the first half of 2025, 13 companies operating in Europe, Canada, India and the Middle East, have joined the group.

"(...) The rest of the year gives us some cause for optimism, as we have a very healthy backlog for the second half of the year. Of course, these are issues that still need to be addressed and delivered, but we are optimistic because this backlog is very solid," Panek said.

Asseco Poland's consolidated order portfolio for 2025 in the area of proprietary software and services is currently valued at PLN 13.5 billion (EUR 3.2 bln). In variable exchange rates, it is 9 percent higher than in the corresponding period of last year, and in fixed exchange rates – in which the backlog for 2024 was converted – it is 10 percent higher.

"We are pleased because we are rebuilding our position in the public sector in Asseco Central Europe – a year or a year and a half ago, we were talking about a certain stagnation related to broadly understood geopolitics. This recovery is already visible in our results," said Marek Panek.

It was reported that Asseco also developed the ERP area, focusing on AI and automation.

"In the Formula Systems segment, virtually all companies are doing well. At Sapiens, we are seeing a high share of recurring revenues. We have reached a situation where we have about 70 percent of our revenues that are recurring. (...) We are also seeing growth in sales of HR and payroll solutions," he added.

Asseco Poland posted a PLN 145.9 million (EUR 34.3 mln) attributable net profit in the second quarter of 2025, above market expectations for a PLN 131.9 million (EUR 30.9 mln) net take.

Throughout the first half of 2025, the Asseco Group generated PLN 9 billion (EUR 2.1 bln) in sales revenues, of which over PLN 7.1 billion (EUR 1.7 bln) came from the sale of its own IT products and services.

Operating profit was 13 percent higher than in the comparable period of 2024 and amounted to PLN 928 million (EUR 217.9 mln), while attributable net profit, after an increase of 20 percent, amounted to PLN 282 million (EUR 66.2 mln). The group increased the scale of its international operations and systematically built up its backlog for the coming months.

It was reported that the group developed its activities both in Poland and abroad. Sales revenues in the Asseco Poland segment increased by 13 percent and amounted to PLN 1.1 billion (EUR 258.3 mln). In this area, digital transformation projects were implemented for the public administration, energy, healthcare and finance sectors.

alk/ nl/ ao/