Profil:
Allegro.eu S.A.UPDATE: Allegro e-commerce posts PLN 916.1 mln adjusted EBITDA in Q2 vs. 879.6 mln expected
Listed e-commerce platform Allegro group’s adjusted EBITDA increased by 20.1 percent year on year in the second quarter of 2025 to PLN 916.1 million (EUR 215.3 mln), above consensus expectations for a PLN 879.6 million (EUR 206.7 mln), the company's financial data showed.
Group revenues grew by 10.2 percent in the second quarter to PLN 2.972 billion (EUR 631.4 mln) compared to a consensus of PLN 2.932 billion (EUR 622.8 mln).
In Poland, Allegro's revenues in the second quarter increased by 18.1 percent.
The gross merchandise value (GMV) of goods sold in the Allegro group rose by 9 percent year on year, with a 9.8 percent increase in Poland.
After the first half, the Allegro group has an adjusted EBITDA of PLN 1,665.4 million (EUR 353.7 mln), representing a 13.3 percent year on year increase.
PLN mln
| 2Q2025 | results | consensus | difference | y/y | q/q | YTD 2025 | y/y |
| Revenues | 2971.7 | 2932.0 | 1.4% | 10.2% | 13% | 5594.1 | 8.2% |
| EBITDA Adj. | 916.1 | 879.6 | 4.1% | 20.0% | 22.3% | 1665.4 | 13% |
| EBIT | 602.7 | 623.7 | -3.4% | 22.0% | 25.1% | 1084.2 | 17% |
| Attrib. net profit | 385.7 | 401.5 | -3.9% | 11% | 30% | 682.3 | 16% |
| EBITDA margin | 30.8% | 30.0% | 0.85 | 2.53 | 2.25 | 29.77% | 1.36 |
| EBIT margin | 20.3% | 21.2% | -0.96 | 1.97 | 1.91 | 19.38% | 1.41 |
| net margin | 13.0% | 13.7% | -0.73 | 0.11 | 1.67 | 12.20% | 0.81 |
pel/ nl/