Société ORLEN Spó?ka Akcyjna

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PKN

PLPKN0000018

Pétrole et gaz - raffinage / marketing

Consensus des Analystes

Métier

Ventes par activité

Ventes par région

Dirigeants

Administrateurs

Classe d'actions

Actionnaires

Participations

Coordonnées société

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Notations pour ORLEN Spó?ka Akcyjna

Révisions de BNA

Bénéfices trimestriels - Taux de surprise

Secteur Raffinage de pétrole

Temps Différé Warsaw S.E. Autres places de cotation 09:32:36 07/06/2024			Varia. 5j.	Varia. 1 janv.
63,24 ^PLN	-0,69 %		-0,55 %	-3,48 %

05/06	Des législateurs polonais demandent à un tribunal de placer en détention l'ancien PDG d'Orlen, qui n'a pas témoigné sur le programme "Argent contre Visas".	RE
23/05	Transcript : Orlen S.A., Q1 2024 Earnings Call, May 23, 2024

ORLEN Spó?ka Akcyjna (ex Polski Koncern Naftowy ORLEN Spó?ka Akcyjna) est spécialisé dans le raffinage et la distribution de produits pétroliers. Le CA par activité se répartit comme suit :

- raffinage de pétrole brut (47,4%) ;

- distribution de produits pétroliers (23,5%) : distillats moyens (54,3% du CA), distillats légers (37,6%) et autres (8,1%) ;

- production et distribution d'électricité (9,7%) ;

- distribution de gaz naturel (9,3%) ;

- fabrication de produits pétrochimiques (8,8%) ;

- exploration et extraction de ressources minières (1%) ;

- autres (0,3%).

La répartition géographique du CA est la suivante : Pologne (58,8%), République tchèque (10,8%), Allemagne (9,1%), Lituanie/Lettonie/Estonie (6,3%) et autres (15%).

Nombre d'employés: 66 554

PLN en Millions	2021	Poids	2022	Poids	Delta
Refining 47,4 %	56 967	43,4 %	131 477	47,4 %	+130,80 %
Retail 23,5 %	41 082	31,3 %	65 329	23,5 %	+59,02 %
Energy 9,7 %	16 039	12,2 %	27 044	9,7 %	+68,61 %
Gas 9,3 %	-	-	25 887	9,3 %	-
Petrochemical 8,8 %	16 011	12,2 %	24 475	8,8 %	+52,86 %
Upstream 1,0 %	798	0,6 %	2 718	1,0 %	+240,60 %
Corporate Functions 0,2 %	444	0,3 %	634	0,2 %	+42,79 %

PLN en Millions	2021	Poids	2022	Poids	Delta
Poland 58,8 %	71 666	54,6 %	163 187	58,8 %	+127,70 %
Czech Republic 10,9 %	-	-	30 126	10,9 %	-
Germany 9,1 %	17 241	13,1 %	25 261	9,1 %	+46,52 %
Lithuania, Latvia, Estonia 6,3 %	7 934	6,0 %	17 448	6,3 %	+119,91 %
Switzerland 2,8 %	-	-	7 741	2,8 %	-
Ireland 2,7 %	-	-	7 528	2,7 %	-
Other Countries 2,3 %	19 262	14,7 %	6 268	2,3 %	-67,46 %
United Kingdom 1,8 %	-	-	4 890	1,8 %	-
Ukraine 1,6 %	-	-	4 441	1,6 %	-
Netherlands 1,3 %	-	-	3 571	1,3 %	-
Slovakia 1,0 %	-	-	2 806	1,0 %	-
Singapore 1,0 %	-	-	2 791	1,0 %	-
Hungary 0,5 %	-	-	1 506	0,5 %	-

Dirigeants	Titre	Age	Depuis
Michal Perlik PRN	Corporate Officer/Principal	-	01/02/19
Marek Wocial PRN	Corporate Officer/Principal	-	-
Robert Pijus PRN	Corporate Officer/Principal	-	-
Artur Cieslik PRN	Corporate Officer/Principal	-	01/01/18
Renata Agnieszka Rosiak PRN	Corporate Officer/Principal	48	-
Barbara Hajdas PRN	Corporate Officer/Principal	-	01/01/18
Wioletta Kandziak HRO	Human Resources Officer	47	01/01/18
Janusz Jakub Szurski LAW	General Counsel	49	01/01/18
Agata Górnicka PRN	Corporate Officer/Principal	-	01/04/18
Karol Kuch PRN	Corporate Officer/Principal	48	-

Administrateurs	Titre	Age	Depuis
Ireneusz Sitarski SAM	Sales & Marketing	-	05/02
Wojciech Popiolek CHM	Chairman	73	25/01

	Vote	Nombre	Flottant	Autocontrôle	Flottant Total
Action A	1	1 160 942 049	581 631 970 ( 50,10 %)	0	50,10 %

Nom	Actions	%	Valorisation
Government of Poland 49,90 %	579 310 079	49,90 %	9 512 M zł
Nationale-Nederlanden PTE SA 5,300 %	61 529 929	5,300 %	1 010 M zł
Aviva Investors Poland Towarzystwo Funduszy Inwestycyjnych SA 3,986 %	46 274 140	3,986 %	760 M zł
PTE PZU SA 3,028 %	35 157 707	3,028 %	577 M zł
Generali PTE SA 2,547 %	29 567 067	2,547 %	485 M zł
Goldman Sachs Towarzystwo Funduszy Inwestycyjnych SA 0,4349 %	5 048 791	0,4349 %	83 M zł
PKO TFI SA 0,3999 %	4 642 984	0,3999 %	76 M zł
Pekao TFI SA 0,1423 %	1 652 504	0,1423 %	27 M zł
TFI PZU SA 0,1054 %	1 223 239	0,1054 %	20 M zł
Pacer Advisors, Inc. 0,1049 %	1 217 658	0,1049 %	20 M zł

Nom	Actions	%	Valorisation
ENERGA SA 90,92%	376 488 640	90,92%	893 234 358 $

ORLEN SA

ul. Chemikow 7

09-411, Plock

+48 24 256 0000

http://www.orlen.pl

Nom	Catégorie et Secteur
Geofizyka Torun Sp zoo Geofizyka Torun Sp zoo Engineering & ConstructionIndustrial Services Part of ORLEN SA, Geofizyka Torun Sp zoo is a company that provides geophysical services focused on exploration of conventional and unconventional hydrocarbon deposits. The company is based in Torun, Poland.	Engineering & Construction
Anwil SA Anwil SA Chemicals: Major DiversifiedProcess Industries Anwil SA produces polyvinyl chloride, nitrogen fertilizers, pvc compounds and sheets. Its products include sodium hydroxide, caustic soda, sodium chloride, liquid chlorine, ammonium nitrate, polyvinyl chloride, plastic compounds, technical pvc compounds and dry-blends. The company was founded in 1966 and is headquartered in Wloclawek, Poland.	Chemicals: Major Diversified
ORLEN Unipetrol RPA sro ORLEN Unipetrol RPA sro Chemicals: SpecialtyProcess Industries ORLEN Unipetrol RPA sro produces and distributes refinery, petrochemical, and agrochemical raw materials. The firm offers motor fuels, unleaded gasoline, diesel, fuel oils asphalts, liquefied petroleum products, oil hydrogenates, olefins, carbon black, sorbents and composites, inactive fly ash, other fuels, and other light and dark refinery products. The company was founded on January 1, 2007 and is headquartered in Litvinov, Czech Republic.	Chemicals: Specialty
Paramo as Paramo as Oil Refining/MarketingEnergy Minerals Paramo as manufactures chemicals, fertilizers, synthetic rubber and refines oil. The company is headquartered in Pardubice, Czech Republic.	Oil Refining/Marketing
Spolana sro Spolana sro Chemicals: Major DiversifiedProcess Industries Spolana a.s. manufactures and sells chemicals. It specializes in ethylene-based products, cellulose fiber, raw materials used in making polyamide fibers and structural plastics, inorganic products as well as producing other chemicals for special uses. The company was founded on May 1, 1992 and is headquartered in Neratovice, Czech Republic.	Chemicals: Major Diversified
Unipetrol výzkumne vzdelávací centrum as
Unipetrol Deutschland GmbH Unipetrol Deutschland GmbH Oil Refining/MarketingEnergy Minerals Part of ORLEN SA, Unipetrol Deutschland GmbH is a German company that supplies refinery, thermoplastics and petrochemical products. The company is based in Langen, Germany. The CEO of the company is Ryszard de Lewin-Lewinski.	Oil Refining/Marketing
Energa Finance AB	Finance/Rental/Leasing
PGNiG TERMIKA SA PGNiG TERMIKA SA Electric UtilitiesUtilities PGNiG TERMIKA SA produces and distributes heat energy. The firm supplies heating and hot water in Warsaw and Pruszkow. The company was founded in 1985 and is headquartered in Warsaw, Poland.	Electric Utilities
ORLEN Trading Switzerland GmbH
ORLEN Poludnie SA ORLEN Poludnie SA Oil Refining/MarketingEnergy Minerals ORLEN Poludnie SA engages in the sale of biofuels and biocomponents. Its offer includes solvents and glycerine. It also processes petroleum. The company was founded in 1895 and is headquartered in Trzebinia, Poland.	Oil Refining/Marketing
ORLEN Upstream Sp zoo ORLEN Upstream Sp zoo Oil & Gas ProductionEnergy Minerals ORLEN Upstream Sp zoo engages in the oil and gas field operations. It offers petroleum products. The company was founded on April 26, 2006 and is Warsaw, Poland.	Oil & Gas Production
ORLEN KolTrans Sp zoo ORLEN KolTrans Sp zoo Oil & Gas PipelinesIndustrial Services Orlen Koltrans SP zoo provides road tank transportation services. It offers service in the field of rail transport including domestic and international transport of goods, the service and repair of rail equipment, sidings’ maintenance and freight service. The company was founded in 2001 and is headquartered in Plock, Poland.	Oil & Gas Pipelines
UNIPETROL AS	Oil Refining/Marketing
Uni-Bitumen Sp zoo
PGNiG Termika Energetyka Przemyslowa SA PGNiG Termika Energetyka Przemyslowa SA Electric UtilitiesUtilities PGNiG Termika Energetyka Przemyslowa SA engages in production of electricity and thermal energy. Its offer includes manufacture, trade, repair and investment services related to energy. The company was founded on September 1, 1995 and is headquartered in Jastrzebie-Zdroj, Poland.	Electric Utilities
ENERGA SA	Electric Utilities
Baltic Power Sp zoo
Exalo Drilling SA
PGNiG Upstream Norway AS PGNiG Upstream Norway AS Integrated OilEnergy Minerals PGNiG Upstream Norway AS provides oil and gas exploration services. It operates on the Norwegian Continental Shelf and engages in the oil and gas development projects. The company was founded in 2007 and is headquartered in Sandnes, Norway.	Integrated Oil
ORLEN Capital AB ORLEN Capital AB Oil & Gas ProductionEnergy Minerals Part of ORLEN SA, ORLEN Capital AB is a company that processes crude oil. The company is based in Stockholm, Sweden. The CEO of the Swedish company is Iren Falsafi.	Oil & Gas Production
ORLEN Lietuva AB ORLEN Lietuva AB Oil Refining/MarketingEnergy Minerals ORLEN Lietuva AB refines, markets, and distributes petroleum products. Its activities include oil refining, pipeline and marine terminal operations, marketing, and logistics of refined products. The firm markets products in the Lithuanian, Latvian, and Estonian markets through Mazeikiu Nafta Trading House. The company was founded on March 28, 1995 and is headquartered in Mazeikiai, Lithuania.	Oil Refining/Marketing
LOTOS Petrobaltic SA LOTOS Petrobaltic SA Oil & Gas ProductionEnergy Minerals LOTOS Petrobaltic SA engages in the exploration and production of hydrocarbons. The company was founded in 1990 and is headquartered in Gdansk, Poland.	Oil & Gas Production
Orlen Serwis SA
PGNiG Technologie SA
Butadien Kralupy As
ENERGA-OPERATOR SA ENERGA-OPERATOR SA Electric UtilitiesUtilities ENERGA-OPERATOR SA engages in the distribution of electricity. It also develops and maintains power supply infrastructure. The company was founded in 1993 and is headquartered in Gdansk, Poland.	Electric Utilities
Energa OZE SA
Energa-Operator Logistyka Sp zoo
Energa Cieplo Ostroleka Sp zoo
CCGT Grudziadz Sp zoo
ENERGA Elektrownie Ostroleka SA
B8 Sp zoo Baltic SKA B8 Sp zoo Baltic SKA Oil & Gas ProductionEnergy Minerals Part of ORLEN SA, B8 Sp zoo Baltic SKA is a petroleum conglomerate that specializes in the extraction and refining of crude oil, as well as the wholesale and retail sale of petroleum products such as gasoline, diesel oil, aviation fuel, and heavy fuel oil. The company is based in Gdansk, Poland. The Polish company also produces and sells lubricant oils and bitumens.	Oil & Gas Production
ENERGA Cieplo Kaliskie Sp zoo ENERGA Cieplo Kaliskie Sp zoo Electric UtilitiesUtilities Part of ORLEN SA, ENERGA Cieplo Kaliskie Sp zoo engages in production and supply of steam, hot water and air, collection, treatment and supply of water, electrical installations, wholesale of metal products and leases real estate properties. The company is based in Ostroleka, Poland.	Electric Utilities
Energa Kogeneracja Sp zoo Energa Kogeneracja Sp zoo Electric UtilitiesUtilities Part of ORLEN SA, Energa Kogeneracja Sp zoo generates electricity. The company is based in Elblag, Poland.	Electric Utilities
CCGT Ostroleka Sp zoo

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Recommandation moyenne

ACHETER

Nombre d'Analystes

Dernier Cours de Cloture

63,68 PLN

Objectif de cours Moyen

78,94 PLN

Ecart / Objectif Moyen

+23,96 %

Consensus

Révisions des Estimations

Agenda de la société

Energie - combustible fossile

Pétrole et gaz

Pétrole et gaz - raffinage / marketing

Raffinage de pétrole

	Varia. 1 janv.	Capi.
ORLEN SPÓ?KA AKCYJNA	-3,48 %	18,77 Md
HF SINCLAIR CORPORATION	-2,84 %	10,37 Md
TÜRKIYE PETROL RAFINERILERI	+15,24 %	9,78 Md
IDEMITSU KOSAN CO., LTD.	+37,07 %	9,37 Md
ICAHN ENTERPRISES L.P.	-2,15 %	7,59 Md
MANGALORE REFINERY AND PETROCHEMICALS LIMITED	+53,62 %	4,24 Md
SINOPEC SHANGHAI PETROCHEMICAL COMPANY LIMITED	+0,88 %	3,16 Md
MOTOR OIL HELLAS CORINTH REFINERIES S.A.	+12,37 %	3,14 Md
HELLENIQ ENERGY HOLDINGS S.A.	+17,24 %	2,84 Md
ESSO S.A.F.	+248,59 %	2,64 Md

Raffinage de pétrole