Grupa Kęty Q2 2026 Results: EBITDA, Capex and the Metra Deal

Share reaction

▼ −4.7%Jul 29 → Jul 31 · #7 of 8 this season

The gist

Grupa Kęty delivered what management called the best quarter in the company's history: EBITDA (operating profit before interest, taxes, depreciation and amortisation) of 379M PLN on revenue of 1.65B PLN in the second quarter of 2026. Running at about 90% of capacity and raising Architectural Systems price lists by more than 10%, the group reached 57% of its full-year EBITDA forecast and 61% of its net profit forecast by mid-year. Part of the record came from a one-off 12M PLN inventory effect, selling older, cheaper metal at newer prices, and the preliminary third-quarter figures later landed in line with consensus.

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RevenuePLN 1.65B+15% y/y

EBITDAPLN 379.0M+28% y/y

Net incomePLN 241.0M+42% y/y

Share price, 3 months, log scaleline: call Jul 30

Full report: 8 sectionsthe first sentence of each section is public, the rest with a free account

🔒Takeaways from the whole briefGrupa Kęty posted the best quarter in its history: Q2 2026 revenue of PLN 1.654 billion (+15% year on year), EBITDA of PLN 379 million (+28%) and net profit of PLN 241 million (+42%).

🔒Guidance qualityThe company did not change its 2026 forecast.

🔒Capital allocationCash goes to expansion first.

🔒Accounting qualityThe numbers are solid, but not all of the Q2 margin strength will repeat.

🔒Quarter-to-quarter continuityTaken on its own, the quarter reads clearly.

🔒Earnings scorecardResults against expectations, line by line

🔒Analyst Q&AWhat analysts asked and how concretely management answered

🔒Management toneGrupa Kęty's preliminary third-quarter 2026 results landed in line with market expectations: revenue rose 12% year on year to PLN 1.615 billion and EBITDA reached PLN 325 million, up 10% (pap.pl).

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Questions and answers

What did Grupa Kęty report for Q2 2026?

Revenue: PLN 1.65B; EBITDA: PLN 379.0M; Net income: PLN 241.0M.

How did Grupa Kęty shares react?

Down 4.7%: from the close on Jul 29, 2026 (before call day) to the close on Jul 31, 2026. That is #7 of 8 companies this season.

What is in the full report?

Takeaways from the whole brief, Guidance quality, Capital allocation, Accounting quality, Quarter-to-quarter continuity, Earnings scorecard, Analyst Q&A, Management tone.

How to read it

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