16:10 4 August 2025
Grupa Azoty’s shares fell in mid-July, with capitalization dropping 20%
Recent weeks have been challenging for Grupa Azoty’s shareholders, as the company’s stock hit multi-year lows and continues to decline. After Orlen announced it would not acquire Polimery Police—an unprofitable project burdening Azoty’s finances—shares dropped nearly 15% in one day, wiping out over PLN 300 million in market value. Analysts from DM BOŚ maintained a “sell” rating, cutting the 12‑month target price from PLN 17 to PLN 15, citing risks for minority shareholders from a potential debt‑to‑equity conversion. The State Treasury, currently holding 33%, may inject up to PLN 1.6 billion, which could dilute existing ownership.
As of August 4, 2025, Azoty’s market cap is roughly PLN 1.5 billion, with continued concerns over its PLN 325 million Q1 net loss.
(wnp.pl)
