The sWIG80 performed slightly weaker, rising only 0.53%. The strongest sector on the GPW turned out to be the banking sector. The WIG‑Banks index gained a full 3.41% on Friday, reaching a historic record. Importantly, demand for bank shares was not weakened by the announcement of a possible interest rate cut after the holidays, which simultaneously applied pressure on the Polish zloty during the session. On the main foreign trading floors we did not see a common direction. The German DAX ended the session down 0.20%, the French CAC40 gained 0.15%, while the British FTSE250 rose 0.56%.
On Wall Street, the S&P 500 gained 0.42% and the Nasdaq Composite rose 0.29%. The strongest market segment was the technology sector, with the driver of gains being the debut of SK Hynix, whose stock finished its first trading day up 13% above the offer price. This confirmed the sustained demand for companies benefiting from AI infrastructure development. On Friday, Meta shares rose 5.97%, Nvidia 4.03%, and SanDisk 3.10%. Against the backdrop of broad gains, Micron stood out negatively, losing about 1%.
The start of the week may proceed with heightened risk aversion due to the renewed escalation of tensions between the US and Iran. Over the weekend, after an attack on a ship in the Strait of Hormuz, the United States carried out airstrikes on Iranian military targets, and Iran responded with strikes on facilities linked to US presence in the region. On Sunday, only 6 ships passed through the strait, the lowest in over five weeks. Brent crude prices rose in the overnight trade by more than 4%, to around $79 per barrel. Higher commodity prices may support fuel company stocks, but they also create heightened risk for future inflation expectations.
WIG20 and mWIG40
LLP Dividend Ordinary general meeting LPP decided to allocate the 2025/26 profit for a total dividend of 1.67 billion PLN, which equals 900 PLN per share. The dividend date was set for 9 October 2026, and the payment date for 30 October 2026. On 30 April 2026 the company already paid shareholders a dividend advance of 743.5 million PLN, i.e. 400 PLN per share. The date for determining those entitled to the advance was 23 April 2026. According to the shareholders’ decision, the actually paid dividend per share will be reduced by the amount of the previously paid advance.
Pepco Group Sale Dealz Poland Pepco Group finalized the previously announced sale of Dealz Poland to Modella Acquisition Co 17 Limited, a related entity of Modella Capital. The finalization occurred after Modella Capital obtained antitrust approval from UOKiK.
PKO BP The estimated risk costs for PKO Bank Polski estimate legal risk costs related to mortgage loans denominated and indexed to foreign currencies, included in the Q2 2026 earnings weight, at 297 million PLN. It was stated that the amount of these costs is mainly due to the creation of an additional reserve resulting from the update of the legal risk assessment model parameters and the increase in the estimated cost of settlements made during court proceedings.
Polenergia Call to shareholders Polenergia shareholders – BIF IV Europe Holdings and Mansa Investments – announced a call to subscribe for the sale of 17,077,229 shares at 59.10 PLN each.
Tauron Cooperation with the Ministry of Energy The Ministry of Energy and Tauron Group will cooperate to develop large‑scale energy storage in Poland. On 13 July a letter of intent will be signed outlining the cooperation directions. The letter of intent will set the cooperation directions in the area of preparing regulatory, financial, organizational and system solutions supporting the development of large‑scale energy storage.
SWIG80 and others
Dadelo Half‑year estimates Dadelo’s sales revenue in the first half of 2026 rose to 406.5 million PLN from 243 million PLN a year earlier, and net profit increased by 91% year‑on‑year to over 32 million PLN. The estimated EBITDA for the first half of 2026 was 53.03 million PLN, an increase of 98% compared to the first half of 2025. The company will publish the interim report for the first half on 18 August 2026.
Dekpol Half‑year sale of premises Dekpol sold 262 premises in the first half of 2026. The group will record 235 premises in the financial results for the first half of 2026. By the end of June 2026 the total number of premises offered by the group for sale was 886.
Grupa mcr The 2025/2026 financial year results of Grupa mcr, formerly Grupa Mercor, specializing in fire safety technologies, achieved sales revenue of 181.2 million PLN, up 10.7% year‑on‑year. EBITDA loss was 3.4 million PLN, and net loss 10 million PLN.
PKP Cargo Letter of intent with CPK PKP Cargo signed a letter of intent with the Central Communication Port regarding possible cooperation in projects related to the development of freight rail transport under the Port Poland investment program.
Polwax FUTURE investment study The Board of Polwax, as part of the continuation of the strategic options review, decided to conduct a feasibility study for the FUTURE investment and enter into the appropriate agreement for its execution.
Sfinks Polska Quarterly food service sales Sfinks Polska had 49 million PLN in food service sales excluding the Piwiarnia network in Q2 2026, compared to 52.3 million PLN in Q2 2025, a decline of 6.3% year‑on‑year.
Sunex Quarterly revenue estimate Sunex estimates that it generated 62.7 million PLN in consolidated sales revenue in Q2 2026, 4.58% less than the comparable period in 2025. Cumulative consolidated sales revenue since the beginning of the year was 104.96 million PLN, 6.07% lower than the consolidated revenue generated in Q2 2025.
Unibep Tender offer Unibep’s offer of about 379.5 million PLN net was selected as the most favorable in the tender of the Radom Energy Company “RADPEC” for the construction of a combined‑heat and power block in Radom.
