Allegro raises 2026 outlook after strong start to fourth quarter
Poland's largest e-commerce platform Allegro lifted its 2026 forecasts as third-quarter core profit beat market expectations, Reuters reported.
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what happened
Poland's biggest e-commerce platform, Allegro, raised its 2026 forecasts. The move reflected stronger momentum in the final quarter and third-quarter adjusted EBITDA that came in above market expectations. Reuters reported that adjusted EBITDA in Poland rose 19.2% to 1.23 billion zlotys ($309 million).
The company now expects adjusted EBITDA in Poland to grow 18.5% to 20.5%, versus its earlier 11% to 14% range. For the group, it forecasts revenue growth of 17% to 18% and adjusted EBITDA growth of 22% to 24%. In the first five weeks of the fourth quarter, gross merchandise value in Polish operations rose about 16% year on year.
why it matters
Upgraded forecasts and results ahead of consensus typically support interest in the company and in Polish e-commerce more broadly. A new deal with InPost, worth at least 8 billion zlotys ($2 billion), ends an arbitration dispute over how delivery options were displayed and is expected to add 270-280 million zlotys to 2026 adjusted EBITDA if conditions are met.
market impact
Allegro shares: raised guidance and strong results support the stock
- Allegro shares pressure up — raised guidance and results above expectations support demand
tags
instruments
sources
- Allegro lifts full-year guidance on strong start to fourth quarter — Reuters, 12 November 2026 at 06:51 UTC
- Allegro lifts outlook on strong start to fourth quarter, $2 billion InPost deal — Reuters, 12 November 2026 at 08:02 UTC
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