Replay available

Allegro.eu S.A. (ALEGF) Q2 2026 Earnings Call

Allegro.eu S.A. (OTC: ALEGF) Q2 2026 earnings conference call, held 2026-09-17. Replay captured from the company's public earnings webcast.

Thu, September 17, 2026 at 4:00 AMendedReplay
Allegro.eu S.A. (ALEGF) Q2 2026 Earnings Call

Investor webinar replay

Meeting Overview The meeting was a conference call to discuss Allegro's Q2 2026 results, highlighting strong financial performance, growth in international markets, and advancements in technology and services. Key presentations were made by the CEO and CFO, outlining the company's strategies and future outlook. Key Discussion Points - Overview of Allegro's strong financial results for Q2 2026. - Significant growth in Gross Merchandise Value (GMV) in both Polish and international markets. - Continuous investment in AI to enhance sales and productivity. - Expansion of financial services and advertising revenue. - Progress in logistics and new service offerings. - Introduction of new leadership team members to strengthen management. Decisions Made - Updated full year outlook for 2026 based on strong Q2 performance. - Decision to pause increases in take-rate policies to support marketplace growth. Action Items & Next Steps - [Unassigned] : Monitor the implementation of AI tools for buye...

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Companies on this event

Featured Presenters

Tomasz Pozniak

Director of Investor Relations

Marcin Kusmierz

CEO, Allegro Group

Jonathan Eastick

CFO, Allegro Group

Andrew Ross

Analyst, Barclays

Cesar Tyrone

Analyst, Bank of America

Roman Reshetnev

Analyst, Goldman Sachs

Aron Armstrong

Analyst, Ashmore

Replay transcript excerpt

Speaker 1: Ladies and gentlemen, Speaker 1: thank you for standing by and I would like to welcome you to Allegro's 2nd 0.25 2026 Speaker 1: results conference call. Speaker 1: At this point all participants lines are in listen-only mode. Speaker 1: After the presentation there will be an opportunity Speaker 1: to ask questions. Speaker 1: So without further ado, I will now pass the line to Tomasz Poźniak, Director of Investor Relations. Speaker 2: Thank you, Rafał, and welcome to all participants of our call. Let me introduce the presenters of today. Mr. Marcin Kuśmierz, the CEO of Allegro Group, will provide you with the highlights of Allegro performance in Q2 2026. Speaker 2: And Mr. Johnny Stic, our CFO, will guide you through the financials and update of the outlook for the full year 2026. Speaker 2: As usual, our results presentation is available for download from our investor webpage at allegro.eu. Speaker 2: You may also download these slides from the link available on the webcast. Speaker 2: As a reminder, Speaker 2: today's presentation and discussion contains 4 looking statements. Our actual results could differ materially from the expectations expressed in such statements. Speaker 2: Please make sure that you review the full disclaimer on slide number 2. Also, please note this presentation and the Q&A session are being recorded and will be available for replay on our website at allegro.eu. Speaker 1: And with this, I would like to hand over to our CEO, Marcin Dworiczewski. Thank you so much for the introduction. Good morning, everyone. I'm very happy to present our results for the 2nd 0.25 of 2026. Speaker 1: This was a strong 0.25 for Allegro. 1st of all, we delivered solid financial results, keeping us well ahead of our targets for both the 1st 0.5 of th...

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