Business
Allegro eu S A : Inside Information / Ad Hoc Information - Attachment - EN
Allegro eu S A : Inside Information / Ad Hoc Information - Attachment -
About this update from Alior Bank Sa
13 July 2026 Selected preliminary unaudited consolidated financial data for Allegro Group for the three- and the six-month periods ended 30 June 2026 ("Q2 2026" and "H1 2026") and the status of guidance updates for full year 2026 . Table 1. Preliminary unaudited results of Allegro Polish Operations PLN / % H1 2026 YoY change (%) Q2 2026 YoY change (%) GMV 35,003.2 million +11.8% 18,513.9 million +12.0% Revenue 1 5,988.1 million +16.1% 3,166.5 million +14.4% Adjusted EBITDA 2,170.7 million +14.6% 1,153.0 million +11.3% Table 2. Preliminary unaudited results of Allegro International Segment PLN / % H1 2026 YoY change (%) Q2 2026 YoY change (%) GMV 1,861.9 million +64.8% 1,057.9 million +82.4% Revenue 1 310.2 million +14.7% 176.2 million +46.3% Adjusted EBITDA 208.7 million loss 4.2% lower loss 122.8 million loss 8.2% higher loss Table 3. Preliminary unaudited consolidated results of Allegro.eu Group 2 PLN / % H1 2026 YoY change (%) Q2 2026 YoY change (%) GMV 36,865.1 million +13.7% 19,571.8 +14.4% Revenue 1 6,291.2 million +16.3% 3,339.5 million +16.1% Adjusted EBITDA 1,961.9 million +16.9% 1,030.1 million +11.5% Note: preliminary consolidated results include the impact of elimination of inter-segment transactions. 1 Includes Total Revenue and Other Operating Income. 2 After inter-segment eliminations. Guidance status After H1 2026, the following key performance indicators ("KPIs") are clearly trending ahead of their respective full year 2026 guidance ranges: Group GMV and International GMV, Group Adjusted EBITDA and Polish Adjusted EBITDA. Management is currently updating its full year estimates for all elements of 2026 outlook as part of its standard quarterly re-forecasting process. Once completed and confirmed to provide upside to current full year guidance, Allegro's updated outlook for 2026 will be shared with investors in line with relevant reporting requirements. 3 3 In accordance with the Market Abuse Regulation (MAR), immediately if materially changed, but no later than at the time of the final Q2 results announcement scheduled for 17 September.