The Polish giant shows no signs of slowing down. It's focusing on acquisitions and cybersecurity.
The Asseco Poland IT Group, listed on the Warsaw Stock Exchange, recorded nearly 8% year-on-year revenue growth and a nearly 20% increase in net profit in the first half of 2025. Revenue reached PLN 9.04 billion, and net profit attributable to shareholders of the parent company was PLN 282 million.
The Asseco Poland Group is optimistic about the second half of 2025, after 13 companies operating in Europe, Canada, India, and the Middle East joined its structure in the first half of the year (in total, shares were acquired in entities from nine different markets). The company assures that acquisition activity will continue.
Asseco also intends to further develop its ERP (enterprise resource planning) business, focusing on artificial intelligence-based solutions. The company is also strongly considering cybersecurity.
"We continue to monitor the development of cloud services and cybersecurity. These are related issues related to our products. What we see is primarily the ongoing digitization, which now encompasses almost all processes in companies. And it also requires significant security measures. Therefore, we are closely monitoring this, and in terms of cybersecurity, we are also active in the area of acquisitions, " said Artur Wiza, Vice President of the Management Board of Asseco Poland.
Sale of Israeli company and Asseco's dividend offensiveAsseco Poland is a dividend-paying company, paying out regular and steadily increasing dividends. For 2024, the IT company paid out a total of nearly PLN 270 million in this form, resulting in a record payout of PLN 3.94 per share.
Due to its long-standing dividend policy, the company announced that it may share profits after the sale of treasury shares to TSS and the settlement of the Sapiens sale transaction by Formula Systems. It will consider payment in installments or an interim dividend.
As a reminder, in mid-August of this year, it was reported that Sapiens International Corporation had entered into a definitive agreement for its acquisition by the Advent fund. This transaction values Sapiens at approximately $2.5 billion. One of Sapiens' shareholders is Formula Systems, owned by Asseco Poland, which will retain a minority stake in Sapiens following the transaction. The transaction is expected to be settled by the end of the first quarter of 2026.
Asseco Group CFO Karolina Rzońca-Bajorek announced that net proceeds from the sale of treasury shares will be paid out as dividends, in a maximum of two installments.
Asseco Poland's current stock market valuation exceeds PLN 16 billion. The company's share price rose by over 6 percent on Thursday following the announcement of its results.
wnp.pl
