PKP Cargo SA
F:PK3
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PKP Cargo SA
PKP Cargo SA engages in the provision of rail freight transportation services. The company is headquartered in Warsaw, Woj. Mazowieckie and currently employs 20,562 full-time employees. The company went IPO on 2013-10-30. The Company’s main activity is domestic and international transport of goods by rail and provision of logistic services in the field of railway cargo transport services. The firm divides its services into six divisions: Transport, offering rail transport carried out by PKP Cargo, road transport and ferry transport; Intermodal, providing intermodal rail transport; Forwarding, services carried out by Trade Trans, Cargosped and PKP Cargo International; Terminals, offering service of reloading terminals; Sidings, providing railway sidings; and Rolling Stock, which provides repairs of the rolling stock. The company operates through Advanced World Transport BV (AWT).
PKP Cargo SA engages in the provision of rail freight transportation services. The company is headquartered in Warsaw, Woj. Mazowieckie and currently employs 20,562 full-time employees. The company went IPO on 2013-10-30. The Company’s main activity is domestic and international transport of goods by rail and provision of logistic services in the field of railway cargo transport services. The firm divides its services into six divisions: Transport, offering rail transport carried out by PKP Cargo, road transport and ferry transport; Intermodal, providing intermodal rail transport; Forwarding, services carried out by Trade Trans, Cargosped and PKP Cargo International; Terminals, offering service of reloading terminals; Sidings, providing railway sidings; and Rolling Stock, which provides repairs of the rolling stock. The company operates through Advanced World Transport BV (AWT).
Strong Profit Turnaround: PKP CARGO posted a net profit of PLN 104 million in Q1, reversing a PLN 42 million loss from the previous year.
Revenue Growth: Revenue from customer contracts grew by 34% year-on-year to PLN 1.564 billion.
Investment Surge: Capital expenditures more than doubled to PLN 469 million in Q1, focused on rolling stock and infrastructure upgrades.
Cost Pressures: Operating costs rose by 16% year-on-year, mainly due to higher energy, employee, and fuel costs.
Mixed Freight Trends: Hard coal shipments increased nearly 25%, while intermodal volumes dropped by over half, reflecting macroeconomic and geopolitical headwinds.
Dividend Hold: Management recommends allocating net profit to supplementary capital rather than distributing dividends, citing past losses and ongoing investment needs.
Cautious Outlook: Leadership expects freight volumes and turnover to stabilize but acknowledges economic cooling and continued pressure on key segments.
