ORLEN SA

ISIN PLPKN0000018

WKN 929424

Market cap (in EUR)

37,477 m

Country

Poland

Sector

Energy

Dividend yield

5.72%

Overview

Quote

Description

ORLEN SA engages in the production and distribution of refining products, electricity, petrochemicals and natural gas. The company products include aviation fuel, marine fuel, heating and technological fuels, petrochemical products, natural gas, asphalt, solvents and paraffins, oils, disinfection liquids, liquid gas, salt and related products. It operates through the following business segments: Refining, Petrochemical, Energy, Retail, and Mining. The Refining segment deals with refinery product processing and oil production. The Petrochemical segment includes the production and sale of petrochemicals and chemicals. The Energy segment refers to electricity and heat distribution, and electricity trading. The Retail segment focuses on petrol stations and the activities of the RUCH group. The Mining segment activities include exploration and extraction of mineral resources. The company was founded on September 7, 1999 and is headquartered in Plock, Poland.

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Energy Downstream and Midstream Energy Downstream Energy Poland

Chart

Financials

Key metrics

Market capitalisation, EUR	37,477 m
EPS, EUR	3.02
P/B ratio	1.1
P/E ratio	10.9
Dividend yield	5.72%

Income statement (2025)

Revenue, EUR	63,284 m
Net income, EUR	598 m
Profit margin	0.95%

What ETF is ORLEN SA in?

There are 32 ETFs which contain ORLEN SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of ORLEN SA is the iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.54%	Equity World Dividend	8,373
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	1,183
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
iShares MSCI EM UCITS ETF (Dist)	0.17%	Equity Emerging Markets	8,863
UBS Core MSCI EM UCITS ETF USD dis	0.17%	Equity Emerging Markets	2,680
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	903
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	44,969
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	2,693
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,717
iShares MSCI Emerging Markets Islamic UCITS ETF	0.48%	Equity Emerging Markets Islamic Investing	682
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.16%	Equity Europe	2,822
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	43
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	22,865
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Dist)	0.40%	Equity Emerging Markets Social/Environmental	0
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	29,825
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	90
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	235
iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)	2.41%	Equity Europe Energy	484
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	38
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	9,052
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.20%	Equity Europe	3,306
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.16%	Equity Emerging Markets Social/Environmental	1,238
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist)	0.05%	Equity Emerging Markets Social/Environmental	1,080
Amundi Prime Europe UCITS ETF DR (D)	0.16%	Equity Europe	252
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,098
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.16%	Equity Europe	4,657
iShares Emerging Markets Dividend UCITS ETF	2.38%	Equity Emerging Markets Dividend	1,269
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.17%	Equity Emerging Markets	1,127
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.20%	Equity Europe	1,411
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD (Acc)	0.40%	Equity Emerging Markets Social/Environmental	370
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	117
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100

Performance

Returns overview

YTD	+46.78%
1 month	-3.90%
3 months	+6.99%
6 months	+42.68%
1 year	+63.29%
3 years	+122.13%
5 years	+101.76%
Since inception (MAX)	+173.50%
2025	+105.63%
2024	-28.18%
2023	+11.57%
2022	-14.29%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).