ORLEN SA

ISIN PLPKN0000018

WKN 929424

Market cap (in EUR)

25,176 m

Country

Poland

Sector

Energy

Dividend yield

6.55%

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	25,176 m
EPS, EUR	2.56
P/B ratio	0.7
P/E ratio	8.4
Dividend yield	6.55%

Income statement (2024)

Revenue, EUR	68,545 m
Net income, EUR	341 m
Profit margin	0.50%

What ETF is ORLEN SA in?

There are 35 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 Emerging Markets Dividend UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.45%	Equity World Dividend	4,133
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	855
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
UBS Core MSCI EM UCITS ETF USD dis	0.17%	Equity Emerging Markets	1,904
iShares MSCI EM UCITS ETF (Dist)	0.15%	Equity Emerging Markets	6,005
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	640
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	25,806
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	139
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist	1.07%	Equity Europe Dividend	282
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	941
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	1,345
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,695
iShares MSCI Emerging Markets Islamic UCITS ETF	0.51%	Equity Emerging Markets Islamic Investing	293
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.12%	Equity Europe	1,933
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	18,590
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	20,831
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	63
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	187
iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)	2.24%	Equity Europe Energy	444
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	60
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	6,226
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.16%	Equity Europe	3,168
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.14%	Equity Emerging Markets Social/Environmental	1,077
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Dist)	0.05%	Equity Emerging Markets Social/Environmental	885
Amundi Prime Europe UCITS ETF DR (D)	0.12%	Equity Europe	147
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,506
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.12%	Equity Europe	4,067
iShares Emerging Markets Dividend UCITS ETF	3.70%	Equity Emerging Markets Dividend	841
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	755
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.16%	Equity Emerging Markets	839
L&G Europe ex UK Equity UCITS ETF	0.15%	Equity Europe Social/Environmental	880
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.16%	Equity Europe	1,015
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	86
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84

Performance

Returns overview

YTD	+97.09%
1 month	-5.16%
3 months	+14.57%
6 months	+23.65%
1 year	+80.08%
3 years	+56.23%
5 years	+72.36%
Since inception (MAX)	+78.60%
2024	-28.18%
2023	+11.57%
2022	-14.29%
2021	+22.37%

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).