ORLEN SA

ISIN PLPKN0000018

WKN 929424

Market cap (in EUR)

25,507 m

Country

Poland

Sector

Energy

Dividend yield

6.48%

Overview

Quote

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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	25,507 m
EPS, EUR	2.56
P/B ratio	0.7
P/E ratio	8.5
Dividend yield	6.48%

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 118 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 MSCI Poland UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.42%	Equity World Dividend	5,044
iShares MSCI EM UCITS ETF (Dist)	0.15%	Equity Emerging Markets	6,592
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	681
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	36
HSBC MSCI Emerging Markets UCITS ETF USD	0.15%	Equity Emerging Markets	2,919
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
iShares Core MSCI Emerging Markets IMI UCITS ETF	0.12%	Equity Emerging Markets	1,277
iShares MSCI EM UCITS ETF (Acc)	0.15%	Equity Emerging Markets	5,774
Xtrackers MSCI Emerging Markets UCITS ETF 1C	0.15%	Equity Emerging Markets	8,785
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.11%	Equity Europe	3,471
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	814
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,903
First Trust Emerging Markets AlphaDEX UCITS ETF Acc	0.95%	Equity Emerging Markets Multi-Factor Strategy	12
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.03%	Equity World Multi-Factor Strategy	803
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	0
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdis	0.16%	Equity Emerging Markets	92
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	4,171
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	64
Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C	0.21%	Equity Emerging Markets	59
iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)	2.06%	Equity Europe Energy	436
HSBC EUROPE EX UK SCREENED EQUITY UCITS ETF EUR (Dist)	0.01%	Equity Europe Social/Environmental Climate Change	62
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.14%	Equity Europe	3,329
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)	0.14%	Equity Emerging Markets Social/Environmental	1,179
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	74
HSBC MSCI EMERGING MARKETS ISLAMIC SCREENED CAPPED UCITS ETF USD (Acc)	0.40%	Equity Emerging Markets Social/Environmental Islamic Investing	84
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	375
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,563
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.11%	Equity Europe	15,515
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.11%	Equity Europe	11
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	672
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
UBS Core MSCI EM UCITS ETF USD dis	0.16%	Equity Emerging Markets	2,024
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	66
SPDR MSCI Emerging Markets UCITS ETF	0.17%	Equity Emerging Markets	1,278
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,031
Global X European SuperDividend UCITS ETF EUR Dist	5.90%	Equity Europe Dividend	16
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)	0.12%	Equity Emerging Markets	28,588
Franklin EM Multi-Factor Equity UCITS ETF USD	1.19%	Equity Emerging Markets Multi-Factor Strategy	52
First Trust Global Equity Income UCITS ETF Dist	0.57%	Equity World Fundamental/Quality	36
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,902
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	15
Amundi Core MSCI Emerging Markets UCITS ETF Acc	0.16%	Equity Emerging Markets	3,364
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	291
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	193
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	145
iShares MSCI EM IMI Screened UCITS ETF USD (Acc)	0.14%	Equity Emerging Markets Social/Environmental	4,898
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	6,740
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Dist)	0.21%	Equity Emerging Markets Social/Environmental	937
iShares Emerging Markets Equity Enhanced Active UCITS ETF (Dist)	0.19%	Equity Emerging Markets Social/Environmental Multi-Asset Strategy	44
Amundi Prime Europe UCITS ETF DR (D)	0.14%	Equity Europe	202
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.11%	Equity Europe	45
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	108
iShares MSCI EM ESG Enhanced CTB UCITS ETF USD (Acc)	0.21%	Equity Emerging Markets Social/Environmental	6,878
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc	0.30%	Equity Emerging Markets Multi-Factor Strategy	68
Amundi Core MSCI Emerging Markets UCITS ETF EUR Dist	0.16%	Equity Emerging Markets	843
L&G Europe ex UK Equity UCITS ETF	0.16%	Equity Europe Social/Environmental	930
Invesco MSCI Emerging Markets Universal Screened UCITS ETF Acc	0.10%	Equity Emerging Markets Social/Environmental	71
Amundi Prime Europe UCITS ETF DR (C)	0.14%	Equity Europe	161
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	896
First Trust Global Equity Income UCITS ETF Acc	0.57%	Equity World Fundamental/Quality	6
iShares Edge MSCI EM Value Factor UCITS ETF USD (Acc)	0.29%	Equity Emerging Markets Value	953
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	21
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	27,971
HSBC Europe Screened Equity UCITS ETF EUR	0.02%	Equity Europe Social/Environmental Climate Change	26
Fidelity Emerging Markets Quality Income UCITS ETF ACC-USD	1.51%	Equity Emerging Markets Dividend	14
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	152
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist	1.14%	Equity Europe Dividend	312
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	961
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	1,492
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	60
iShares MSCI Emerging Markets Islamic UCITS ETF	0.48%	Equity Emerging Markets Islamic Investing	332
Invesco FTSE RAFI Europe UCITS ETF Dist	0.10%	Equity Europe Fundamental/Quality	24
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,385
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	49
Xtrackers MSCI Emerging Markets UCITS ETF 1D	0.15%	Equity Emerging Markets	265
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	22,108
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc)	0.19%	Equity Emerging Markets Social/Environmental Multi-Asset Strategy	671
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	67
HSBC Europe Screened Equity UCITS ETF EUR (Dist)	0.02%	Equity Europe Social/Environmental Climate Change	3
HSBC MSCI Emerging Markets UCITS ETF USD (Acc)	0.15%	Equity Emerging Markets	761
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,017
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	17
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.11%	Equity Europe	108
UBS Core MSCI EM UCITS ETF USD acc	0.16%	Equity Emerging Markets	4,653
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	831
BNP Paribas Easy MSCI Emerging Min TE UCITS ETF	0.17%	Equity Emerging Markets Social/Environmental	1,203
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	87
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	683
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	5
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,002
HSBC PLUS Emerging Markets Equity Income Quant Active UCITS ETF USD Dist	0.44%	Equity World Dividend	61
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.11%	Equity Europe	927
Fidelity Emerging Markets Quality Income UCITS ETF INC-USD	1.51%	Equity Emerging Markets Dividend	137
Amundi Core MSCI Emerging Markets UCITS ETF USD Dist	0.16%	Equity Emerging Markets	194
iShares MSCI Poland UCITS ETF USD (Acc)	14.16%	Equity Poland	498
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	74
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	2,634
iShares MSCI EM ex-China UCITS ETF USD (Dist)	0.21%	Equity Emerging Markets	340
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.11%	Equity Europe	2,143
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	19,168
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,211
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	7,475
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.03%	Equity World Multi-Factor Strategy	1
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI EM ex-China UCITS ETF USD (Acc)	0.21%	Equity Emerging Markets	3,500
Amundi MSCI Emerging Markets ESG Broad Transition UCITS ETF DR (C)	0.05%	Equity Emerging Markets Social/Environmental Climate Change	1,197
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.11%	Equity Europe	4,326
iShares Emerging Markets Dividend UCITS ETF	3.45%	Equity Emerging Markets Dividend	969
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.14%	Equity Europe	1,129
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	251
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	89

Performance

Returns overview

YTD	+0.56%
1 month	+3.87%
3 months	+9.49%
6 months	+13.76%
1 year	+103.07%
3 years	+72.22%
5 years	+57.96%
Since inception (MAX)	+118.50%
2025	+116.10%
2024	-31.46%
2023	+9.27%
2022	-9.37%

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).