A Polish company conquers foreign markets. The increase already reaches 100 percent.

Allegro

Allegro is accelerating in Poland and abroad. The group raised its full-year forecasts, and GMV on international platforms is already growing by approximately 100%.

Allegro is increasing the scale of its operations both in Poland and on foreign markets. In the second quarter, GMV in the country increased by 12%. year to year. At the same time, the group is developing new services, partnerships and solutions using artificial intelligence.

The platform already has 21 million active buyers who can choose from over 90 million products offered by over 150,000. sellers. As Allegro CEO Marcin Kuśmierz emphasizes, further development is to be fueled by, among others, partnerships and the use of AI.

Allegro results. Business in Poland is accelerating

In the second quarter, GMV in Poland increased by 12%. year to year. According to the company, this rate was more than three times higher than the growth of nominal retail sales in the country. Polish business revenues increased by 14.4% and adjusted EBITDA by 11.3%.

The acceleration seen in the third quarter prompted the company to raise full-year expectations. Allegro currently assumes an increase in GMV in Poland by 11-13%. year to year, and adjusted EBITDA by 11-14%.

Foreign platforms are growing even faster

Allegro is experiencing even greater growth outside Poland. In the second quarter, GMV on the group’s three international platforms – in the Czech Republic, Slovakia and Hungary – increased by 85%. year to year. The websites already attract over a quarter of e-commerce customers in these markets.

In the first ten weeks of the third quarter, GMV growth in the international segment accelerated to approximately 100%. year to year. Allegro wants to end the year with the GMV of foreign platforms almost PLN 2 billion higher than in 2025. The break-even point of this segment is to be achieved in 2029.

Allegro develops services beyond traditional e-commerce

The company is also expanding its operations to include new categories of services. Allegro Wakacje attracts approximately 350,000 people. visitors per month, and the offer includes approximately 1,900 offers in 104 countries. In turn, Allegro Klik, a payment service with cashback developed together with PKO Bank Polski, gained over PLN 370,000. users within five months.

Other services are also growing. Allegro Smart! has over 9 million users, while Allegro Pay was responsible for 16.4 percent. Platform GMV in Q2. The value of loans generated increased by 35%, to PLN 4.5 billion. Allegro Delivery covers over 40,000. parcel machines and almost 35 thousand. pickup points.

Artificial intelligence is becoming more and more important

Allegro also develops tools based on artificial intelligence. Allegro AI Assistant is used by approximately half a million users per month. The AI ​​assistant for partners is supposed to solve 95% of problems without human assistance. sales quality problems.

The group assumes that by the end of the year solutions using artificial intelligence will be around 40%. its technology portfolio. At the same time, it raised its forecast for the entire group and expects GMV growth by 13-15% in 2026. and adjusted EBITDA by 13-17 percent.

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