The energy giant is growing in strength. Orlen invests and increases independence
The Orlen group summed up the second quarter of 2025 with impressive financial results. Operational profit has almost doubled, and the company continues to invest in renewable energy, energy security and innovations. Consumers also feel benefits – gas bills have fallen, and energy from the Baltic will soon flow into the homes.
In the world of energy, hardly any company can continue large investments, earn billions and reduce consumers’ accounts. Orlen argues that this can be connected – and at a fast pace. From the historical cut off from Russian oil, through the development of wind farms in the Baltic Sea to record financial results – the concern clearly caught the wind in the sails.
Almost PLN 10 billion in operational profit
In the second quarter of 2025, the Orlen Group achieved the EBITDA LIFO operating profit in the amount of PLN 9.2 billion – almost twice as much as in the same period last year. Net profit reached PLN 1.8 billion, and total revenues amounted to PLN 60.7 billion. According to the concern, only PLN 14 billion in strategic development projects supporting energy transformation was invested only in the first half of the year.
As emphasized by the President of the Management Board of Orlen Ireneusz Fąfara, it was a very good quarter in which all key obligations were fulfilled. He pointed out that the company has completely become independent of oil from Russia – currently all refineries are processing raw material from other regions of the world, which is crucial for the energy security of the country and the region.
Profit in each segment
All segments of Orlen’s activity have brought positive results. The largest increase was recorded by the extraction and supply area (Upstream & Supply), which generated PLN 3.5 billion in EBITDA profit – PLN 4.5 billion more than a year ago. Gas mining, mainly from Norway and Poland, accounted for over 70 percent. production.
In the refinery segment (downstream), despite the lower margins, good macroeconomic conditions and an increase in oil processing (up to 9.8 million tons) allowed to achieve a profit of PLN 2.2 billion. The energy sector (Energy) also recorded an increase – the profit reached PLN 2.2 billion, and energy production increased by 27 percent. year on year.
According to the new strategy, the Consumers & Products segment – including gas, energy and fuels to end customers – obtained PLN 2 billion in EBITDA profit. A special increase was recorded in energy sales for electromobility – by as much as 70 percent.
Cheap energy and record dividend
The Orlen Group emphasizes that despite large investments, it does not forget about clients. Since July, 7 million households and public institutions pay lower gas bills – almost 15 percent. Less, which can mean up to PLN 1,000 savings per year.
– Good results of all segments are proof of the resistance of the Orlen business model to market variability – emphasizes Magdalena Bartoś, Vice President of the Management Board of Orlen for financial. And he adds that high cash flows – PLN 10.5 billion in the second quarter – allow not only for the implementation of the investment, but also the payment of the highest dividend. Shareholders will receive it on September 1.
No more Russian oil and investments in the future
In June, Orlen finished the last contract for the supply of raw material from Russia. Currently, oil processed in the refineries comes from the Middle East and the Persian Gulf, Africa, the North Sea and the Americas.
Cooperation with Ukraine also strengthens – the volume of natural gas supply for this country exceeded 430 million cubic meters. Both parties also signed an agreement on joint mining projects and trade cooperation.
The concern also develops infrastructure – the expansion of the liquid gas terminal in Szczecin has been completed, and gas mining resources in the national deposit of Trzebusz increased to 2.3 billion cubic meters. Orlen also invests in the fuels of the future – the production of biofuel SAF has begun and hydrogen production installations are developed.
Baltic farms and a digital revolution
An important direction of Orlen is maritime wind energy. Over half of the foundations and five wind turbines have already been installed on the Baltic Power farm in the Baltic Sea. The first energy will flow from it to the recipients in 2026. At the same time, the second project is developed – Baltic East with 1 GW.
A modern installation terminal in Świnoujście – the first facility of this type in Poland will be used to implement offshore projects.
Orlen also plans to modernize power networks – this year almost 1800 km of lines was built and modernized, connecting over 16.7 thousand. new recipients.
Energy transformation cannot do without digitization. Together with Microsoft, the concern implements the largest AI project in Central Europe, which is to increase production efficiency, data analysis and cyber security.
Orlen Group – a key player in the region
The ORLEN Group is the largest multi-energy group in Central and Eastern Europe. It works in areas of refining, petrochemia, energy and gas and oil extraction. In recent years, the company has undergone a thorough transformation, including with the Energa group, PGNiG and the Lotos group. Thanks to this, it has become one of the largest companies in Europe, serving millions of retail and industrial clients.
The group’s goal is not only to build a strong market position, but also an active role in the process of decarbonization of the economy. Orlen announces that by 2050 it will become a climate neutral company. By implementing these assumptions, he invests in renewable energy sources, green hydrogen, and CO capture technologies2 and the development of electromobility.
