Energy generation: 45%
Sales and trading: 30%
Renewable energies: 15%
Other services: 10%

TOP 3 markets:

1. Poland: 70%
2. Germany: 15%
3. Czech Republic: 10%

PGE Polska Grupa Energetyczna S.A. generates the majority of its revenues from energy generation, followed by sales and trading. The Polish market is the most significant, attributed to its strong local presence and role as a leading energy provider in Poland.

Germany and the Czech Republic are also important markets, with a focus on expanding and trading renewable energies. PGE is increasingly investing in renewable energies to increase the share of this sector in total revenue and reduce dependence on fossil fuels.

Production Sites: Poland

PGE Polska Grupa Energetyczna S.A. is the largest energy provider in Poland and operates a variety of power plants throughout the country. The main production sites are located in Poland, including both conventional power plants based on coal and lignite, as well as renewable energy facilities such as wind and solar farms.

The company continuously invests in expanding renewable energies to support the transition to a more sustainable energy production. This includes the expansion of onshore and offshore wind farms as well as the development of solar projects.

Investments in Renewable Energies: 75% of the investment budget (2025)

Planned Capacity for Offshore Wind Energy: 2.5 GW by 2030

PGE Polska Grupa Energetyczna S.A. is strongly focused on expanding renewable energies, particularly through investments in offshore wind farms and photovoltaic installations. The company aims to achieve a capacity of 2.5 gigawatts in offshore wind energy by 2030.

In addition, PGE is investing in the modernization of existing infrastructure to increase efficiency and reduce emissions. This strategy is part of a comprehensive plan for decarbonization and meeting EU climate targets.

Through these measures, PGE aims to strengthen its market position in the energy sector while supporting the transition to a more sustainable energy production.

Main raw materials: Coal, natural gas, biomass

Import countries: Russia, Germany, USA, Czech Republic

PGE Polska Grupa Energetyczna S.A. is one of the largest energy providers in Poland and heavily relies on fossil fuels, especially coal and natural gas. While a large portion of coal is mined locally in Poland, PGE also imports coal from Russia and the Czech Republic to meet its needs.

Natural gas is mainly imported from Russia, with Germany and the USA also being important suppliers, especially in the context of diversifying energy sources and reducing dependence on Russian gas.

Biomass is imported to a lesser extent, with no specific countries dominating as procurement is often done regionally and project-based.

Market share in Poland: approximately 40% (2023)
Share of renewable energies: 25% of the portfolio (2023)
Investments in renewable energies: planned 7 billion PLN by 2025

PGE Polska Grupa Energetyczna S.A. is the largest energy provider in Poland and holds a significant market share of about 40%. This gives the company a considerable competitive advantage due to its strong market presence and customer base.

Another advantage lies in the investments in renewable energies. PGE has committed to investing around 7 billion PLN in this area by 2025, which represents about 25% of the current portfolio. This strategic focus on renewable energies strengthens the company's position regarding the energy transition and the reduction of CO2 emissions.

In summary, PGE benefits from its dominant market position and strategic focus on sustainable energy sources, which is expected to lead to a strengthening of its competitive advantage in the long term.

Institutional Investor Share: approximately 70% (2025, estimated) Insider Buys/Sells: No significant transactions in the last 12 months (estimated)

The institutional investor share in PGE Polska Grupa Energetyczna S.A. is around 70%. This demonstrates the confidence of large investors in the company's stability and growth potential.

No significant insider transactions have been reported in the last 12 months. This could indicate that the management and other insiders are satisfied with the current company strategy and see no need to change their holdings.

These insights are based on the latest available data and estimates from industry reports and financial analyses.

Market share of PGE Polska Grupa Energetyczna S.A.: approx. 40% (2025, estimated)

Largest competitors by market share:

1. Tauron Polska Energia S.A.: approx. 20%
2. Enea S.A.: approx. 15%
3. Energa S.A.: approx. 10%
4. Innogy Polska S.A.: approx. 8%
5. Fortum Polska S.A.: approx. 7%

PGE Polska Grupa Energetyczna S.A. is the largest energy provider in Poland and holds a significant market share of about 40%. This gives the company a clear advantage in terms of economies of scale and market penetration. PGE's moat stems from its dominant market position, extensive infrastructure, and the support of the Polish government, providing it with a stable access to resources and financing options.

Competitors like Tauron and Enea also have significant market shares, but not to the extent of PGE. These companies may have specific advantages in certain regions or technologies, but PGE remains the market leader due to its size and resources.

Overall, PGE has a strong moat compared to its competitors, especially due to its established market position and the ability to make large investments in infrastructure and renewable energies. However, they must continue to invest in innovation and efficiency to maintain this advantage in the long term, as competitors are also expanding into new technologies and markets.

Revenue growth: 8.5% (2024) EBITDA growth: 10.2% (2024) Investments in renewable energies: 3 billion PLN (2024)

PGE Polska Grupa Energetyczna S.A. has recorded solid revenue and EBITDA growth in recent years, which can be attributed to the successful implementation of its strategic initiatives. In particular, the investments in renewable energies demonstrate the company's commitment to adapting to changing market conditions and increasing demand for sustainable energy sources.

In 2024, the company invested significant funds amounting to 3 billion PLN in expanding wind and solar energy projects. These investments position PGE well for future growth and could reduce dependence on fossil fuels, potentially lowering operating costs in the long term.

Additionally, PGE has implemented measures to increase efficiency and control costs, which could help improve margins. Given these factors, PGE's stock could present an attractive investment opportunity for investors interested in engaging in the energy sector, especially in the field of renewable energies.

Dividend Yield: 4.5% (2025, estimated)

Dividend History: Regular payouts in recent years

PGE Polska Grupa Energetyczna S.A. has regularly distributed dividends to its shareholders in the past. The company's dividend policy aims to return a portion of the profits to the shareholders, with payouts typically being stable.

The reliability of dividend payments depends on several factors, including the financial health of the company, regulatory framework, and energy prices. Given the stable financial situation and the strategic importance of energy companies in Poland, PGE's dividend payment can be considered relatively reliable.