Allegro Signals Strong Q2 2026 Performance ahead of Share Buyback

Allegro Signals Strong Q2 2026 Performance ahead of Share Buyback. Polish Profitability Accelerates as International Business Surges

13.07.2026

Allegro’s preliminary second-quarter results build on the group’s strong start to 2026. Polish GMV growth increased to 12.0% year on year in the second quarter, while surging to 82.4% in the International Segment. These results combined to accelerate Group GMV growth to 14.4% year on year.¹

Poland’s most popular marketplace and a leading e-commerce player in the region released its preliminary financial results for the second quarter to ensure all investors have access to the most current financial information before Allegro begins buying back its own stock on the Warsaw stock exchange in the coming weeks.

Allegro noted that, at the halfway point of the year, certain KPIs are clearly trending ahead of their 2026 published guidance ranges, in particular:

· Group GMV and International GMV, which grew by 13.7% and 64.8%, respectively, in the first half of the year

· Group Adjusted EBITDA and Polish Adjusted EBITDA, which improved by 16.9% and 14.6%, respectively, in the first half

The group is currently updating its full-year estimates as part of the standard quarterly re-forecasting process. Any adjustments to 2026 expectations will be published once and if confirmed.²

We are maintaining robust growth momentum by strengthening our core business value proposition, exploring new market segments, and improving operational efficiency, which is further supported by our large-scale investments in AI. We are also continuing to increase our focus on accelerating growth and becoming even more customer- and partner-centric. The strong performance of our Polish operations also reflects excellent execution of our latest Smart! Week campaign, steady consumer demand and a visible weakening of visits growth at some of our competitors. The growth dynamic of our international business validates our solid strategy and consistent execution toward becoming the marketplace of choice in the Czech Republic, Slovakia, and Hungary"

Marcin Kuśmierz, Allegro CEO

1 The preliminary data has been prepared based solely on the current best knowledge of the Board and may change after further progress in preparation of draft consolidated financial statements. Allegro’s final report for three- and six- month periods ended 30 June 2026 are scheduled for 17 September.

2 In accordance with the Market Abuse Regulation (MAR), immediately if materially changed, but no later than at the time of the final Q2 results announcement scheduled for 17 September.