Polish e-commerce giant Allegro forecasts 7-10% EBITDA growth for 2026, announces CFO departure

Allegro forecasts growth in adjusted EBITDA from its Polish operations by 7-10% in 2026, announced alongside the publication of financial results for the previous year. The company also informed about the resignation of its Chief Financial Officer (CFO), which coincided with the presentation of new strategic plans. In 2025, the Gross Merchandise Value (GMV) on the platform reached approximately 70 billion zloty, which the management assesses as a satisfactory result. The firm now intends to focus on accelerating growth, utilizing new services and further expansion into foreign markets. EBITDA remains a key indicator of operational profitability for stock market investors tracking the e-commerce giant's results.

The strategy for 2026 assumes substantial investment outlays, which are expected to exceed one billion zloty. Allegro is the largest e-commerce platform originating from Europe, which has dominated the Polish online trade market for years. The company headquartered in Poznań has been steadily expanding its presence in the region, currently also operating in the Czech Republic, Slovakia, and Hungary. The development of its own logistics infrastructure became a priority for the group after its stock market debut in 2020, allowing it to become independent from external parcel carriers. A significant portion of the planned CAPEX will be directed towards technology and logistics development. The management hopes these investments will allow it to maintain its leadership position in the Central and Eastern European region. 1 (miliard PLN) — minimum planned investment expenditure in 2026

A key element of the logistics offensive will be the expansion of the One Box parcel locker network. Allegro plans to increase this infrastructure by 3,500-4,000 new points in 2026 alone, which is expected to significantly improve service accessibility for end customers. The development of its own device network is part of a broader plan to strengthen the service ecosystem, which is also intended to include new financial solutions and support for sellers. This expansion is a response to the growing demand for fast and convenient delivery forms, which are becoming standard in the markets where the company operates.

Despite optimistic profit forecasts, the news of the CFO's departure caused a stir among market analysts. The company has not yet announced the name of the successor but assured the stability of management processes during the transition period. Investors are closely watching announcements regarding foreign markets, where Allegro wants to replicate the business model proven in Poland. „Allegro expects domestic earnings to rise 7-10% in 2026, CFO resigns” — Allegro representative via Reuters The coming months are expected to be a time of intensive implementation of the announced product innovations, which are intended to drive GMV dynamics in the coming years.