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Bank Polska Kasa Opieki SA
XMUN:BP1

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Bank Polska Kasa Opieki SA
XMUN:BP1
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Price: 62 EUR 0.81%
Market Cap: €10.2B

Bank Polska Kasa Opieki SA
Investor Relations

Bank Polska Kasa Opieki, usually called Bank Pekao, is one of Poland’s large universal banks. It takes deposits, makes loans, and sells everyday banking services to individuals, small businesses, and larger companies. It also offers mortgages, consumer credit, payment cards, cash management, and online banking, so it acts as a full-service financial partner for customers that need both basic accounts and more advanced banking products. The bank makes money mainly from interest on loans and from fees and commissions on services such as account maintenance, payments, card usage, and corporate banking. For retail customers, it earns by handling savings and lending. For business clients, it provides working capital loans, transaction services, and treasury products that help companies manage cash and finance operations. What makes Pekao’s business model easy to understand is that it sits at the center of the Polish financial system, collecting household and company deposits and turning them into loans and payment services. That gives it a steady role in the economy: funding homes, personal spending, and business activity while earning a spread between what it pays savers and what it charges borrowers, plus service fees for everyday banking work.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Jul 30, 2026
AI Summary
Q2 2026

Profit pressure: Management said profits were under pressure mainly because Poland has one of the highest tax burdens in Europe, but the core business continued to grow.

Lending growth: Total lending rose 10%, with strong 2-digit growth in corporate loans and a record quarter for cash loans.

Fees and digital: Commission income grew 11% year over year, while the bank said its retail digital offering has caught up with competitors.

Capital strength: Capital remains strong, with management saying the bank is comfortably above its requirements and on track for dividend capacity.

Margins: The bank expects interest margin pressure to ease, saying recent rate cuts are already reflected in Q2 and no material further decline is expected.

Risk stable: Cost of risk stayed stable at 42 basis points, and management said the near-term outlook remains steady despite a large client write-off.

Key Financials
GDP forecast
3.5%
Total lending
10%
Corporate loans
2-digit rate
Large corporate loans
nearly 13%
Cash loan sales
PLN 2.3 billion
Cash loan volumes
15%
Cash loan sales
16%
Mortgage loans
1-digit growth
Total deposits
nearly 7%
Retail deposits
8%
Corporate deposits
11%
Current account share
over 75%
New accounts opened
nearly 230,000
Under-26 account share
more than 1/3
Investment funds
PLN 4.4 billion
Euro issuances
EUR 1.71 billion
Net interest margin
down by 35 to 46 basis points
WIBOR
down by 150 bps
Commission income
11%
Cost of risk
42 basis points
NPL retail sale
PLN 200 million
NPL retail sale profit
PLN 26 million
Write-off cost
PLN 420 million
Client write-off
about PLN 100 million
CET surplus
surplus
Total capital ratio
above 24%
Dividend payout ratio
50% to 75%
AT1 issuance
about PLN 500 million
Other Earnings Calls

Management

Mr. Blazej Szczecki
VP of Management Board - Technology & Operation Banking Division, Retail Banking Division
No Bio Available
Mr. Marcin Gadomski
Chief Risk Officer & VP of the Management Board - Risk Management Division
No Bio Available
Ms. Anna Wawrzynczak-Palynyczak
Vice-President of the Management Board & Member of the Supervisory Board
No Bio Available
Mr. Robert Sochacki
Vice-President of the Management Board
No Bio Available
Ms. Dagmara Wojnar
CFO & Vice President of the Management Board
No Bio Available
Mr. Marcin Zygmanowski
Vice President of the Management Board
No Bio Available
Mr. Cezary Stypulkowski Ph.D.
Vice Chairman of Management Board
No Bio Available
Mr. Marcin Jablczynski
Head of IR Department
No Bio Available
Ms. Katarzyna Niezgoda-Walczak
Head of Retail Banking Bank BPH
No Bio Available
Mr. Roberto Vergnano
Executive Vice President and Head of GBS
No Bio Available

Contacts

Address
WOJ. MAZOWIECKIE
Warsaw
WARSZAWA ZUBRA 1
Contacts
+48226560000
www.pekao.com.pl