News of the day — Friday 6 November 2026
News from after the GPW session on 5 Nov until 6 Nov, 15:57 (Warsaw time).
Market and macro
Wall Street, 5 Nov: S&P 500 −4.36%, Nasdaq Composite −5.52%, Dow Jones −3.44%
Closes on 5 Nov: Dow Jones 51,523.06 (−3.44%, −1,833 points), S&P 500 7,353.73 (−4.36%), Nasdaq Composite 24,315.0 (−5.52%; more than 10% below last month's record), Russell 2000 2,729.51 (−4.46%). Broadcom and Nvidia fell about 9% each, Oracle 7%, and the iShares Semiconductor ETF (SOXX) more than 10% (its worst day since March 2020). WTI crude (December) rose 2.86% to USD 90.64 per barrel, Brent (December) 4.12% to USD 98.52.
According to PAP Biznes, investors sold technology and AI-related stocks, fearing a slower build-out of data centres after US elections in which Democratic influence grew. Tim Holland (Orion) said investors are waiting for a clearer picture of the election's effects on the AI investment cycle. Chris Murphy (Susquehanna) pointed to concerns about the pace and funding of AI spending and the risk of tighter regulation.
Why it matters: the GPW session on 6 Nov is the first after these closes; higher oil prices concern fuel-sector companies (e.g. PKN, UNT).
Source: Strefa Inwestorów (PAP Biznes) · 5 Nov, 21:06
Companies
Budimex: Veolia selected the consortium's offer for the Łódź Energy Recovery Plant (PLN 712.63 m net)
Veolia Nowa Energia selected, as the most advantageous, the offer of a consortium of Budimex (leader, 49.2% share) and Keppel Seghers Belgium (50.8%) for building the Łódź Energy Recovery Plant. The tender was run by Veolia Energia Polska on behalf of Veolia Nowa Energia. The offer is worth PLN 712.63 m net and EUR 109.25 m net, with completion within 36 months of contract signing. This is a selection of an offer, not a signed contract; the article gives no date for signing.
Why it matters: concerns BDX; until the contract is signed, it is not part of the order backlog.
Source: StockWatch.pl (information from Budimex) · 6 Nov, 14:47
Elektrotim: two contracts with PGE Energia Odnawialna worth PLN 331.6 m net in total
The PLN 254.4 m net contract covers the supply of storage units and MV/LV transformer stations for four storage facilities (MEE Lotnisko, MEE Ścieki, MEE Wojciechowo, MEE Pelplin), due by 29 Feb 2028. The second, PLN 77.2 m net, covers installation, electrical and ICT works, due by 30 Dec 2028. Elektrotim's 2025 consolidated revenue was PLN 580 m (data from the article).
Why it matters: concerns ELT; the combined value of the contracts is about 57% of 2025 consolidated revenue, spread over delivery until the end of 2028.
Source: StockWatch.pl · 6 Nov, 13:27
Unimot: Q3 2026 adjusted EBITDA estimated at PLN 133 m vs consensus of PLN 108.8 m
Estimated adjusted EBITDA was PLN 133 m (PAP Biznes consensus: PLN 108.8 m; Q3 2025: PLN 88 m, about +51% y/y). Reported EBITDA was PLN 290 m (Q3 2025: PLN 75 m). Revenue about PLN 6 bn (consensus: PLN 4.776 bn; Q3 2025: PLN 3.719 bn, about +61% y/y). According to the company, adjusted EBITDA excludes, among other items, the estimated valuation of mandatory fuel and gas stocks, justified timing differences in costs and revenues, and one-off items. Net profit is not given in the source. The figures are estimates.
Why it matters: concerns UNT (fuel sector); the adjusted result is about 22% above consensus, and the reported figure differs from the adjusted one by PLN 157 m.
Source: Strefa Inwestorów (PAP Biznes) · 5 Nov, 19:52
Grupa Azoty: preliminary Q3 2026 EBITDA of about PLN −25 m vs consensus of PLN 155 m
Revenue was about PLN 3.227 bn (PAP Biznes consensus: PLN 3.5 bn). EBITDA of about PLN −25 m (margin about −0.8%) was, according to the company, PLN 100 m lower y/y excluding one-off effects related to the Polimery Police project. The company points to higher gas prices: the average TTF spot price was EUR 63.4/MWh, 95% higher y/y. Segment EBITDA margins: Agro −7.9%, Chemicals 16.5%, Plastics −28.3% (−9.7% excluding GA Polyolefins; the polypropylene plant has not operated since Q3 2025). For nine months of 2026: revenue PLN 10.3 bn, EBITDA PLN 586 m (margin 5.7%). Net result is not given in the source; final results are due on 19 Nov.
Why it matters: concerns ATT (fertilisers, chemicals); gas cost is the main factor named by the company.
Source: Strefa Inwestorów (PAP Biznes) · 5 Nov, 22:44
Below the threshold
Dino Polska: Q3 results in line with analysts' expectations (5 Nov) · Alior Bank: issue of EUR 500 m eurobonds (5 Nov) · Unibep: Q3 net profit of PLN 12.5 m per PAP Biznes and PLN 12.28 m per StockWatch.pl, order backlog PLN 6.1 bn (sources give different figures) · Toya: Q3 results vs consensus (5 Nov).
Sources checked: Strefa Inwestorów, StockWatch.pl, Parkiet (headline list). Unavailable: Bankier.pl, X.
Information collected automatically from public sources, not investment advice.