Grupa Azoty plans to generate annual revenues of PLN 17–18 billion in the coming years.

Grupa Azoty announced on Monday that on November 3, 2025, the company's management board adopted, and the supervisory board approved, the strategy of the Grupa Azoty capital group until 2030.

The company emphasized in its stock exchange announcement that the decision to adopt a new strategy is a response to the challenges posed by the dynamically changing market environment. "Following a period of economic turbulence that translated into declining financial results, the strategy sets the direction for the recovery and further development of the Azoty Group. Its implementation aims to strengthen the Azoty Group's market position, its resilience to changes in the macroeconomic environment, increase operational efficiency, and consistently build the Azoty Group's value," the company announced.

According to information provided by Grupa Azoty, in the coming years it plans to achieve annual revenues of PLN 17-18 billion and EBITDA in the range of PLN 1.9-2.0 billion, which, according to the company, will translate into an EBITDA margin exceeding 10%. Furthermore, between 2025 and 2030, the Group plans to allocate PLN 3-4 billion for investments, including through external financing.

"Operationally, the Group plans to strengthen its position as the second largest fertilizer producer in the European Union and exceed a 50% share in the Polish fertilizer market. The logistics segment will handle an annual volume exceeding 3 million tons of chemicals, including imported ammonia. The strategy also assumes a 9% reduction in the organization's carbon footprint by 2030 compared to 2024," the company said in a press release.

The Group noted that it is implementing a comprehensive Azoty Business recovery program until 2027 in response to the challenging external and internal environment. To date, it has reduced operating costs by PLN 300 million from the target of PLN 1 billion by 2027. The Group has also optimized the number of full-time positions by 1,800 – from 15,700 at the end of December 2023 to 13,900 at the end of June 2025.

Revenues from the sale of assets unrelated to the Group's core business in 2025 amounted to PLN 53 million. The company noted that it plans to continue this process, aiming to generate approximately PLN 250 million over the program's implementation period. According to the Group, total savings from the decommissioning of five unprofitable installations, which took place in the first half of this year, will amount to approximately PLN 50 million by 2027.

"We are constantly developing our portfolio of specialized fertilizer products and expanding our sales channels, combining modern technologies with precise responses to market expectations. (...) At the same time, we are building new sources of value and strengthening our resilience to changes in the economic environment," emphasized the company's CEO, Andrzej Skolmowski, quoted in the release.

The company noted that the study took into account changes in the market environment of significant importance for Grupa Azoty, including the normalization of gas prices and the stabilization of energy prices at a significantly higher level compared to the period before 2020, the implementation of the RED III directive, the maintenance of European Union customs duties on fertilizers from Russia and Belarus, and the further increase in imports of chemical products from China, Africa and the Middle East.

Grupa Azoty is one of the key capital groups in the fertilizer and chemical industry in Europe. It ranks second in the European Union in the production of nitrogen and compound fertilizers, and also operates in markets for products such as melamine, polyamide, OXO alcohols, plasticizers, and titanium white.

The company reported in September that its net loss for the first half of this year amounted to PLN 878 million, an increase of PLN 130 million compared to the loss of PLN 748 million reported in the first half of 2024. In the first half of this year, the Group achieved consolidated sales revenue of PLN 3,319 million.