Tarczyński Group generated PLN 1.063 billion in sales revenue in the first half of 2025, an increase of more than 8.5% compared to the same period last year. EBITDA amounted to PLN 133.5 million versus PLN 151.9 million year-on-year, while consolidated net profit reached PLN 67.4 million compared to PLN 75.3 million in the previous year. Export sales totaled over PLN 350.2 million in the reporting period, up nearly 20% year-on-year.
“We are consistently executing Tarczyński Group’s growth strategy in Poland and in export markets, which accounted for 33% of total sales in the first half of the year. We intend to remain a key player in major markets, primarily Germany, the UK, the Netherlands, the Czech Republic, and Lithuania. Our export position is strengthening every year, also thanks to the launch of new markets. After establishing subsidiaries in the US, the UK, and Romania in 2024, we are now focusing on Scandinavia, where we have registered Tarczynski Sweden AB. Growth for us also means expanding our product portfolio to reach new customers with different taste preferences. This way, we not only strengthen our position in existing product categories but also enter new ones, offering flavors more aligned with foreign consumers’ expectations. That is why new products will appear on store shelves in Poland and abroad this autumn,” commented Radosław Chmurak, Vice President of the Management Board and Sales Director of Tarczyński.
Market Conditions and Raw Material Prices
In the first half of 2025, Tarczyński Group’s revenues and results were significantly influenced by raw material market conditions. In pork, the company faced rising prices driven by limited supply, herd rebuilding in the EU, and seasonal demand recovery. In poultry, purchasing conditions were shaped by the bird flu crisis, which temporarily increased prices, followed by a downward trend as supply grew and stocks were replenished.
Focus on Core Categories
The Group continues to pursue a sales strategy concentrated on two key product categories. In the hot dog/sausage segment, sales dynamics reached 26% year-on-year in the first half of 2025, while in the kabanos category growth was 15% year-on-year.
Selected Financial Data
| H1 2025 | H1 2024 | Change | |
|---|---|---|---|
| Sales revenue (PLN ‘000) | 1,063,807 | 980,133 | +8.5% |
| Export sales (PLN ‘000) | 350,224 | 293,113 | +19.5% |
| Export share | 32.9% | 29.9% | +3.0 pp |
| EBITDA (PLN ‘000) | 133,534 | 151,862 | -12.1% |
| EBITDA margin | 12.6% | 15.5% | -2.9 pp |
| Net profit (PLN ‘000) | 67,388 | 75,279 | -10.5% |
International Expansion and Distribution
Tarczyński products are distributed in over 30 countries across three continents. The Group’s largest export markets include Germany, the United Kingdom, the Netherlands, Romania, Lithuania, the Czech Republic, and Latvia.
The company cooperates with major global retail chains, selling products under the Tarczyński and Snack It brands (often simultaneously under both), as well as in private label formats. Its distribution network covers leading chains in Poland and abroad, including Aldi, Asda, Auchan, Biedronka, Billa, Carrefour, Coop, Costco, Edeka, Iki, Kaufland, Lidl, Maxima, Morrisons, Netto, Penny, Plus, Rewe, Sainsbury’s, and Tesco.
Capital Increase and Dividend Policy
During the General Meeting of Shareholders held on June 12, 2025, it was decided to issue up to 2 million series G ordinary shares. The capital raised through the issue will be used to expand kabanos production capacity and implement innovative projects.
Tarczyński regularly shares profits with its shareholders. On September 16, 2025, it paid out PLN 29.5 million in dividends from its 2024 earnings.
Source: CEO.com.pl
