Tarczyński Group, a leader in the protein snacks segment within the FMCG industry, generated sales revenues of PLN 519 million in the first quarter of 2025, representing a year-on-year increase of 9.9%. During the analyzed period, EBITDA amounted to PLN 65.2 million, compared to PLN 78.3 million in the same period last year. Net profit for the first three months stood at PLN 29.3 million, down from nearly PLN 44.3 million a year earlier.
Shareholders will decide at the Annual General Meeting convened for June 12, 2025, on the issuance of no more than 2 million ordinary shares of series G. The capital raised through this share issuance is planned to be allocated toward expanding production capacity for kabanos sausages and implementing innovative projects.
“In the long term, we focus on scaling up operations. The group’s growth strategy is based on several key pillars: consistently increasing market shares in strategic product categories, acquiring new consumers, maximizing the umbrella brand’s value, implementing innovative solutions that address changing market needs, and building a strong, positive image of the Tarczyński brand. As part of our planned expansion, we are considering issuing up to 2 million shares — the decision will be made by our shareholders at the upcoming general meeting,” commented Radosław Chmurak, Vice President of the Management Board – Sales Director at Tarczyński.
The increase in revenues achieved by Tarczyński Group in Q1 2025 was significantly influenced by higher sales volumes compared to the corresponding period last year. Key product categories continue to develop according to established trends. Notably, the sales volume of sausages increased by 26% in Q1 2025 compared to Q1 2024, while the kabanos category showed a stable year-on-year growth of approximately 18%, alongside an 8% decline in sales of dry sausages and block products.
In the first three months of 2025, EBITDA margin reached 12.55%, which is 0.3 percentage points higher than the average margin for the full year 2024.
In 2024, the group strengthened its position as the market leader in meat snacks in Poland, achieving a 70% market share in kabanos sausages and 25% in the sausage category.
| Selected financial data | Q1 2025 (PLN ‘000) | Q1 2024 (PLN ‘000) | Change |
|---|---|---|---|
| Sales revenue | 519,031 | 472,479 | +9.9% |
| EBITDA | 65,162 | 78,286 | -16.8% |
| EBITDA margin | 12.6% | 16.6% | -4.0 pp |
| Net profit | 29,304 | 44,282 | -33.8% |
The group’s products are distributed to over 30 countries across three continents. Its largest export markets include Germany, the United Kingdom, the Netherlands, Romania, Lithuania, the Czech Republic, and Latvia.
Tarczyński cooperates with the world’s largest retail chains, selling products under the Tarczyński and Snack It brands (often simultaneously under both), as well as via private label arrangements. The group distributes products to popular retail 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.
Source: https://managerplus.pl/tarczynski-z-wyzsza-sprzedaza-nizszym-zyskiem-wyniki-za-i-kwartal-2025
