Investing.com -- Allegro.eu (WA:ALEP) 周四上调了全年盈利预期，预计调整后核心利润将增长 22%-24%，此前的预期为 13%-17%，得益于与 InPost 达成的新配送协议以及波兰第四季度销售增速加快。
Investing.com -- Allegro.eu (WA:ALEP) raised its full-year earnings forecast on Thursday, expecting adjusted core profit to grow 22%-24%, compared with its previous outlook of 13%-17%, helped by a new delivery agreement with InPost and faster fourth-quarter sales growth in Poland.
第三季度调整后息税折旧摊销前利润（EBITDA）增长 22.9% 至 11.3 亿兹罗提，商品交易总额（GMV）增长 17.8%。
Third-quarter adjusted EBITDA rose 22.9% to 1.13 billion zlotys, while gross merchandise value (GMV) increased 17.8%.
作为集团业绩主要驱动力的波兰业务，调整后 EBITDA 增长 19.2% 至 12.3 亿兹罗提。国际业务部门亏损收窄 10.5% 至 1.03 亿兹罗提，其 GMV 激增 101.7% 至 12.1 亿兹罗提。
Adjusted EBITDA in Poland, which drove the group’s performance, rose 19.2% to 1.23 billion zlotys. The loss at its international unit narrowed 10.5% to 103.0 million zlotys, as GMV there surged 101.7% to 1.21 billion zlotys.
Allegro 表示，强劲的交易表现推动了预期上调，而波兰业务和集团层面的修正后利润预期也反映了与 InPost 达成的新框架协议。
Allegro said strong trading prompted the forecast upgrade, while the revised profit outlook for Poland and the group also reflects a new framework agreement with InPost.
在波兰，公司现在预计调整后 EBITDA 将增长 18.5%-20.5% 至 47 亿至 48 亿兹罗提之间，此前预期为增长 11%-14%。对于集团整体，预计调整后 EBITDA 为 42 亿至 43 亿兹罗提。
In Poland, the company now expects adjusted EBITDA to grow 18.5%-20.5% to between 4.7 billion and 4.8 billion zlotys, compared with its previous forecast of 11%-14% growth. For the group, it expects adjusted EBITDA of 4.2 billion to 4.3 billion zlotys.
公司将集团 GMV 增长预期上调至 15%-16%，此前为 13%-15%，并将营收增长预期上调至 17%-18%，此前为 14%-16%。
The company raised its group GMV growth forecast to 15%-16% from 13%-15%, and its revenue growth outlook to 17%-18% from 14%-16%.
资本支出现在预计将在 11 亿兹罗提左右，此前区间为 10.4 亿至 11.5 亿兹罗提。国际业务部门亏损收窄 3%-7% 的预期保持不变。
Capital expenditure is now expected to be around 1.1 billion zlotys, compared with the previous range of 1.04 billion to 1.15 billion zlotys. The forecast for the international unit’s loss to narrow by 3%-7% was unchanged.
第四季度前五周，波兰 GMV 同比增长约 16%，而第三季度为 14.7%，今年以来迄今约为 13%。国际业务 GMV 增长约 100%，集团整体增长约 17%，而今年以来迄今为 15%。
In the first five weeks of the fourth quarter, GMV in Poland rose around 16% year on year, compared with 14.7% in the third quarter and around 13% so far this year. International GMV growth was around 100%, while group growth was around 17%, compared with 15% so far this year.
第三季度波兰业务的佣金率较上年同期的 12.98% 下降 0.44 个百分点至 12.54%。Allegro 将此下降归因于第一季度缺乏重大年度费用调整、更深的佣金率折扣以及传统推广服务收入减少。
Poland’s take rate fell 0.44 percentage points to 12.54% in the third quarter from 12.98% a year earlier. Allegro attributed the decline to the absence of significant annual fee changes in the first quarter, deeper take-rate discounts and lower revenue from legacy promotion services.
波兰广告收入增长34.3%至4.532亿兹罗提。营销支出下降5.3%至3.339亿兹罗提，原因是欧盟7月1日实施海关新规后，中国电商平台对流量的需求下降。
Advertising revenue in Poland rose 34.3% to 453.2 million zlotys. Marketing spending there fell 5.3% to 333.9 million zlotys after demand for traffic from Chinese e-commerce platforms declined following an EU customs change on July 1.
本季度持续经营业务净利润增长39.3%至5.747亿兹罗提。
Group net profit from continuing operations rose 39.3% to 574.7 million zlotys in the quarter.
前九个月，调整后EBITDA增长19.1%至30.9亿兹罗提，净利润增长34.0%至14.5亿兹罗提。
For the first nine months, adjusted EBITDA increased 19.1% to 3.09 billion zlotys, while net profit rose 34.0% to 1.45 billion zlotys.
活跃买家数量增长4.9%至2150万。前九个月经营性现金流为22.2亿兹罗提，上年同期为13.8亿兹罗提。
Active buyers increased 4.9% to 21.5 million. Operating cash flow for the nine months stood at 2.22 billion zlotys, compared with 1.38 billion zlotys a year earlier.
9月30日净负债为32.2亿兹罗提，2025年底为28.0亿兹罗提。Allegro第三季度用于回购股份的支出为9.179亿兹罗提，属于16亿兹罗提回购计划的一部分。
Net debt was 3.22 billion zlotys at Sept. 30, compared with 2.80 billion zlotys at the end of 2025. Allegro spent 917.9 million zlotys on share buybacks in the third quarter, as part of a 1.6 billion zloty programme.