Stock Markets August 4, 2026 11:35 AM

Warsaw Benchmark Climbs to Record as Materials, Energy and IT Stocks Lead Gains

WIG30 rises 1.77% to a new high; miners, utilities and banks top the leaderboard while oil prices slide

By Marcus Reed
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Poland's main stock benchmark, the WIG30, advanced 1.77% to a record close, supported by strength in Basic Materials, Energy and Information Technology names. KGHM, PGE and mBank were the session's biggest winners, while Dino Polska, PKN Orlen and Cyfrowy Polsat posted declines. Market breadth favored advancers, crude and Brent oil fell sharply, and gold and the US Dollar Index showed modest moves.

Warsaw Benchmark Climbs to Record as Materials, Energy and IT Stocks Lead Gains
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Key Points

  • WIG30 rose 1.77% to close at a new all-time high, driven by gains in Basic Materials, Energy and Information Technology.
  • KGHM led the WIG30 with an 8.37% advance, while PGE and mBank also recorded strong gains; Dino Polska, PKN Orlen and Cyfrowy Polsat were among the decliners.
  • Global commodity moves weighed on energy-linked prices: benchmark US crude and Brent fell sharply, while gold appreciated and the zloty strengthened slightly versus major currencies.

Poland's equity market closed higher on Tuesday, with the WIG30 index finishing up 1.77% and registering a new all-time high. Gains were concentrated in companies tied to Basic Materials, Energy and Information Technology, which helped push the benchmark higher by the end of the trading session in Warsaw.

Top performers

  • KGHM Polska Miedz SA (KGH) led the WIG30 risers, climbing 8.37% - a 26.20-point increase - to finish the day at 339.05.
  • PGE Polska Grupa Energetyczna SA (PGE) gained 6.13%, or 0.64 points, closing at 11.09.
  • mBank SA (MBK) rose 5.73% - up 78.50 points - to 1,448.50 at the close.

Lagging names

  • Dino Polska SA (DNP) was the weakest on the WIG30, sliding 1.42% or 0.46 points to end at 32.00.
  • Polski Koncern Naftowy ORLEN SA (PKN) fell 1.34%, down 2.00 points, to close at 147.00.
  • Cyfrowy Polsat SA (CPS) dipped 0.29% or 0.05 points to finish at 17.00.

Market breadth and participation

On the Warsaw Stock Exchange, advancing issues outnumbered decliners by 325 to 220, while 91 stocks finished unchanged, indicating broad-based buying pressure at the session's end.

Commodities and currencies

  • Crude oil for September delivery fell 5.43% - a drop of $4.36 - to trade at $75.98 per barrel at settlement.
  • Brent oil for October delivery lost 4.88% or $4.09 to reach $79.68 a barrel.
  • The December Gold Futures contract rose 1.06%, gaining $43.45 to trade at $4,133.95 per troy ounce.
  • EUR/PLN moved down 0.27% to 4.30, while USD/PLN declined 0.36% to 3.73.
  • The US Dollar Index Futures was up marginally, trading 0.04% higher at 99.82.

Overall, the session combined strong equity demand in specific sectors with notable weakness in global oil prices. The WIG30's record closing level reflected concentrated gains among major mining, energy and banking stocks.


Data points referenced in this report reflect closing prices and session moves as reported at the Warsaw market close.

Risks

  • Significant declines in crude and Brent oil prices - which fell over 4.8% and 5.4% respectively - may create volatility for energy-sector equities such as PGE and PKN, affecting energy-related revenues and valuations.
  • Concentration of gains in a limited set of sectors could expose the broader index to pullbacks if buying interest narrows; market breadth showed more advancers than decliners but gains were sector-driven.
  • Movements in currency pairs (EUR/PLN down 0.27% and USD/PLN down 0.36%) and modest moves in the US Dollar Index could affect exporters and importers differently, introducing FX-related uncertainty for corporate results.

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