Stock Markets September 4, 2026 11:35 AM

Warsaw benchmark rises as banking, media and construction stocks drive gains

WIG30 climbs 1.29% with JSW at 52-week high and Erste Bank Polska reaching an all-time peak

By Hana Yamamoto
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Poland's equity market closed higher on Friday, led by advances in the Banking, Media and Construction sectors. The WIG30 index rose 1.29% at the Warsaw close, supported by notable gains in Jastrzebska Spotka Weglowa SA, Budimex SA and Erste Bank Polska SA. Market breadth favoured advancers, while crude oil and gold prices retreated and the zloty weakened marginally against the euro.

Warsaw benchmark rises as banking, media and construction stocks drive gains
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Key Points

  • WIG30 closed up 1.29% as gains in Banking, Media and Construction stocks led the market.
  • Jastrzebska Spotka Weglowa SA rose 4.85% to 37.00, reaching a 52-week high; Erste Bank Polska SA gained 2.81% to an all-time high of 745.60.
  • Market breadth was positive with 288 advancers versus 221 decliners; commodities such as crude oil and gold declined, and EUR/PLN moved down modestly.

Poland's main equity gauge ended the trading day higher on Friday, with the WIG30 index finishing up 1.29% in Warsaw. Gains were concentrated in the Banking, Media and Construction sectors, which collectively underpinned the market advance.


Top movers and notable highs

The session's top performer on the WIG30 was Jastrzebska Spotka Weglowa SA (WA:JSW), which climbed 4.85% - an increase of 1.71 points - to close at 37.00. That move took JSW to a 52-week high. Construction group Budimex SA (WA:BDXP) also contributed to the upside, adding 3.23% or 22.20 points to finish at 709.00. In the banking space, Erste Bank Polska SA (WA:EBP) rose 2.81% - gaining 20.40 points - to end the session at 745.60, a level described as an all-time high for the stock.

On the downside, Kruk SA (WA:KRU) declined 1.08% or 4.30 points to close at 395.00. CD PROJEKT SA (WA:CDR) slipped 0.30% or 0.70 points to 232.00, while Pepco Group Nv (WA:PCOP) eased 0.10% or 0.04 points to finish at 41.83.


Market breadth and sector context

Advancing issues outnumbered decliners on the Warsaw Stock Exchange by 288 to 221, with 125 stocks unchanged at the close. The net breadth favoured rising names, consistent with the WIG30's gain.


Commodities and currencies

Commodity prices were mixed to lower alongside the equity move. Crude oil for October delivery traded down 0.61% - a decline of $0.56 - to $90.74 per barrel. Brent for November delivery fell 0.10% or $0.10 to $95.42 a barrel. Precious metals also retreated: the December Gold Futures contract was down 1.17%, a drop of $52.94, to trade at $4,486.96 per troy ounce.

Currency moves were modest. The euro priced in Polish zloty terms (EUR/PLN) was down 0.12% at 4.31, while the U.S. dollar against the zloty (USD/PLN) was essentially unchanged, moving 0.09% to 3.71. Separately, the U.S. Dollar Index Futures rose 0.20% to 99.08.


Closing observations

Friday's session saw selective strength among banking, media and construction names lift the headline WIG30 index. A majority of issues moved higher by the close, even as several individual stocks pulled back modestly and commodities, including crude oil and gold, retreated.

Risks

  • Declines in key commodities - crude oil and gold fell on the day - could weigh on resource-linked and broader market sentiment.
  • Individual stock pullbacks were present: Kruk, CD PROJEKT and Pepco Group recorded declines, indicating company-level downside risk within respective sectors.
  • Currency fluctuations, including a slight dip in EUR/PLN and a firmer U.S. Dollar Index Futures, may introduce FX-related volatility for exporters and importers operating in zloty terms.

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