Stock Markets July 31, 2026 11:35 AM

Warsaw market closes higher as WIG30 hits fresh record; energy and media stocks lead gains

WIG30 rises 0.45% as Zabka, PGE and Enea top the leaderboard; breadth positive and commodity moves mixed

By Nina Shah
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Poland's equity market closed higher on Friday with the benchmark WIG30 index advancing 0.45% to a new all-time high. Gains were concentrated in Energy, Media and Chemicals names, led by Zabka Group, PGE and Enea. Market breadth was positive, with more advancers than decliners. Commodities and foreign exchange saw mixed moves, including stronger crude oil and a weaker gold futures contract.

Warsaw market closes higher as WIG30 hits fresh record; energy and media stocks lead gains
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Key Points

  • WIG30 rose 0.45% to reach a new all-time high, led by Energy, Media and Chemicals sector gains.
  • Top individual movers included Zabka Group (+8.68%), PGE (+3.80%) and Enea (+2.62%); laggards included Grupa KĘTY (-1.96%), PKO (-1.34%) and CD PROJEKT (-1.19%).
  • Commodities were mixed: WTI and Brent crude strengthened while Gold futures declined; EUR/PLN was flat and USD/PLN edged higher.

Poland's equity market finished the Friday session with gains, pushing the WIG30 index up 0.45% to a new record close. Positive momentum was driven primarily by stocks in the Energy, Media and Chemicals sectors.

At the close in Warsaw, Zabka Group SA (WA:ZAB) was the session's strongest performer on the WIG30, jumping 8.68% or 2.54 points to finish at 31.80. Major energy companies also contributed to the rally: PGE Polska Grupa Energetyczna SA (WA:PGE) climbed 3.80% or 0.37 points to close at 10.11, while Enea SA (WA:ENAE) gained 2.62% or 0.50 points to end the day at 19.61.

On the flip side, several large-cap names moved lower. Grupa KĘTY SA (WA:KTY) fell 1.96% or 25.00 points to settle at 1,250.00. Powszechna Kasa Oszczednosci Bank Polski SA (WA:PKO) dropped 1.34% or 1.52 points to finish at 111.92, and CD PROJEKT SA (WA:CDR) declined 1.19% or 3.00 points to close at 249.90.

Market breadth on the Warsaw Stock Exchange leaned positive, with 286 stocks rising, 228 declining and 122 unchanged at the close.

Commodity markets showed strength in crude oil while gold futures retreated. WTI crude for September delivery rose 1.90% or 1.59 to $85.18 a barrel. Brent crude for October delivery increased 1.45% or 1.26 to $88.14 a barrel. Conversely, the August Gold Futures contract slipped 1.51% or 62.10 to trade at $4,038.00 a troy ounce.

Currency moves were modest. The euro against the zloty (EUR/PLN) was essentially unchanged, moving 0.06% to 4.31. The dollar strengthened slightly versus the zloty, with USD/PLN up 0.22% to 3.74. The US Dollar Index Futures rose 0.24% to 99.96.


Context and market implications

The session's gains were concentrated in specific sectors rather than being uniformly broad-based. Energy names delivered notable upside amid higher oil prices, while Media and Chemicals segments also contributed to the advance. Large-cap declines in selected industrial and banking names tempered some of the market's upside.

Investors monitoring Warsaw's market will note the positive breadth and the WIG30's fresh high, though sector-level dispersion suggests differing drivers across stocks.

Risks

  • Sector concentration risk: Gains were led by Energy, Media and Chemicals, indicating the market advance was not evenly distributed across sectors, which could leave portfolios exposed to sector-specific reversals.
  • Commodity sensitivity: Strength in crude oil coincided with Energy sector outperformance, suggesting that shifts in oil prices could materially affect Energy stocks' near-term performance.
  • Large-cap downside pressure: Declines in sizable names such as Grupa KĘTY, PKO and CD PROJEKT highlight potential volatility among major constituents that could offset broader index gains.

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