Allegro.eu SOCIÉTÉ ANONYME

Allegro Advances AI Integration with 40% Technology Portfolio Target and Half a Million Users for AI Assistant

Allegro S.A. has announced significant progress in its artificial intelligence (AI) initiatives, aiming for approximately 40% of its technology portfolio to be AI-driven by the end of the year. The company also reported that its Allegro AI Assistant has reached a milestone of 500,000 users, highlighting strong adoption of its AI-powered solutions. These developments were disclosed in a recent press release.

The integration of AI technologies aligns with Allegro's strategy to enhance platform efficiency, improve customer experience, and drive operational scalability. By embedding AI into its technological framework, Allegro seeks to optimize its marketplace operations, logistics, and personalized services, further solidifying its position as a leading e-commerce platform in Central and Eastern Europe.

Relevance to Allegro S.A.: This development underscores Allegro's commitment to innovation and its focus on leveraging advanced technologies like AI to enhance platform economics, customer engagement, and operational efficiency, which are critical to its growth strategy and competitive positioning in the e-commerce sector.

Allegro S.A. Executes Share Buyback Program with Transactions Worth PLN 58.7 Million

Allegro S.A., a leading e-commerce platform in Central and Eastern Europe and Poland's dominant online marketplace, has announced the completion of a series of share buyback transactions conducted between August 3 and August 5, 2026. The transactions, executed on the Warsaw Stock Exchange under the ISIN code LU2237380790, involved the repurchase of 1,311,876 shares at an average price of PLN 44.77 per share, amounting to a total value of PLN 58,729,010.19.

The buyback program, managed by Erste Bank Polska S.A. - Erste Brokerage Office, is part of Allegro's broader strategy to enhance shareholder value and optimize its capital structure. The transactions were carried out in compliance with the European Commission Delegated Regulation (EU) 2016/1052 and Article 5(3) of the Market Abuse Regulation (MAR).

The detailed breakdown of the transactions is as follows:

• August 3, 2026: 796,271 shares purchased at an average price of PLN 44.67, totaling PLN 35,572,582.08.
• August 4, 2026: 117,475 shares purchased at an average price of PLN 44.71, totaling PLN 5,252,773.47.
• August 5, 2026: 398,130 shares purchased at an average price of PLN 44.97, totaling PLN 17,903,654.64.

The buyback program underscores Allegro's commitment to leveraging its financial strength to deliver value to its shareholders while maintaining its position as a market leader in the e-commerce sector.

Relevance: This development aligns with Allegro S.A.'s business strategy of optimizing its capital structure and enhancing shareholder value, which is a key component of its financial and operational objectives.

Dariusz Mazurkiewicz Appointed Chief Financial Services Officer at Allegro

Allegro.eu S.A. has announced the appointment of Dariusz Mazurkiewicz as its new Chief Financial Services Officer. Mazurkiewicz, who previously served as the CEO of Polski Standard Płatności, the operator of Blik, will oversee the development of Allegro's financial services portfolio. The company emphasized its commitment to expanding its digital offerings, which include logistics, advertising products, and AI-driven solutions, with financial services being a strategic pillar of its operations.

Allegro also expressed its intention to strengthen partnerships with banks and fintech companies across Poland and the Central and Eastern European (CEE) region. The company believes that close collaboration with financial institutions will drive market growth and enable the introduction of innovative products that benefit all participants in its ecosystem. Mazurkiewicz brings over 11 years of experience from Polski Standard Płatności, where he played a pivotal role in the development of Blik, a leading payment system in Poland.

Relevance to Allegro S.A.: This appointment aligns with Allegro's strategy to enhance its financial services offerings, a key component of its business model that supports customer loyalty, seller conversion, and overall platform economics.

Allegro.eu Reports Transaction by Family Foundation Linked to Management Board Member

On July 28, 2026, Allegro.eu disclosed a transaction involving the sale of 200,000 ordinary shares of the company by MOET, a family foundation closely associated with Tom Ruhan, the Company Secretary and a member of the management board of Allegro sp. z o.o., a subsidiary of Allegro.eu. The shares were sold at a price of 45.02 PLN per share, amounting to a total transaction value of approximately 9 million PLN. The transaction was executed on July 27, 2026, at the Warsaw Stock Exchange (XWAR).

This notification was made in compliance with Article 19.1 of the EU Market Abuse Regulation (MAR), which mandates the disclosure of transactions by persons discharging managerial responsibilities or those closely associated with them. Allegro.eu, headquartered in Luxembourg, continues to maintain transparency in its financial and governance practices.

Relevance to Allegro S.A.: This transaction highlights the financial activities of key individuals associated with Allegro.eu, reflecting the company's commitment to regulatory compliance and transparency in corporate governance.

Allegro S.A. Loses Key Government Tender to Rival Due to Higher Bid

In a recent government tender for the provision of e-commerce and logistics services, Allegro S.A., a leading e-commerce platform in Central and Eastern Europe, failed to secure the contract. The tender was awarded to a competing firm that submitted the lowest bid, reportedly undercutting Allegro's offer by a significant margin. While Allegro's proposal highlighted its robust logistics network and value-added services, the higher cost of its bid ultimately led to its exclusion from the winning position.

The loss of this tender represents a setback for Allegro S.A., which has been actively pursuing opportunities to expand its footprint and enhance its market share in the region. The company’s focus on premium services and platform monetization strategies may have contributed to its higher bid, underscoring the challenges of balancing competitive pricing with value-driven offerings in a highly contested market.

Relevance to Allegro S.A.: This development is significant as it highlights the competitive pressures Allegro faces in its core markets, particularly in securing large-scale contracts. Such outcomes could impact its growth strategy and underline the importance of cost competitiveness in its business model.

Allegro Maintains Leadership Among Shopping Platforms in June

Allegro.eu S.A. solidified its position as the leading e-commerce platform in Poland during June, according to the latest Mediapanel study. The platform recorded 18.36 million users, achieving a market reach of 61.23%. Its closest competitor, Temu, followed with 16.68 million users and a 55.65% reach.

These figures underscore Allegro's dominance in the Polish e-commerce market, driven by its robust third-party marketplace model, diverse value-added services, and strong customer engagement. The company's ability to maintain a significant lead over competitors highlights its effective strategy in leveraging network effects and buyer loyalty.

Relevance to Allegro S.A.: This data reinforces Allegro's position as a market leader in Poland, aligning with its business strategy of expanding GMV and active buyer engagement to sustain growth and competitive advantage.

Allegro Partners with Arvato for Comprehensive Logistics Services in One Fulfillment Project

Allegro S.A., a leading e-commerce platform in Central and Eastern Europe, has announced a long-term partnership with Arvato, a logistics services provider specializing in e-commerce and omnichannel solutions. As part of this collaboration, Arvato will establish a state-of-the-art logistics center in Dąbrówka near Zgierz, close to Łódź, Poland. The facility will support Allegro's "One Fulfillment by Allegro" project, which aims to enhance logistics efficiency and improve service offerings for sellers and buyers on the platform.

The new logistics center will play a critical role in streamlining order fulfillment processes, enabling faster delivery times and improved scalability for Allegro's growing marketplace operations. This initiative aligns with Allegro's strategy to strengthen its logistics capabilities and enhance customer satisfaction through value-added services like Allegro Delivery and Smart!.

Relevance to Allegro S.A.: This partnership underscores Allegro's commitment to bolstering its logistics infrastructure, a key pillar of its business model, to drive growth in GMV, improve seller conversion rates, and enhance the overall platform experience for its users.

Voolt SA Unveils New Strategic Direction as Investment Vehicle Focused on Deeptech

Voolt SA has announced a strategic pivot to operate as a public investment vehicle under the brand R Ventures II, focusing on deploying its capital into deeptech companies, particularly in the biotechnology sector. The company’s new strategy will follow an evergreen model, emphasizing the creation of a long-term, diversified investment portfolio. Proceeds from successful exits will be reinvested to sustain growth. Key areas of interest include high-commercialization-potential technologies in biotechnology, chemistry, advanced materials, and other deeptech sectors.

This development is relevant to Allegro S.A. as it highlights the growing focus on technology-driven innovation and investment in Central and Eastern Europe, a region where Allegro operates. Such trends could influence Allegro’s strategic initiatives, particularly in areas like fintech, logistics, and technology-driven services.

BlackRock Increases Stake in Allegro.eu, Crossing 5% Voting Rights Threshold

On June 30, 2026, Allegro.eu S.A., a leading e-commerce platform in Central and Eastern Europe and the dominant online marketplace in Poland, announced that BlackRock, Inc., a global investment management corporation headquartered in New York, has increased its stake in the company. According to the notification submitted by BlackRock, the firm now holds 5.72% of Allegro.eu's voting rights, surpassing the 5% threshold. This includes 5.05% of voting rights attached to shares and an additional 0.65% through financial instruments.

The notification, filed under Luxembourg's Transparency Law, indicates that BlackRock's increased stake reflects a significant vote of confidence in Allegro.eu's business model and growth potential. The total number of voting rights in Allegro.eu stands at 1,017,961,877, with BlackRock's holdings amounting to 51,477,784 voting rights directly and 6,784,440 through financial instruments.

Allegro.eu, headquartered in Luxembourg, operates a third-party marketplace model and derives its revenue from marketplace fees, advertising, logistics, price comparison, and financial services. The company has been expanding its footprint across Central and Eastern Europe, with platforms in Poland, the Czech Republic, Slovakia, and Hungary.

Relevance to Allegro S.A.: The increased stake by BlackRock, a major global investment firm, underscores investor confidence in Allegro.eu's market leadership and growth strategy in the competitive e-commerce sector.

Allegro.eu Reduces Share Capital by PLN 389,429.76 Following Share Buyback Program

Allegro.eu S.A., a leading e-commerce platform in Central and Eastern Europe and the dominant online marketplace in Poland, has announced a reduction in its share capital by PLN 389,429.76. This move follows the cancellation of 38,942,976 shares acquired through the company's share buyback program, as previously disclosed in its 2025 report (current report no. 22/2025). The updated total number of shares and voting rights in the company now stands at 1,017,961,877, as per the disclosure made on June 24, 2026, in compliance with Article 14 of the Luxembourg Transparency Law.

The announcement underscores Allegro.eu's commitment to optimizing its capital structure and enhancing shareholder value. The company, headquartered in Luxembourg, continues to strengthen its position as a key player in the e-commerce sector, leveraging its robust marketplace model and value-added services such as Allegro Pay, Allegro Delivery, and Smart! to drive growth and customer loyalty.

Relevance to Allegro S.A.: This development highlights Allegro.eu's strategic financial management and its focus on maintaining a strong market position, which aligns with its business model of leveraging scale, buyer engagement, and network effects to sustain growth in the competitive e-commerce landscape.