Newag - Contract Revenue Allocation

Currency Note: All amounts are in PLN. Contracts in foreign currencies have been converted to PLN using the exchange rate at the time of contract announcement. Future currency exchange rate changes might impact actual revenue in PLN.

Contract 2025 Q3 2025 Q4 2026 Q1 2026 Q2 2026 Q3 2026 Q4 2027 Q1 2027 Q2 2027 Q3 2027 Q4 2028 Q1 2028 Q2 2028 Q3 2028 Q4 2029 Q1 2029 Q2 2029 Q3 2029 Q4 2030 Q1 2030 Q2 2030 Q3 2030 Q4 2031 Q1 2031 Q2 2031 Q3 2031 Q4 2032 Q1 2032 Q2 2032 Q3 2032 Q4 2033 Q1 2033 Q2 2033 Q3 2033 Q4 2034 Q1 2034 Q2 2034 Q3 2034 Q4 2035 Q1 2035 Q2 2035 Q3 2035 Q4 2036 Q1 2036 Q2 2036 Q3 2036 Q4 Total
Total Revenue per Quarter 66,549,974.86 146,883,308.19 364,995,494.98 364,995,494.98 460,881,494.98 522,064,577.09 494,425,859.90 494,425,859.90 627,729,659.90 516,988,043.04 502,704,759.90 502,704,759.90 494,863,359.90 443,034,168.18 308,433,113.96 308,433,113.96 303,099,780.63 316,591,648.10 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 25,204,622.50 19,087,897.50 19,087,897.50 18,961,897.50 18,961,897.50 7,920,815,002.35
Delivery of 20 Electric Locomotives to Orlen Kolej (with maintenance during warranty)
View Source 2028-01-01 - 2028-12-31
- - - - - - - - - - 109,562,500.00 109,562,500.00 109,562,500.00 109,562,500.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 438,250,000.00
Option exercised for delivery of four additional electric multiple units (EZT) and maintenance services
View Source 2027-07-01 - 2028-06-30
- - - - - - - - 133,303,800.00 7,841,400.00 7,841,400.00 7,841,400.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 156,828,000.00
Delivery of electric locomotives with maintenance
View Source 2027-01-01 - 2028-12-31
- - - - - - 10,317,771.08 10,317,771.08 10,317,771.08 11,546,686.75 10,317,771.08 10,317,771.08 10,317,771.08 11,546,686.75 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 84,999,999.98
Supply of 35 dual-drive traction units with 10-year maintenance services to PKP Intercity
View Source 2027-01-01 - 2036-12-31
- - - - - - 183,724,397.50 183,724,397.50 183,724,397.50 183,724,397.50 183,724,397.50 183,724,397.50 183,724,397.50 183,724,397.50 183,724,397.50 183,724,397.50 183,724,397.50 183,724,397.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 18,961,897.50 2,735,625,900.00
Sale of five electric locomotives with ten-year maintenance services (Rail Capital Partners)
View Source 2026-07-01 - 2036-06-30
- - - - 95,886,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 126,000.00 - - 100,800,000.00
Sale and Maintenance of Five Electric Locomotives
View Source 2026-01-01 - 2036-01-01
- - 30,669,250.00 30,669,250.00 30,669,250.00 35,169,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 669,250.00 - - - - 151,270,000.00
Supply of 10 Electric Locomotives with Maintenance Services
View Source 2026-01-01 - 2029-12-31
- - 26,402,500.00 26,402,500.00 26,402,500.00 26,402,500.00 26,402,500.00 26,402,500.00 26,402,500.00 26,402,500.00 152,500.00 152,500.00 152,500.00 152,500.00 152,500.00 152,500.00 152,500.00 152,500.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - 212,440,000.00
Execution Agreement for delivery of six electric train sets with maintenance and additional services
View Source 2026-01-01 - 2026-12-31
- - 34,737,803.66 34,737,803.66 34,737,803.66 173,689,018.30 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 277,902,429.28
Delivery of 22 Electric Multiple Units (with option for 8 additional units) and related maintenance services to the Silesian Voivodeship
View Source 2026-01-01 - 2035-12-12
- - 88,322,475.00 88,322,475.00 88,322,475.00 88,322,475.00 88,322,475.00 88,322,475.00 88,322,475.00 88,322,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 5,447,475.00 - - - - 880,899,000.00
Delivery of 63 Electric Locomotives with Maintenance Services to PKP Intercity
View Source 2026-01-01 - 2029-12-31
- - 112,980,158.13 112,980,158.13 112,980,158.13 126,472,025.60 112,980,158.13 112,980,158.13 112,980,158.13 126,472,025.60 112,980,158.13 112,980,158.13 112,980,158.13 126,472,025.60 112,980,158.13 112,980,158.13 112,980,158.13 126,472,025.60 - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1,861,649,999.96
Delivery of two multi-car electric trainsets (with option for additional units) to the Pomeranian Voivodeship
View Source 2025-11-18 - 2029-05-18
- 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 5,333,333.33 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 79,999,999.95
Delivery of 4 electric locomotives with additional services
View Source 2025-01-01 - 2025-12-31
- 75,000,000.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 75,000,000.00
Framework Agreement for Delivery and Maintenance of Electric Traction Units
View Source 2024-09-09 - 2028-09-08
66,549,974.86 66,549,974.86 66,549,974.86 66,549,974.86 66,549,974.86 66,549,974.86 66,549,974.86 66,549,974.86 66,549,974.86 66,549,974.86 66,549,974.86 66,549,974.86 66,549,974.86 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 865,149,673.18

AI-Generated Revenue Allocation: The revenue allocations shown above are generated using AI analysis of contract announcements. Revenue recognition follows IFRS 15 principles with assumptions about timing and milestone completion. Always verify with official company financial statements and reports.

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