Asseco: nadal słaba koniunktura w kraju
Informatyczny gigant ponownie odnotował spadki na naszym rynku.

Przychody grupy Asseco ze sprzedaży w Polsce zmniejszyły się do 1,559 mld zł w 2017 r. wobec 1,65 mld zł w 2016 r. (-5,5 proc.). Oznacza to spadek z 21 proc. do 20 proc. obrotów grupy (dane uwzględniają sprzedaż pomiędzy segmentami geograficznymi działania Asseco). Zysk operacyjny zanurkował o 17,5 proc., do 213,4 mln zł.
Słabość polskiego rynku widać na tle wyniku Asseco w regionie Europy Środkowej i Wschodniej. Przychody grupy Asseco na rynku środkowoeuropejskim wzrosły w 2017 r. o 7,8 proc. w ujęciu rok do roku, a udział w sprzedaży Asseco do 10 proc.
Wobec stagnacji na krajowym rynku IT potentat inwestuje w rozwój za granicą. Koordynacją działań zajmuje się powołana w ub.r. spółka Asseco International.
Zarząd przyznaje, że na polskim rynku miniony rok był ponownie trudny dla firm IT, działających w sektorze publicznym. Pozytywny wpływ na przychody w kraju miała natomiast m.in. sprzedaż wygenerowana przez Asseco Business Solutions, głównie z uwagi na popyt na rozwiązania klasy ERP. Przychody ABS w Polsce wzrosły o 26 proc.
Globalnie przychody ze sprzedaży grupy Asseco w 2017 r. wyniosły 7,830 mld zł wobec 7,932 mld zł w 2016 r. (-1,3 proc.). To drugi wynik w polskiej branży IT po AB. Zysk z działalności operacyjnej spadł o 24 proc., do 584,8 mln zł (czyli Polska miała tu znaczący wpływ na rentowność), ale zysk netto dla akcjonariuszy jednostki dominującej wzrósł o 54,9 proc., do 466,6 mln zł.
Globalnie najwięcej obrotów Asseco generował sektor przedsiębiorstw (40 proc.) oraz bankowość i finanse (39 proc.). Udział sektora publicznego wyniósł 21 proc.
W IV kw. 2017 r. światowe przychody grupy zwiększyły się o 7,4 proc., a zysk netto spadł o 15,6 proc. rok do roku.
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Polski koncern IT szykuje przejęcia w Albanii i Portugalii
Widać już spadek wycen. W różnych krajach polska firma poszukuje spółek do zakupu.
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375 mln zł zysku największego polskiego koncernu IT
Wygląda na to, że III kw. br. okazał się mniej zyskowny dla grupy niż II kw. br.
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