The Polish fertilizer giant is fighting for the market. At the same time, it cuts costs, lays off and closes plants
The Azoty Group's strategy until 2030, announced on Monday evening, assumes focusing on four segments, with the main emphasis on fertilizers and strengthening the role in the defense segment. The group announces an EBITDA margin exceeding 10%. and PLN 3-4 billion of investments.
See also: Poland is fighting to delay ETS2. “The 2040 target is unnecessary” [WYWIAD]
In the published statement, Grupa Azoty emphasized that the adoption of the new strategy results from the need to respond to dynamically changing market conditions. The company's management board approved the document on November 3, 2025, and the supervisory board accepted it. As indicated, the strategy is aimed at rebuilding after a period of declining financial results and further development of the company. The group wants to increase its resistance to macroeconomic changes and focus on building company value.
According to plans, Grupa Azoty intends to exceed 50%. share in the Polish fertilizer market and maintain the position of the second largest fertilizer producer in the European Union. The logistics segment will handle over 3 million tons of chemicals annually, including imported ammonia. Another important goal is to reduce the carbon footprint by 9%. compared to 2024, which is to be achieved by 2030.
— Our strategy is ambitious and realistic at the same time. We do not undertake projects that we cannot finance ourselves. We eliminate initiatives that go beyond our domain – even if they seem to mean diversification – especially when they would conflict with the interests of key players in the region. We consistently focus on our areas of advantage and creating value for shareholders, said President Skolmowski in an interview for PAP Biznes.
See also: Five companies to keep on your radar in November. There's a lot going on around them
Layoffs and plant closures
The company also runs the Azoty Business recovery program, which is scheduled to end in 2027 The Group has already reduced operating costs by PLN 300 million from the planned PLN 1 billion and reduced employment by 1.8 thousand. full-time positions, reaching 13.9 thousand. employees at the end of June 2025 Moreover, in 2025, revenues from the sale of assets unrelated to the core business amounted to PLN 53 million. Ultimately, the Group plans to obtain PLN 250 million from this.
In a stock exchange announcement, Grupa Azoty also announced the closure of five unprofitable installations in the first half of this year, which will allow for savings of PLN 50 million by 2027. The company's president emphasized that the company is developing a portfolio of specialized fertilizer products and modern sales channels, while strengthening its resistance to economic changes.
The strategy also takes into account changes in the market environment, such as the stabilization of gas and energy prices at a higher level than before 2020, the implementation of the RED III directive, the maintenance of tariffs on fertilizers from Russia and Belarus, and the growing import of chemicals from China, Africa and the Middle East.
Position and results of Grupa Azoty
Grupa Azoty is one of the key capital groups in the fertilizer and chemical industry in Europe. It ranks second in the European Union in the production of nitrogen and multi-component fertilizers, and also operates on the markets of products such as melamine, polyamide, OXO alcohols, plasticizers and titanium white.
The company announced in September that its net loss for the first half of this year amounted to PLN 878 million and increased by PLN 130 million compared to the loss reported in the first half of 2024 amounting to PLN 748 million. In the first half of this year, the Group achieved consolidated sales revenues of PLN 3,319 million.
