Acron Q2 2026: Revenue Growth Accelerates to +6.5% y/y; EBITDA and Net Profit Surge

Acron reported Q2 2026 revenue of RUB 60,996 mn, up 6.5% y/y, marking a sharp acceleration from the -9.1% y/y decline seen in H1 2026. EBITDA rose 27.0% y/y to RUB 31,377 mn, while net profit jumped 48.9% y/y to RUB 23,443 mn. The results reflect a strong rebound in profitability, with EBITDA margin expanding to 51.4% from 43.2% a year ago, and net margin reaching 38.4% versus 27.5% in Q2 2025.

Q2 2026 y/y growth

What drove the result

The acceleration in revenue growth from -9.1% in H1 2026 to +6.5% in Q2 2026 was accompanied by an even sharper recovery in profitability. EBITDA margin expanded to 51.4% in Q2 2026 from 43.2% in Q2 2025, while net profit margin rose to 38.4% from 27.5%. This suggests strong operating leverage and possibly favorable pricing or cost dynamics. On a sequential basis, Q2 2026 revenue of RUB 60,996 mn was 17.6% above Q1 2026 revenue of RUB 51,867 mn, and EBITDA more than doubled from RUB 16,254 mn in Q1 2026. Net profit also rose sharply from RUB 2,678 mn in Q1 2026.

Key figures

Outlook

The strong Q2 2026 performance marks a significant turnaround from the weak H1 2026, when revenue declined 9.1% y/y and net profit fell 13.6% y/y. The sharp acceleration in revenue growth and margin expansion suggest improving market conditions or successful cost management. However, the company has not provided any updated guidance or dividend announcements in the reported figures. Investors will watch whether this positive momentum can be sustained in the coming quarters, especially given the volatile prior-year comparisons.