Grupa Azoty

What Grupa Azoty does

Grupa Azoty S.A. is one of Poland's largest chemical conglomerates and the European Union's second-largest producer of nitrogen and compound fertilizers, headquartered in Tarnów, Poland, with roots tracing to 1926. The group operates an integrated chemical manufacturing platform spanning five major production hubs (Tarnów, Puławy, Police, Kędzierzyn-Koźle, Chorzów) and a portfolio of subsidiaries including Grupa Azoty Polyolefins, Siarkopol, ATT Polymers, Compounding, and project-engineering entities. Its product portfolio is horizontally diversified across fertilizer segments (nitrogen, NPK, specialty liquid, sulfur, and foliar), engineering plastics (polyamide 6 / Alphalon, Tarnamid, POM, polyolefins / Gryfilen), oxo-chemicals and plasticizers (Oxoplast / Oxoviflex / Oxofine), titanium dioxide pigments (Tytanpol), industrial chemicals (caprolactam, melamine, hydrogen peroxide, ammonia, acids, RedNOx emissions products), sulfur, films and packaging, and emerging specialty lines (biodegradable polymers envifill, 3D printing filaments Tarfuse).

The group is state-controlled, majority-owned by the State Treasury of Poland, and listed on the Warsaw Stock Exchange under ticker TAR. Revenue is generated through B2B direct sales to industrial customers (chemicals, plastics, pigments) and a B2B2C authorized distributor network for fertilizers across Poland, with a smaller consumer e-commerce channel (sklep.grupaazoty.com) for direct-to-farmer sales. Pricing is quote-based and not publicly disclosed. Reported Q1 2026 revenue was PLN 3.70 billion with EBITDA of PLN 317 million (8.6% margin), and 9M 2025 revenue was PLN 10.04 billion. Following three consecutive years of losses driven by high natural gas prices, Russian/Belarusian competition, and the failed PLN 7+ billion Polimery Police polypropylene project, the company is executing a major restructuring: divesting the Polyolefins subsidiary to Orlen SA (PLN 1.022 billion offer), raising PLN 600 million in new equity from the State Treasury, and signing a long-term debt restructuring term sheet with creditor banks. The group is also expanding into the defense chemicals vertical through a partnership with NITRO-CHEM (Polish Armaments Group) for explosives production.

Name

Grupa Azoty

Legal name

Grupa Azoty S.A.

Website

https://grupaazoty.com

Company type

Public

Founded year

1926

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Grupa Azoty is Poland's largest chemical group and the EU's second-largest nitrogen and compound fertilizer producer, manufacturing fertilizers, plastics, oxo-chemicals, pigments, and industrial chemicals for agriculture, plastics processing, defense, and coatings customers across Central and Eastern Europe.

Ownership category

akta.pro rank

Product category

Industrial Chemicals and Fertilizers

NAICS

Petrochemical Manufacturing (325110), Resin and Synthetic Rubber Manufacturing (32521), Chemical Manufacturing (325), Basic Chemical Manufacturing (3251)

SIC

Industrial Organic Chemicals (2860), Plastic Materials, Synth Resins & Nonvulcan Elastomers (2821), Industrial Inorganic Chemicals (2810), Miscellaneous Chemical Products (2890)

akta.pro primary industry

Ammonia & Nitrogen Feedstocks (Ammonia, Urea, Nitrates) (EUALAHAG)

akta.pro secondary industries

Polyolefins (PE, PP) (IMAEADAD), Engineering Thermoplastic Compounds (PA/PBT/PC/POM/PPS/PEEK) (IMANABAB), Bio-Based & Biodegradable Compounds (PLA/PHA/Starch Blends) (IMANABAF)

Keywords

• Nitrogen fertilizers
• Industrial chemicals
• Polyamide plastics
• Titanium dioxide pigments
• Oxo chemicals

Headquarters

HQ city

Tarnow

HQ country

Poland

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Operations, Supply Chain, Infrastructure, Personnel, Technology or R&D

Revenue model

1. Fertilizer Sales: Production and sale of nitrogen fertilizers, compound NPK fertilizers, specialty liquid fertilizers, and sulfur-based fertilizers to agricultural customers through distributors and direct sales
2. Chemical Products: Sale of industrial chemicals including caprolactam, melamine, hydrogen peroxide, ammonia, nitric acid, sulfuric acid, and organic chemicals to manufacturing customers
3. Plastics and Polymers: Production and sale of engineering plastics (polyamide 6, PA66, POM), polyolefins (polypropylene homopolymer and copolymers), and biodegradable polymers
4. Oxochemicals: Sale of aldehydes, alcohols, and plasticizers (Oxoviflex DOTP, Oxofine TOTM, Oxofine DOA) to plastics processing and chemical industries
5. Pigments (Tytanpol): Titanium dioxide pigments for paints, coatings, plastics, and paper industries

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Grupa Azoty manufactures and sells a diversified portfolio of chemical products, with fertilizers (nitrogen, compound NPK, sulfur and specialty liquid fertilizers) as the largest segment. The company also produces engineering plastics (polyamide 6 / Alphalon and Tarnamid, polyolefins / Gryfilen), oxo-chemicals and plasticizers (Oxoplast, Oxoviflex, Oxofine), titanium dioxide pigments (Tytanpol), industrial chemicals (caprolactam, melamine, hydrogen peroxide, ammonia, nitric and sulfuric acid), sulfur products, films and packaging, biodegradable polymers (envifill), 3D printing filaments (Tarfuse), food-grade and technical chemicals, and offers technology licensing/know-how services.

Product overview

Grupa Azoty is one of Poland's largest chemical groups, operating as a multi-segment manufacturer with a diversified portfolio organized into distinct business areas. The core offerings include: Fertilizers (Nawozy) — the largest segment spanning nitrogen fertilizers (megAN, Pulan, Saletrzak, RSM, urea), nitrogen-sulfur fertilizers (eNpluS, Saletrosan, Pulgran S), compound fertilizers (Amofoska, POLIFOSKA, AZOPLON), and specialty products (foliar FOLIRES, biostimulants Tohumus); Plastics (Tworzywa sztuczne) — engineering polymers including Alphalon polyamide 6, Tarnamid polyamides, and POM for industrial applications; Oxoplast — oxo chemicals and plasticizers (Oxoviflex, Oxofine) for polymer modification; Pigments — Tytanpol titanium dioxide for coatings and plastics; Chemicals — broad industrial chemical portfolio including caprolactam (key nylon 6 precursor), melamine, ammonia, acids, catalysts, and RedNOx emissions control products; Sulfur products; Films and Packaging; plus emerging segments Biodegradable Polymers (envifill) and Additive Manufacturing Materials (Tarfuse filaments); and Polyolefins (Gryfilen polypropylene). The company also offers technology licensing services and operates subsidiaries providing logistics, laboratory services, and industrial maintenance.

Differentiator

Problem solved

Functional benefit

Brands

• megAN: Nitrogen fertilizer brand
• Pulan
• Saletrzak
• Salmag
• POLIFOSKA
• Alphalon
• Tarnamid
• Oxoviflex
• Tytanpol
• envifill
• Tarfuse
• Gryfilen

Products and services

• Fertilizers (Nawozy)
• RSM BioShot N(S) 26-3 (26-3 SO3)
• Plastics (Tworzywa sztuczne)
• Polyolefins (Poliolefiny)
• Oxoplast (OXO chemicals)
• Pigments (Pigmenty)
• Industrial Chemicals (Chemikalia)
• Sulfur (Siarka)
• Films and Packaging (Folie i opakowania)
• Biodegradable Polymers (envifill)
• Additive Manufacturing Materials (Tarfuse)
• Food Chemistry (Chemia spo\u017cywcza)
• Technical Chemistry (Chemia techniczna)
• Specialty Products (Pozosta\u0142e)
• Plastic Products (Wyroby z tworzyw sztucznych)
• Technology/Know-How Licensing

Quantifiable outcome

• Q1 2026 revenue of 3.70 billion PLN with EBITDA margin improvement to 8.6%
• +1 more outcomes

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Polska Grupa Górnicza S.A. (Polish Mining Group)coreChannel Partner/ Reseller/ Distributor · 16 September 2025Grupa Azoty and subsidiaries (Puławy, Kędzierzyn, Police) signed coal supply agreements with Polska Grupa Górnicza. Contracts effective October 1, 2025 to June 30, 2028, with estimated total value of approximately 350 million PLN net for the entire Grupa Azoty Capital Group.
• PROZAP Sp. z o.o.coreStrategic or Co-development Partner · 27 August 2025PROZAP (subsidiary of Grupa Azoty) signed contract with NITRO-CHEM to prepare project documentation for new installation for production of high-energy explosives including RDX (hexogen) and alternatively HMX (octogen). The documentation will serve as basis for investment at NITRO-CHEM facilities.
• NITRO-CHEM S.A. (Polska Grupa Zbrojeniowa)coreStrategic or Co-development Partner · 13 August 2025Grupa Azoty and NITRO-CHEM (Polish Armaments Group) signed a letter of intent for cooperation in explosives production. The agreement aims to ensure continuity of raw material supply chains for explosives manufacturing and collaboration on production installation design. Companies plan to jointly pursue funding for new TNT installation.
• Hyundai Engineering Co. Ltd.minorOthersLegal dispute ongoing over the failed polypropylene plant in Police that cost over PLN 7 billion but never became operational. Hyundai Engineering was the contractor for the project.

Scale indicators10 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• CF Industries: U.S.-based nitrogen fertilizer and clean ammonia producer with global reach. Closely overlaps with Grupa Azoty in nitrogen fertilizer, UAN, ammonia, and industrial chemicals, competing for European end-markets.
• Nutrien: World's largest crop inputs and services provider, with material nitrogen production and global fertilizer distribution. Overlaps with Grupa Azoty in nitrogen fertilizers, urea, ammonium nitrate, and industrial customers across Europe.
• Yara International: Norwegian-headquartered global leader in nitrogen fertilizers and ammonia. Directly comparable in nitrogen fertilizer, compound fertilizer, and industrial chemical production with similar European customer base to Grupa Azoty.
• Anwil: Polish fertilizer and chemical producer (now part of Orlen Group) producing nitrogen fertilizers, PVC, and other chemicals. National direct competitor in Poland and the relevant counterparty in Grupa Azoty's Polyolefins/Orlen transaction.
• OCI Global: Netherlands-based producer of nitrogen fertilizers, methanol, and clean ammonia with European production assets. Direct overlap with Grupa Azoty's nitrogen and chemical product portfolio, serving similar European agricultural customers.
• Borealis: Austrian-headquartered producer of polyolefins (polypropylene, polyethylene) and base chemicals. Directly comparable in the polyolefins/Polypropylene franchise Grupa Azoty is attempting to divest and in basic petrochemical production.

Emerging players

• LSB Industries: U.S.-based producer of nitrogen-based industrial chemicals including ammonia, ammonium nitrate, and UAN with a focus on industrial and agricultural markets. Comparable product mix to Grupa Azoty's nitrogen chemicals franchise, though at smaller scale and with North American footprint.

Broad incumbents

• Lanxess: German specialty chemicals company with significant presence in high-performance plastics (including polyamide engineering plastics), intermediates, and additives. Comparable in engineering plastics, plasticizers, and chemical intermediates.
• Solvay: Belgian-headquartered diversified chemical company with operations across basic chemicals, specialty polymers, and advanced materials. Overlaps with Grupa Azoty in soda ash-adjacent chemistries, peroxides, polymers, and engineering plastics serving European industrial customers.
• BASF: World's largest chemical company with broad portfolio across agricultural solutions, petrochemicals, and performance chemicals. Competes with Grupa Azoty across multiple segments (ammonia, caprolactam, oxo chemicals, plastics additives) but at much greater scale and breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/grupa_azoty
• Facebookfacebook.com/GrupaAzotySA
• LinkedInlinkedin.com/company/grupa-azoty-s.a.

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Grupa Azoty