Erbud exits modules, posts PLN 286M loss, record order book

Erbud discontinued its module production, booking a PLN 286 million net loss from discontinued operations in H1, while continuing operations earned PLN 2.8 million. The group reports a record order portfolio, signaling a strategic pivot away from a loss-making segment. The market impact is company-specific, with the loss likely priced in but the record backlog supporting future revenue visibility.