{"id":108409,"date":"2026-06-09T00:16:10","date_gmt":"2026-06-08T22:16:10","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=108409"},"modified":"2026-06-08T15:02:56","modified_gmt":"2026-06-08T13:02:56","slug":"doosan-skoda-power-tezila-z-obratu-v-objednavkach-vysledky-za-prvni-kvartal-podporila-i-velka-smlouva-s-cez","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/06\/09\/doosan-skoda-power-tezila-z-obratu-v-objednavkach-vysledky-za-prvni-kvartal-podporila-i-velka-smlouva-s-cez\/","title":{"rendered":"Doosan \u0160koda Power t\u011b\u017eila z obratu v objedn\u00e1vk\u00e1ch: V\u00fdsledky za prvn\u00ed kvart\u00e1l podpo\u0159ila i velk\u00e1 smlouva s \u010cEZ"},"content":{"rendered":"
<\/div>\n

Doosan \u0160koda Power vstoupila do roku 2026 ve chv\u00edli, kdy se energetika nach\u00e1z\u00ed uprost\u0159ed nejv\u011bt\u0161\u00ed prom\u011bny za posledn\u00ed dek\u00e1du a velk\u00e9 stroj\u00edrensk\u00e9 spole\u010dnosti se mus\u00ed rozhodnout, jestli budou jen reagovat na popt\u00e1vku, nebo si ji budou samy aktivn\u011b vytv\u00e1\u0159et. Prvn\u00ed kvart\u00e1l p\u0159inesl kombinaci ud\u00e1lost\u00ed, kter\u00e9 na jednu stranu nevypadaj\u00ed jako u\u010debnicov\u00fd r\u016fstov\u00fd p\u0159\u00edb\u011bh, ale na druhou stranu nazna\u010duj\u00ed, \u017ee se uvnit\u0159 firmy za\u010d\u00edn\u00e1 skl\u00e1dat siln\u011bj\u0161\u00ed, m\u00e9n\u011b viditeln\u00fd z\u00e1klad pro dal\u0161\u00ed roky.<\/p>\n

Tr\u017eby klesly, zisk ale vzrostl<\/strong><\/h3>\n

Prvn\u00ed kvart\u00e1l uk\u00e1zal sm\u00ed\u0161en\u00fd obr\u00e1zek hospoda\u0159en\u00ed. Doosan \u0160koda Power vyk\u00e1zala tr\u017eby 878 milion\u016f CZK, co\u017e znamenalo meziro\u010dn\u00ed pokles o 15,89 %, p\u0159i\u010dem\u017e firma pokles spojila hlavn\u011b s odlo\u017een\u00edm rozhodov\u00e1n\u00ed u n\u011bkter\u00fdch projekt\u016f a se zpo\u017ed\u011bn\u00edm zak\u00e1zek v Botswan\u011b a Indon\u00e9sii. Sou\u010dasn\u011b ale na provozn\u00ed \u00farovni do\u0161lo ke zlep\u0161en\u00ed, proto\u017ee EBITDA vzrostla z 27 milion\u016f na 62 milion\u016f CZK a provozn\u00ed zisk dos\u00e1hl 10 milion\u016f CZK, zat\u00edmco ve stejn\u00e9m obdob\u00ed loni byla firma na slab\u0161\u00ed b\u00e1zi zat\u00ed\u017eena i n\u00e1klady souvisej\u00edc\u00edmi s IPO. \u010cist\u00fd zisk tak meziro\u010dn\u011b vzrostl na 12,8 milionu CZK, co\u017e uk\u00e1zalo, \u017ee ni\u017e\u0161\u00ed tr\u017eby automaticky neznamenaly slab\u0161\u00ed kvart\u00e1l i z pohledu rentability.[1]<\/a><\/p>\n

Objedn\u00e1vky vysko\u010dily nad p\u011bt miliard CZK<\/strong><\/h3>\n

Hlavn\u00ed pozitivn\u00ed zpr\u00e1va cel\u00e9ho reportu p\u0159i\u0161la z nov\u00e9 objedn\u00e1vkov\u00e9 aktivity, proto\u017ee firma v prvn\u00edm \u010dtvrtlet\u00ed z\u00edskala zak\u00e1zky za v\u00edce ne\u017e 5 miliard CZK, zat\u00edmco p\u0159ed rokem to bylo p\u0159ibli\u017en\u011b 1,1 miliardy CZK. Takto v\u00fdrazn\u00fd meziro\u010dn\u00ed n\u00e1r\u016fst je u projektov\u011b orientovan\u00e9ho pr\u016fmyslu z\u00e1sadn\u00ed, proto\u017ee objedn\u00e1vky funguj\u00ed jako p\u0159edstihov\u00fd ukazatel budouc\u00edch tr\u017eeb, vyt\u00ed\u017een\u00ed v\u00fdroby i viditelnosti cash flow v dal\u0161\u00edch obdob\u00edch. Spole\u010dnost nav\u00edc uvedla, \u017ee nov\u00e9 kontrakty nep\u0159i\u0161ly jen z dom\u00e1c\u00edho trhu, ale tak\u00e9 z Kazachst\u00e1nu, Turecka, Chile a Ji\u017en\u00ed Koreje, co\u017e nazna\u010duje, \u017ee r\u016fst objedn\u00e1vek nest\u00e1l pouze na jedin\u00e9 zak\u00e1zce, ale na \u0161ir\u0161\u00ed obchodn\u00ed aktivit\u011b nap\u0159\u00ed\u010d v\u00edce regiony.[2]<\/a><\/p>\n

Smlouva s \u010cEZ prudce zvedla backlog<\/strong><\/h3>\n

Nejd\u016fle\u017eit\u011bj\u0161\u00edm impulzem pro investi\u010dn\u00ed p\u0159\u00edb\u011bh firmy se stala velk\u00e1 smlouva s \u010cEZ, kter\u00e1 se okam\u017eit\u011b propsala do r\u016fstu backlogu, tedy z\u00e1soby ji\u017e nasmlouvan\u00fdch, ale dosud nerealizovan\u00fdch zak\u00e1zek. Backlog Doosan \u0160koda Power se na konci prvn\u00edho \u010dtvrtlet\u00ed zv\u00fd\u0161il meziro\u010dn\u011b o 83 % na 16,91 miliardy CZK, p\u0159i\u010dem\u017e Investi\u010dn\u00ed web jej zaokrouhluje na zhruba 17 miliard CZK. Pr\u00e1v\u011b to je \u010d\u00edslo, kter\u00e9 trh sleduje mo\u017en\u00e1 je\u0161t\u011b v\u00edce ne\u017e samotn\u00fd kvart\u00e1ln\u00ed zisk, proto\u017ee u stroj\u00edrensk\u00e9 firmy s dlouh\u00fdm v\u00fdrobn\u00edm cyklem backlog ukazuje, jak siln\u011b m\u00e1 firma pokryt\u00e9 budouc\u00ed obdob\u00ed. Zak\u00e1zka s \u010cEZ tak neznamen\u00e1 jen jednor\u00e1zovou medi\u00e1ln\u00ed zpr\u00e1vu, ale konkr\u00e9tn\u00ed roz\u0161\u00ed\u0159en\u00ed budouc\u00edho v\u00fdnosov\u00e9ho pol\u0161t\u00e1\u0159e.2<\/sup><\/p>\n

Servis roste a pom\u00e1h\u00e1 stabilizovat byznys<\/strong><\/h3>\n

Vedle velk\u00fdch dod\u00e1vek nov\u00fdch technologick\u00fdch celk\u016f je d\u016fle\u017eit\u00e9 i to, \u017ee firma posiluje servisn\u00ed \u010d\u00e1st podnik\u00e1n\u00ed, kter\u00e1 b\u00fdv\u00e1 z pohledu stability v\u00fdnos\u016f cenn\u011bj\u0161\u00ed ne\u017e jednor\u00e1zov\u00e9 projektov\u00e9 dod\u00e1vky. Servisn\u00ed tr\u017eby v\u010detn\u011b dlouhodob\u00fdch servisn\u00edch smluv v prvn\u00edm kvart\u00e1lu meziro\u010dn\u011b vzrostly o 24 % na 69 milion\u016f CZK a tvo\u0159ily t\u00e9m\u011b\u0159 40 % celkov\u00fdch tr\u017eeb spole\u010dnosti. To je d\u016fle\u017eit\u00fd detail, proto\u017ee vy\u0161\u0161\u00ed pod\u00edl servisu zlep\u0161uje opakovatelnost byznysu, sni\u017euje z\u00e1vislost na na\u010dasov\u00e1n\u00ed jednotliv\u00fdch velk\u00fdch projekt\u016f a m\u016f\u017ee v del\u0161\u00edm horizontu pom\u00e1hat i stabilizaci mar\u017e\u00ed. Z pohledu investor\u016f tak nejde jen o to, kolik firma pr\u00e1v\u011b z\u00edsk\u00e1 nov\u00fdch zak\u00e1zek, ale i o to, jak kvalitn\u011b je schopna stav\u011bt pravideln\u011bj\u0161\u00ed a odoln\u011bj\u0161\u00ed v\u00fdnosovou z\u00e1kladnu.2<\/sup><\/p>\n

V\u00fdhled je lep\u0161\u00ed, te\u010f rozhodne realizace a mar\u017ee<\/strong><\/h3>\n

V\u00fdhled firmy po prvn\u00edm kvart\u00e1lu p\u016fsob\u00ed v\u00fdrazn\u011b l\u00e9pe ne\u017e samotn\u00fd pohled na tr\u017eby za prvn\u00ed t\u0159i m\u011bs\u00edce roku. Spole\u010dnost uvedla, \u017ee p\u0159ibli\u017en\u011b 20 % aktu\u00e1ln\u00edho backlogu by se m\u011blo realizovat do jednoho roku a zhruba 50 % b\u011bhem n\u00e1sleduj\u00edc\u00edch t\u0159\u00ed let, co\u017e d\u00e1v\u00e1 investor\u016fm pom\u011brn\u011b slu\u0161nou p\u0159edstavu o rozlo\u017een\u00ed budouc\u00edch v\u00fdnos\u016f. Z\u00e1rove\u0148 management jako kl\u00ed\u010dov\u00e9 trhy pro dal\u0161\u00ed obdob\u00ed zd\u016fraznil Evropu, Ameriku a Asii a firma d\u00e1l navy\u0161uje investice, kdy\u017e kapit\u00e1lov\u00e9 v\u00fddaje v prvn\u00edm \u010dtvrtlet\u00ed vzrostly meziro\u010dn\u011b o 66 % na 68 milion\u016f CZK. Pro akcie te\u010f ale bude rozhoduj\u00edc\u00ed, zda se siln\u00fd p\u0159\u00edliv zak\u00e1zek za\u010dne v dal\u0161\u00edch kvart\u00e1lech prom\u00edtat i do vy\u0161\u0161\u00edch tr\u017eeb, zdrav\u00e9ho cash flow a udr\u017eiteln\u00fdch mar\u017e\u00ed, proto\u017ee pr\u00e1v\u011b schopnost backlog kvalitn\u011b realizovat rozhodne o tom, jestli byl prvn\u00ed kvart\u00e1l 2026 jen dobr\u00fdm sign\u00e1lem, nebo za\u010d\u00e1tkem siln\u011bj\u0161\u00edho r\u016fstov\u00e9ho obdob\u00ed.[3]<\/a> [1]<\/p>\n

Roman Vykou\u0159il, analytik <\/strong>Wonderinterest Trading s.r.o.<\/strong><\/a><\/h4>\n

[1] V\u00fdhledov\u00e1 prohl\u00e1\u0161en\u00ed vych\u00e1zej\u00ed z p\u0159edpoklad\u016f a aktu\u00e1ln\u00edch o\u010dek\u00e1v\u00e1n\u00ed, kter\u00e9 mohou b\u00fdt nep\u0159esn\u00e9, nebo z aktu\u00e1ln\u00edho ekonomick\u00e9ho prost\u0159ed\u00ed, kter\u00e9 se m\u016f\u017ee zm\u011bnit. Takov\u00e1 prohl\u00e1\u0161en\u00ed nejsou z\u00e1rukou budouc\u00ed v\u00fdkonnosti. Zahrnuj\u00ed rizika a dal\u0161\u00ed nejistoty, kter\u00e9 se daj\u00ed t\u011b\u017eko p\u0159edv\u00eddat. V\u00fdsledky se mohou podstatn\u011b li\u0161it od v\u00fdsledk\u016f vyj\u00e1d\u0159en\u00fdch nebo implikovan\u00fdch v jak\u00fdchkoli v\u00fdhledov\u00fdch prohl\u00e1\u0161en\u00edch.<\/p>\n

[1]<\/a> https:\/\/www.investicniweb.cz\/aktuality\/322627-doosan-skoda-power-vysledky-1q2026<\/a><\/p>\n

[2]<\/a> https:\/\/www.fio.cz\/zpravodajstvi\/zpravy-z-burzy\/324642-strojirenska-spolecnost-doosan-skoda-power-reportovala-vysledky-za-1q-2026<\/a><\/p>\n

[3]<\/a> https:\/\/www.doosanskodapower.com\/cz\/investment\/ir_financial_reports<\/a><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Doosan \u0160koda Power vstoupila do roku 2026 ve chv\u00edli, kdy se energetika nach\u00e1z\u00ed uprost\u0159ed nejv\u011bt\u0161\u00ed…<\/p>\n","protected":false},"author":2,"featured_media":102963,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[1042,1298,45,350],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/108409"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=108409"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/108409\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/102963"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=108409"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=108409"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=108409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}