According to the latest current report, the Action group generated revenues of PLN 258 million in January 2026, a solid 11.2 per cent increase compared to the same period last year.
For investors and analysts who follow the technology trading sector, these figures are more than just a seasonal blip. January, traditionally regarded as the month of the ‘post-Christmas slowdown’, has become a proving ground for Action to demonstrate operational prowess. However, the key to understanding the company’s current health is not turnover per se, but margin management discipline.
The management highlighted that the group’s margin remains consistently high at around 8%. In a distribution business characterised by historically low spreads, such a result demonstrates effective portfolio diversification. Action has been consistently moving away from its role as a simple hardware broker to a value-added distributor (VAD) and a strong player in the e-commerce and private label segments.
Maintaining an eight per cent margin on double-digit sales growth suggests that the company is effectively managing its supply chain and optimising operating costs, while avoiding aggressive price wars that could hollow out its financial foundations. This margin-first approach allows the group to build a safe buffer in the face of a volatile economy and currency fluctuations that directly affect the price of imported electronics.
Looking at January’s results, Action is positioning itself as an entity that can scale the business without sacrificing profitability. Against the backdrop of global trends, where e-commerce giants are putting increasing pressure on distributors’ margins, the Warsaw-based company seems to have developed a unique niche. Investors will now be on the lookout to see if this momentum continues in the coming quarters, which could define 2026 as a time of further expansion and market consolidation.
