Q2 2026 report
Draw Distance to krakowski producent gier („Vampire: The Masquerade”, „Serial Cleaner”) w toku przyspieszonego postępowania układowego otwartego w lipcu 2025 r. — sąd wciąż nie wyznaczył terminu zgromadzenia wierzycieli.
Sentiment
Cautious
No guidance change
DDI
Q2 2026 report
Revenue
251,521 PLN
— YoY
Net income
-90,728 PLN
— YoY
EBITDA
614,521 PLN
— YoY
FCF
-13,372 PLN
— YoY
Summary
Investment thesis
- Przychody ze sprzedaży rosną wyraźnie r/r (+48,2% narastająco) dzięki dywersyfikacji w usługi portingowe gier na konsole dla zewnętrznych wydawców.
- Bilans na 30.06.2026 zawiera poważną niewyjaśnioną anomalię: kapitał własny spadł z +1,63 mln zł do -2,75 mln zł w jednym kwartale, mimo straty netto za kwartał wynoszącej tylko -90,7 tys. zł.
- Zapasy (gry w produkcji/gotowe) stanowią 81% sumy bilansowej (5,22 mln zł z 6,47 mln zł) — koncentracja ryzyka w wycenie portfela produktowego.
- Największym akcjonariuszem jest Bloober Team S.A. (34,98% głosów) — inna notowana spółka z branży gier, co może sugerować potencjalne synergie lub przyszłe wsparcie kapitałowe.
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Financials
BETA
DDI · Q2 2026
| Metric | Q2 2026 | Q2 2025 | Δ YoY | YTD 2026 | Δ YoY | Value type | Segment | Conf. |
|---|---|---|---|---|---|---|---|---|
| Revenue | 251,521 | — | — | 482,658 | — | reported | — | 0.90 |
| EBITDA | 614,521 | — | — | 852,990 | — | derived | — | 0.60 |
| EBIT | -55,734 | — | — | -85,559 | — | reported | — | 1.00 |
| EBT | -90,728 | — | — | -112,920 | — | reported | — | 1.00 |
| Net income | -90,728 | — | — | -112,920 | — | reported | — | 1.00 |
| D&A | 670,255 | — | — | 938,549 | — | reported | — | 1.00 |
| Interest expense | — | — | — | 27,361 | — | reported | — | 0.80 |
| Income tax | — | — | — | 0 | — | reported | — | 1.00 |
| EBIT margin | -22.16% | — | — | -17.73% | — | derived | — | 0.85 |
| Net margin | -36.07% | — | — | -23.4% | — | derived | — | 0.85 |
| Cash | 60,476 | — | — | — | — | reported | — | 1.00 |
| Total debt | 3,000,832 | — | — | — | — | reported | — | 0.85 |
| Net debt | 2,940,357 | — | — | — | — | derived | — | 0.80 |
| Equity | -2,746,795 | — | — | — | — | reported | — | 0.70 |
| Total assets | 6,473,695 | — | — | — | — | reported | — | 1.00 |
| Current assets | 5,516,563 | — | — | — | — | reported | — | 1.00 |
| Current liabilities | 6,286,783 | — | — | — | — | reported | — | 1.00 |
| Inventory | 5,221,802 | — | — | — | — | reported | — | 1.00 |
| Trade receivables | 173,612 | — | — | — | — | reported | — | 1.00 |
| Trade payables | 558,202 | — | — | — | — | reported | — | 1.00 |
| Goodwill | 933,965 | — | — | — | — | reported | — | 1.00 |
| CFO | -13,372 | — | — | 33,834 | — | reported | — | 1.00 |
| CapEx | 0 | — | — | 18,567 | — | reported | — | 1.00 |
| FCF | -13,372 | — | — | 15,267 | — | derived | — | 0.90 |
| Current ratio | 0.88x | — | — | — | — | derived | — | 0.90 |
| Quick ratio | 0.05x | — | — | — | — | derived | — | 0.90 |
| Cash ratio | 0.01x | — | — | — | — | derived | — | 0.90 |
| Revenue growth (YoY) | — | — | — | 48.19% | — | derived | — | 0.85 |
| EBIT growth (YoY) | — | — | — | -3036.68% | — | derived | — | 0.70 |
| Net income growth (YoY) | — | — | — | -624.11% | — | derived | — | 0.80 |
Q2 2026 · Δ YoY
Revenue
251,521
—
251,521
—
- Q2 2025
- —
- YTD 2026
- 482,658
- Δ YoY
- —
EBITDA
614,521
—
614,521
—
- Q2 2025
- —
- YTD 2026
- 852,990
- Δ YoY
- —
EBIT
-55,734
—
-55,734
—
- Q2 2025
- —
- YTD 2026
- -85,559
- Δ YoY
- —
EBT
-90,728
—
-90,728
—
- Q2 2025
- —
- YTD 2026
- -112,920
- Δ YoY
- —
Net income
-90,728
—
-90,728
—
- Q2 2025
- —
- YTD 2026
- -112,920
- Δ YoY
- —
D&A
670,255
—
670,255
—
- Q2 2025
- —
- YTD 2026
- 938,549
- Δ YoY
- —
Interest expense
—
—
—
—
- Q2 2025
- —
- YTD 2026
- 27,361
- Δ YoY
- —
Income tax
—
—
—
—
- Q2 2025
- —
- YTD 2026
- 0
- Δ YoY
- —
EBIT margin
-22.16%
—
-22.16%
—
- Q2 2025
- —
- YTD 2026
- -17.73%
- Δ YoY
- —
Net margin
-36.07%
—
-36.07%
—
- Q2 2025
- —
- YTD 2026
- -23.4%
- Δ YoY
- —
Cash
60,476
—
60,476
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Total debt
3,000,832
—
3,000,832
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Net debt
2,940,357
—
2,940,357
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Equity
-2,746,795
—
-2,746,795
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Total assets
6,473,695
—
6,473,695
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Current assets
5,516,563
—
5,516,563
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Current liabilities
6,286,783
—
6,286,783
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Inventory
5,221,802
—
5,221,802
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Trade receivables
173,612
—
173,612
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Trade payables
558,202
—
558,202
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Goodwill
933,965
—
933,965
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
CFO
-13,372
—
-13,372
—
- Q2 2025
- —
- YTD 2026
- 33,834
- Δ YoY
- —
CapEx
0
—
0
—
- Q2 2025
- —
- YTD 2026
- 18,567
- Δ YoY
- —
FCF
-13,372
—
-13,372
—
- Q2 2025
- —
- YTD 2026
- 15,267
- Δ YoY
- —
Current ratio
0.88x
—
0.88x
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Quick ratio
0.05x
—
0.05x
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Cash ratio
0.01x
—
0.01x
—
- Q2 2025
- —
- YTD 2026
- —
- Δ YoY
- —
Revenue growth (YoY)
—
—
—
—
- Q2 2025
- —
- YTD 2026
- 48.19%
- Δ YoY
- —
EBIT growth (YoY)
—
—
—
—
- Q2 2025
- —
- YTD 2026
- -3036.68%
- Δ YoY
- —
Net income growth (YoY)
—
—
—
—
- Q2 2025
- —
- YTD 2026
- -624.11%
- Δ YoY
- —