IT software market in Poland: towards further consolidation and development

Katarzyna Sacha, IT&Telecoms Analyst, PMR

 

The acquisition of Macrologic by Asseco Business Solutions (ABS) in January 2018 has been by far the most significant event on the Polish ERP market over the last 12 months or so. After the merger ABS keeps on offering ERP systems under its own brand.  Concurrently, it also plans to support Macrologic solutions, functionally enriching them based on mutual exchange of experience, best practices and expert knowledge. ABS claims that the expected synergy achieved through the merger can be attributed to a higher  quality of products and services portfolio. Consequently, this is an opportunity to enhance the competitiveness of ABS towards the largest IT companies operating on the Polish market.

The Polish ERP market is matured, highly competitive and saturated. Moreover, the segment of solutions dedicated to small and medium size enterprises remains very fragmented, what makes it exposed to further consolidation processes. We expect to see other transactions aimed at merging local ERP manufacturers in Poland provided that they seek to effectively compete with major foreign vendors. From the clients’ point of view consolidation processes mean greater availability of modern ERP systems, high quality and comprehensive SLA, though all the changes may drive ERP solution prices higher.

Top ERP software producers in Poland, by revenues (PLN m, %), 2015-2016
Note: in this table we adopt the broadest approach, including the revenue generated by own and custom software as well as exports. Furthermore, we are aware that for some of the organisations those are not exclusively licence sales but also services accompanying implementation projects and software maintenance. Estimates.
 
Computerworld, ITwiz, PMR, 2017
 

2015

2016

Change 2016/15

Asseco Business Solutions

137.7

154.5

12.2%

SAP

156.4

154.5

-1.2%

Comarch

141.5

151.6

7.2%

UNIT4

60.9

83.3

36.9%

IFS Poland

64.0

76.9

20.1%

Oracle

90.0

57.2

-36.4%

BPSC

55.0

52.3

-5.0%

Macrologic

48.7

49.3

1.3%

COIG

32.5

37.4

15.3%

Microsoft

29.0

30.0

3.5%

Simple

37.9

28.8

-24.0%

Asseco Poland

44.6

19.2

-57.0%