Professional
Added to YB: 2025-07-29
Pitch date: 2025-07-25
DAD.WA [neutral]
Dadelo S.A.
-9.93%
current return
Author Info
Sohra Peak is a NY-based fund focused on undervalued small-caps with long-term potential. Follow the founder on Twitter.
Company Info
Dadelo S.A. engages in the online sale of bicycles primarily in Poland. It offers its products under the categories of bicycles, bicycle parts, and accessories through Dadelo.
Market Cap
PLN 637.4M
Pitch Price
PLN 54.40
Price Target
N/A
Dividend
N/A
Sector
Specialty Retail
Category
growth
Sohra Peak Capital Partners Portfolio Holding: Dadelo S.A.
DAD.WA (holding update): Polish bicycle e-tailer growing 50% YoY with 39% rev CAGR since 2017. Value prop: 24hr free delivery, wide selection, low prices. Opened 4 stores to kill local competition, plans 16+ more. Mgmt targeting 1B zł rev by 2029 (35-40% mkt share). Trading at 18x 2024 est. net profit. LT op margin potential 7-10%. CEO recently bought $1.3M shares.
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