Added to YB: 2026-06-17
Pitch date: 2026-06-11
LPP.WA [neutral]
LPP SA
Author Info
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Company Info
LPP SA designs, manufactures, and distributes apparel for women, men, and children. It offers apparel, accessories, footwear, and supplementary items under the Reserved, Cropp, House, Mohito, and Sinsay brand names.
Market Cap
PLN 36.7B
Pitch Price
N/A
Price Target
N/A
Dividend
4.85%
EV/EBITDA
9.08
P/E
22.39
EV/Sales
1.88
Sector
Textiles, Apparel and Luxury Goods
Category
growth
LPP (LPP Poland): While profitability impresses, Sinsay’s performance is still short of the mark
LPP.WA (update): Q1 2026 set for strong profitability—double-digit rev growth, 58-59% gross margin, EBITDA nearing PLN1.4bn, margin 25%+ vs ~19% YoY, boosted by strong zloty vs USD. But Sinsay (>50% of sales) LFL -7%, dragging group negative. FY rev target PLN28-29bn (+20%). Cold weather hurt demand.
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