Added to YB: 2024-04-29
Pitch date: 2024-04-26
DNP.WA [bullish]
Dino Polska S.A.
+2.1%
current return
Author Info
Pari Passu is a Private Equity investor at a major hedge fund who writes about anything they find interesting in investing. Sign up for the newsletter.
Company Info
Dino Polska S.A., together with its subsidiaries, operates a network of medium-sized grocery supermarkets under the Dino brand in Poland.
Market Cap
PLN 40.2B
Pitch Price
PLN 38.50
Price Target
475.93 (+1111%)
Dividend
N/A
EV/EBITDA
15.73
P/E
24.92
EV/Sales
1.25
Sector
Consumer Staples Distribution and Retail
Category
growth
PP: Dino Polska Deep Dive
DNP.WA: Leading Polish grocer expanding at 30% CAGR. Dominates small towns with efficient, standardized proximity stores. 25% gross & 7.5% pretax margins beat peers via owned real estate & meat processing. Founder-led, growth funded by cash flow. 30% upside as builds to 11.5K stores ($20B sales) long-term.
Read full article (16 min)