Added to YB: 2024-06-27
Pitch date: 2024-06-26
DNP.WA [bullish]
Dino Polska S.A.
+0.49%
current return
Author Info
No bio for this author
Company Info
Dino Polska S.A., together with its subsidiaries, operates a network of mid-sized grocery supermarkets under the Dino brand name in Poland.
Market Cap
PLN 44.6B
Pitch Price
PLN 40.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.07
P/E
28.40
EV/Sales
1.44
Sector
Consumer Staples Distribution and Retail
Category
growth
Portfolio and thesis update #2: Dino Polska S.A.
DNP.WA: Polish grocery chain, 34.3% 5yr rev CAGR, 35% EPS CAGR. 19.3% 2yr fw rev growth, 25.1% EPS growth. High ROE 30.6%, ROCE 28.6%, ROIC 17.7%. Fwd P/E 21.41. Conservative est: 17.5% rev growth, 6.5% net margin, 20 PE. Potential 15.6% 10yr CAGR. Risks: slower store expansion, forex. Upside: int'l expansion, capital return.
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