Added to YB: 2024-08-26
Pitch date: 2024-08-23
DNP.WA [bullish]
Dino Polska S.A.
+27.71%
current return
Author Info
Compound & Fire shares at least one company deep dive every month. Sign up for the newsletter.
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 31.40
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
value
Results Dino Polska: Increasing My Stake
DNP.WA: Added to position. Q2 results mixed: +15.1% YoY sales, -1.6% YoY EBITDA due to price competition. 98 new stores, 6.4% LFL growth vs competitor's -30% revenue, negative LFL. Mgmt continues expansion. Valuation at historical low forward P/E. Now 12% of portfolio.
Read full article (1 min)