Added to YB: 2024-08-29
Pitch date: 2024-08-28
DNP.WA [bullish]
Dino Polska S.A.
+25.22%
current return
Author Info
Mindful Compounding writes about the magic of compounding in high-quality businesses led by outstanding people. 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 32.67
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
A Deep Dive of Dino Polska
DNP.WA: Proximity supermarket chain, 2500+ stores, 20% annual growth. Owns stores, standardized design, vertically integrated meat. Low catchment (2500-3500 people), minimal ads. Lowest prices, full assortment, highest margins. 16-20% IRR potential. Risks: geopolitical, founder dependency, competition, food scandal, online groceries.
Read full article (22 min)