Added to YB: 2025-04-30
Pitch date: 2025-04-28
TOA.WA [bullish]
TOYA S.A.
+45.97%
current return
Author Info
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Company Info
TOYA S.A. produces and sells hand and power tools, professional gastronomy equipment, and home equipment in Poland and internationally.
Market Cap
PLN 696.0M
Pitch Price
PLN 6.70
Price Target
16.00 (+64%)
Dividend
N/A
EV/EBITDA
5.85
P/E
8.65
EV/Sales
0.73
Sector
Household Durables
Category
growth
Investment Analysis of TOYA SA
TOA.WA: Polish tool distributor growing 11% CAGR (2011-24) vs 3-6% market. High-quality: 18% avg ROIC, 5x normalized earnings, net cash position. Main growth driver: online retail (25% CAGR). Risks: China supply chain, FX exposure. Cheap at 7x 2024 PE (depressed margins) vs peers at 2x multiple. Founder owns 37.7%, aligned incentives.
Read full article (8 min)