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Added to YB: 2025-06-04

Pitch date: 2025-06-02

BOW.WA [bullish]

Bowim S.A.

-10.72%

current return

Author Info

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Company Info

Bowim S.A. engages in distribution of carbon steel products in Poland. The company offers steel products, including hot rolled plates and sheets, cold rolled and galvanized coils and sheets; reinforcement steel, such as rebars, round bars, round, square and flat bars, and wire rods, as well as ribbed wires, welded wires, and welded reinforcement mesh made of ribbed wire; conduit, structural, boiler and general purpose tubes; precision tubes; welded tubes; cold bent and hot rolled sections, such as equal and unequal angles, U-channels, half-closed channels, square and rectangular hollow sections, economical U-channels, H-beams, and wide-flange beams; and reinforcing prefabricated products.

Market Cap

PLN 80.4M

Pitch Price

PLN 4.85

Price Target

19.15 (+342%)

Dividend

2.12%

EV/EBITDA

206.04

P/E

-5.01

EV/Sales

0.05

Sector

Trading Companies and Distributors

Category

value

Show full summary:
Bowim S.A. (BOW.WA) - Polish Net-Net with New Cycle Brewing

BOW.WA: Polish steel distributor at 24% discount to NCAV, 0.3x P/B. Trading at 2.2x 2025E EV/EBITDA with 3% upside to PLN19.15 PT. Infrastructure boom (PLN2T over decade) + potential Ukraine peace catalyst. Mid-cycle EBITDA est. PLN50M vs 2024's PLN11M. 63% insider ownership, no debt. 134-300% upside potential.

Read full article (11 min)