Added to YB: 2025-07-28
Pitch date: 2025-07-23
APR.WA [neutral]
Auto Partner SA
-19.81%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Auto Partner SA imports and distributes parts for passenger cars, delivery vans, and motorcycles in Poland.
Market Cap
PLN 2.2B
Pitch Price
PLN 20.55
Price Target
N/A
Dividend
0.89%
EV/EBITDA
7.66
P/E
10.66
EV/Sales
0.61
Sector
Specialty Retail
Category
N/A
Show full summary:
Why I Sold Auto Partner
APR.WA sold position: Auto parts distributor facing margin pressure (25.4% GM at record low) & slowing growth (8% Q1 rev vs 33% peak). Wage hikes (+23% cost/FTE), PLN weakening, deflation, & poor working capital mgmt (132-day inventory) hurting margins. Sold at 8% loss as thesis broken - growth stalled & operating leverage gone.
Read full article (5 min)