Added to YB: 2025-08-05
Pitch date: 2025-08-01
APR.WA [neutral]
Auto Partner SA
-16.43%
current return
Author Info
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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 19.72
Price Target
N/A
Dividend
0.89%
EV/EBITDA
7.66
P/E
10.66
EV/Sales
0.61
Sector
Specialty Retail
Category
turnaround
Show full summary:
The Wolf of Harcourt Street | Portfolio Review - July 2025 - Exited Postion: Auto Partner SA
APR.WA exited position: Sold 3.5% portfolio position as fundamentals deteriorated - can't meet original investment thesis of sustained high-teens revenue growth over 3-5 years with stable/improving margins. Not comfortable betting on turnaround without evidence of reacceleration to mid-teens growth.
Read full article (1 min)