Added to YB: 2025-09-11
Pitch date: 2025-09-09
EAT.WA [neutral]
AmRest Holdings SE
-4.14%
current return
Author Info
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Company Info
AmRest Holdings SE, together with its subsidiaries, operates and manages quick service, fast casual, coffee, and casual dining restaurants in Central and Eastern Europe, Western Europe, China, and internationally.
Market Cap
PLN 762.2M
Pitch Price
PLN 14.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.30
P/E
23.20
EV/Sales
0.87
Sector
Hotels, Restaurants and Leisure
Category
turnaround
AmRest (EAT Poland): CEE keeps the engine running while france drags, execution now needs to tighten
EAT.WA (quick overview): Q2 split story - CEE driving growth w/ ~19% EBITDA margin & 2/3 group revenue, while Western Europe drags on profits. France EBITDA collapsed post-Pizza Hut exit. Net profit missed on higher financial costs & tax rate. Key: stabilize France, optimize underperformers, maintain CEE momentum.
Read full article (2 min)