Added to YB: 2025-09-22
Pitch date: 2025-09-18
ALE.WA [neutral]
Allegro.eu S.A.
-6.54%
current return
Author Info
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Company Info
Allegro.eu S.A. operates a commerce platform for consumers in Poland, Czech Republic, Slovakia, Hungary, and internationally.
Market Cap
PLN 30.2B
Pitch Price
PLN 34.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.55
P/E
18.42
EV/Sales
2.89
Sector
Broadline Retail
Category
growth
Allegro (ALE Poland): sequential progress driven by stronger margins
ALE.WA (quick overview): Q2 showed sequential progress w/ double-digit Poland revenue growth from higher active customers & spending per user. Delivery co-financing adjustments boosting margins. EBITDA beat expectations, strong FCF enabled sizeable buyback. Mgmt raised FY guidance. Allegro Delivery now handles 1/3+ deliveries, scaling in-house logistics. Domestic resilience provides breathing room for international expansion.
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