Added to YB: 2025-10-23
Pitch date: 2025-10-21
ACP.WA [neutral]
Asseco Poland S.A.
+1.28%
current return
Author Info
Company Info
Asseco Poland S.A. produces and sells software products worldwide. The company offers software and IT solutions for banking, payment, insurance, public administration, healthcare, defense and uniformed services, energy and gas, telecommunications and media, cloud services, and security sectors.
Market Cap
PLN 13.3B
Pitch Price
PLN 219.20
Price Target
N/A
Dividend
2.02%
EV/EBITDA
6.82
P/E
23.42
EV/Sales
1.04
Sector
Software
Category
turnaround
Asseco Poland thesis playing out
ACP.WA (update): TSS (Topicus subsidiary) now owns 24.84%, triggering shareholder agreement w/ 3 board seats, new CEO, M&A framework. Q2 margins up 3-8%, revenue +8%. Trading 6.8x 2025 EBITDA vs potential 8-10x on narrative shift from 'EU IT co' to 'disciplined value creator.' 6-9% growth, 16-19% margins expected.
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