Added to YB: 2025-11-24
Pitch date: 2025-11-20
ALE.WA [neutral]
Allegro.eu S.A.
+3.58%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
Company Info
Allegro.eu S.A. operates a commerce platform for consumers in Poland, Czech Republic, and internationally.
Market Cap
PLN 32.6B
Pitch Price
PLN 30.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.69
P/E
30.20
EV/Sales
3.06
Sector
Broadline Retail
Category
growth
Allegro (ALE Poland): solid execution meets a fragile consumer backdrop
ALE.WA (quick overview): Strong Q3 execution w/ 24% EBITDA growth & 3pp margin expansion, but mgmt flags softer Q4 start amid CEE consumer pullback. GMV +10% vs Polish retail, ad revenue +32%. Allegro Pay/Delivery scaling well. Faces Amazon/Temu competition. FY guidance maintained (8-11% rev growth).
Read full article (2 min)