Added to YB: 2025-12-01
Pitch date: 2025-11-27
MBR.WA [neutral]
Mo-BRUK S.A.
+2.94%
current return
Author Info
No bio for this author
Company Info
Mo-BRUK S.A. processes industrial, hazardous, and municipal waste in Poland, Germany, Italy, Slovenia, Denmark, Romania, and Lithuania.
Market Cap
PLN 1.0B
Pitch Price
PLN 306.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.76
P/E
N/A
EV/Sales
3.71
Sector
Commercial Services and Supplies
Category
value
The Gem #2: Salad of Updates - Mo-Bruk : Will 2026 finally be the year?
MBR.WA (update): Q3 rev +4.4%, RDF segment +46% on new Karsy line. Solidification pricing pressured despite +10% volumes. €52M fine prepayments strain cash but should yield refunds. CAPEX declining, Eco Point acquisition closed. Eco-pumps growth potential 2026. Expect 100M+ FCF 2026 at <10x FCF multiple post-debt reduction.
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