Added to YB: 2026-01-06
Pitch date: 2026-01-02
APR.WA [bullish]
Auto Partner SA
+0.81%
current return
Author Info
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Company Info
Auto Partner SA imports and distributes parts for passenger cars, delivery vans, and motorcycles in Poland.
Market Cap
PLN 2.3B
Pitch Price
PLN 17.24
Price Target
N/A
Dividend
0.87%
EV/EBITDA
7.81
P/E
10.91
EV/Sales
0.62
Sector
Specialty Retail
Category
growth
2025 Annual Letter - Top Pick for 2026: Auto Partner (APR)
APR.WA: High-quality family compounder, 24.7% CAGR 2016-2024, growth slowing to 7.4% in 2025. Margins compressed by FIFO headwind from declining manufacturer prices. Key catalyst: Zgorzelec Logistics Center opens early 2026, +30% storage capacity for international expansion & margin recovery.
Read full article (1 min)