Added to YB: 2026-03-31
Pitch date: 2026-03-27
DNP.WA [neutral]
Dino Polska S.A.
+1.47%
current return
Author Info
No bio for this author
Company Info
Dino Polska S.A., together with its subsidiaries, operates a network of medium-sized grocery supermarkets under the Dino brand in Poland.
Market Cap
PLN 39.5B
Pitch Price
PLN 32.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.43
P/E
25.32
EV/Sales
1.17
Sector
Consumer Staples Distribution and Retail
Category
growth
Dino Polska FY 2025 update + Valuation
DNP.WA (earnings): FY25 rev PLN33.6B (+14.9% YoY), LFL +4.4% (mgmt wants more), 345 new stores (3,033 total). Stock -17% on margin pressure from wage inflation, capex on distribution centers, price war deflation. Targeting 390-410 stores in 2026 (+13-19%), room for 5,700 stores long-term (vs 3,000 now). 5% net margin estimate conservative vs scale potential. Risks: less profitable locations, LFL normalizing. Confidence in mgmt/model despite near-term headwinds.
Read full article (6 min)