Added to YB: 2026-04-03
Pitch date: 2026-04-01
ACP.WA [neutral]
Asseco Poland S.A.
+1.25%
current return
Author Info
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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 11.6B
Pitch Price
PLN 176.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.43
P/E
19.55
EV/Sales
0.78
Sector
Software
Category
N/A
Portfolioupdate Q1 - 2026 - ACP.WA Asseco Poland (exited position)
ACP.WA (exited position): Sold despite thesis intact due to market shift on software multiples amid AI disruption concerns. AI shrinks dev time moat for software cos, no longer favorable for multiple expansion plays. Too complex to analyze every Asseco solution's competitive edge vs AI impact. Catalyst-driven approach + unfavorable sector sentiment = exit.
Read full article (2 min)