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Added to YB: 2024-11-04

Pitch date: 2024-11-01

APR.WA [bullish]

Auto Partner SA

+1.43%

current return

Author Info

Sohra Peak is a NY-based fund focused on undervalued small-caps with long-term potential. Follow the founder on Twitter.

Company Info

Auto Partner SA sells spare parts for cars, light commercial vehicles, and motorcycles in Poland and internationally.

Market Cap

PLN 2.8B

Pitch Price

PLN 21.00

Price Target

N/A

Dividend

0.70%

Sector

Specialty Retail

Category

growth

Sohra Peak Capital Portfolio Holding: Auto Partner SA

APR.WA (added to position): Auto parts distributor, 24% LTM rev CAGR, margins normalizing. H1 2024 sales +16% YoY. New DC near German border Jan 2026 to boost exports. Exploring Western Europe DC. 15-20% EPS CAGR expected, PLN 1.61/share FY24 est. 13-14x P/E. Added to position on attractive valuation.

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