Added to YB: 2026-07-06
Pitch date: 2026-07-02
ALE.WA [neutral]
Allegro.eu S.A.
-0.26%
current return
Author Info
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Company Info
Allegro.eu S.A. operates a commerce platform for consumers in Poland, Czech Republic, Slovakia, Hungary, and internationally.
Market Cap
PLN 38.9B
Pitch Price
PLN 38.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.90
P/E
21.31
EV/Sales
3.57
Sector
Broadline Retail
Category
growth
Allegro (ALE Poland): Stronger domestic execution and improving international business lift the outlook
ALE.WA (update): Polish e-commerce leader with logistics/payments/ads growing faster than core; ad rev +25% YoY (6th straight qtr > GMV), logistics rev 2x. Int'l GMV +67%, buyers +30%, break-even by 2029 after Mall South exit. Permira's 131M-share sale clears overhang; PLN1.6bn buyback planned.
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