Added to YB: 2026-07-28
Pitch date: 2026-07-24
STP.WA [bullish]
Stalprodukt S.A.
+0.47%
current return
Author Info
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Company Info
Stalprodukt S.A., together with its subsidiaries, manufactures and exports highly processed steel products in Poland.
Market Cap
PLN 1.2B
Pitch Price
PLN 215.00
Price Target
369.00 (+72%)
Dividend
N/A
EV/EBITDA
4.88
P/E
-20.31
EV/Sales
0.18
Sector
Metals and Mining
Category
value
Stalprodukt (STP) – A Polish Steel Net-Net where Mr. Market Prices the Operations at 0.14x TB
STP.WA (overview): Polish steel/zinc net-net at 0.32x P/TB, mkt values ops at 0.14x TB w/138 pln/sh net cash. Cyclical+structural pain (GOES imports, weak zinc, FY25 net loss 50m pln). Catalysts: EU trade protection, buyback (10% NOSH), normalization. 10y median ROCE 8.1%. Upside 39-100%, ~12-21% CAGR. Controller-buyout optionality. No position.
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