Added to YB: 2026-08-26
Pitch date: 2026-08-18
TOA.WA [neutral]
TOYA S.A.
+1.6%
current return
Author Info
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Company Info
TOYA S.A. produces and sells hand and power tools, professional gastronomy equipment, and home equipment in Poland and internationally.
Market Cap
PLN 703.4M
Pitch Price
PLN 9.40
Price Target
N/A
Dividend
2.11%
EV/EBITDA
5.89
P/E
8.34
EV/Sales
0.75
Sector
Household Durables
Category
growth
Monthly SpreadHunters Monitoring - TOYA S.A.
TOA.WA: Polish tool maker/distributor (YATO) at ~8x P/E; 2025 EPS PLN 1.16 vs 0.91. Q1'26 rev PLN 245.3M (+5.8% YoY, e-comm +24%, wholesale +10%) but net profit PLN 22.6M dipped YoY/vs consensus on higher logistics costs; Ukraine now its largest market. 2025 profit went to reserves (zero dividend) with cash returned via PLN 10/sh buyback (~18% premium, ~12% of float). €41.6M Hillwood logistics center closing Nov 2. Watch Aug 27 H1 report for margin/balance-sheet impact.
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