Added to YB: 2026-09-18
Pitch date: 2026-09-15
AMC.WA [bullish]
Amica S.A.
Author Info
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Company Info
Amica S.A. engages in the production and sale of electric and gas household appliances in Poland and internationally.
Market Cap
PLN 360.2M
Pitch Price
N/A
Price Target
78.00
Dividend
5.32%
EV/EBITDA
3.25
P/E
12.69
EV/Sales
0.19
Sector
Household Durables
Category
turnaround
Amica (AMC) - Cooking Up a Turnaround
AMC.WA: Amica trades at 47 PLN, or 0.42x tangible book, despite a lightly levered balance sheet and early margin improvement under its shift from sales growth to profitability. First-half 2026 sales fell 3.3%, but EBITDA rose 6.6% and EBIT 21%. A conservative sum-of-the-parts indicates 78 PLN per share, or 67% upside; the key risk is persistent weakness and price competition in Western Europe.
Read full article (9 min)