Professional
Added to YB: 2025-01-13
Pitch date: 2025-01-08
DNP.WA [bullish]
Dino Polska S.A.
+2.82%
current return
Author Info
No bio for this author
Company Info
Dino Polska S.A., together with its subsidiaries, operates a network of mid-sized grocery supermarkets under the Dino brand name in Poland.
Market Cap
PLN 44.6B
Pitch Price
PLN 39.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.07
P/E
28.40
EV/Sales
1.44
Sector
Consumer Staples Distribution and Retail
Category
turnaround
SVN Capital Portfolio Holding: Dino Polska S.A.
DNP.WA: Polish grocery chain down 15% YTD. Store growth slowed post-Ukraine war due to inflation fears. 250 new stores in 2023 vs 341 in 2022. Price wars & wage hikes squeezed margins. Management admits growth halt was mistake. Q4 saw record 115 new stores. Expect return to 24% historical growth rate. Room to double 2,700 store footprint.
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