Added to YB: 2025-01-23
Pitch date: 2025-01-21
MAK.WA [bullish]
Makarony Polskie S.A.
+20.97%
current return
Author Info
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Company Info
Makarony Polskie S.A., together with its subsidiaries, engages in the manufacture and sale of pastas for various consumers in Poland.
Market Cap
PLN 212.4M
Pitch Price
PLN 18.76
Price Target
N/A
Dividend
3.90%
EV/EBITDA
3.01
P/E
6.92
EV/Sales
0.59
Sector
Food Products
Category
value
Makarony Polskie S.A. - $MAK.WA
MAK.WA: Polish pasta leader, margin spike in 2023 due to raw material costs. Normalized margins key to thesis. 64.5% private label sales, high customer concentration risk. CEO owns 33%. Net cash 13.6% of market cap. Trades at 6x LTM P/E. Margin decline expected, but may stabilize above historical levels due to investments.
Read full article (6 min)