Added to YB: 2025-03-04
Pitch date: 2025-03-01
DNP.WA [neutral]
Dino Polska S.A.
-16.58%
current return
Author Info
I hunt patiently for 100-baggers in the realm from small to mid-cap preferably for underfollowed companies. The goal is to find asymmetric bets, with high upside, limited downside and always exposed to additional outsized optionality. Sign up for the newsletter.
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 49.04
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
growth
Dino Polska is accelerating!
DNP.WA (Q4 overview): Polish discount grocer outpacing rival Biedronka in growth metrics. Q4 LFL sales down due to deflation, but margins near 8% (10% peak). Strong OCF (+44%) from WC management. Accelerating store openings (283 in 2024, aiming for 344+ in 2025-26). 1.7B PLN 2025 CAPEX. All-time high stock price.
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