Added to YB: 2025-03-12
Pitch date: 2025-03-10
LBW.WA [neutral]
Lubawa S.A.
+7.65%
current return
Author Info
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Company Info
Lubawa S.A. manufactures and sells army, police, municipal police, border patrol, fire brigade, and special force products in Poland and internationally.
Market Cap
PLN 1.2B
Pitch Price
PLN 7.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.32
P/E
10.55
EV/Sales
2.04
Sector
Aerospace and Defense
Category
growth
Monday Delight: 10/03/25 - Lubawa S.A.
LBW.WA (overview): Polish harsh environment equipment maker. 16.7% 3Y rev CAGR, 29.5% ROCE, 8.3 P/E. Key IP: superior rubber-coated fabric. Strong financials, but need to validate material performance & distribution relationships to determine competitive edge source.
Read full article (1 min)