Added to YB: 2024-03-26
Pitch date: 2024-03-25
DNP.WA [bullish]
Dino Polska S.A.
+8%
current return
Author Info
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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 37.13
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: Adding on Weakness
DNP.WA: Dino Polska, Polish discount retailer. Solid Q2 but stock -11%. 5yr rev CAGR 35%, LFL sales +11%/yr, ROA up. Density 15 stores/100k pop, 2.8x upside to 6,700. 10yr outlook: 17.5% rev CAGR, 6.5-7% net margin (8-8.5% op), strong FCF for M&A/buybacks. 15.6% IRR at 4% yield assuming 20x PE. LT compounder.
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