Added to YB: 2024-04-09
Pitch date: 2024-04-09
DNP.WA [bearish]
Dino Polska S.A.
-11.38%
current return
Author Info
Kroker Equity Research is a value investor that uses Discounted Cash Flow (DCF) Model or the Excess Returns Model to value stocks. Sign up for their 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 36.73
Price Target
250.00 (+523%)
Dividend
N/A
EV/EBITDA
18.07
P/E
28.40
EV/Sales
1.44
Sector
Consumer Staples Distribution and Retail
Category
N/A
Dino Polska - A critical view
DNP.WA: Bearish on Dino Polska despite strong historical growth (29% rev CAGR). Challenges: slowing LFL growth, eastern Poland expansion, CCC deterioration. Founder's related party transactions raise governance concerns. Increasing competition from Biedronka, Lidl, Eurocash. Overvalued at PLN 370 vs PLN 230-250 fair value estimate on DCF. PT: PLN 250.
Read full article (15 min)