Professional
Added to YB: 2022-05-18
Pitch date: 2022-05-18
DNP.WA [bullish]
Dino Polska S.A.
+34.39%
current return
Author Info
Sohra Peak is a NY-based fund focused on undervalued small-caps with long-term potential. Follow the founder on Twitter.
Company Info
Dino Polska S.A., together with its subsidiaries, operates a network of medium-sized grocery supermarkets under the Dino brand in Poland.
Market Cap
PLN 40.2B
Pitch Price
PLN 29.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.73
P/E
24.92
EV/Sales
1.25
Sector
Consumer Staples Distribution and Retail
Category
growth
Sohra Peak Holding - Dino Polska S.A ($DNP.WA)
DNP.WA: Dino Polska operates 1,880 small-format proximity supermarkets in Poland. Organic growth at 30% CAGR with 20%+ ROIC since 2014. Key advantages: builds own stores, full grocery assortment, price matches discounters, requires only 2,500 catchment population. Estimates 6x TAM & 25% growth over 5-7yrs. Mgmt aligned with 51% ownership.
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