Added to YB: 2024-05-02
Pitch date: 2024-04-29
DNP.WA [neutral]
Dino Polska S.A.
+2.35%
current return
Author Info
Turtle Capital is an equity analyst and private investor who shares investment ideas and his portfolio in his newsletter. 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 39.18
Price Target
462.12 (+1052%)
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 - $DNP
Dino Polska (DNP.WA): Polish supermarket chain growing 22% annually since 2014 (+250 stores in 2023). Rural focus, vertically integrated meat, ~5% market share. Risks: Biedronka competition, expansion challenges. Currently at 20x 2024e FCF, 20% upside potential.
Read full article (22 min)