Added to YB: 2024-05-13
Pitch date: 2024-05-12
TOA.WA [bullish]
TOYA S.A.
+23.56%
current return
Author Info
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Company Info
TOYA S.A. produces and sells hand and power tools, professional gastronomy equipment, and home equipment in Poland and internationally.
Market Cap
PLN 696.0M
Pitch Price
PLN 7.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.85
P/E
8.65
EV/Sales
0.73
Sector
Household Durables
Category
value
Grupa Toya
TOA.WA: Toya Group - importer & distributor of power/hand tools in PL & RO. 50% rev from own brands YATO, VOREL, etc. 2023 rev PLN 732M (-4% YoY), NP PLN 68.3M (-3%). Q1 '24 rev +12% YoY, NP +20%, paid off bank debt. Risks: Chinese suppliers, competitors, RU/BY/UA (11% '23 rev). Upside: moderately attractive valuation (8x P/E, 5x EV/EBITDA), foreign expansion, dividend potential. Investment in CN supply chain improves efficiency.
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