Reported Earnings • May 20
First quarter 2026 earnings released: EPS: zł0.071 (vs zł0.029 in 1Q 2025) First quarter 2026 results: EPS: zł0.071 (up from zł0.029 in 1Q 2025). Revenue: zł1.27b (down 4.8% from 1Q 2025). Net income: zł14.4m (up 145% from 1Q 2025). Profit margin: 1.1% (up from 0.4% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Anuncio • Apr 29
Boryszew S.A., Annual General Meeting, May 25, 2026 Boryszew S.A., Annual General Meeting, May 25, 2026, at 11:00 Central European Standard Time. Anuncio • Apr 26
Boryszew S.A. announces Annual dividend, payable on June 04, 2025 Boryszew S.A. announced Annual dividend of PLN 0.3500 per share payable on June 04, 2025, ex-date on May 27, 2025 and record date on May 28, 2025. Anuncio • Apr 25
Boryszew S.A., Annual General Meeting, May 21, 2025 Boryszew S.A., Annual General Meeting, May 21, 2025. New Risk • Oct 02
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Dividend is not well covered by earnings (194% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Buy Or Sell Opportunity • Aug 20
Now 23% overvalued Over the last 90 days, the stock has fallen 4.1% to €1.30. The fair value is estimated to be €1.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 54%. Reported Earnings • Aug 16
Second quarter 2024 earnings released Second quarter 2024 results: Revenue: zł1.31b (down 14% from 2Q 2023). Net income: zł38.9m (down 49% from 2Q 2023). Profit margin: 3.0% (down from 5.0% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Aug 14
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €1.14, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 15x in the Metals and Mining industry in Europe. Total returns to shareholders of 110% over the past three years. Reported Earnings • May 19
First quarter 2024 earnings released: EPS: zł0.032 (vs zł0.17 in 1Q 2023) First quarter 2024 results: EPS: zł0.032 (down from zł0.17 in 1Q 2023). Revenue: zł1.35b (down 20% from 1Q 2023). Net income: zł6.43m (down 81% from 1Q 2023). Profit margin: 0.5% (down from 2.0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings. Upcoming Dividend • May 17
Upcoming dividend of zł0.44 per share Eligible shareholders must have bought the stock before 24 May 2024. Payment date: 04 June 2024. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 7.2%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.7%). Anuncio • Apr 26
Boryszew S.A., Annual General Meeting, May 20, 2024 Boryszew S.A., Annual General Meeting, May 20, 2024, at 11:00 Central European Standard Time. Declared Dividend • Apr 24
Dividend of zł0.44 announced Shareholders will receive a dividend of zł0.44. Ex-date: 24th May 2024 Payment date: 4th June 2024 Dividend yield will be 33%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is not covered by earnings (167% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 25% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 85% to bring the payout ratio under control, which is more than the 8.6% EPS growth achieved over the last 5 years. New Risk • Apr 21
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 58% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Dividend is not well covered by earnings (167% payout ratio). Large one-off items impacting financial results. Reported Earnings • Apr 17
Full year 2023 earnings released: EPS: zł0.54 (vs zł0.52 in FY 2022) Full year 2023 results: EPS: zł0.54 (up from zł0.52 in FY 2022). Revenue: zł5.69b (down 16% from FY 2022). Net income: zł109.7m (up 4.7% from FY 2022). Profit margin: 1.9% (up from 1.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Feb 15
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €1.26, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 12x in the Metals and Mining industry in Germany. Total returns to shareholders of 154% over the past three years. Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €1.27, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 10x in the Metals and Mining industry in Germany. Total returns to shareholders of 165% over the past three years. New Risk • Jan 23
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Dividend is not well covered by earnings (167% payout ratio). New Risk • Dec 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (167% payout ratio). Share price has been volatile over the past 3 months (6.6% average weekly change). Valuation Update With 7 Day Price Move • Dec 07
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to €1.53, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 11x in the Metals and Mining industry in Germany. Total returns to shareholders of 204% over the past three years. Reported Earnings • Nov 21
Third quarter 2023 earnings released: EPS: zł0.026 (vs zł0.10 in 3Q 2022) Third quarter 2023 results: EPS: zł0.026 (down from zł0.10 in 3Q 2022). Revenue: zł1.28b (down 25% from 3Q 2022). Net income: zł5.17m (down 75% from 3Q 2022). Profit margin: 0.4% (down from 1.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings. Reported Earnings • Aug 20
Second quarter 2023 earnings released: EPS: zł0.37 (vs zł0.38 in 2Q 2022) Second quarter 2023 results: EPS: zł0.37 (down from zł0.38 in 2Q 2022). Revenue: zł1.52b (down 17% from 2Q 2022). Net income: zł75.6m (down 1.5% from 2Q 2022). Profit margin: 5.0% (up from 4.2% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 19% per year. Reported Earnings • May 22
First quarter 2023 earnings released: EPS: zł0.17 (vs zł0.16 in 1Q 2022) First quarter 2023 results: EPS: zł0.17 (up from zł0.16 in 1Q 2022). Revenue: zł1.68b (down 1.2% from 1Q 2022). Net income: zł33.7m (up 4.8% from 1Q 2022). Profit margin: 2.0% (up from 1.9% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • May 19
Upcoming dividend of zł0.74 per share at 9.7% yield Eligible shareholders must have bought the stock before 26 May 2023. Payment date: 05 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.7%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (8.9%). Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to €1.80, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total returns to shareholders of 155% over the past three years. Anuncio • May 09
Boryszew S.A., Annual General Meeting, May 22, 2023 Boryszew S.A., Annual General Meeting, May 22, 2023, at 11:00 Central European Standard Time. Valuation Update With 7 Day Price Move • Apr 26
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €1.51, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total returns to shareholders of 135% over the past three years. Reported Earnings • Apr 20
Full year 2022 earnings released: EPS: zł0.52 (vs zł0.34 in FY 2021) Full year 2022 results: EPS: zł0.52 (up from zł0.34 in FY 2021). Revenue: zł6.79b (up 8.4% from FY 2021). Net income: zł104.8m (up 51% from FY 2021). Profit margin: 1.5% (up from 1.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 22
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to €1.30, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total returns to shareholders of 99% over the past three years. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €1.20, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total returns to shareholders of 56% over the past three years. Valuation Update With 7 Day Price Move • Dec 31
Investor sentiment improved over the past week After last week's 17% share price gain to €1.04, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 3x in the Metals and Mining industry in Germany. Total returns to shareholders of 29% over the past three years. Reported Earnings • Nov 16
Third quarter 2022 earnings released: EPS: zł0.10 (vs zł0.20 in 3Q 2021) Third quarter 2022 results: EPS: zł0.10 (down from zł0.20 in 3Q 2021). Revenue: zł1.71b (up 6.7% from 3Q 2021). Net income: zł20.7m (down 49% from 3Q 2021). Profit margin: 1.2% (down from 2.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 12
Third quarter 2022 earnings released: EPS: zł0.10 (vs zł0.20 in 3Q 2021) Third quarter 2022 results: EPS: zł0.10 (down from zł0.20 in 3Q 2021). Revenue: zł1.71b (up 6.7% from 3Q 2021). Net income: zł20.7m (down 49% from 3Q 2021). Profit margin: 1.2% (down from 2.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • Sep 02
Second quarter 2022 earnings released: EPS: zł0.38 (vs zł0.084 in 2Q 2021) Second quarter 2022 results: EPS: zł0.38 (up from zł0.084 in 2Q 2021). Revenue: zł1.83b (up 14% from 2Q 2021). Net income: zł76.8m (up 351% from 2Q 2021). Profit margin: 4.2% (up from 1.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Anuncio • Aug 04
Boryszew S.A. to Report First Half, 2022 Results on Aug 31, 2022 Boryszew S.A. announced that they will report first half, 2022 results on Aug 31, 2022 Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment improved over the past week After last week's 16% share price gain to €1.16, the stock trades at a trailing P/E ratio of 15.3x. Average trailing P/E is 3x in the Metals and Mining industry in Germany. Total returns to shareholders of 42% over the past three years. Valuation Update With 7 Day Price Move • Jun 07
Investor sentiment deteriorated over the past week After last week's 21% share price decline to €1.05, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total returns to shareholders of 40% over the past three years. Reported Earnings • Jun 01
First quarter 2022 earnings released: EPS: zł0.16 (vs zł0.13 in 1Q 2021) First quarter 2022 results: EPS: zł0.16 (up from zł0.13 in 1Q 2021). Revenue: zł1.70b (up 17% from 1Q 2021). Net income: zł32.2m (up 27% from 1Q 2021). Profit margin: 1.9% (up from 1.7% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • May 26
Upcoming dividend of zł0.92 per share Eligible shareholders must have bought the stock before 02 June 2022. Payment date: 10 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 15%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (7.5%). Anuncio • May 03
Boryszew S.A., Annual General Meeting, May 27, 2022 Boryszew S.A., Annual General Meeting, May 27, 2022, at 11:00 Central European Standard Time. Reported Earnings • Nov 28
Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2021 results: EPS: zł0.20 (up from zł0.57 loss in 3Q 2020). Revenue: zł1.60b (up 14% from 3Q 2020). Net income: zł40.5m (up zł156.6m from 3Q 2020). Profit margin: 2.5% (up from net loss in 3Q 2020). Revenue exceeded analyst estimates by 10%. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Reported Earnings • Sep 26
Second quarter 2021 earnings released: EPS zł0.084 (vs zł0.18 in 2Q 2020) The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł1.61b (up 30% from 2Q 2020). Net income: zł17.0m (down 54% from 2Q 2020). Profit margin: 1.1% (down from 3.0% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 01
First quarter 2021 earnings released: EPS zł0.13 (vs zł0.17 loss in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: zł1.45b (down 7.8% from 1Q 2020). Net income: zł25.3m (up zł60.1m from 1Q 2020). Profit margin: 1.7% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings. Is New 90 Day High Low • Dec 17
New 90-day high: €0.76 The company is up 5.0% from its price of €0.72 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 16% over the same period. Anuncio • Dec 06
An unknown buyer acquired 5.1% in Boryszew S.A. (WSE:BRS) from ING Otwarty Fundusz Emerytalny managed by Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. An unknown buyer acquired 5.1% in Boryszew S.A. (WSE:BRS) from ING Otwarty Fundusz Emerytalny managed by Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. on December 4, 2020.
An unknown buyer completed the acquisition of 5.1% in Boryszew S.A. (WSE:BRS) from ING Otwarty Fundusz Emerytalny managed by Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. on December 4, 2020. Reported Earnings • Dec 04
Third quarter 2020 earnings released: zł0.57 loss per share The company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: zł1.41b (down 11% from 3Q 2019). Net loss: zł116.1m (down zł134.3m from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 112% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Oct 26
New 90-day low: €0.60 The company is down 25% from its price of €0.80 on 28 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 5.0% over the same period. Is New 90 Day High Low • Oct 10
New 90-day low: €0.67 The company is down 15% from its price of €0.79 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 7.0% over the same period. Is New 90 Day High Low • Sep 22
New 90-day low: €0.71 The company is down 7.0% from its price of €0.76 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 12% over the same period.