View ValuationPCC Rokita 将来の成長Future 基準チェック /36PCC Rokita利益と収益がそれぞれ年間20.4%と6.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11% 20.6%なると予測されています。主要情報20.4%収益成長率20.65%EPS成長率Chemicals 収益成長43.3%収益成長率6.5%将来の株主資本利益率11.00%アナリストカバレッジLow最終更新日21 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Mar 27PCC Rokita SA, Annual General Meeting, Apr 21, 2026PCC Rokita SA, Annual General Meeting, Apr 21, 2026, at 10:00 Central European Standard Time.お知らせ • Nov 11PCC Rokita SA to Report Q3, 2025 Results on Nov 13, 2025PCC Rokita SA announced that they will report Q3, 2025 results on Nov 13, 2025お知らせ • Aug 20PCC Rokita SA to Report First Half, 2025 Results on Aug 20, 2025PCC Rokita SA announced that they will report first half, 2025 results on Aug 20, 2025お知らせ • Mar 31PCC Rokita SA, Annual General Meeting, Apr 24, 2025PCC Rokita SA, Annual General Meeting, Apr 24, 2025.Reported Earnings • Nov 17Third quarter 2024 earnings released: zł0.38 loss per share (vs zł1.50 profit in 3Q 2023)Third quarter 2024 results: zł0.38 loss per share (down from zł1.50 profit in 3Q 2023). Revenue: zł459.8m (down 10% from 3Q 2023). Net loss: zł7.44m (down 125% from profit in 3Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł1.50 (vs zł0.76 in 2Q 2023)Second quarter 2024 results: EPS: zł1.50 (up from zł0.76 in 2Q 2023). Revenue: zł508.4m (down 9.3% from 2Q 2023). Net income: zł29.7m (up 97% from 2Q 2023). Profit margin: 5.8% (up from 2.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł0.82 (vs zł7.08 in 1Q 2023)First quarter 2024 results: EPS: zł0.82 (down from zł7.08 in 1Q 2023). Revenue: zł491.9m (down 37% from 1Q 2023). Net income: zł16.4m (down 88% from 1Q 2023). Profit margin: 3.3% (down from 18% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.お知らせ • Apr 26PCC Rokita SA, Annual General Meeting, May 20, 2024PCC Rokita SA, Annual General Meeting, May 20, 2024, at 11:00 Central European Standard Time.Reported Earnings • Mar 21Full year 2023 earnings released: EPS: zł13.49 (vs zł34.00 in FY 2022)Full year 2023 results: EPS: zł13.49 (down from zł34.00 in FY 2022). Revenue: zł2.39b (down 24% from FY 2022). Net income: zł267.8m (down 60% from FY 2022). Profit margin: 11% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02+ 3 more updatesPCC Rokita SA to Report Q3, 2024 Results on Nov 14, 2024PCC Rokita SA announced that they will report Q3, 2024 results on Nov 14, 2024Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: zł1.50 (vs zł7.38 in 3Q 2022)Third quarter 2023 results: EPS: zł1.50 (down from zł7.38 in 3Q 2022). Revenue: zł512.3m (down 36% from 3Q 2022). Net income: zł29.8m (down 80% from 3Q 2022). Profit margin: 5.8% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.4%.New Risk • Oct 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.1% 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: Major Risk Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).Reported Earnings • Aug 23Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł560.7m (down 22% from 2Q 2022). Net income: zł15.1m (down 87% from 2Q 2022). Profit margin: 2.7% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 5.0% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 2.2%.Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł780.0m (up 12% from 1Q 2022). Net income: zł140.5m (up 13% from 1Q 2022). Profit margin: 18% (in line with 1Q 2022). Revenue is expected to decline by 5.9% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.3%.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €27.20, the stock trades at a trailing P/E ratio of 3.6x. Average forward P/E is 14x in the Chemicals industry in Germany. Total returns to shareholders of 65% over the past year.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €30.10, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 70% over the past year.Reported Earnings • Mar 24Full year 2022 earnings released: EPS: zł34.00 (vs zł21.02 in FY 2021)Full year 2022 results: EPS: zł34.00 (up from zł21.02 in FY 2021). Revenue: zł3.14b (up 43% from FY 2021). Net income: zł675.1m (up 62% from FY 2021). Profit margin: 22% (up from 19% in FY 2021). The increase in margin was driven by higher revenue.お知らせ • Feb 03+ 3 more updatesPCC Rokita SA to Report Q2, 2023 Results on Aug 22, 2023PCC Rokita SA announced that they will report Q2, 2023 results on Aug 22, 2023Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł802.5m (up 48% from 3Q 2021). Net income: zł146.5m (up 91% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Aug 24Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł714.2m (up 28% from 2Q 2021). Net income: zł117.4m (up 30% from 2Q 2021). Profit margin: 16% (in line with 2Q 2021). Over the next year, revenue is expected to shrink by 11% compared to a 2.3% growth forecast for the Chemicals industry in Germany.Reported Earnings • May 20First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł697.4m (up 41% from 1Q 2021). Net income: zł123.9m (up 78% from 1Q 2021). Profit margin: 18% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 3.1% compared to a 6.6% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €18.90, the stock trades at a trailing P/E ratio of 4.2x. Average forward P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 40% over the past year.Upcoming Dividend • Apr 19Upcoming dividend of zł13.23 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (4.8%).Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: zł21.02 (up from zł5.91 in FY 2020). Revenue: zł2.20b (up 49% from FY 2020). Net income: zł417.3m (up 256% from FY 2020). Profit margin: 19% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 22%.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €17.72, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 11x in the Chemicals industry in Germany. Total returns to shareholders of 33% over the past year.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €15.76, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 10x in the Chemicals industry in Germany.Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł541.9m (up 59% from 3Q 2020). Net income: zł76.7m (up 162% from 3Q 2020). Profit margin: 14% (up from 8.6% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł559.4m (up 70% from 2Q 2020). Net income: zł90.1m (up zł76.0m from 2Q 2020). Profit margin: 16% (up from 4.3% in 2Q 2020). The increase in margin was driven by higher revenue.お知らせ • Apr 28PCC Rokita Announces Dividend for the Year 2020, Payable on May 14, 2021PCC Rokita will pay out PLN 72.9 million dividend from 2020 profits or PLN 3.67 dividend per share, and will put the remaining PLN 24.4 million to retained earnings. Rights will be set on May 6 and the payment made on May 14.Reported Earnings • Mar 19Full year 2020 earnings released: EPS zł5.91 (vs zł4.70 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: zł1.48b (down 1.1% from FY 2019). Net income: zł117.4m (up 26% from FY 2019). Profit margin: 8.0% (up from 6.3% in FY 2019). The increase in margin was driven by lower expenses.業績と収益の成長予測DB:229 - アナリストの将来予測と過去の財務データ ( )PLN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,207155143343112/31/20272,121137132332112/31/20262,016123111306212/31/20251,80161144296N/A9/30/20251,860145181325N/A6/30/20251,905105156262N/A3/31/20251,964130199314N/A12/31/20241,947143177306N/A9/30/20241,995121188335N/A6/30/20242,048158212376N/A3/31/20242,100144111310N/A12/31/20232,388268296512N/A9/30/20232,782473511736N/A6/30/20233,072589623883N/A3/31/20233,225692691941N/A12/31/20223,143675563792N/A9/30/20222,821569392621N/A6/30/20222,560499383575N/A3/31/20222,405472399553N/A12/31/20212,203417380530N/A9/30/20212,027294328468N/A6/30/20211,827247267389N/A3/31/20211,597171200342N/A12/31/20201,476117195366N/A9/30/20201,41473149340N/A6/30/20201,46182136357N/A3/31/20201,48272123355N/A12/31/20191,4929377310N/A9/30/20191,513145N/A316N/A6/30/20191,503160N/A295N/A3/31/20191,512201N/A356N/A12/31/20181,490227N/A287N/A9/30/20181,445243N/A254N/A6/30/20181,378215N/A220N/A3/31/20181,345213N/A181N/A12/31/20171,286182N/A204N/A9/30/20171,234208N/A264N/A6/30/20171,187213N/A264N/A3/31/20171,129207N/A259N/A12/31/20161,107203N/A263N/A9/30/20161,084135N/A220N/A6/30/20161,097131N/A187N/A3/31/20161,077110N/A161N/A12/31/20151,04985N/A149N/A9/30/20151,05373N/A123N/A6/30/20151,06262N/A130N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 229の予測収益成長率 (年間20.4% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 229の収益 ( 20.4% ) はGerman市場 ( 17.2% ) よりも速いペースで成長すると予測されています。高成長収益: 229の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 229の収益 ( 6.5% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: 229の収益 ( 6.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 229の 自己資本利益率 は、3年後には低くなると予測されています ( 11 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 09:48終値2026/06/11 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PCC Rokita SA 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Henning EsskuchenErste Group Bank AGJakub SzkopekErste Group Bank AGAdam MilewiczPKO BP Securities
お知らせ • Mar 27PCC Rokita SA, Annual General Meeting, Apr 21, 2026PCC Rokita SA, Annual General Meeting, Apr 21, 2026, at 10:00 Central European Standard Time.
お知らせ • Nov 11PCC Rokita SA to Report Q3, 2025 Results on Nov 13, 2025PCC Rokita SA announced that they will report Q3, 2025 results on Nov 13, 2025
お知らせ • Aug 20PCC Rokita SA to Report First Half, 2025 Results on Aug 20, 2025PCC Rokita SA announced that they will report first half, 2025 results on Aug 20, 2025
お知らせ • Mar 31PCC Rokita SA, Annual General Meeting, Apr 24, 2025PCC Rokita SA, Annual General Meeting, Apr 24, 2025.
Reported Earnings • Nov 17Third quarter 2024 earnings released: zł0.38 loss per share (vs zł1.50 profit in 3Q 2023)Third quarter 2024 results: zł0.38 loss per share (down from zł1.50 profit in 3Q 2023). Revenue: zł459.8m (down 10% from 3Q 2023). Net loss: zł7.44m (down 125% from profit in 3Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł1.50 (vs zł0.76 in 2Q 2023)Second quarter 2024 results: EPS: zł1.50 (up from zł0.76 in 2Q 2023). Revenue: zł508.4m (down 9.3% from 2Q 2023). Net income: zł29.7m (up 97% from 2Q 2023). Profit margin: 5.8% (up from 2.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł0.82 (vs zł7.08 in 1Q 2023)First quarter 2024 results: EPS: zł0.82 (down from zł7.08 in 1Q 2023). Revenue: zł491.9m (down 37% from 1Q 2023). Net income: zł16.4m (down 88% from 1Q 2023). Profit margin: 3.3% (down from 18% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Apr 26PCC Rokita SA, Annual General Meeting, May 20, 2024PCC Rokita SA, Annual General Meeting, May 20, 2024, at 11:00 Central European Standard Time.
Reported Earnings • Mar 21Full year 2023 earnings released: EPS: zł13.49 (vs zł34.00 in FY 2022)Full year 2023 results: EPS: zł13.49 (down from zł34.00 in FY 2022). Revenue: zł2.39b (down 24% from FY 2022). Net income: zł267.8m (down 60% from FY 2022). Profit margin: 11% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02+ 3 more updatesPCC Rokita SA to Report Q3, 2024 Results on Nov 14, 2024PCC Rokita SA announced that they will report Q3, 2024 results on Nov 14, 2024
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: zł1.50 (vs zł7.38 in 3Q 2022)Third quarter 2023 results: EPS: zł1.50 (down from zł7.38 in 3Q 2022). Revenue: zł512.3m (down 36% from 3Q 2022). Net income: zł29.8m (down 80% from 3Q 2022). Profit margin: 5.8% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.4%.
New Risk • Oct 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.1% 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: Major Risk Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).
Reported Earnings • Aug 23Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł560.7m (down 22% from 2Q 2022). Net income: zł15.1m (down 87% from 2Q 2022). Profit margin: 2.7% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 5.0% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 2.2%.
Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł780.0m (up 12% from 1Q 2022). Net income: zł140.5m (up 13% from 1Q 2022). Profit margin: 18% (in line with 1Q 2022). Revenue is expected to decline by 5.9% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.3%.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €27.20, the stock trades at a trailing P/E ratio of 3.6x. Average forward P/E is 14x in the Chemicals industry in Germany. Total returns to shareholders of 65% over the past year.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €30.10, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 70% over the past year.
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: zł34.00 (vs zł21.02 in FY 2021)Full year 2022 results: EPS: zł34.00 (up from zł21.02 in FY 2021). Revenue: zł3.14b (up 43% from FY 2021). Net income: zł675.1m (up 62% from FY 2021). Profit margin: 22% (up from 19% in FY 2021). The increase in margin was driven by higher revenue.
お知らせ • Feb 03+ 3 more updatesPCC Rokita SA to Report Q2, 2023 Results on Aug 22, 2023PCC Rokita SA announced that they will report Q2, 2023 results on Aug 22, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł802.5m (up 48% from 3Q 2021). Net income: zł146.5m (up 91% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 24Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł714.2m (up 28% from 2Q 2021). Net income: zł117.4m (up 30% from 2Q 2021). Profit margin: 16% (in line with 2Q 2021). Over the next year, revenue is expected to shrink by 11% compared to a 2.3% growth forecast for the Chemicals industry in Germany.
Reported Earnings • May 20First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł697.4m (up 41% from 1Q 2021). Net income: zł123.9m (up 78% from 1Q 2021). Profit margin: 18% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 3.1% compared to a 6.6% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €18.90, the stock trades at a trailing P/E ratio of 4.2x. Average forward P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 40% over the past year.
Upcoming Dividend • Apr 19Upcoming dividend of zł13.23 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (4.8%).
Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: zł21.02 (up from zł5.91 in FY 2020). Revenue: zł2.20b (up 49% from FY 2020). Net income: zł417.3m (up 256% from FY 2020). Profit margin: 19% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 22%.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €17.72, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 11x in the Chemicals industry in Germany. Total returns to shareholders of 33% over the past year.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €15.76, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 10x in the Chemicals industry in Germany.
Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł541.9m (up 59% from 3Q 2020). Net income: zł76.7m (up 162% from 3Q 2020). Profit margin: 14% (up from 8.6% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł559.4m (up 70% from 2Q 2020). Net income: zł90.1m (up zł76.0m from 2Q 2020). Profit margin: 16% (up from 4.3% in 2Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Apr 28PCC Rokita Announces Dividend for the Year 2020, Payable on May 14, 2021PCC Rokita will pay out PLN 72.9 million dividend from 2020 profits or PLN 3.67 dividend per share, and will put the remaining PLN 24.4 million to retained earnings. Rights will be set on May 6 and the payment made on May 14.
Reported Earnings • Mar 19Full year 2020 earnings released: EPS zł5.91 (vs zł4.70 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: zł1.48b (down 1.1% from FY 2019). Net income: zł117.4m (up 26% from FY 2019). Profit margin: 8.0% (up from 6.3% in FY 2019). The increase in margin was driven by lower expenses.