Upcoming Dividend • 9h
Upcoming dividend of zł1.00 per share Eligible shareholders must have bought the stock before 22 June 2026. Payment date: 30 June 2026. Payout ratio is on the higher end at 93%, and the cash payout ratio is above 100%. Trailing yield: 6.8%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.6%). お知らせ • May 22
Oponeo.pl S.A., Annual General Meeting, Jun 15, 2026 Oponeo.pl S.A., Annual General Meeting, Jun 15, 2026, at 12:00 Central European Standard Time. お知らせ • May 15
Oponeo.pl S.A. announces Annual dividend, payable on June 30, 2026 Oponeo.pl S.A. announced Annual dividend of PLN 1.0000 per share payable on June 30, 2026, ex-date on June 22, 2026 and record date on June 23, 2026. お知らせ • Nov 10
Oponeo.pl S.A. to Report Q3, 2025 Results on Nov 12, 2025 Oponeo.pl S.A. announced that they will report Q3, 2025 results on Nov 12, 2025 New Risk • Nov 17
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Nov 10
Third quarter 2024 earnings released Third quarter 2024 results: Revenue: zł381.0m (up 18% from 3Q 2023). Net income: zł6.55m (up zł23.5m from 3Q 2023). Profit margin: 1.7% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. New Risk • Aug 23
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). 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 (7.5% average weekly change). Reported Earnings • Aug 16
Second quarter 2024 earnings released: EPS: zł2.43 (vs zł0.83 in 2Q 2023) Second quarter 2024 results: EPS: zł2.43 (up from zł0.83 in 2Q 2023). Revenue: zł531.1m (up 6.8% from 2Q 2023). Net income: zł23.7m (up 105% from 2Q 2023). Profit margin: 4.5% (up from 2.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year. Buy Or Sell Opportunity • Jul 17
Now 20% undervalued Over the last 90 days, the stock has risen 29% to €16.35. The fair value is estimated to be €20.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 5.2%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period. Valuation Update With 7 Day Price Move • Jun 28
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €18.15, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total returns to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.79 per share. Upcoming Dividend • Jun 11
Upcoming dividend of zł1.80 per share Eligible shareholders must have bought the stock before 18 June 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.5%). Valuation Update With 7 Day Price Move • May 31
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €16.25, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 3x in the Specialty Retail industry in Germany. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.17 per share. お知らせ • May 19
Oponeo.pl S.A., Annual General Meeting, Jun 13, 2024 Oponeo.pl S.A., Annual General Meeting, Jun 13, 2024. お知らせ • May 15
Oponeo.pl Recommends Dividend for 2023, Payable on June 24, 2024 Oponeo.pl management board recommends PLN 20.2 million (EUR 4.73 mln), which amounts to PLN 1.8 (EUR 0.42) per share dividend payout from the company's 2023 net profit. The date by which the list of shareholders entitled to dividends for the year is proposed to be June 19, with the dividend pay out date being June 24, 2024. In 2023, the company paid a dividend of PLN 2 (EUR 0.47) per share from 2022 net profit amounting to PLN 27.5 million (EUR 6.44 mln) total. New Risk • May 05
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • May 02
Full year 2023 earnings released: EPS: zł4.05 (vs zł2.92 in FY 2022) Full year 2023 results: EPS: zł4.05 (up from zł2.92 in FY 2022). Revenue: zł1.87b (up 10% from FY 2022). Net income: zł54.5m (up 34% from FY 2022). Profit margin: 2.9% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year. お知らせ • Jan 09
Oponeo.pl S.A. to Report Fiscal Year 2023 Results on Apr 29, 2024 Oponeo.pl S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Central European Standard Time on Apr 29, 2024 お知らせ • Jan 07
Oponeo.pl S.A. to Report Fiscal Year 2023 Results on Mar 29, 2024 Oponeo.pl S.A. announced that they will report fiscal year 2023 results on Mar 29, 2024 Reported Earnings • Nov 09
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: zł323.5m (up 1.6% from 3Q 2022). Net loss: zł17.0m (loss widened 128% from 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Germany. Reported Earnings • Aug 21
Second quarter 2023 earnings released: EPS: zł0.98 (vs zł0.53 in 2Q 2022) Second quarter 2023 results: EPS: zł0.98 (up from zł0.53 in 2Q 2022). Revenue: zł497.2m (up 20% from 2Q 2022). Net income: zł11.6m (up 56% from 2Q 2022). Profit margin: 2.3% (up from 1.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany.