View ValuationLPP 将来の成長Future 基準チェック /56LPP利益と収益がそれぞれ年間25.4%と13.6%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39.7% 29.1%なると予測されています。主要情報25.4%収益成長率29.09%EPS成長率Luxury 収益成長13.6%収益成長率13.6%将来の株主資本利益率39.72%アナリストカバレッジGood最終更新日27 Mar 2026今後の成長に関する最新情報お知らせ • Sep 23LPP SA Provides Earnings Guidance for the Second Half and Year 2023LPP SA announced that the company is optimistic about consumer behavior in second half and hopes to see a significant improvement in sales.The company also reported that the goals company announced previously are safe, the financial goals for company are safe, increasing profitability is the priority for this year 2023. They also maintain the group revenue should increase by -- to PLN 18 billion.お知らせ • Jun 15LPP Provides Sales Guidance for the Fiscal Year 2023/24LPP provided sales guidance for the fiscal year 2023/24. for the year, the company expects to grow by ca. 20% y/y to over PLN 18 billion.すべての更新を表示Recent updatesお知らせ • Jan 20+ 1 more updateLPP SA to Report Q1, 2026 Results on Jun 11, 2026LPP SA announced that they will report Q1, 2026 results on Jun 11, 2026お知らせ • Jan 15LPP SA to Report Fiscal Year 2026 Results on Mar 26, 2026LPP SA announced that they will report fiscal year 2026 results on Mar 26, 2026お知らせ • Jun 18LPP SA, Annual General Meeting, Jul 11, 2025LPP SA, Annual General Meeting, Jul 11, 2025, at 10:00 Central European Standard Time.Declared Dividend • Mar 13Dividend of zł330 announcedShareholders will receive a dividend of zł330. Ex-date: 22nd April 2025 Payment date: 30th April 2025 Dividend yield will be 7.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 25Now 51% undervaluedThe stock has been flat over the last 90 days, currently trading at zł9,010. The fair value is estimated to be zł18,206, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Declared Dividend • Feb 24Dividend of zł330 announcedShareholders will receive a dividend of zł330. Ex-date: 22nd April 2025 Payment date: 30th April 2025 Dividend yield will be 7.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 25+ 1 more updateLPP SA to Report Q1, 2026 Results on Jun 12, 2025LPP SA announced that they will report Q1, 2026 results on Jun 12, 2025お知らせ • Jan 22+ 1 more updateLPP SA to Report Fiscal Year 2025 Results on Apr 03, 2025LPP SA announced that they will report fiscal year 2025 results at 5:30 PM, Central European Standard Time on Apr 03, 2025Reported Earnings • Dec 12Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł5.21b (up 20% from 3Q 2024). Net income: zł579.0m (flat on 3Q 2024). Profit margin: 11% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Luxury industry in Europe.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 42%After last week's 42% share price decline to zł9,010, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł17,314 per share.Valuation Update With 7 Day Price Move • Oct 08Investor sentiment deteriorates as stock falls 41%After last week's 41% share price decline to zł9,010, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł16,622 per share.お知らせ • Jul 12LPP SA Declares Dividend, Payable on October 30Listed fashion group LPP's ordinary general meeting has decided to allocate a total of PLN 1.13 billion (EUR 265 mln) to dividend payments, according to resolutions passed on Friday. The previously paid advance will reduce the amount of the dividend to be paid to shareholders. The dividend date is October 11, and the payment will be made on October 30.お知らせ • Jun 18LPP SA, Annual General Meeting, Jul 12, 2024LPP SA, Annual General Meeting, Jul 12, 2024.Reported Earnings • Jun 14First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł4.31b (up 18% from 1Q 2024). Net income: zł276.0m (up 152% from 1Q 2024). Profit margin: 6.4% (up from 3.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment deteriorates as stock falls 43%After last week's 43% share price decline to zł9,010, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Luxury industry in Europe. Total loss to shareholders of 8.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł13,959 per share.Reported Earnings • Apr 24Full year 2024 earnings released: EPS: zł866 (vs zł470 in FY 2023)Full year 2024 results: EPS: zł866 (up from zł470 in FY 2023). Revenue: zł17.4b (up 9.3% from FY 2023). Net income: zł1.61b (up 85% from FY 2023). Profit margin: 9.2% (up from 5.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe.Upcoming Dividend • Apr 15Upcoming dividend of zł285 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 30 April 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to zł9,010, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 3.3% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł14,450 per share.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 43%After last week's 43% share price decline to zł9,010, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 5.2% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł12,970 per share.お知らせ • Feb 01Lpp Fashion to Pay Advance Dividend for Fiscal Year 2023/2024LPP SA to pay shareholders an advance dividend of PLN 285 (EUR 65.61) per share for the financial year running from February 1, 2023 to January 31, 2024, the company said in a market filing. The management board intends to submit a motion to the annual general meeting of shareholders to pay a total dividend for Fiscal Year 2023/2024 of at least PLN 570 (EUR 131.21) per share and to set the dividend payment date for October 30, 2024.お知らせ • Jan 17+ 2 more updatesLPP SA to Report Q1, 2025 Results on Jun 12, 2024LPP SA announced that they will report Q1, 2025 results on Jun 12, 2024Buying Opportunity • Jan 05Now 27% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł12,260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 46%After last week's 46% share price decline to zł9,010, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł11,724 per share.Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: zł310 (vs zł215 in 3Q 2023)Third quarter 2024 results: EPS: zł310 (up from zł215 in 3Q 2023). Revenue: zł4.35b (flat on 3Q 2023). Net income: zł575.6m (up 46% from 3Q 2023). Profit margin: 13% (up from 9.1% in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Luxury industry in the United Kingdom.Buying Opportunity • Dec 12Now 25% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł11,992, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł15,589, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł20,769 per share.お知らせ • Nov 19LPP SA Appoints Mikolaj Wezdecki as New Deputy CEOLPP SA announced the appointed of Mikolaj Wezdecki as a new vice chairman of the group's management board, the company said in a market filing. Wezdecki has been working for LPP since June 2022 as a director responsible for developing e-commerce platforms for Reserved and Sinsay brands. Previously, he was a member of the management group Modivo and director in charge of e-commerce.Buying Opportunity • Oct 19Now 37% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł14,197, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.お知らせ • Sep 23LPP SA Provides Earnings Guidance for the Second Half and Year 2023LPP SA announced that the company is optimistic about consumer behavior in second half and hopes to see a significant improvement in sales.The company also reported that the goals company announced previously are safe, the financial goals for company are safe, increasing profitability is the priority for this year 2023. They also maintain the group revenue should increase by -- to PLN 18 billion.Upcoming Dividend • Jun 30Upcoming dividend of zł430 per share at 3.1% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 10 October 2023. Payout ratio and cash payout ratio are on the higher end at 81% and 76% respectively. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (3.1%).Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł13,848, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Luxury industry in Europe. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł9,521 per share.Reported Earnings • Jun 20First quarter 2024 earnings released: EPS: zł59.05 (vs zł146 in 1Q 2023)First quarter 2024 results: EPS: zł59.05 (down from zł146 in 1Q 2023). Revenue: zł3.64b (up 20% from 1Q 2023). Net income: zł109.5m (down 59% from 1Q 2023). Profit margin: 3.0% (down from 8.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 4 years, compared to a 5.7% growth forecast for the Luxury industry in the United Kingdom.お知らせ • Jun 15LPP Provides Sales Guidance for the Fiscal Year 2023/24LPP provided sales guidance for the fiscal year 2023/24. for the year, the company expects to grow by ca. 20% y/y to over PLN 18 billion.お知らせ • Jun 03LPP SA, Annual General Meeting, Jun 30, 2023LPP SA, Annual General Meeting, Jun 30, 2023, at 10:00 Central European Standard Time. Location: UL. LAKOWA 39/44 Gdañsk PolandValuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 25%After last week's 25% share price gain to zł12,000, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Luxury industry in Europe. Total returns to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł10,338 per share.お知らせ • Jun 01LPP Recommends Dividend Payouts of At Least 50% of Net Profits - Dividend Policy for 2023-26LPP will recommend dividend payouts of at least 50% of net profits plus unallocated profits from previous years, with the payout capped at 70% of profits, the company said in a market filing on a dividend policy for 2023-26. The company may also consider offering advance dividends. Advance payments would preferably be offered in April-May, final dividends in October-November. Particular dividends will depend on financial and liquidity situation of the group, economic environment and investment needs.お知らせ • May 25+ 1 more updateLPP SA to Report First Half, 2023 Results on Sep 21, 2023LPP SA announced that they will report first half, 2023 results on Sep 21, 2023お知らせ • Jan 10LPP SA to Report Q3, 2023 Results on Dec 13, 2023LPP SA announced that they will report Q3, 2023 results on Dec 13, 2023お知らせ • Jan 06LPP SA to Report Fiscal Year 2023 Results on Apr 26, 2023LPP SA announced that they will report fiscal year 2023 results on Apr 26, 2023Reported Earnings • Oct 08Second quarter 2023 earnings released: EPS: zł292 (vs zł125 in 2Q 2022)Second quarter 2023 results: EPS: zł292 (up from zł125 in 2Q 2022). Revenue: zł4.34b (up 45% from 2Q 2022). Net income: zł537.5m (up 134% from 2Q 2022). Profit margin: 12% (up from 7.7% in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 5 years, compared to a 7.7% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Buying Opportunity • Aug 31Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł10,958, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Upcoming Dividend • May 20Upcoming dividend of zł350 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 30 August 2022. The company last paid an ordinary dividend in February 2012. The average dividend yield among industry peers is 1.7%.Buying Opportunity • Apr 29Now 26% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł12,218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.Reported Earnings • Apr 23Full year 2022 earnings released: EPS: zł519 (vs zł103 loss in FY 2021)Full year 2022 results: EPS: zł519 (up from zł103 loss in FY 2021). Revenue: zł14.0b (up 79% from FY 2021). Net income: zł953.5m (up zł1.14b from FY 2021). Profit margin: 6.8% (up from net loss in FY 2021). Over the next year, revenue is expected to shrink by 32% compared to a 11% growth forecast for the industry in the United Kingdom.Buying Opportunity • Mar 30Now 33% undervalued after recent price dropOver the last 90 days, the stock is down 48%. The fair value is estimated to be zł13,548, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł9,010, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 19x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł14,275 per share.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł15,400, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 21x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł20,706 per share.Reported Earnings • Dec 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: zł341 (up from zł24.00 loss in 3Q 2021). Revenue: zł3.91b (up 87% from 3Q 2021). Net income: zł627.6m (up zł672.0m from 3Q 2021). Profit margin: 16% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 14% compared to a 13% growth forecast for the industry in the United Kingdom.業績と収益の成長予測LSE:0LVL - 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1/31/202937,5543,4702,9846,45421/31/202833,2662,8502,8046,286101/31/202728,2952,5952,3836,377111/31/202623,1091,5001,5044,675N/A10/31/202522,3201,2341,3234,121N/A7/31/202521,3911,8315752,954N/A4/30/202520,8421,8051,3833,528N/A1/31/202520,1941,7472,2034,021N/A10/31/202419,3641,7822,7724,241N/A7/31/202418,5021,7793,1524,392N/A4/30/202418,0731,7732,9244,028N/A1/31/202417,4061,6073,2534,343N/A10/31/202316,7501,3102,5523,696N/A7/31/202316,7671,1292,0693,270N/A4/30/202316,5317138482,014N/A1/31/202315,927871-577580N/A10/31/202215,141697-1,07028N/A7/31/202213,908904-683384N/A4/30/202212,5589726791,724N/A1/31/202211,3397251,4262,386N/A10/31/202110,0346691,3882,382N/A7/30/20219,3463141,1822,038N/A4/30/20218,4851939191,730N/A1/31/20217,848-1902501,075N/A1/31/20209,1383897801,706N/A9/30/20198,763423N/A1,330N/A6/30/20198,458495N/A1,377N/A3/31/20198,294495N/A1,283N/A12/31/20188,047505N/A1,212N/A9/30/20187,823492N/A1,316N/A6/30/20187,592486N/A1,016N/A3/31/20187,247453N/A1,038N/A12/31/20177,029441N/A893N/A9/30/20176,734298N/A1,018N/A6/30/20176,410207N/A990N/A3/31/20176,207123N/A827N/A12/31/20166,019175N/A718N/A9/30/20165,741190N/A444N/A6/30/20165,514276N/A303N/A3/31/20165,303323N/A255N/A12/31/20155,130351N/A254N/A9/30/20154,960424N/A280N/A6/30/20154,933426N/A371N/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: 0LVLの予測収益成長率 (年間25.4% ) は 貯蓄率 ( 3.2% ) を上回っています。収益対市場: 0LVLの収益 ( 25.4% ) はUK市場 ( 11.5% ) 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: 0LVL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: 0LVLの収益 ( 13.6% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 0LVLの収益 ( 13.6% ) 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: 0LVLの 自己資本利益率 は、3年後には高くなると予測されています ( 39.7 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/04/04 06:00終値2026/01/05 00:00収益2026/01/31年間収益2026/01/31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LPP SA 11 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。25 アナリスト機関Beata Szparaga-WasniewskaBiuro maklerskie mBankuJanusz PietaBiuro maklerskie mBankuMichael JacksBofA Global Research22 その他のアナリストを表示
お知らせ • Sep 23LPP SA Provides Earnings Guidance for the Second Half and Year 2023LPP SA announced that the company is optimistic about consumer behavior in second half and hopes to see a significant improvement in sales.The company also reported that the goals company announced previously are safe, the financial goals for company are safe, increasing profitability is the priority for this year 2023. They also maintain the group revenue should increase by -- to PLN 18 billion.
お知らせ • Jun 15LPP Provides Sales Guidance for the Fiscal Year 2023/24LPP provided sales guidance for the fiscal year 2023/24. for the year, the company expects to grow by ca. 20% y/y to over PLN 18 billion.
お知らせ • Jan 20+ 1 more updateLPP SA to Report Q1, 2026 Results on Jun 11, 2026LPP SA announced that they will report Q1, 2026 results on Jun 11, 2026
お知らせ • Jan 15LPP SA to Report Fiscal Year 2026 Results on Mar 26, 2026LPP SA announced that they will report fiscal year 2026 results on Mar 26, 2026
お知らせ • Jun 18LPP SA, Annual General Meeting, Jul 11, 2025LPP SA, Annual General Meeting, Jul 11, 2025, at 10:00 Central European Standard Time.
Declared Dividend • Mar 13Dividend of zł330 announcedShareholders will receive a dividend of zł330. Ex-date: 22nd April 2025 Payment date: 30th April 2025 Dividend yield will be 7.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 25Now 51% undervaluedThe stock has been flat over the last 90 days, currently trading at zł9,010. The fair value is estimated to be zł18,206, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Declared Dividend • Feb 24Dividend of zł330 announcedShareholders will receive a dividend of zł330. Ex-date: 22nd April 2025 Payment date: 30th April 2025 Dividend yield will be 7.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 25+ 1 more updateLPP SA to Report Q1, 2026 Results on Jun 12, 2025LPP SA announced that they will report Q1, 2026 results on Jun 12, 2025
お知らせ • Jan 22+ 1 more updateLPP SA to Report Fiscal Year 2025 Results on Apr 03, 2025LPP SA announced that they will report fiscal year 2025 results at 5:30 PM, Central European Standard Time on Apr 03, 2025
Reported Earnings • Dec 12Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł5.21b (up 20% from 3Q 2024). Net income: zł579.0m (flat on 3Q 2024). Profit margin: 11% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Luxury industry in Europe.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 42%After last week's 42% share price decline to zł9,010, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł17,314 per share.
Valuation Update With 7 Day Price Move • Oct 08Investor sentiment deteriorates as stock falls 41%After last week's 41% share price decline to zł9,010, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł16,622 per share.
お知らせ • Jul 12LPP SA Declares Dividend, Payable on October 30Listed fashion group LPP's ordinary general meeting has decided to allocate a total of PLN 1.13 billion (EUR 265 mln) to dividend payments, according to resolutions passed on Friday. The previously paid advance will reduce the amount of the dividend to be paid to shareholders. The dividend date is October 11, and the payment will be made on October 30.
お知らせ • Jun 18LPP SA, Annual General Meeting, Jul 12, 2024LPP SA, Annual General Meeting, Jul 12, 2024.
Reported Earnings • Jun 14First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł4.31b (up 18% from 1Q 2024). Net income: zł276.0m (up 152% from 1Q 2024). Profit margin: 6.4% (up from 3.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment deteriorates as stock falls 43%After last week's 43% share price decline to zł9,010, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Luxury industry in Europe. Total loss to shareholders of 8.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł13,959 per share.
Reported Earnings • Apr 24Full year 2024 earnings released: EPS: zł866 (vs zł470 in FY 2023)Full year 2024 results: EPS: zł866 (up from zł470 in FY 2023). Revenue: zł17.4b (up 9.3% from FY 2023). Net income: zł1.61b (up 85% from FY 2023). Profit margin: 9.2% (up from 5.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe.
Upcoming Dividend • Apr 15Upcoming dividend of zł285 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 30 April 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to zł9,010, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 3.3% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł14,450 per share.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 43%After last week's 43% share price decline to zł9,010, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 5.2% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł12,970 per share.
お知らせ • Feb 01Lpp Fashion to Pay Advance Dividend for Fiscal Year 2023/2024LPP SA to pay shareholders an advance dividend of PLN 285 (EUR 65.61) per share for the financial year running from February 1, 2023 to January 31, 2024, the company said in a market filing. The management board intends to submit a motion to the annual general meeting of shareholders to pay a total dividend for Fiscal Year 2023/2024 of at least PLN 570 (EUR 131.21) per share and to set the dividend payment date for October 30, 2024.
お知らせ • Jan 17+ 2 more updatesLPP SA to Report Q1, 2025 Results on Jun 12, 2024LPP SA announced that they will report Q1, 2025 results on Jun 12, 2024
Buying Opportunity • Jan 05Now 27% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł12,260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 46%After last week's 46% share price decline to zł9,010, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł11,724 per share.
Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: zł310 (vs zł215 in 3Q 2023)Third quarter 2024 results: EPS: zł310 (up from zł215 in 3Q 2023). Revenue: zł4.35b (flat on 3Q 2023). Net income: zł575.6m (up 46% from 3Q 2023). Profit margin: 13% (up from 9.1% in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Luxury industry in the United Kingdom.
Buying Opportunity • Dec 12Now 25% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł11,992, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł15,589, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł20,769 per share.
お知らせ • Nov 19LPP SA Appoints Mikolaj Wezdecki as New Deputy CEOLPP SA announced the appointed of Mikolaj Wezdecki as a new vice chairman of the group's management board, the company said in a market filing. Wezdecki has been working for LPP since June 2022 as a director responsible for developing e-commerce platforms for Reserved and Sinsay brands. Previously, he was a member of the management group Modivo and director in charge of e-commerce.
Buying Opportunity • Oct 19Now 37% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł14,197, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
お知らせ • Sep 23LPP SA Provides Earnings Guidance for the Second Half and Year 2023LPP SA announced that the company is optimistic about consumer behavior in second half and hopes to see a significant improvement in sales.The company also reported that the goals company announced previously are safe, the financial goals for company are safe, increasing profitability is the priority for this year 2023. They also maintain the group revenue should increase by -- to PLN 18 billion.
Upcoming Dividend • Jun 30Upcoming dividend of zł430 per share at 3.1% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 10 October 2023. Payout ratio and cash payout ratio are on the higher end at 81% and 76% respectively. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (3.1%).
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł13,848, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Luxury industry in Europe. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł9,521 per share.
Reported Earnings • Jun 20First quarter 2024 earnings released: EPS: zł59.05 (vs zł146 in 1Q 2023)First quarter 2024 results: EPS: zł59.05 (down from zł146 in 1Q 2023). Revenue: zł3.64b (up 20% from 1Q 2023). Net income: zł109.5m (down 59% from 1Q 2023). Profit margin: 3.0% (down from 8.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 4 years, compared to a 5.7% growth forecast for the Luxury industry in the United Kingdom.
お知らせ • Jun 15LPP Provides Sales Guidance for the Fiscal Year 2023/24LPP provided sales guidance for the fiscal year 2023/24. for the year, the company expects to grow by ca. 20% y/y to over PLN 18 billion.
お知らせ • Jun 03LPP SA, Annual General Meeting, Jun 30, 2023LPP SA, Annual General Meeting, Jun 30, 2023, at 10:00 Central European Standard Time. Location: UL. LAKOWA 39/44 Gdañsk Poland
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 25%After last week's 25% share price gain to zł12,000, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Luxury industry in Europe. Total returns to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł10,338 per share.
お知らせ • Jun 01LPP Recommends Dividend Payouts of At Least 50% of Net Profits - Dividend Policy for 2023-26LPP will recommend dividend payouts of at least 50% of net profits plus unallocated profits from previous years, with the payout capped at 70% of profits, the company said in a market filing on a dividend policy for 2023-26. The company may also consider offering advance dividends. Advance payments would preferably be offered in April-May, final dividends in October-November. Particular dividends will depend on financial and liquidity situation of the group, economic environment and investment needs.
お知らせ • May 25+ 1 more updateLPP SA to Report First Half, 2023 Results on Sep 21, 2023LPP SA announced that they will report first half, 2023 results on Sep 21, 2023
お知らせ • Jan 10LPP SA to Report Q3, 2023 Results on Dec 13, 2023LPP SA announced that they will report Q3, 2023 results on Dec 13, 2023
お知らせ • Jan 06LPP SA to Report Fiscal Year 2023 Results on Apr 26, 2023LPP SA announced that they will report fiscal year 2023 results on Apr 26, 2023
Reported Earnings • Oct 08Second quarter 2023 earnings released: EPS: zł292 (vs zł125 in 2Q 2022)Second quarter 2023 results: EPS: zł292 (up from zł125 in 2Q 2022). Revenue: zł4.34b (up 45% from 2Q 2022). Net income: zł537.5m (up 134% from 2Q 2022). Profit margin: 12% (up from 7.7% in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 5 years, compared to a 7.7% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Buying Opportunity • Aug 31Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł10,958, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Upcoming Dividend • May 20Upcoming dividend of zł350 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 30 August 2022. The company last paid an ordinary dividend in February 2012. The average dividend yield among industry peers is 1.7%.
Buying Opportunity • Apr 29Now 26% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł12,218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.
Reported Earnings • Apr 23Full year 2022 earnings released: EPS: zł519 (vs zł103 loss in FY 2021)Full year 2022 results: EPS: zł519 (up from zł103 loss in FY 2021). Revenue: zł14.0b (up 79% from FY 2021). Net income: zł953.5m (up zł1.14b from FY 2021). Profit margin: 6.8% (up from net loss in FY 2021). Over the next year, revenue is expected to shrink by 32% compared to a 11% growth forecast for the industry in the United Kingdom.
Buying Opportunity • Mar 30Now 33% undervalued after recent price dropOver the last 90 days, the stock is down 48%. The fair value is estimated to be zł13,548, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł9,010, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 19x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł14,275 per share.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł15,400, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 21x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł20,706 per share.
Reported Earnings • Dec 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: zł341 (up from zł24.00 loss in 3Q 2021). Revenue: zł3.91b (up 87% from 3Q 2021). Net income: zł627.6m (up zł672.0m from 3Q 2021). Profit margin: 16% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 14% compared to a 13% growth forecast for the industry in the United Kingdom.