View Future GrowthLPP 過去の業績過去 基準チェック /36LPPは、平均年間30%の収益成長を遂げていますが、 Luxury業界の収益は、年間 成長しています。収益は、平均年間6.4% 18.4%収益成長率で 成長しています。 LPPの自己資本利益率は26.7%であり、純利益率は6.5%です。主要情報30.01%収益成長率29.87%EPS成長率Luxury 業界の成長27.60%収益成長率18.40%株主資本利益率26.69%ネット・マージン6.49%次回の業績アップデート11 Jun 2026最近の業績更新お知らせ • 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 • 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.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.すべての更新を表示Recent updatesお知らせ • Jun 15LPP SA, Annual General Meeting, Jul 10, 2026LPP SA, Annual General Meeting, Jul 10, 2026, at 10:00 Central European Standard Time.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.収支内訳LPP の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史LSE:0LVL 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費31 Jan 2623,1091,5009,414031 Oct 2522,3201,2349,120031 Jul 2521,3911,8318,836030 Apr 2520,8421,8058,615031 Jan 2520,1941,7478,259031 Oct 2419,3641,7827,766031 Jul 2418,5021,7797,270030 Apr 2418,0731,7736,841031 Jan 2417,4061,6076,565031 Oct 2316,7501,3106,392031 Jul 2316,7671,1296,603030 Apr 2316,5317136,831031 Jan 2315,9278716,703031 Oct 2215,1416976,672031 Jul 2213,9089046,073030 Apr 2212,5589725,434031 Jan 2211,3397255,058031 Oct 2110,0346694,453030 Jul 219,3463144,276030 Apr 218,4851934,074031 Jan 217,848-1903,848031 Jan 209,1383893,889030 Sep 198,7634233,748030 Jun 198,4584953,643031 Mar 198,2944953,586031 Dec 188,0475053,532030 Sep 187,8234923,473030 Jun 187,5924863,349031 Mar 187,2474533,201031 Dec 177,0294413,100030 Sep 176,7342982,938030 Jun 176,4102072,825031 Mar 176,2071232,733031 Dec 166,0191752,609030 Sep 165,7411902,518030 Jun 165,5142762,403031 Mar 165,3033232,274031 Dec 155,1303512,192030 Sep 154,9604242,159030 Jun 154,9334262,1710質の高い収益: 0LVLは 高品質の収益 を持っています。利益率の向上: 0LVLの現在の純利益率 (6.5%)は、昨年(8.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 0LVL過去 5 年間で収益を上げており、収益は年間30%増加しています。成長の加速: 0LVLは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 0LVLは過去 1 年間で収益成長率がマイナス ( -14.1% ) となったため、 Luxury業界平均 ( -1.7% ) と比較することが困難です。株主資本利益率高いROE: 0LVLの 自己資本利益率 ( 26.7% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health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 00:41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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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。24 アナリスト機関Beata Szparaga-WasniewskaBiuro maklerskie mBankuJanusz PietaBiuro maklerskie mBankuTore Luca FangmannBofA Global Research21 その他のアナリストを表示
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 • 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.
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.
お知らせ • Jun 15LPP SA, Annual General Meeting, Jul 10, 2026LPP SA, Annual General Meeting, Jul 10, 2026, at 10:00 Central European Standard Time.
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.