LUG（LUG）株式概要LUG S.A.は世界中で照明器具と照明システムを製造・販売している。 詳細LUG ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績0/6財務の健全性2/6配当金3/6報酬当社が推定した公正価値より78.6%で取引されている リスク分析意味のある時価総額がありません ( PLN10M )過去5年間で収益は年間68.5%減少しました。 Polish市場と比較して、過去 3 か月間の株価の変動が非常に大きい多額の負債を抱えている +1 さらなるリスクすべてのリスクチェックを見るLUG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValuezłCurrent Pricezł1.4095.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-35m260m2016201920222025202620282031Revenue zł159.7mEarnings zł13.7mAdvancedSet Fair ValueView all narrativesLUG S.A. 競合他社Lena LightingSymbol: WSE:LENMarket cap: zł56.7mRelpolSymbol: WSE:RLPMarket cap: zł54.8mRemor Solar PolskaSymbol: WSE:RSPMarket cap: zł46.4mPhoton EnergySymbol: WSE:PENMarket cap: zł88.3m価格と性能株価の高値、安値、推移の概要LUG過去の株価現在の株価zł1.4052週高値zł4.4052週安値zł1.32ベータ-0.321ヶ月の変化-13.58%3ヶ月変化-32.69%1年変化-68.18%3年間の変化-75.86%5年間の変化-77.42%IPOからの変化-91.67%最新ニュースReported Earnings • May 20First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł20.3m (down 62% from 1Q 2025). Net loss: zł11.9m (loss widened zł10.2m from 1Q 2025).New Risk • May 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 42% per year over the past 5 years. Market cap is less than US$10m (zł11.5m market cap, or US$3.18m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Feb 10LUG S.A. to Report Q4, 2025 Results on Feb 12, 2026LUG S.A. announced that they will report Q4, 2025 results on Feb 12, 2026Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł35.9m (down 41% from 3Q 2024). Net loss: zł10.3m (loss widened zł9.16m from 3Q 2024).分析記事 • Nov 11We Like These Underlying Return On Capital Trends At LUG (WSE:LUG)There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...お知らせ • Nov 11LUG S.A. to Report Q3, 2025 Results on Nov 13, 2025LUG S.A. announced that they will report Q3, 2025 results on Nov 13, 2025最新情報をもっと見るRecent updatesReported Earnings • May 20First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł20.3m (down 62% from 1Q 2025). Net loss: zł11.9m (loss widened zł10.2m from 1Q 2025).New Risk • May 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 42% per year over the past 5 years. Market cap is less than US$10m (zł11.5m market cap, or US$3.18m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Feb 10LUG S.A. to Report Q4, 2025 Results on Feb 12, 2026LUG S.A. announced that they will report Q4, 2025 results on Feb 12, 2026Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł35.9m (down 41% from 3Q 2024). Net loss: zł10.3m (loss widened zł9.16m from 3Q 2024).分析記事 • Nov 11We Like These Underlying Return On Capital Trends At LUG (WSE:LUG)There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...お知らせ • Nov 11LUG S.A. to Report Q3, 2025 Results on Nov 13, 2025LUG S.A. announced that they will report Q3, 2025 results on Nov 13, 2025New Risk • Jun 17New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Earnings have declined by 3.7% per year over the past 5 years. Market cap is less than US$10m (zł29.5m market cap, or US$7.98m). Minor Risks Dividend is not well covered by earnings (dividend per share is over 11x earnings per share). Share price has been volatile over the past 3 months (7.5% average weekly change).New Risk • May 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.5% 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 Risks Earnings have declined by 16% per year over the past 5 years. Market cap is less than US$10m (zł31.7m market cap, or US$8.43m). Minor Risks High level of debt (106% net debt to equity). Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.5% average weekly change).Reported Earnings • May 19First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł52.9m (up 13% from 1Q 2024). Net loss: zł1.64m (loss widened 70% from 1Q 2024).New Risk • May 18New major risk - Revenue and earnings growthEarnings have declined by 3.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 3.7% per year over the past 5 years. Market cap is less than US$10m (zł31.7m market cap, or US$8.28m). Minor Risks High level of debt (98% net debt to equity). Paying a dividend despite being loss-making.Reported Earnings • Feb 19Full year 2024 earnings released: zł0.95 loss per share (vs zł1.05 profit in FY 2023)Full year 2024 results: zł0.95 loss per share (down from zł1.05 profit in FY 2023). Revenue: zł223.2m (down 18% from FY 2023). Net loss: zł6.83m (down 191% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.New Risk • Nov 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.5x net interest cover). Share price has been highly volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$10m (zł38.9m market cap, or US$9.74m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).New Risk • Sep 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.8% 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 Risks Interest payments are not well covered by earnings (0.5x net interest cover). Market cap is less than US$10m (zł36.4m market cap, or US$9.46m). 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 (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).分析記事 • Sep 12Is LUG (WSE:LUG) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...New Risk • Sep 11New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: zł37.4m (US$9.62m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.5x net interest cover). Market cap is less than US$10m (zł37.4m market cap, or US$9.62m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).Upcoming Dividend • Sep 04Upcoming dividend of zł0.21 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 19 September 2024. Trailing yield: 3.6%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (6.2%).New Risk • Aug 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 1.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.4x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (zł41.0m market cap, or US$10.6m).Reported Earnings • Aug 18Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł55.5m (down 15% from 2Q 2023). Net loss: zł1.81m (down 188% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jun 05LUG S.A., Annual General Meeting, Jun 27, 2024LUG S.A., Annual General Meeting, Jun 27, 2024.Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł46.8m (down 25% from 1Q 2023). Net loss: zł967.0k (down 204% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • May 11LUG (WSE:LUG) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Reported Earnings • Feb 16Full year 2023 earnings released: EPS: zł1.01 (vs zł0.43 in FY 2022)Full year 2023 results: EPS: zł1.01 (up from zł0.43 in FY 2022). Revenue: zł267.9m (up 12% from FY 2022). Net income: zł7.26m (up 135% from FY 2022). Profit margin: 2.7% (up from 1.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Jan 24+ 4 more updatesLUG S.A. to Report Q1, 2024 Results on May 15, 2024LUG S.A. announced that they will report Q1, 2024 results on May 15, 2024Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł73.7m (up 27% from 3Q 2022). Net income: zł1.81m (up 146% from 3Q 2022). Profit margin: 2.5% (up from 1.3% in 3Q 2022). The increase in margin was driven by higher revenue.New Risk • Oct 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.9% 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 Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (zł51.8m market cap, or US$11.8m).Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł7.85, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 11x in the Electrical industry in Poland. Total returns to shareholders of 33% over the past three years.分析記事 • Sep 21Does LUG (WSE:LUG) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł65.6m (up 9.8% from 2Q 2022). Net income: zł2.07m (up 144% from 2Q 2022). Profit margin: 3.2% (up from 1.4% in 2Q 2022).New Risk • Jun 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.3% Last year net profit margin: 2.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings have declined by 2.3% per year over the past 5 years. Market cap is less than US$10m (zł41.4m market cap, or US$9.97m). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).お知らせ • Jun 02LUG S.A., Annual General Meeting, Jun 28, 2023LUG S.A., Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.分析記事 • Apr 04Investors Met With Slowing Returns on Capital At LUG (WSE:LUG)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Reported Earnings • Feb 18Full year 2022 earnings released: EPS: zł0.43 (vs zł0.61 in FY 2021)Full year 2022 results: EPS: zł0.43 (down from zł0.61 in FY 2021). Revenue: zł238.5m (up 17% from FY 2021). Net income: zł3.10m (down 30% from FY 2021). Profit margin: 1.3% (down from 2.2% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 27Here's Why We Think LUG (WSE:LUG) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Jan 26+ 3 more updatesLUG S.A. to Report Fiscal Year 2022 Results on Apr 26, 2023LUG S.A. announced that they will report fiscal year 2022 results on Apr 26, 2023Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł6.70, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 11x in the Electrical industry in Poland. Total returns to shareholders of 84% over the past three years.分析記事 • Sep 20If EPS Growth Is Important To You, LUG (WSE:LUG) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Aug 24We Think Shareholders Should Be Aware Of Some Factors Beyond LUG's (WSE:LUG) ProfitWe didn't see LUG S.A.'s ( WSE:LUG ) stock surge when it reported robust earnings recently. We think that investors...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł6.00, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 11x in the Electrical industry in Poland. Total returns to shareholders of 89% over the past three years.分析記事 • Aug 05Slowing Rates Of Return At LUG (WSE:LUG) Leave Little Room For ExcitementThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...お知らせ • Jun 02LUG S.A., Annual General Meeting, Jun 27, 2022LUG S.A., Annual General Meeting, Jun 27, 2022, at 12:00 Central European Standard Time.Reported Earnings • May 16First quarter 2022 earnings released: EPS: zł0.12 (vs zł0.11 in 1Q 2021)First quarter 2022 results: EPS: zł0.12 (up from zł0.11 in 1Q 2021). Revenue: zł57.0m (up 52% from 1Q 2021). Net income: zł844.0k (up 9.6% from 1Q 2021). Profit margin: 1.5% (down from 2.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Feb 25LUG's (WSE:LUG) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Feb 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: zł0.51 (down from zł0.96 in FY 2020). Revenue: zł202.6m (up 11% from FY 2020). Net income: zł3.67m (down 47% from FY 2020). Profit margin: 1.8% (down from 3.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.6%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł7.30, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 12x in the Electrical industry in Poland. Total loss to shareholders of 5.9% over the past three years.分析記事 • Dec 14These 4 Measures Indicate That LUG (WSE:LUG) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS zł0.10 (vs zł0.25 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: zł58.9m (up 40% from 3Q 2020). Net income: zł746.0k (down 59% from 3Q 2020). Profit margin: 1.3% (down from 4.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł7.48, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 14x in the Electrical industry in Poland. Total loss to shareholders of 9.2% over the past three years.Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS zł0.11 (vs zł0.37 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł47.4m (up 5.0% from 2Q 2020). Net income: zł244.0k (down 91% from 2Q 2020). Profit margin: 0.5% (down from 6.0% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • May 18First quarter 2021 earnings released: EPS zł0.11 (vs zł0.27 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł37.5m (down 17% from 1Q 2020). Net income: zł770.0k (down 60% from 1Q 2020). Profit margin: 2.1% (down from 4.2% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 07Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to zł5.84, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 13x in the Electrical industry in Poland. Total loss to shareholders of 34% over the past three years.分析記事 • Mar 02Is It Worth Buying LUG S.A. (WSE:LUG) For Its 1.6% Dividend Yield?Is LUG S.A. ( WSE:LUG ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...Reported Earnings • Feb 14Full year 2020 earnings released: EPS zł1.05 (vs zł0.65 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł183.2m (up 7.3% from FY 2019). Net income: zł7.52m (up zł12.2m from FY 2019). Profit margin: 4.1% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improved over the past weekAfter last week's 23% share price gain to zł9.80, the stock is trading at a trailing P/E ratio of 53.6x, up from the previous P/E ratio of 43.8x. This compares to an average P/E of 27x in the Electrical industry in Poland. Total return to shareholders over the past three years is a loss of 8.4%.分析記事 • Feb 02We're Watching These Trends At LUG (WSE:LUG)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Is New 90 Day High Low • Jan 22New 90-day high: zł7.85The company is up 22% from its price of zł6.45 on 23 October 2020. The Polish market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 5.0% over the same period.お知らせ • Jan 15+ 4 more updatesLUG S.A. to Report Q3, 2021 Results on Nov 09, 2021LUG S.A. announced that they will report Q3, 2021 results on Nov 09, 2021分析記事 • Jan 04LUG (WSE:LUG) Use Of Debt Could Be Considered RiskyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 07Should LUG S.A. (WSE:LUG) Focus On Improving This Fundamental Metric?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...お知らせ • Sep 26LUG S.A. (WSE:LUG) and Tomasz Guzowski acquired 49% stake in BIOT Sp. z o.o. from Toka - Burzynski, and Guzowski Spólka Jawna.LUG S.A. (WSE:LUG) and Tomasz Guzowski acquired 49% stake in BIOT Sp. z o.o. from Toka - Burzynski, and Guzowski Spólka Jawna on September 9, 2020. LUG S.A. acquired an additional 24.5% stake in BIOT Sp. z o.o. from Toka - Burzynski, and Guzowski Spólka Jawna. Under the terms, LUG S.A. and Tomasz Guzowski each acquired 980 shares of BIOT Sp. z o.o. from Toka - Burzynski, and Guzowski Spólka Jawna. Post completion, LUG S.A. holds 75.5% stake in BIOT Sp. z o.o. LUG S.A. (WSE:LUG) and Tomasz Guzowski completed the acquisition of 49% stake in BIOT Sp. z o.o. from Toka - Burzynski, and Guzowski Spólka Jawna on September 9, 2020.株主還元LUGPL ElectricalPL 市場7D0%-3.5%1.6%1Y-68.2%-21.0%24.5%株主還元を見る業界別リターン: LUG過去 1 年間で-21 % の収益を上げたPolish Electrical業界を下回りました。リターン対市場: LUGは、過去 1 年間で24.5 % のリターンを上げたPolish市場を下回りました。価格変動Is LUG's price volatile compared to industry and market?LUG volatilityLUG Average Weekly Movement12.2%Electrical Industry Average Movement5.2%Market Average Movement5.3%10% most volatile stocks in PL Market10.8%10% least volatile stocks in PL Market3.3%安定した株価: LUGの株価は、 Polish市場と比較して過去 3 か月間で変動しています。時間の経過による変動: LUGの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてPolishの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1989424Ryszard Wtorkowskiwww.lug.com.plLUG S.A.は世界中で照明器具と照明システムを製造・販売している。ダウンライト、間接照明、ルーバー、埋め込み型、工業用、屋外用建築用照明器具、装飾用照明器具、照明システム、クリーンルーム、非常用、インフラ用照明システム、スポットライト、クイックアッセンブリーライン、プラフォン、投光器、各種LED製品を提供。同社の製品は、オフィスビル、小売店、ショッピングセンター、エクステリア照明、芸術文化施設、インフラ、産業、スポーツ、教育、医療、ホレカ施設など、さまざまな用途で使用されている。同社は1989年に設立され、ポーランドのZielona Góraに本社を置いている。もっと見るLUG S.A. 基礎のまとめLUG の収益と売上を時価総額と比較するとどうか。LUG 基礎統計学時価総額zł10.08m収益（TTM）-zł34.70m売上高(TTM)zł148.13m0.1xP/Sレシオ-0.3xPER（株価収益率LUG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LUG 損益計算書（TTM）収益zł148.13m売上原価zł94.58m売上総利益zł53.55mその他の費用zł88.25m収益-zł34.70m直近の収益報告Mar 31, 2026次回決算日May 28, 2026一株当たり利益（EPS）-4.82グロス・マージン36.15%純利益率-23.43%有利子負債／自己資本比率249.3%LUG の長期的なパフォーマンスは？過去の実績と比較を見る配当金15.0%現在の配当利回りn/a配当性向View Valuation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2026/05/27 12:50終値2026/05/27 00:00収益2026/03/31年間収益2024/12/31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LUG S.A. 0 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。1 アナリスト機関Adrian KowollikDr. Kalliwoda Research
Reported Earnings • May 20First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł20.3m (down 62% from 1Q 2025). Net loss: zł11.9m (loss widened zł10.2m from 1Q 2025).
New Risk • May 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 42% per year over the past 5 years. Market cap is less than US$10m (zł11.5m market cap, or US$3.18m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Feb 10LUG S.A. to Report Q4, 2025 Results on Feb 12, 2026LUG S.A. announced that they will report Q4, 2025 results on Feb 12, 2026
Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł35.9m (down 41% from 3Q 2024). Net loss: zł10.3m (loss widened zł9.16m from 3Q 2024).
分析記事 • Nov 11We Like These Underlying Return On Capital Trends At LUG (WSE:LUG)There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
お知らせ • Nov 11LUG S.A. to Report Q3, 2025 Results on Nov 13, 2025LUG S.A. announced that they will report Q3, 2025 results on Nov 13, 2025
Reported Earnings • May 20First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł20.3m (down 62% from 1Q 2025). Net loss: zł11.9m (loss widened zł10.2m from 1Q 2025).
New Risk • May 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 42% per year over the past 5 years. Market cap is less than US$10m (zł11.5m market cap, or US$3.18m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Feb 10LUG S.A. to Report Q4, 2025 Results on Feb 12, 2026LUG S.A. announced that they will report Q4, 2025 results on Feb 12, 2026
Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł35.9m (down 41% from 3Q 2024). Net loss: zł10.3m (loss widened zł9.16m from 3Q 2024).
分析記事 • Nov 11We Like These Underlying Return On Capital Trends At LUG (WSE:LUG)There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
お知らせ • Nov 11LUG S.A. to Report Q3, 2025 Results on Nov 13, 2025LUG S.A. announced that they will report Q3, 2025 results on Nov 13, 2025
New Risk • Jun 17New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Earnings have declined by 3.7% per year over the past 5 years. Market cap is less than US$10m (zł29.5m market cap, or US$7.98m). Minor Risks Dividend is not well covered by earnings (dividend per share is over 11x earnings per share). Share price has been volatile over the past 3 months (7.5% average weekly change).
New Risk • May 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.5% 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 Risks Earnings have declined by 16% per year over the past 5 years. Market cap is less than US$10m (zł31.7m market cap, or US$8.43m). Minor Risks High level of debt (106% net debt to equity). Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.5% average weekly change).
Reported Earnings • May 19First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł52.9m (up 13% from 1Q 2024). Net loss: zł1.64m (loss widened 70% from 1Q 2024).
New Risk • May 18New major risk - Revenue and earnings growthEarnings have declined by 3.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 3.7% per year over the past 5 years. Market cap is less than US$10m (zł31.7m market cap, or US$8.28m). Minor Risks High level of debt (98% net debt to equity). Paying a dividend despite being loss-making.
Reported Earnings • Feb 19Full year 2024 earnings released: zł0.95 loss per share (vs zł1.05 profit in FY 2023)Full year 2024 results: zł0.95 loss per share (down from zł1.05 profit in FY 2023). Revenue: zł223.2m (down 18% from FY 2023). Net loss: zł6.83m (down 191% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
New Risk • Nov 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.5x net interest cover). Share price has been highly volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$10m (zł38.9m market cap, or US$9.74m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
New Risk • Sep 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.8% 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 Risks Interest payments are not well covered by earnings (0.5x net interest cover). Market cap is less than US$10m (zł36.4m market cap, or US$9.46m). 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 (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
分析記事 • Sep 12Is LUG (WSE:LUG) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
New Risk • Sep 11New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: zł37.4m (US$9.62m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.5x net interest cover). Market cap is less than US$10m (zł37.4m market cap, or US$9.62m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
Upcoming Dividend • Sep 04Upcoming dividend of zł0.21 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 19 September 2024. Trailing yield: 3.6%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (6.2%).
New Risk • Aug 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 1.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.4x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (zł41.0m market cap, or US$10.6m).
Reported Earnings • Aug 18Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł55.5m (down 15% from 2Q 2023). Net loss: zł1.81m (down 188% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jun 05LUG S.A., Annual General Meeting, Jun 27, 2024LUG S.A., Annual General Meeting, Jun 27, 2024.
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł46.8m (down 25% from 1Q 2023). Net loss: zł967.0k (down 204% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • May 11LUG (WSE:LUG) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: zł1.01 (vs zł0.43 in FY 2022)Full year 2023 results: EPS: zł1.01 (up from zł0.43 in FY 2022). Revenue: zł267.9m (up 12% from FY 2022). Net income: zł7.26m (up 135% from FY 2022). Profit margin: 2.7% (up from 1.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Jan 24+ 4 more updatesLUG S.A. to Report Q1, 2024 Results on May 15, 2024LUG S.A. announced that they will report Q1, 2024 results on May 15, 2024
Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł73.7m (up 27% from 3Q 2022). Net income: zł1.81m (up 146% from 3Q 2022). Profit margin: 2.5% (up from 1.3% in 3Q 2022). The increase in margin was driven by higher revenue.
New Risk • Oct 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.9% 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 Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (zł51.8m market cap, or US$11.8m).
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł7.85, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 11x in the Electrical industry in Poland. Total returns to shareholders of 33% over the past three years.
分析記事 • Sep 21Does LUG (WSE:LUG) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł65.6m (up 9.8% from 2Q 2022). Net income: zł2.07m (up 144% from 2Q 2022). Profit margin: 3.2% (up from 1.4% in 2Q 2022).
New Risk • Jun 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.3% Last year net profit margin: 2.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings have declined by 2.3% per year over the past 5 years. Market cap is less than US$10m (zł41.4m market cap, or US$9.97m). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
お知らせ • Jun 02LUG S.A., Annual General Meeting, Jun 28, 2023LUG S.A., Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.
分析記事 • Apr 04Investors Met With Slowing Returns on Capital At LUG (WSE:LUG)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: zł0.43 (vs zł0.61 in FY 2021)Full year 2022 results: EPS: zł0.43 (down from zł0.61 in FY 2021). Revenue: zł238.5m (up 17% from FY 2021). Net income: zł3.10m (down 30% from FY 2021). Profit margin: 1.3% (down from 2.2% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 27Here's Why We Think LUG (WSE:LUG) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Jan 26+ 3 more updatesLUG S.A. to Report Fiscal Year 2022 Results on Apr 26, 2023LUG S.A. announced that they will report fiscal year 2022 results on Apr 26, 2023
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł6.70, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 11x in the Electrical industry in Poland. Total returns to shareholders of 84% over the past three years.
分析記事 • Sep 20If EPS Growth Is Important To You, LUG (WSE:LUG) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Aug 24We Think Shareholders Should Be Aware Of Some Factors Beyond LUG's (WSE:LUG) ProfitWe didn't see LUG S.A.'s ( WSE:LUG ) stock surge when it reported robust earnings recently. We think that investors...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł6.00, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 11x in the Electrical industry in Poland. Total returns to shareholders of 89% over the past three years.
分析記事 • Aug 05Slowing Rates Of Return At LUG (WSE:LUG) Leave Little Room For ExcitementThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
お知らせ • Jun 02LUG S.A., Annual General Meeting, Jun 27, 2022LUG S.A., Annual General Meeting, Jun 27, 2022, at 12:00 Central European Standard Time.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: zł0.12 (vs zł0.11 in 1Q 2021)First quarter 2022 results: EPS: zł0.12 (up from zł0.11 in 1Q 2021). Revenue: zł57.0m (up 52% from 1Q 2021). Net income: zł844.0k (up 9.6% from 1Q 2021). Profit margin: 1.5% (down from 2.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Feb 25LUG's (WSE:LUG) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Feb 12Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: zł0.51 (down from zł0.96 in FY 2020). Revenue: zł202.6m (up 11% from FY 2020). Net income: zł3.67m (down 47% from FY 2020). Profit margin: 1.8% (down from 3.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.6%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł7.30, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 12x in the Electrical industry in Poland. Total loss to shareholders of 5.9% over the past three years.
分析記事 • Dec 14These 4 Measures Indicate That LUG (WSE:LUG) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS zł0.10 (vs zł0.25 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: zł58.9m (up 40% from 3Q 2020). Net income: zł746.0k (down 59% from 3Q 2020). Profit margin: 1.3% (down from 4.3% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł7.48, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 14x in the Electrical industry in Poland. Total loss to shareholders of 9.2% over the past three years.
Reported Earnings • Aug 18Second quarter 2021 earnings released: EPS zł0.11 (vs zł0.37 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł47.4m (up 5.0% from 2Q 2020). Net income: zł244.0k (down 91% from 2Q 2020). Profit margin: 0.5% (down from 6.0% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 18First quarter 2021 earnings released: EPS zł0.11 (vs zł0.27 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł37.5m (down 17% from 1Q 2020). Net income: zł770.0k (down 60% from 1Q 2020). Profit margin: 2.1% (down from 4.2% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 07Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to zł5.84, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 13x in the Electrical industry in Poland. Total loss to shareholders of 34% over the past three years.
分析記事 • Mar 02Is It Worth Buying LUG S.A. (WSE:LUG) For Its 1.6% Dividend Yield?Is LUG S.A. ( WSE:LUG ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...
Reported Earnings • Feb 14Full year 2020 earnings released: EPS zł1.05 (vs zł0.65 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł183.2m (up 7.3% from FY 2019). Net income: zł7.52m (up zł12.2m from FY 2019). Profit margin: 4.1% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improved over the past weekAfter last week's 23% share price gain to zł9.80, the stock is trading at a trailing P/E ratio of 53.6x, up from the previous P/E ratio of 43.8x. This compares to an average P/E of 27x in the Electrical industry in Poland. Total return to shareholders over the past three years is a loss of 8.4%.
分析記事 • Feb 02We're Watching These Trends At LUG (WSE:LUG)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Is New 90 Day High Low • Jan 22New 90-day high: zł7.85The company is up 22% from its price of zł6.45 on 23 October 2020. The Polish market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 5.0% over the same period.
お知らせ • Jan 15+ 4 more updatesLUG S.A. to Report Q3, 2021 Results on Nov 09, 2021LUG S.A. announced that they will report Q3, 2021 results on Nov 09, 2021
分析記事 • Jan 04LUG (WSE:LUG) Use Of Debt Could Be Considered RiskyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 07Should LUG S.A. (WSE:LUG) Focus On Improving This Fundamental Metric?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
お知らせ • Sep 26LUG S.A. (WSE:LUG) and Tomasz Guzowski acquired 49% stake in BIOT Sp. z o.o. from Toka - Burzynski, and Guzowski Spólka Jawna.LUG S.A. (WSE:LUG) and Tomasz Guzowski acquired 49% stake in BIOT Sp. z o.o. from Toka - Burzynski, and Guzowski Spólka Jawna on September 9, 2020. LUG S.A. acquired an additional 24.5% stake in BIOT Sp. z o.o. from Toka - Burzynski, and Guzowski Spólka Jawna. Under the terms, LUG S.A. and Tomasz Guzowski each acquired 980 shares of BIOT Sp. z o.o. from Toka - Burzynski, and Guzowski Spólka Jawna. Post completion, LUG S.A. holds 75.5% stake in BIOT Sp. z o.o. LUG S.A. (WSE:LUG) and Tomasz Guzowski completed the acquisition of 49% stake in BIOT Sp. z o.o. from Toka - Burzynski, and Guzowski Spólka Jawna on September 9, 2020.
