View ValuationPCC Rokita 향후 성장Future 기준 점검 3/6PCC Rokita (는) 각각 연간 20.4% 및 6.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11% 로 예상됩니다.핵심 정보20.4%이익 성장률20.65%EPS 성장률Chemicals 이익 성장43.3%매출 성장률6.5%향후 자기자본이익률11.00%애널리스트 커버리지Low마지막 업데이트21 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Mar 27PCC Rokita SA, Annual General Meeting, Apr 21, 2026PCC Rokita SA, Annual General Meeting, Apr 21, 2026, at 10:00 Central European Standard Time.공시 • Nov 11PCC Rokita SA to Report Q3, 2025 Results on Nov 13, 2025PCC Rokita SA announced that they will report Q3, 2025 results on Nov 13, 2025공시 • Aug 20PCC Rokita SA to Report First Half, 2025 Results on Aug 20, 2025PCC Rokita SA announced that they will report first half, 2025 results on Aug 20, 2025공시 • Mar 31PCC Rokita SA, Annual General Meeting, Apr 24, 2025PCC Rokita SA, Annual General Meeting, Apr 24, 2025.Reported Earnings • Nov 17Third quarter 2024 earnings released: zł0.38 loss per share (vs zł1.50 profit in 3Q 2023)Third quarter 2024 results: zł0.38 loss per share (down from zł1.50 profit in 3Q 2023). Revenue: zł459.8m (down 10% from 3Q 2023). Net loss: zł7.44m (down 125% from profit in 3Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł1.50 (vs zł0.76 in 2Q 2023)Second quarter 2024 results: EPS: zł1.50 (up from zł0.76 in 2Q 2023). Revenue: zł508.4m (down 9.3% from 2Q 2023). Net income: zł29.7m (up 97% from 2Q 2023). Profit margin: 5.8% (up from 2.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł0.82 (vs zł7.08 in 1Q 2023)First quarter 2024 results: EPS: zł0.82 (down from zł7.08 in 1Q 2023). Revenue: zł491.9m (down 37% from 1Q 2023). Net income: zł16.4m (down 88% from 1Q 2023). Profit margin: 3.3% (down from 18% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.공시 • Apr 26PCC Rokita SA, Annual General Meeting, May 20, 2024PCC Rokita SA, Annual General Meeting, May 20, 2024, at 11:00 Central European Standard Time.Reported Earnings • Mar 21Full year 2023 earnings released: EPS: zł13.49 (vs zł34.00 in FY 2022)Full year 2023 results: EPS: zł13.49 (down from zł34.00 in FY 2022). Revenue: zł2.39b (down 24% from FY 2022). Net income: zł267.8m (down 60% from FY 2022). Profit margin: 11% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.공시 • Feb 02+ 3 more updatesPCC Rokita SA to Report Q3, 2024 Results on Nov 14, 2024PCC Rokita SA announced that they will report Q3, 2024 results on Nov 14, 2024Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: zł1.50 (vs zł7.38 in 3Q 2022)Third quarter 2023 results: EPS: zł1.50 (down from zł7.38 in 3Q 2022). Revenue: zł512.3m (down 36% from 3Q 2022). Net income: zł29.8m (down 80% from 3Q 2022). Profit margin: 5.8% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.4%.New Risk • Oct 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).Reported Earnings • Aug 23Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł560.7m (down 22% from 2Q 2022). Net income: zł15.1m (down 87% from 2Q 2022). Profit margin: 2.7% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 5.0% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 2.2%.Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł780.0m (up 12% from 1Q 2022). Net income: zł140.5m (up 13% from 1Q 2022). Profit margin: 18% (in line with 1Q 2022). Revenue is expected to decline by 5.9% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.3%.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €27.20, the stock trades at a trailing P/E ratio of 3.6x. Average forward P/E is 14x in the Chemicals industry in Germany. Total returns to shareholders of 65% over the past year.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €30.10, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 70% over the past year.Reported Earnings • Mar 24Full year 2022 earnings released: EPS: zł34.00 (vs zł21.02 in FY 2021)Full year 2022 results: EPS: zł34.00 (up from zł21.02 in FY 2021). Revenue: zł3.14b (up 43% from FY 2021). Net income: zł675.1m (up 62% from FY 2021). Profit margin: 22% (up from 19% in FY 2021). The increase in margin was driven by higher revenue.공시 • Feb 03+ 3 more updatesPCC Rokita SA to Report Q2, 2023 Results on Aug 22, 2023PCC Rokita SA announced that they will report Q2, 2023 results on Aug 22, 2023Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł802.5m (up 48% from 3Q 2021). Net income: zł146.5m (up 91% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Aug 24Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł714.2m (up 28% from 2Q 2021). Net income: zł117.4m (up 30% from 2Q 2021). Profit margin: 16% (in line with 2Q 2021). Over the next year, revenue is expected to shrink by 11% compared to a 2.3% growth forecast for the Chemicals industry in Germany.Reported Earnings • May 20First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł697.4m (up 41% from 1Q 2021). Net income: zł123.9m (up 78% from 1Q 2021). Profit margin: 18% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 3.1% compared to a 6.6% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €18.90, the stock trades at a trailing P/E ratio of 4.2x. Average forward P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 40% over the past year.Upcoming Dividend • Apr 19Upcoming dividend of zł13.23 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (4.8%).Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: zł21.02 (up from zł5.91 in FY 2020). Revenue: zł2.20b (up 49% from FY 2020). Net income: zł417.3m (up 256% from FY 2020). Profit margin: 19% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 22%.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €17.72, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 11x in the Chemicals industry in Germany. Total returns to shareholders of 33% over the past year.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €15.76, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 10x in the Chemicals industry in Germany.Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł541.9m (up 59% from 3Q 2020). Net income: zł76.7m (up 162% from 3Q 2020). Profit margin: 14% (up from 8.6% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł559.4m (up 70% from 2Q 2020). Net income: zł90.1m (up zł76.0m from 2Q 2020). Profit margin: 16% (up from 4.3% in 2Q 2020). The increase in margin was driven by higher revenue.공시 • Apr 28PCC Rokita Announces Dividend for the Year 2020, Payable on May 14, 2021PCC Rokita will pay out PLN 72.9 million dividend from 2020 profits or PLN 3.67 dividend per share, and will put the remaining PLN 24.4 million to retained earnings. Rights will be set on May 6 and the payment made on May 14.Reported Earnings • Mar 19Full year 2020 earnings released: EPS zł5.91 (vs zł4.70 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: zł1.48b (down 1.1% from FY 2019). Net income: zł117.4m (up 26% from FY 2019). Profit margin: 8.0% (up from 6.3% in FY 2019). The increase in margin was driven by lower expenses.이익 및 매출 성장 예측DB:229 - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,207155143343112/31/20272,121137132332112/31/20262,016123111306212/31/20251,80161144296N/A9/30/20251,860145181325N/A6/30/20251,905105156262N/A3/31/20251,964130199314N/A12/31/20241,947143177306N/A9/30/20241,995121188335N/A6/30/20242,048158212376N/A3/31/20242,100144111310N/A12/31/20232,388268296512N/A9/30/20232,782473511736N/A6/30/20233,072589623883N/A3/31/20233,225692691941N/A12/31/20223,143675563792N/A9/30/20222,821569392621N/A6/30/20222,560499383575N/A3/31/20222,405472399553N/A12/31/20212,203417380530N/A9/30/20212,027294328468N/A6/30/20211,827247267389N/A3/31/20211,597171200342N/A12/31/20201,476117195366N/A9/30/20201,41473149340N/A6/30/20201,46182136357N/A3/31/20201,48272123355N/A12/31/20191,4929377310N/A9/30/20191,513145N/A316N/A6/30/20191,503160N/A295N/A3/31/20191,512201N/A356N/A12/31/20181,490227N/A287N/A9/30/20181,445243N/A254N/A6/30/20181,378215N/A220N/A3/31/20181,345213N/A181N/A12/31/20171,286182N/A204N/A9/30/20171,234208N/A264N/A6/30/20171,187213N/A264N/A3/31/20171,129207N/A259N/A12/31/20161,107203N/A263N/A9/30/20161,084135N/A220N/A6/30/20161,097131N/A187N/A3/31/20161,077110N/A161N/A12/31/20151,04985N/A149N/A9/30/20151,05373N/A123N/A6/30/20151,06262N/A130N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 229 의 연간 예상 수익 증가율(20.4%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 229 의 연간 수익(20.4%)이 German 시장(17.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 229 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 229 의 수익(연간 6.5%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 229 의 수익(연간 6.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 229의 자본 수익률은 3년 후 11%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/11 12:33종가2026/06/11 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스PCC Rokita SA는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Henning EsskuchenErste Group Bank AGJakub SzkopekErste Group Bank AGAdam MilewiczPKO BP Securities
공시 • Mar 27PCC Rokita SA, Annual General Meeting, Apr 21, 2026PCC Rokita SA, Annual General Meeting, Apr 21, 2026, at 10:00 Central European Standard Time.
공시 • Nov 11PCC Rokita SA to Report Q3, 2025 Results on Nov 13, 2025PCC Rokita SA announced that they will report Q3, 2025 results on Nov 13, 2025
공시 • Aug 20PCC Rokita SA to Report First Half, 2025 Results on Aug 20, 2025PCC Rokita SA announced that they will report first half, 2025 results on Aug 20, 2025
공시 • Mar 31PCC Rokita SA, Annual General Meeting, Apr 24, 2025PCC Rokita SA, Annual General Meeting, Apr 24, 2025.
Reported Earnings • Nov 17Third quarter 2024 earnings released: zł0.38 loss per share (vs zł1.50 profit in 3Q 2023)Third quarter 2024 results: zł0.38 loss per share (down from zł1.50 profit in 3Q 2023). Revenue: zł459.8m (down 10% from 3Q 2023). Net loss: zł7.44m (down 125% from profit in 3Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: zł1.50 (vs zł0.76 in 2Q 2023)Second quarter 2024 results: EPS: zł1.50 (up from zł0.76 in 2Q 2023). Revenue: zł508.4m (down 9.3% from 2Q 2023). Net income: zł29.7m (up 97% from 2Q 2023). Profit margin: 5.8% (up from 2.7% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł0.82 (vs zł7.08 in 1Q 2023)First quarter 2024 results: EPS: zł0.82 (down from zł7.08 in 1Q 2023). Revenue: zł491.9m (down 37% from 1Q 2023). Net income: zł16.4m (down 88% from 1Q 2023). Profit margin: 3.3% (down from 18% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
공시 • Apr 26PCC Rokita SA, Annual General Meeting, May 20, 2024PCC Rokita SA, Annual General Meeting, May 20, 2024, at 11:00 Central European Standard Time.
Reported Earnings • Mar 21Full year 2023 earnings released: EPS: zł13.49 (vs zł34.00 in FY 2022)Full year 2023 results: EPS: zł13.49 (down from zł34.00 in FY 2022). Revenue: zł2.39b (down 24% from FY 2022). Net income: zł267.8m (down 60% from FY 2022). Profit margin: 11% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
공시 • Feb 02+ 3 more updatesPCC Rokita SA to Report Q3, 2024 Results on Nov 14, 2024PCC Rokita SA announced that they will report Q3, 2024 results on Nov 14, 2024
Reported Earnings • Nov 17Third quarter 2023 earnings released: EPS: zł1.50 (vs zł7.38 in 3Q 2022)Third quarter 2023 results: EPS: zł1.50 (down from zł7.38 in 3Q 2022). Revenue: zł512.3m (down 36% from 3Q 2022). Net income: zł29.8m (down 80% from 3Q 2022). Profit margin: 5.8% (down from 18% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.4%.
New Risk • Oct 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).
Reported Earnings • Aug 23Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł560.7m (down 22% from 2Q 2022). Net income: zł15.1m (down 87% from 2Q 2022). Profit margin: 2.7% (down from 16% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 5.0% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 2.2%.
Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł780.0m (up 12% from 1Q 2022). Net income: zł140.5m (up 13% from 1Q 2022). Profit margin: 18% (in line with 1Q 2022). Revenue is expected to decline by 5.9% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.3%.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €27.20, the stock trades at a trailing P/E ratio of 3.6x. Average forward P/E is 14x in the Chemicals industry in Germany. Total returns to shareholders of 65% over the past year.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €30.10, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 70% over the past year.
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: zł34.00 (vs zł21.02 in FY 2021)Full year 2022 results: EPS: zł34.00 (up from zł21.02 in FY 2021). Revenue: zł3.14b (up 43% from FY 2021). Net income: zł675.1m (up 62% from FY 2021). Profit margin: 22% (up from 19% in FY 2021). The increase in margin was driven by higher revenue.
공시 • Feb 03+ 3 more updatesPCC Rokita SA to Report Q2, 2023 Results on Aug 22, 2023PCC Rokita SA announced that they will report Q2, 2023 results on Aug 22, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł802.5m (up 48% from 3Q 2021). Net income: zł146.5m (up 91% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 24Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł714.2m (up 28% from 2Q 2021). Net income: zł117.4m (up 30% from 2Q 2021). Profit margin: 16% (in line with 2Q 2021). Over the next year, revenue is expected to shrink by 11% compared to a 2.3% growth forecast for the Chemicals industry in Germany.
Reported Earnings • May 20First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł697.4m (up 41% from 1Q 2021). Net income: zł123.9m (up 78% from 1Q 2021). Profit margin: 18% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 3.1% compared to a 6.6% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €18.90, the stock trades at a trailing P/E ratio of 4.2x. Average forward P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 40% over the past year.
Upcoming Dividend • Apr 19Upcoming dividend of zł13.23 per shareEligible shareholders must have bought the stock before 26 April 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (4.8%).
Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: zł21.02 (up from zł5.91 in FY 2020). Revenue: zł2.20b (up 49% from FY 2020). Net income: zł417.3m (up 256% from FY 2020). Profit margin: 19% (up from 8.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 22%.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €17.72, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 11x in the Chemicals industry in Germany. Total returns to shareholders of 33% over the past year.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €15.76, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 10x in the Chemicals industry in Germany.
Reported Earnings • Nov 13Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł541.9m (up 59% from 3Q 2020). Net income: zł76.7m (up 162% from 3Q 2020). Profit margin: 14% (up from 8.6% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł559.4m (up 70% from 2Q 2020). Net income: zł90.1m (up zł76.0m from 2Q 2020). Profit margin: 16% (up from 4.3% in 2Q 2020). The increase in margin was driven by higher revenue.
공시 • Apr 28PCC Rokita Announces Dividend for the Year 2020, Payable on May 14, 2021PCC Rokita will pay out PLN 72.9 million dividend from 2020 profits or PLN 3.67 dividend per share, and will put the remaining PLN 24.4 million to retained earnings. Rights will be set on May 6 and the payment made on May 14.
Reported Earnings • Mar 19Full year 2020 earnings released: EPS zł5.91 (vs zł4.70 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: zł1.48b (down 1.1% from FY 2019). Net income: zł117.4m (up 26% from FY 2019). Profit margin: 8.0% (up from 6.3% in FY 2019). The increase in margin was driven by lower expenses.