View ValuationP.A. Nova 향후 성장Future 기준 점검 1/6P.A. Nova (는) 각각 연간 6.9% 및 3.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.9% 로 예상됩니다.핵심 정보6.9%이익 성장률10.99%EPS 성장률Construction 이익 성장12.1%매출 성장률3.8%향후 자기자본이익률5.90%애널리스트 커버리지Low마지막 업데이트30 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesDeclared Dividend • Jun 10Dividend increased to zł0.80Dividend of zł0.80 is 6.7% higher than last year. Ex-date: 17th September 2026 Payment date: 10th December 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but not covered by cash flows (297% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 09P.A. Nova S.A. announces Annual dividend, payable on December 10, 2026P.A. Nova S.A. announced Annual dividend of PLN 0.8000 per share payable on December 10, 2026, ex-date on September 17, 2026 and record date on September 18, 2026.공고 • Jun 04P.A. Nova S.A., Annual General Meeting, Jun 30, 2026P.A. Nova S.A., Annual General Meeting, Jun 30, 2026, at 12:00 Central European Standard Time.Reported Earnings • Nov 25Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł58.7m (down 2.7% from 3Q 2024). Net income: zł6.52m (up 48% from 3Q 2024). Profit margin: 11% (up from 7.3% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Poland.Reported Earnings • Sep 21Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł73.1m (down 31% from 2Q 2024). Net income: zł5.04m (down 48% from 2Q 2024). Profit margin: 6.9% (down from 9.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Poland. 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 10% per year, which means it is well ahead of earnings.분석 기사 • Sep 13P.A. Nova (WSE:NVA) Will Pay A Larger Dividend Than Last Year At PLN0.75The board of P.A. Nova S.A. ( WSE:NVA ) has announced that it will be increasing its dividend by 7.1% on the 12th of...Upcoming Dividend • Sep 11Upcoming dividend of zł0.75 per shareEligible shareholders must have bought the stock before 18 September 2025. Payment date: 12 December 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Polish dividend payers (7.4%). In line with average of industry peers (4.1%).공고 • Aug 21P.A. Nova S.A. to Report First Half, 2025 Results on Sep 18, 2025P.A. Nova S.A. announced that they will report first half, 2025 results on Sep 18, 2025분석 기사 • Jun 01P.A. Nova (WSE:NVA) Is Increasing Its Dividend To PLN0.75The board of P.A. Nova S.A. ( WSE:NVA ) has announced that the dividend on 12th of December will be increased to...Declared Dividend • Jun 01Dividend increased to zł0.75Dividend of zł0.75 is 7.1% higher than last year. Ex-date: 18th September 2025 Payment date: 12th December 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.8% EPS decline seen over the last 5 years.공고 • May 29P.A. Nova S.A. announces Annual dividend, payable on December 12, 2025P.A. Nova S.A. announced Annual dividend of PLN 0.7500 per share payable on December 12, 2025, ex-date on September 18, 2025 and record date on September 19, 2025.New Risk • Dec 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.5% Last year net profit margin: 12% 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 (2.2x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.5% net profit margin). Market cap is less than US$100m (zł142.6m market cap, or US$35.1m).Reported Earnings • Dec 01Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł60.4m (down 19% from 3Q 2023). Net income: zł4.41m (down 38% from 3Q 2023). Profit margin: 7.3% (down from 9.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.분석 기사 • Nov 20Here's Why P.A. Nova (WSE:NVA) Is Weighed Down By Its Debt LoadThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Nov 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to zł15.30. The fair value is estimated to be zł19.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 17%.Reported Earnings • Sep 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł105.4m (down 6.8% from 2Q 2023). Net income: zł9.71m (up 64% from 2Q 2023). Profit margin: 9.2% (up from 5.2% in 2Q 2023). The increase in margin was driven by lower expenses.Upcoming Dividend • Aug 30Upcoming dividend of zł0.70 per shareEligible shareholders must have bought the stock before 06 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Polish dividend payers (7.7%). Lower than average of industry peers (5.2%).Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł42.8m (down 56% from 1Q 2023). Net income: zł3.71m (down 81% from 1Q 2023). Profit margin: 8.7% (down from 20% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공고 • May 17P.A. Nova S.A., Annual General Meeting, Jun 12, 2024P.A. Nova S.A., Annual General Meeting, Jun 12, 2024.Reported Earnings • Apr 12Full year 2023 earnings released: EPS: zł3.46 (vs zł2.26 in FY 2022)Full year 2023 results: EPS: zł3.46 (up from zł2.26 in FY 2022). Revenue: zł350.5m (up 70% from FY 2022). Net income: zł34.8m (up 50% from FY 2022). Profit margin: 9.9% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공고 • Feb 02+ 3 more updatesP.A. Nova S.A. to Report Q3, 2024 Results on Nov 14, 2024P.A. Nova S.A. announced that they will report Q3, 2024 results on Nov 14, 2024분석 기사 • Jan 26The Market Lifts P.A. Nova S.A. (WSE:NVA) Shares 29% But It Can Do MoreThe P.A. Nova S.A. ( WSE:NVA ) share price has done very well over the last month, posting an excellent gain of 29...Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł18.30, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 12x in the Construction industry in Poland. Total returns to shareholders of 75% over the past three years.분석 기사 • Dec 30P.A. Nova (WSE:NVA) Is Looking To Continue Growing Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł16.40, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 10x in the Construction industry in Poland. Total returns to shareholders of 65% over the past three years.Reported Earnings • Nov 21Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł74.3m (up 97% from 3Q 2022). Net income: zł7.14m (up zł8.10m from 3Q 2022). Profit margin: 9.6% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. 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 12% per year, which means it is significantly lagging earnings growth.분석 기사 • Nov 21P.A. Nova (WSE:NVA) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Sep 12Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł113.1m (up 174% from 2Q 2022). Net income: zł5.92m (up 6.2% from 2Q 2022). Profit margin: 5.2% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses.Upcoming Dividend • Sep 04Upcoming dividend of zł0.65 per share at 4.3% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 11 December 2023. Trailing yield: 4.3%. Lower than top quartile of Polish dividend payers (7.4%). In line with average of industry peers (4.3%).Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł97.7m (up 96% from 1Q 2022). Net income: zł19.4m (up 249% from 1Q 2022). Profit margin: 20% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł13.40, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 8x in the Construction industry in Poland. Total returns to shareholders of 25% over the past three years.분석 기사 • Apr 18Investors Met With Slowing Returns on Capital At P.A. Nova (WSE:NVA)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Reported Earnings • Apr 14Full year 2022 earnings released: EPS: zł2.34 (vs zł2.35 in FY 2021)Full year 2022 results: EPS: zł2.34 (down from zł2.35 in FY 2021). Revenue: zł206.1m (up 3.1% from FY 2021). Net income: zł23.3m (flat on FY 2021). Profit margin: 11% (in line with FY 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공고 • Jan 20+ 3 more updatesP.A. Nova S.A. to Report Q3, 2023 Results on Nov 16, 2023P.A. Nova S.A. announced that they will report Q3, 2023 results on Nov 16, 2023분석 기사 • Jan 05P.A. Nova (WSE:NVA) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Nov 21Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł37.7m (down 16% from 3Q 2021). Net loss: zł962.0k (down 111% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 13Upcoming dividend of zł0.60 per shareEligible shareholders must have bought the stock before 20 September 2022. Payment date: 21 December 2022. The company last paid an ordinary dividend in March 2012. The average dividend yield among industry peers is 17%.공고 • May 27P.A. Nova S.A., Annual General Meeting, Jun 21, 2022P.A. Nova S.A., Annual General Meeting, Jun 21, 2022, at 11:59 Central European Standard Time.분석 기사 • Feb 14Does P.A. Nova (WSE:NVA) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...공고 • Feb 02+ 3 more updatesP.A. Nova S.A. to Report Fiscal Year 2022 Results on Apr 05, 2022P.A. Nova S.A. announced that they will report fiscal year 2022 results on Apr 05, 2022분석 기사 • Jan 05P.A. Nova (WSE:NVA) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Reported Earnings • Sep 22Third quarter 2020 earnings released: EPS zł0.68 (vs zł0.77 in 3Q 2019)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: zł40.4m (down 41% from 3Q 2019). Net income: zł6.77m (down 12% from 3Q 2019). Profit margin: 17% (up from 11% in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.분석 기사 • Apr 08P.A. Nova (WSE:NVA) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Is New 90 Day High Low • Feb 11New 90-day high: zł14.05The company is up 36% from its price of zł10.35 on 13 November 2020. The Polish market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 33% over the same period.분석 기사 • Feb 02P.A. Nova (WSE:NVA) Use Of Debt Could Be Considered RiskyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공고 • Jan 25+ 1 more updateP.A. Nova S.A. to Report Fiscal Year 2020 Results on Apr 15, 2021P.A. Nova S.A. announced that they will report fiscal year 2020 results on Apr 15, 2021Is New 90 Day High Low • Jan 25New 90-day high: zł13.10The company is up 36% from its price of zł9.60 on 27 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Construction industry, which is up 43% over the same period.공고 • Jan 25+ 1 more updateP.A. Nova S.A. to Report Q1, 2021 Results on May 20, 2021P.A. Nova S.A. announced that they will report Q1, 2021 results on May 20, 2021Is New 90 Day High Low • Jan 07New 90-day high: zł12.15The company is up 12% from its price of zł10.85 on 09 October 2020. The Polish market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 29% over the same period.분석 기사 • Jan 07Returns On Capital At P.A. Nova (WSE:NVA) Paint An Interesting PictureThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...분석 기사 • Dec 01Does P.A. Nova's (WSE:NVA) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...Is New 90 Day High Low • Oct 28New 90-day low: zł9.60The company is down 9.0% from its price of zł10.50 on 29 July 2020. The Polish market is down 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Construction industry, which is up 1.0% over the same period.Reported Earnings • Oct 02First half earnings releasedOver the last 12 months the company has reported total profits of zł25.8m, up 15% from the prior year. Total revenue was zł231.5m over the last 12 months, up 9.4% from the prior year.이익 및 매출 성장 예측WSE:NVA - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202827634249112/31/202727133451112/31/202626229277513/31/202622825-13N/A12/31/202524622-22-19N/A9/30/202526822-23-21N/A6/30/202526920-20-18N/A3/31/2025302242021N/A12/31/2024284222426N/A9/30/2024275214344N/A6/30/2024288232827N/A3/31/2024296193432N/A12/31/2023350353939N/A9/30/2023362426017N/A6/30/2023326376735N/A3/31/202325437167N/A12/31/202220623415N/A9/30/202222322-4615N/A6/30/202222127-1930N/A3/31/202222125-1612N/A12/31/202120023-12-6N/A9/30/2021147142020N/A6/30/2021152141218N/A3/31/2021140125366N/A12/31/2020153145483N/A9/30/202020425749N/A6/30/202023126-534N/A3/31/202027234-2311N/A12/31/201928436N/A11N/A9/30/201922125N/A20N/A6/30/201921222N/A13N/A3/31/201918615N/A13N/A12/31/201818418N/A6N/A9/30/201821613N/A16N/A6/30/201823818N/A38N/A3/31/201825625N/A47N/A12/31/201724820N/A60N/A9/30/201724932N/A67N/A6/30/201721727N/A56N/A3/31/201719526N/A48N/A12/31/201618327N/A49N/A9/30/201615525N/A49N/A6/30/201613523N/A84N/A3/31/201613519N/A71N/A12/31/201513918N/A30N/A9/30/201514618N/A32N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NVA 의 연간 예상 수익 증가율(6.9%)이 saving rate(5.5%)보다 높습니다.수익 vs 시장: NVA 의 연간 수익(6.9%)이 Polish 시장(12.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: NVA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: NVA 의 수익(연간 3.8%)이 Polish 시장(연간 4.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: NVA 의 수익(연간 3.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NVA의 자본 수익률은 3년 후 5.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/06 01:22종가2026/08/06 00:00수익2026/03/31연간 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스P.A. Nova S.A.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Piotr ZybalaBiuro maklerskie mBankuAdrian GórniakIpopema Securities S.A.
Declared Dividend • Jun 10Dividend increased to zł0.80Dividend of zł0.80 is 6.7% higher than last year. Ex-date: 17th September 2026 Payment date: 10th December 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but not covered by cash flows (297% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 09P.A. Nova S.A. announces Annual dividend, payable on December 10, 2026P.A. Nova S.A. announced Annual dividend of PLN 0.8000 per share payable on December 10, 2026, ex-date on September 17, 2026 and record date on September 18, 2026.
공고 • Jun 04P.A. Nova S.A., Annual General Meeting, Jun 30, 2026P.A. Nova S.A., Annual General Meeting, Jun 30, 2026, at 12:00 Central European Standard Time.
Reported Earnings • Nov 25Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł58.7m (down 2.7% from 3Q 2024). Net income: zł6.52m (up 48% from 3Q 2024). Profit margin: 11% (up from 7.3% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Poland.
Reported Earnings • Sep 21Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł73.1m (down 31% from 2Q 2024). Net income: zł5.04m (down 48% from 2Q 2024). Profit margin: 6.9% (down from 9.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Poland. 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 10% per year, which means it is well ahead of earnings.
분석 기사 • Sep 13P.A. Nova (WSE:NVA) Will Pay A Larger Dividend Than Last Year At PLN0.75The board of P.A. Nova S.A. ( WSE:NVA ) has announced that it will be increasing its dividend by 7.1% on the 12th of...
Upcoming Dividend • Sep 11Upcoming dividend of zł0.75 per shareEligible shareholders must have bought the stock before 18 September 2025. Payment date: 12 December 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Polish dividend payers (7.4%). In line with average of industry peers (4.1%).
공고 • Aug 21P.A. Nova S.A. to Report First Half, 2025 Results on Sep 18, 2025P.A. Nova S.A. announced that they will report first half, 2025 results on Sep 18, 2025
분석 기사 • Jun 01P.A. Nova (WSE:NVA) Is Increasing Its Dividend To PLN0.75The board of P.A. Nova S.A. ( WSE:NVA ) has announced that the dividend on 12th of December will be increased to...
Declared Dividend • Jun 01Dividend increased to zł0.75Dividend of zł0.75 is 7.1% higher than last year. Ex-date: 18th September 2025 Payment date: 12th December 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.8% EPS decline seen over the last 5 years.
공고 • May 29P.A. Nova S.A. announces Annual dividend, payable on December 12, 2025P.A. Nova S.A. announced Annual dividend of PLN 0.7500 per share payable on December 12, 2025, ex-date on September 18, 2025 and record date on September 19, 2025.
New Risk • Dec 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.5% Last year net profit margin: 12% 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 (2.2x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.5% net profit margin). Market cap is less than US$100m (zł142.6m market cap, or US$35.1m).
Reported Earnings • Dec 01Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł60.4m (down 19% from 3Q 2023). Net income: zł4.41m (down 38% from 3Q 2023). Profit margin: 7.3% (down from 9.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 20Here's Why P.A. Nova (WSE:NVA) Is Weighed Down By Its Debt LoadThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Nov 04Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to zł15.30. The fair value is estimated to be zł19.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 17%.
Reported Earnings • Sep 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł105.4m (down 6.8% from 2Q 2023). Net income: zł9.71m (up 64% from 2Q 2023). Profit margin: 9.2% (up from 5.2% in 2Q 2023). The increase in margin was driven by lower expenses.
Upcoming Dividend • Aug 30Upcoming dividend of zł0.70 per shareEligible shareholders must have bought the stock before 06 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Polish dividend payers (7.7%). Lower than average of industry peers (5.2%).
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł42.8m (down 56% from 1Q 2023). Net income: zł3.71m (down 81% from 1Q 2023). Profit margin: 8.7% (down from 20% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공고 • May 17P.A. Nova S.A., Annual General Meeting, Jun 12, 2024P.A. Nova S.A., Annual General Meeting, Jun 12, 2024.
Reported Earnings • Apr 12Full year 2023 earnings released: EPS: zł3.46 (vs zł2.26 in FY 2022)Full year 2023 results: EPS: zł3.46 (up from zł2.26 in FY 2022). Revenue: zł350.5m (up 70% from FY 2022). Net income: zł34.8m (up 50% from FY 2022). Profit margin: 9.9% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공고 • Feb 02+ 3 more updatesP.A. Nova S.A. to Report Q3, 2024 Results on Nov 14, 2024P.A. Nova S.A. announced that they will report Q3, 2024 results on Nov 14, 2024
분석 기사 • Jan 26The Market Lifts P.A. Nova S.A. (WSE:NVA) Shares 29% But It Can Do MoreThe P.A. Nova S.A. ( WSE:NVA ) share price has done very well over the last month, posting an excellent gain of 29...
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł18.30, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 12x in the Construction industry in Poland. Total returns to shareholders of 75% over the past three years.
분석 기사 • Dec 30P.A. Nova (WSE:NVA) Is Looking To Continue Growing Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Valuation Update With 7 Day Price Move • Nov 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł16.40, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 10x in the Construction industry in Poland. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Nov 21Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł74.3m (up 97% from 3Q 2022). Net income: zł7.14m (up zł8.10m from 3Q 2022). Profit margin: 9.6% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. 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 12% per year, which means it is significantly lagging earnings growth.
분석 기사 • Nov 21P.A. Nova (WSE:NVA) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Sep 12Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł113.1m (up 174% from 2Q 2022). Net income: zł5.92m (up 6.2% from 2Q 2022). Profit margin: 5.2% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Sep 04Upcoming dividend of zł0.65 per share at 4.3% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 11 December 2023. Trailing yield: 4.3%. Lower than top quartile of Polish dividend payers (7.4%). In line with average of industry peers (4.3%).
Reported Earnings • May 21First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł97.7m (up 96% from 1Q 2022). Net income: zł19.4m (up 249% from 1Q 2022). Profit margin: 20% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł13.40, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 8x in the Construction industry in Poland. Total returns to shareholders of 25% over the past three years.
분석 기사 • Apr 18Investors Met With Slowing Returns on Capital At P.A. Nova (WSE:NVA)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: zł2.34 (vs zł2.35 in FY 2021)Full year 2022 results: EPS: zł2.34 (down from zł2.35 in FY 2021). Revenue: zł206.1m (up 3.1% from FY 2021). Net income: zł23.3m (flat on FY 2021). Profit margin: 11% (in line with FY 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공고 • Jan 20+ 3 more updatesP.A. Nova S.A. to Report Q3, 2023 Results on Nov 16, 2023P.A. Nova S.A. announced that they will report Q3, 2023 results on Nov 16, 2023
분석 기사 • Jan 05P.A. Nova (WSE:NVA) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Nov 21Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł37.7m (down 16% from 3Q 2021). Net loss: zł962.0k (down 111% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 13Upcoming dividend of zł0.60 per shareEligible shareholders must have bought the stock before 20 September 2022. Payment date: 21 December 2022. The company last paid an ordinary dividend in March 2012. The average dividend yield among industry peers is 17%.
공고 • May 27P.A. Nova S.A., Annual General Meeting, Jun 21, 2022P.A. Nova S.A., Annual General Meeting, Jun 21, 2022, at 11:59 Central European Standard Time.
분석 기사 • Feb 14Does P.A. Nova (WSE:NVA) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
공고 • Feb 02+ 3 more updatesP.A. Nova S.A. to Report Fiscal Year 2022 Results on Apr 05, 2022P.A. Nova S.A. announced that they will report fiscal year 2022 results on Apr 05, 2022
분석 기사 • Jan 05P.A. Nova (WSE:NVA) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Reported Earnings • Sep 22Third quarter 2020 earnings released: EPS zł0.68 (vs zł0.77 in 3Q 2019)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: zł40.4m (down 41% from 3Q 2019). Net income: zł6.77m (down 12% from 3Q 2019). Profit margin: 17% (up from 11% in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
분석 기사 • Apr 08P.A. Nova (WSE:NVA) Will Be Hoping To Turn Its Returns On Capital AroundIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Is New 90 Day High Low • Feb 11New 90-day high: zł14.05The company is up 36% from its price of zł10.35 on 13 November 2020. The Polish market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 33% over the same period.
분석 기사 • Feb 02P.A. Nova (WSE:NVA) Use Of Debt Could Be Considered RiskyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공고 • Jan 25+ 1 more updateP.A. Nova S.A. to Report Fiscal Year 2020 Results on Apr 15, 2021P.A. Nova S.A. announced that they will report fiscal year 2020 results on Apr 15, 2021
Is New 90 Day High Low • Jan 25New 90-day high: zł13.10The company is up 36% from its price of zł9.60 on 27 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Construction industry, which is up 43% over the same period.
공고 • Jan 25+ 1 more updateP.A. Nova S.A. to Report Q1, 2021 Results on May 20, 2021P.A. Nova S.A. announced that they will report Q1, 2021 results on May 20, 2021
Is New 90 Day High Low • Jan 07New 90-day high: zł12.15The company is up 12% from its price of zł10.85 on 09 October 2020. The Polish market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 29% over the same period.
분석 기사 • Jan 07Returns On Capital At P.A. Nova (WSE:NVA) Paint An Interesting PictureThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
분석 기사 • Dec 01Does P.A. Nova's (WSE:NVA) Statutory Profit Adequately Reflect Its Underlying Profit?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...
Is New 90 Day High Low • Oct 28New 90-day low: zł9.60The company is down 9.0% from its price of zł10.50 on 29 July 2020. The Polish market is down 13% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Construction industry, which is up 1.0% over the same period.
Reported Earnings • Oct 02First half earnings releasedOver the last 12 months the company has reported total profits of zł25.8m, up 15% from the prior year. Total revenue was zł231.5m over the last 12 months, up 9.4% from the prior year.