View Financial HealthOrzel Bialy 배당 및 자사주 매입배당 기준 점검 3/6Orzel Bialy 수익으로 충분히 충당되는 현재 수익률 3.44% 보유한 배당금 지급 회사입니다. 다음 지급일은 20th August, 2026 이며 배당락일은 다음과 같습니다. 29th June, 2026.핵심 정보3.4%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률1.0%다음 배당 지급일20 Aug 26배당락일29 Jun 26주당 배당금n/a배당 성향40%최근 배당 및 자사주 매입 업데이트Declared Dividend • Jun 22Dividend increased to zł1.35Dividend of zł1.35 is 13% higher than last year. Ex-date: 29th June 2026 Payment date: 20th August 2026 Dividend yield will be 3.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.분석 기사 • Jun 15Orzel Bialy's (WSE:OBL) Shareholders Will Receive A Bigger Dividend Than Last YearOrzel Bialy S.A.'s ( WSE:OBL ) dividend will be increasing from last year's payment of the same period to PLN1.20 on...Declared Dividend • Jun 15Dividend increased to zł1.20Dividend of zł1.20 is 20% higher than last year. Ex-date: 30th June 2025 Payment date: 29th August 2025 Dividend yield will be 3.1%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 32% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.모든 업데이트 보기Recent updatesDeclared Dividend • Jun 22Dividend increased to zł1.35Dividend of zł1.35 is 13% higher than last year. Ex-date: 29th June 2026 Payment date: 20th August 2026 Dividend yield will be 3.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.New Risk • May 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.9% Last year net profit margin: 15% 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: 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 (9.9% net profit margin).Reported Earnings • May 25First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł153.6m (flat on 1Q 2025). Net income: zł10.9m (down 60% from 1Q 2025). Profit margin: 7.1% (down from 18% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.New Risk • Jan 09New 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 6.6% 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: 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 (6.6% average weekly change).분석 기사 • Dec 01There May Be Some Bright Spots In Orzel Bialy's (WSE:OBL) EarningsOrzel Bialy S.A.'s ( WSE:OBL ) earnings announcement last week didn't impress shareholders. However, our analysis...Reported Earnings • Nov 25Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł123.2m (down 23% from 3Q 2024). Net income: zł13.3m (down 56% from 3Q 2024). Profit margin: 11% (down from 19% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Sep 14Second quarter 2025 earnings released: EPS: zł0.75 (vs zł1.16 in 2Q 2024)Second quarter 2025 results: EPS: zł0.75 (down from zł1.16 in 2Q 2024). Revenue: zł132.2m (down 19% from 2Q 2024). Net income: zł12.5m (down 35% from 2Q 2024). Profit margin: 9.5% (down from 12% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.공고 • Aug 07+ 1 more updateOrzel Bialy S.A. to Report Q3, 2025 Results on Nov 20, 2025Orzel Bialy S.A. announced that they will report Q3, 2025 results on Nov 20, 2025분석 기사 • Jun 15Orzel Bialy's (WSE:OBL) Shareholders Will Receive A Bigger Dividend Than Last YearOrzel Bialy S.A.'s ( WSE:OBL ) dividend will be increasing from last year's payment of the same period to PLN1.20 on...Declared Dividend • Jun 15Dividend increased to zł1.20Dividend of zł1.20 is 20% higher than last year. Ex-date: 30th June 2025 Payment date: 29th August 2025 Dividend yield will be 3.1%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 32% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공고 • May 19Orzel Bialy S.A., Annual General Meeting, Jun 11, 2025Orzel Bialy S.A., Annual General Meeting, Jun 11, 2025.분석 기사 • May 02Some May Be Optimistic About Orzel Bialy's (WSE:OBL) EarningsShareholders appeared unconcerned with Orzel Bialy S.A.'s ( WSE:OBL ) lackluster earnings report last week. Our...Reported Earnings • Apr 29Full year 2024 earnings released: EPS: zł5.97 (vs zł6.40 in FY 2023)Full year 2024 results: EPS: zł5.97 (down from zł6.40 in FY 2023). Revenue: zł699.0m (down 5.1% from FY 2023). Net income: zł99.4m (down 6.7% from FY 2023). Profit margin: 14% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł160.9m (down 7.5% from 3Q 2023). Net income: zł29.9m (up 8.5% from 3Q 2023). Profit margin: 19% (up from 16% in 3Q 2023). The increase in margin was driven by lower expenses.Reported Earnings • Sep 21Second quarter 2024 earnings released: EPS: zł1.16 (vs zł1.33 in 2Q 2023)Second quarter 2024 results: EPS: zł1.16 (down from zł1.33 in 2Q 2023). Revenue: zł164.0m (down 8.1% from 2Q 2023). Net income: zł19.3m (down 13% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł173.8m (down 17% from 1Q 2023). Net income: zł22.6m (down 32% from 1Q 2023). Profit margin: 13% (down from 16% 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 25% per year and the company’s share price has also increased by 25% per year.Reported Earnings • Apr 21Full year 2023 earnings released: EPS: zł6.40 (vs zł6.03 in FY 2022)Full year 2023 results: EPS: zł6.40 (up from zł6.03 in FY 2022). Revenue: zł736.9m (down 17% from FY 2022). Net income: zł106.5m (up 6.1% from FY 2022). Profit margin: 14% (up from 11% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 27% per year.공고 • Jan 12+ 3 more updatesOrzel Bialy S.A. to Report Fiscal Year 2023 Results on Apr 18, 2024Orzel Bialy S.A. announced that they will report fiscal year 2023 results on Apr 18, 2024Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł173.9m (down 23% from 3Q 2022). Net income: zł27.6m (up 2.6% from 3Q 2022). Profit margin: 16% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses.Reported Earnings • Sep 21Second quarter 2023 earnings released: EPS: zł1.33 (vs zł0.81 in 2Q 2022)Second quarter 2023 results: EPS: zł1.33 (up from zł0.81 in 2Q 2022). Revenue: zł178.4m (down 21% from 2Q 2022). Net income: zł22.2m (up 65% from 2Q 2022). Profit margin: 12% (up from 5.9% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 43% per year.공고 • May 23Orzel Bialy S.A., Annual General Meeting, Jun 15, 2023Orzel Bialy S.A., Annual General Meeting, Jun 15, 2023, at 10:00 Central European Standard Time.공고 • Jan 12+ 3 more updatesOrzel Bialy S.A. to Report Fiscal Year 2022 Results on Apr 20, 2023Orzel Bialy S.A. announced that they will report fiscal year 2022 results on Apr 20, 2023Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł25.80, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 8x in the Commercial Services industry in Poland. Total returns to shareholders of 124% over the past three years.Reported Earnings • Nov 23Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł226.6m (up 45% from 3Q 2021). Net income: zł26.9m (up 96% from 3Q 2021). Profit margin: 12% (up from 8.8% in 3Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł22.00, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 9x in the Commercial Services industry in Poland. Total returns to shareholders of 110% over the past three years.Reported Earnings • Oct 03Second quarter 2022 earnings released: EPS: zł0.81 (vs zł0.94 in 2Q 2021)Second quarter 2022 results: EPS: zł0.81 (down from zł0.94 in 2Q 2021). Revenue: zł226.8m (up 40% from 2Q 2021). Net income: zł13.5m (down 14% from 2Q 2021). Profit margin: 5.9% (down from 9.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 16Orzel Bialy (WSE:OBL) Is Achieving High Returns On Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Reported Earnings • May 21First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł207.4m (up 38% from 1Q 2021). Net income: zł30.9m (up 111% from 1Q 2021). Profit margin: 15% (up from 9.8% in 1Q 2021). The increase in margin was driven by higher revenue.공고 • May 14Orzel Bialy S.A., Annual General Meeting, Jun 15, 2022Orzel Bialy S.A., Annual General Meeting, Jun 15, 2022, at 11:00 Central European Standard Time.Reported Earnings • Apr 14Full year 2021 earnings released: EPS: zł3.81 (vs zł2.92 in FY 2020)Full year 2021 results: EPS: zł3.81 (up from zł2.92 in FY 2020). Revenue: zł662.7m (up 29% from FY 2020). Net income: zł63.4m (up 30% from FY 2020). Profit margin: 9.6% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł23.60, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 7x in the Commercial Services industry in Poland. Total returns to shareholders of 121% over the past three years.분석 기사 • Feb 25Orzel Bialy (WSE:OBL) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...분석 기사 • Nov 28Shareholders Shouldn’t Be Too Comfortable With Orzel Bialy's (WSE:OBL) Strong EarningsEven though Orzel Bialy S.A. ( WSE:OBL ) posted strong earnings recently, the stock hasn't reacted in a large way. We...분석 기사 • Nov 25Returns On Capital Are Showing Encouraging Signs At Orzel Bialy (WSE:OBL)What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Reported Earnings • Nov 23Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: zł156.1m (up 19% from 3Q 2020). Net income: zł13.7m (up 27% from 3Q 2020). Profit margin: 8.8% (up from 8.3% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.공고 • Jan 29+ 3 more updatesOrzel Bialy S.A. to Report Q3, 2021 Results on Nov 22, 2021Orzel Bialy S.A. announced that they will report Q3, 2021 results on Nov 22, 2021지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: OBL 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: OBL 의 배당금 지급이 증가했지만 회사는 8 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Orzel Bialy 배당 수익률 vs 시장OBL의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (OBL)3.4%시장 하위 25% (PL)2.7%시장 상위 25% (PL)6.9%업계 평균 (Commercial Services)4.3%분석가 예측 (OBL) (최대 3년)n/a주목할만한 배당금: OBL 의 배당금( 3.44% )은 Polish 시장에서 배당금 지급자의 하위 25%( 2.66% )보다 높습니다.고배당: OBL 의 배당금( 3.44% )은 Polish 시장에서 배당금 지급자의 상위 25%( 6.91% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 39.7% )로 OBL 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 25.4% )로 OBL 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YPL 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/22 04:50종가2026/07/22 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 소스Orzel Bialy S.A.는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jakub SzkopekBiuro maklerskie mBanku
Declared Dividend • Jun 22Dividend increased to zł1.35Dividend of zł1.35 is 13% higher than last year. Ex-date: 29th June 2026 Payment date: 20th August 2026 Dividend yield will be 3.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
분석 기사 • Jun 15Orzel Bialy's (WSE:OBL) Shareholders Will Receive A Bigger Dividend Than Last YearOrzel Bialy S.A.'s ( WSE:OBL ) dividend will be increasing from last year's payment of the same period to PLN1.20 on...
Declared Dividend • Jun 15Dividend increased to zł1.20Dividend of zł1.20 is 20% higher than last year. Ex-date: 30th June 2025 Payment date: 29th August 2025 Dividend yield will be 3.1%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 32% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • Jun 22Dividend increased to zł1.35Dividend of zł1.35 is 13% higher than last year. Ex-date: 29th June 2026 Payment date: 20th August 2026 Dividend yield will be 3.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
New Risk • May 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.9% Last year net profit margin: 15% 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: 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 (9.9% net profit margin).
Reported Earnings • May 25First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł153.6m (flat on 1Q 2025). Net income: zł10.9m (down 60% from 1Q 2025). Profit margin: 7.1% (down from 18% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
New Risk • Jan 09New 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 6.6% 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: 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 (6.6% average weekly change).
분석 기사 • Dec 01There May Be Some Bright Spots In Orzel Bialy's (WSE:OBL) EarningsOrzel Bialy S.A.'s ( WSE:OBL ) earnings announcement last week didn't impress shareholders. However, our analysis...
Reported Earnings • Nov 25Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł123.2m (down 23% from 3Q 2024). Net income: zł13.3m (down 56% from 3Q 2024). Profit margin: 11% (down from 19% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 14Second quarter 2025 earnings released: EPS: zł0.75 (vs zł1.16 in 2Q 2024)Second quarter 2025 results: EPS: zł0.75 (down from zł1.16 in 2Q 2024). Revenue: zł132.2m (down 19% from 2Q 2024). Net income: zł12.5m (down 35% from 2Q 2024). Profit margin: 9.5% (down from 12% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Aug 07+ 1 more updateOrzel Bialy S.A. to Report Q3, 2025 Results on Nov 20, 2025Orzel Bialy S.A. announced that they will report Q3, 2025 results on Nov 20, 2025
분석 기사 • Jun 15Orzel Bialy's (WSE:OBL) Shareholders Will Receive A Bigger Dividend Than Last YearOrzel Bialy S.A.'s ( WSE:OBL ) dividend will be increasing from last year's payment of the same period to PLN1.20 on...
Declared Dividend • Jun 15Dividend increased to zł1.20Dividend of zł1.20 is 20% higher than last year. Ex-date: 30th June 2025 Payment date: 29th August 2025 Dividend yield will be 3.1%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (19% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 32% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공고 • May 19Orzel Bialy S.A., Annual General Meeting, Jun 11, 2025Orzel Bialy S.A., Annual General Meeting, Jun 11, 2025.
분석 기사 • May 02Some May Be Optimistic About Orzel Bialy's (WSE:OBL) EarningsShareholders appeared unconcerned with Orzel Bialy S.A.'s ( WSE:OBL ) lackluster earnings report last week. Our...
Reported Earnings • Apr 29Full year 2024 earnings released: EPS: zł5.97 (vs zł6.40 in FY 2023)Full year 2024 results: EPS: zł5.97 (down from zł6.40 in FY 2023). Revenue: zł699.0m (down 5.1% from FY 2023). Net income: zł99.4m (down 6.7% from FY 2023). Profit margin: 14% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: zł160.9m (down 7.5% from 3Q 2023). Net income: zł29.9m (up 8.5% from 3Q 2023). Profit margin: 19% (up from 16% in 3Q 2023). The increase in margin was driven by lower expenses.
Reported Earnings • Sep 21Second quarter 2024 earnings released: EPS: zł1.16 (vs zł1.33 in 2Q 2023)Second quarter 2024 results: EPS: zł1.16 (down from zł1.33 in 2Q 2023). Revenue: zł164.0m (down 8.1% from 2Q 2023). Net income: zł19.3m (down 13% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł173.8m (down 17% from 1Q 2023). Net income: zł22.6m (down 32% from 1Q 2023). Profit margin: 13% (down from 16% 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 25% per year and the company’s share price has also increased by 25% per year.
Reported Earnings • Apr 21Full year 2023 earnings released: EPS: zł6.40 (vs zł6.03 in FY 2022)Full year 2023 results: EPS: zł6.40 (up from zł6.03 in FY 2022). Revenue: zł736.9m (down 17% from FY 2022). Net income: zł106.5m (up 6.1% from FY 2022). Profit margin: 14% (up from 11% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 27% per year.
공고 • Jan 12+ 3 more updatesOrzel Bialy S.A. to Report Fiscal Year 2023 Results on Apr 18, 2024Orzel Bialy S.A. announced that they will report fiscal year 2023 results on Apr 18, 2024
Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł173.9m (down 23% from 3Q 2022). Net income: zł27.6m (up 2.6% from 3Q 2022). Profit margin: 16% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses.
Reported Earnings • Sep 21Second quarter 2023 earnings released: EPS: zł1.33 (vs zł0.81 in 2Q 2022)Second quarter 2023 results: EPS: zł1.33 (up from zł0.81 in 2Q 2022). Revenue: zł178.4m (down 21% from 2Q 2022). Net income: zł22.2m (up 65% from 2Q 2022). Profit margin: 12% (up from 5.9% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 43% per year.
공고 • May 23Orzel Bialy S.A., Annual General Meeting, Jun 15, 2023Orzel Bialy S.A., Annual General Meeting, Jun 15, 2023, at 10:00 Central European Standard Time.
공고 • Jan 12+ 3 more updatesOrzel Bialy S.A. to Report Fiscal Year 2022 Results on Apr 20, 2023Orzel Bialy S.A. announced that they will report fiscal year 2022 results on Apr 20, 2023
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to zł25.80, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 8x in the Commercial Services industry in Poland. Total returns to shareholders of 124% over the past three years.
Reported Earnings • Nov 23Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł226.6m (up 45% from 3Q 2021). Net income: zł26.9m (up 96% from 3Q 2021). Profit margin: 12% (up from 8.8% in 3Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł22.00, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 9x in the Commercial Services industry in Poland. Total returns to shareholders of 110% over the past three years.
Reported Earnings • Oct 03Second quarter 2022 earnings released: EPS: zł0.81 (vs zł0.94 in 2Q 2021)Second quarter 2022 results: EPS: zł0.81 (down from zł0.94 in 2Q 2021). Revenue: zł226.8m (up 40% from 2Q 2021). Net income: zł13.5m (down 14% from 2Q 2021). Profit margin: 5.9% (down from 9.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 16Orzel Bialy (WSE:OBL) Is Achieving High Returns On Its CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Reported Earnings • May 21First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł207.4m (up 38% from 1Q 2021). Net income: zł30.9m (up 111% from 1Q 2021). Profit margin: 15% (up from 9.8% in 1Q 2021). The increase in margin was driven by higher revenue.
공고 • May 14Orzel Bialy S.A., Annual General Meeting, Jun 15, 2022Orzel Bialy S.A., Annual General Meeting, Jun 15, 2022, at 11:00 Central European Standard Time.
Reported Earnings • Apr 14Full year 2021 earnings released: EPS: zł3.81 (vs zł2.92 in FY 2020)Full year 2021 results: EPS: zł3.81 (up from zł2.92 in FY 2020). Revenue: zł662.7m (up 29% from FY 2020). Net income: zł63.4m (up 30% from FY 2020). Profit margin: 9.6% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 18% share price gain to zł23.60, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 7x in the Commercial Services industry in Poland. Total returns to shareholders of 121% over the past three years.
분석 기사 • Feb 25Orzel Bialy (WSE:OBL) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
분석 기사 • Nov 28Shareholders Shouldn’t Be Too Comfortable With Orzel Bialy's (WSE:OBL) Strong EarningsEven though Orzel Bialy S.A. ( WSE:OBL ) posted strong earnings recently, the stock hasn't reacted in a large way. We...
분석 기사 • Nov 25Returns On Capital Are Showing Encouraging Signs At Orzel Bialy (WSE:OBL)What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Reported Earnings • Nov 23Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: zł156.1m (up 19% from 3Q 2020). Net income: zł13.7m (up 27% from 3Q 2020). Profit margin: 8.8% (up from 8.3% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
공고 • Jan 29+ 3 more updatesOrzel Bialy S.A. to Report Q3, 2021 Results on Nov 22, 2021Orzel Bialy S.A. announced that they will report Q3, 2021 results on Nov 22, 2021