View ValuationZabka Group 향후 성장Future 기준 점검 4/6Zabka Group (는) 각각 연간 15.4% 및 10.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 41.6% 로 예상됩니다.핵심 정보15.4%이익 성장률17.17%EPS 성장률Consumer Retailing 이익 성장9.7%매출 성장률10.8%향후 자기자본이익률41.61%애널리스트 커버리지Good마지막 업데이트17 Jul 2026최근 향후 성장 업데이트Major Estimate Revision • May 22Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł27.3b to zł27.8b. EPS estimate fell from zł0.881 to zł0.782 per share. Net income forecast to grow 69% next year vs 20% growth forecast for Consumer Retailing industry in Poland. Consensus price target broadly unchanged at zł26.55. Share price was steady at zł22.64 over the past week.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • 9hInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to zł33.67, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 59% over the past year.공고 • Jun 11Zabka Group S.A. Appoints Krzysztof Aniola as Non-Executive Director, Effective from June 9, 2026Zabka Group Société anonyme at its Annual General Meeting held on June 9, 2026, approved the appointment of Mr. Krzysztof ANIOLA as non-executive director of the Company with effect from June 9, 2026 and for a period ending at the annual general meeting of the shareholders of the Company approving the annual accounts for the financial year ending on 31 December 2026.공고 • May 09Zabka Group S.A., Annual General Meeting, Jun 09, 2026Zabka Group S.A., Annual General Meeting, Jun 09, 2026, at 13:30 W. Europe Standard Time. Location: at the registered office of the company located at, 2, rue jean monnet, l - 2180 luxembourg LuxembourgReported Earnings • Apr 30First quarter 2026 earnings releasedFirst quarter 2026 results: zł0.073 loss per share. Revenue: zł6.57b (up 16% from 1Q 2025). Net loss: zł73.0m (loss narrowed 42% from 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł25.69, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total returns to shareholders of 23% over the past year.분석 기사 • Mar 27The Strong Earnings Posted By Zabka Group (WSE:ZAB) Are A Good Indication Of The Strength Of The BusinessZabka Group S.A. ( WSE:ZAB ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...Reported Earnings • Mar 20Full year 2025 earnings released: EPS: zł1.12 (vs zł0.62 in FY 2024)Full year 2025 results: EPS: zł1.12 (up from zł0.62 in FY 2024). Revenue: zł27.2b (up 14% from FY 2024). Net income: zł1.10b (up 81% from FY 2024). Profit margin: 4.1% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in Europe.분석 기사 • Feb 03Slowing Rates Of Return At Zabka Group (WSE:ZAB) Leave Little Room For ExcitementIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...공고 • Jan 31+ 3 more updatesZabka Group S.A. to Report Q1, 2026 Results on Apr 28, 2026Zabka Group S.A. announced that they will report Q1, 2026 results on Apr 28, 2026분석 기사 • Dec 02Zabka Group S.A.'s (WSE:ZAB) Popularity With Investors Is Under Threat From OverpricingZabka Group S.A.'s ( WSE:ZAB ) price-to-earnings (or "P/E") ratio of 30.4x might make it look like a strong sell right...분석 기사 • Nov 11We Think Zabka Group (WSE:ZAB) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Oct 30Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł7.44b (up 13% from 3Q 2024). Net income: zł463.0m (up 45% from 3Q 2024). Profit margin: 6.2% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe.분석 기사 • Oct 17Investors Met With Slowing Returns on Capital At Zabka Group (WSE:ZAB)What are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Aug 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł7.12b (up 16% from 2Q 2024). Net income: zł214.2m (up 34% from 2Q 2024). Profit margin: 3.0% (up from 2.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe.공고 • Jun 19Zabka Group S.A. Approves the Appointment of Anna Maria PAWLAK KULIGA as New Independent Director, Effective 17 June 2025Zabka Group S.A. at its Annual and Extraordinary General meeting held on 17 June 2025, approved the appointment of Ms. Anna Maria PAWLAK KULIGA as new independent director of the Company, effective 17 June 2025 and for a period ending at the annual general meeting of the shareholders of the Company approving the annual accounts for the financial year ending on 31 December 2025.Major Estimate Revision • May 22Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł27.3b to zł27.8b. EPS estimate fell from zł0.881 to zł0.782 per share. Net income forecast to grow 69% next year vs 20% growth forecast for Consumer Retailing industry in Poland. Consensus price target broadly unchanged at zł26.55. Share price was steady at zł22.64 over the past week.공고 • May 19Zabka Group S.A., Annual General Meeting, Jun 17, 2025Zabka Group S.A., Annual General Meeting, Jun 17, 2025.Reported Earnings • May 14First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł5.67b (up 13% from 1Q 2024). Net loss: zł125.0m (loss widened 26% from 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.Board Change • Oct 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. was the last director to join the board, commencing their role in . The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측WSE:ZAB - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202839,1101,8312,0815,5751112/31/202735,0621,5121,8495,0581212/31/202631,0341,1781,5764,440113/31/202628,0521,1412,6194,108N/A12/31/202527,1531,0892,4864,109N/A9/30/202526,3017612,0113,759N/A6/30/202525,4396171,9783,754N/A3/31/202524,4485821,7033,545N/A12/31/202423,7976082,2613,768N/A9/30/202422,7615732,1913,609N/A6/30/202421,7774942,0013,399N/A3/31/202420,2322911,1192,446N/A12/31/202319,8063447062,179N/A12/31/202216,0033568752,199N/A12/31/202112,4934031,0102,070N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ZAB 의 연간 예상 수익 증가율(15.4%)이 saving rate(5.3%)보다 높습니다.수익 vs 시장: ZAB 의 연간 수익(15.4%)이 Polish 시장(12.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ZAB 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ZAB 의 수익(연간 10.8%)이 Polish 시장(연간 4.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ZAB 의 수익(연간 10.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ZAB의 자본 수익률은 3년 후 41.6%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/17 04:00종가2026/07/17 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 소스Zabka Group S.A.는 20명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Richard TrainorBernsteinJanusz PietaBiuro maklerskie mBankuRafal WiatrCitigroup Inc17명의 분석가 더 보기
Major Estimate Revision • May 22Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł27.3b to zł27.8b. EPS estimate fell from zł0.881 to zł0.782 per share. Net income forecast to grow 69% next year vs 20% growth forecast for Consumer Retailing industry in Poland. Consensus price target broadly unchanged at zł26.55. Share price was steady at zł22.64 over the past week.
Valuation Update With 7 Day Price Move • 9hInvestor sentiment improves as stock rises 22%After last week's 22% share price gain to zł33.67, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 59% over the past year.
공고 • Jun 11Zabka Group S.A. Appoints Krzysztof Aniola as Non-Executive Director, Effective from June 9, 2026Zabka Group Société anonyme at its Annual General Meeting held on June 9, 2026, approved the appointment of Mr. Krzysztof ANIOLA as non-executive director of the Company with effect from June 9, 2026 and for a period ending at the annual general meeting of the shareholders of the Company approving the annual accounts for the financial year ending on 31 December 2026.
공고 • May 09Zabka Group S.A., Annual General Meeting, Jun 09, 2026Zabka Group S.A., Annual General Meeting, Jun 09, 2026, at 13:30 W. Europe Standard Time. Location: at the registered office of the company located at, 2, rue jean monnet, l - 2180 luxembourg Luxembourg
Reported Earnings • Apr 30First quarter 2026 earnings releasedFirst quarter 2026 results: zł0.073 loss per share. Revenue: zł6.57b (up 16% from 1Q 2025). Net loss: zł73.0m (loss narrowed 42% from 1Q 2025). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł25.69, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total returns to shareholders of 23% over the past year.
분석 기사 • Mar 27The Strong Earnings Posted By Zabka Group (WSE:ZAB) Are A Good Indication Of The Strength Of The BusinessZabka Group S.A. ( WSE:ZAB ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...
Reported Earnings • Mar 20Full year 2025 earnings released: EPS: zł1.12 (vs zł0.62 in FY 2024)Full year 2025 results: EPS: zł1.12 (up from zł0.62 in FY 2024). Revenue: zł27.2b (up 14% from FY 2024). Net income: zł1.10b (up 81% from FY 2024). Profit margin: 4.1% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in Europe.
분석 기사 • Feb 03Slowing Rates Of Return At Zabka Group (WSE:ZAB) Leave Little Room For ExcitementIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
공고 • Jan 31+ 3 more updatesZabka Group S.A. to Report Q1, 2026 Results on Apr 28, 2026Zabka Group S.A. announced that they will report Q1, 2026 results on Apr 28, 2026
분석 기사 • Dec 02Zabka Group S.A.'s (WSE:ZAB) Popularity With Investors Is Under Threat From OverpricingZabka Group S.A.'s ( WSE:ZAB ) price-to-earnings (or "P/E") ratio of 30.4x might make it look like a strong sell right...
분석 기사 • Nov 11We Think Zabka Group (WSE:ZAB) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Oct 30Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł7.44b (up 13% from 3Q 2024). Net income: zł463.0m (up 45% from 3Q 2024). Profit margin: 6.2% (up from 4.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe.
분석 기사 • Oct 17Investors Met With Slowing Returns on Capital At Zabka Group (WSE:ZAB)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Aug 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł7.12b (up 16% from 2Q 2024). Net income: zł214.2m (up 34% from 2Q 2024). Profit margin: 3.0% (up from 2.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe.
공고 • Jun 19Zabka Group S.A. Approves the Appointment of Anna Maria PAWLAK KULIGA as New Independent Director, Effective 17 June 2025Zabka Group S.A. at its Annual and Extraordinary General meeting held on 17 June 2025, approved the appointment of Ms. Anna Maria PAWLAK KULIGA as new independent director of the Company, effective 17 June 2025 and for a period ending at the annual general meeting of the shareholders of the Company approving the annual accounts for the financial year ending on 31 December 2025.
Major Estimate Revision • May 22Consensus EPS estimates fall by 11%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł27.3b to zł27.8b. EPS estimate fell from zł0.881 to zł0.782 per share. Net income forecast to grow 69% next year vs 20% growth forecast for Consumer Retailing industry in Poland. Consensus price target broadly unchanged at zł26.55. Share price was steady at zł22.64 over the past week.
공고 • May 19Zabka Group S.A., Annual General Meeting, Jun 17, 2025Zabka Group S.A., Annual General Meeting, Jun 17, 2025.
Reported Earnings • May 14First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł5.67b (up 13% from 1Q 2024). Net loss: zł125.0m (loss widened 26% from 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.
Board Change • Oct 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. was the last director to join the board, commencing their role in . The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.