View Future GrowthBoryszew 과거 순이익 실적과거 기준 점검 0/6Boryszew의 수입은 연평균 -37.6%의 비율로 감소해 온 반면, Metals and Mining 산업은 수입이 연평균 13% 감소했습니다. 매출은 연평균 5.8%의 비율로 감소해 왔습니다. Boryszew의 자기자본이익률은 2.9%이고 순이익률은 0.7%입니다.핵심 정보-37.59%순이익 성장률-37.59%주당순이익(EPS) 성장률Metals and Mining 산업 성장률25.66%매출 성장률-5.84%자기자본이익률2.86%순이익률0.67%다음 순이익 업데이트13 Aug 2026최근 과거 실적 업데이트Reported Earnings • Apr 28Full year 2025 earnings released: EPS: zł0.12 (vs zł0.55 in FY 2024)Full year 2025 results: EPS: zł0.12 (down from zł0.55 in FY 2024). Revenue: zł4.84b (down 5.5% from FY 2024). Net income: zł23.6m (down 79% from FY 2024). Profit margin: 0.5% (down from 2.2% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 14% per year.공시 • Feb 02+ 2 more updatesBoryszew S.A. to Report Q1, 2026 Results on May 14, 2026Boryszew S.A. announced that they will report Q1, 2026 results on May 14, 2026분석 기사 • Nov 28Boryszew's (WSE:BRS) Profits Appear To Have Quality IssuesBoryszew S.A.'s ( WSE:BRS ) robust recent earnings didn't do much to move the stock. We think this is due to investors...Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: zł0.083 (vs zł0.11 loss in 3Q 2024)Third quarter 2025 results: EPS: zł0.083 (up from zł0.11 loss in 3Q 2024). Revenue: zł1.14b (down 6.6% from 3Q 2024). Net income: zł16.7m (up zł39.0m from 3Q 2024). Profit margin: 1.5% (up from net loss in 3Q 2024). 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 4% per year, which means it is well ahead of earnings.Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: zł0.016 (vs zł0.19 in 2Q 2024)Second quarter 2025 results: EPS: zł0.016 (down from zł0.19 in 2Q 2024). Revenue: zł1.23b (down 5.8% from 2Q 2024). Net income: zł3.18m (down 92% from 2Q 2024). Profit margin: 0.3% (down from 3.0% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.분석 기사 • May 29There Are Some Holes In Boryszew's (WSE:BRS) Solid Earnings ReleaseBoryszew S.A.'s ( WSE:BRS ) solid earnings report last week was underwhelming to investors. We did some digging and...모든 업데이트 보기Recent updatesNew Risk • May 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 1,247% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings have declined by 36% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).공시 • Apr 29Boryszew S.A., Annual General Meeting, May 25, 2026Boryszew S.A., Annual General Meeting, May 25, 2026, at 11:00 Central European Standard Time.Reported Earnings • Apr 28Full year 2025 earnings released: EPS: zł0.12 (vs zł0.55 in FY 2024)Full year 2025 results: EPS: zł0.12 (down from zł0.55 in FY 2024). Revenue: zł4.84b (down 5.5% from FY 2024). Net income: zł23.6m (down 79% from FY 2024). Profit margin: 0.5% (down from 2.2% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 14% per year.Buy Or Sell Opportunity • Feb 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to zł5.52. The fair value is estimated to be zł6.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 8.4%.공시 • Feb 02+ 2 more updatesBoryszew S.A. to Report Q1, 2026 Results on May 14, 2026Boryszew S.A. announced that they will report Q1, 2026 results on May 14, 2026Buy Or Sell Opportunity • Dec 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.1% to zł5.52. The fair value is estimated to be zł6.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 8.4%.분석 기사 • Nov 28Boryszew's (WSE:BRS) Profits Appear To Have Quality IssuesBoryszew S.A.'s ( WSE:BRS ) robust recent earnings didn't do much to move the stock. We think this is due to investors...New Risk • Nov 20New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: zł0.083 (vs zł0.11 loss in 3Q 2024)Third quarter 2025 results: EPS: zł0.083 (up from zł0.11 loss in 3Q 2024). Revenue: zł1.14b (down 6.6% from 3Q 2024). Net income: zł16.7m (up zł39.0m from 3Q 2024). Profit margin: 1.5% (up from net loss in 3Q 2024). 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 4% per year, which means it is well ahead of earnings.New Risk • Aug 18New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Dividend is not well covered by earnings (95% payout ratio). Large one-off items impacting financial results.Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: zł0.016 (vs zł0.19 in 2Q 2024)Second quarter 2025 results: EPS: zł0.016 (down from zł0.19 in 2Q 2024). Revenue: zł1.23b (down 5.8% from 2Q 2024). Net income: zł3.18m (down 92% from 2Q 2024). Profit margin: 0.3% (down from 3.0% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł7.28, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 14x in the Metals and Mining industry in Poland. Total returns to shareholders of 67% over the past three years.분석 기사 • May 29There Are Some Holes In Boryszew's (WSE:BRS) Solid Earnings ReleaseBoryszew S.A.'s ( WSE:BRS ) solid earnings report last week was underwhelming to investors. We did some digging and...Upcoming Dividend • May 20Upcoming dividend of zł0.35 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 5.6%. Lower than top quartile of Polish dividend payers (6.9%). Higher than average of industry peers (2.5%).Reported Earnings • May 16First quarter 2025 earnings released: EPS: zł0.029 (vs zł0.032 in 1Q 2024)First quarter 2025 results: EPS: zł0.029 (down from zł0.032 in 1Q 2024). Revenue: zł1.34b (flat on 1Q 2024). Net income: zł5.88m (down 8.6% from 1Q 2024). Profit margin: 0.4% (down from 0.5% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.New Risk • Apr 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 269% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 486% Cash payout ratio: 104% Minor Risk Large one-off items impacting financial results.공시 • Apr 26Boryszew S.A. announces Annual dividend, payable on June 04, 2025Boryszew S.A. announced Annual dividend of PLN 0.3500 per share payable on June 04, 2025, ex-date on May 27, 2025 and record date on May 28, 2025.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 42%After last week's 42% share price gain to zł6.66, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 14x in the Metals and Mining industry in Poland. Total returns to shareholders of 129% over the past three years.공시 • Apr 25Boryszew S.A., Annual General Meeting, May 21, 2025Boryszew S.A., Annual General Meeting, May 21, 2025.New Risk • Apr 24New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 486% Cash payout ratio: 104% Dividend yield: 6.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 486% Cash payout ratio: 104%New Risk • Apr 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 6.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.2% average weekly change). Minor Risks Dividend is not well covered by earnings (486% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).Buy Or Sell Opportunity • Apr 22Now 57% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to zł6.56. The fair value is estimated to be zł4.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% over the last 3 years. Earnings per share has declined by 55%.분석 기사 • Apr 01Boryszew S.A.'s (WSE:BRS) 26% Share Price Plunge Could Signal Some RiskUnfortunately for some shareholders, the Boryszew S.A. ( WSE:BRS ) share price has dived 26% in the last thirty days...Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to zł3.76, the stock trades at a trailing P/E ratio of 42.2x. Average trailing P/E is 15x in the Metals and Mining industry in Poland. Total returns to shareholders of 48% over the past three years.분석 기사 • Mar 28Here's Why Boryszew (WSE:BRS) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Jan 30Now 20% overvaluedOver the last 90 days, the stock has fallen 1.3% to zł5.29. The fair value is estimated to be zł4.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% over the last 3 years. Earnings per share has declined by 55%.공시 • Jan 24+ 3 more updatesBoryszew S.A. to Report Q3, 2025 Results on Nov 19, 2025Boryszew S.A. announced that they will report Q3, 2025 results on Nov 19, 2025Buy Or Sell Opportunity • Nov 28Now 20% overvaluedOver the last 90 days, the stock has fallen 2.5% to zł5.08. The fair value is estimated to be zł4.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% over the last 3 years. Earnings per share has declined by 55%.분석 기사 • Nov 27Why Boryszew's (WSE:BRS) Shaky Earnings Are Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Boryszew S.A. ( WSE:BRS ) recently. Our analysis has found some...Reported Earnings • Nov 21Third quarter 2024 earnings released: zł0.11 loss per share (vs zł0.026 profit in 3Q 2023)Third quarter 2024 results: zł0.11 loss per share (down from zł0.026 profit in 3Q 2023). Revenue: zł1.22b (down 4.9% from 3Q 2023). Net loss: zł22.3m (down zł27.5m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Aug 16Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł1.31b (down 14% from 2Q 2023). Net income: zł38.9m (down 49% from 2Q 2023). Profit margin: 3.0% (down from 5.0% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł0.032 (vs zł0.17 in 1Q 2023)First quarter 2024 results: EPS: zł0.032 (down from zł0.17 in 1Q 2023). Revenue: zł1.35b (down 20% from 1Q 2023). Net income: zł6.43m (down 81% from 1Q 2023). Profit margin: 0.5% (down from 2.0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Upcoming Dividend • May 17Upcoming dividend of zł0.44 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 04 June 2024. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 7.2%. Lower than top quartile of Polish dividend payers (7.7%). Higher than average of industry peers (2.6%).공시 • Apr 26Boryszew S.A., Annual General Meeting, May 20, 2024Boryszew S.A., Annual General Meeting, May 20, 2024, at 11:00 Central European Standard Time.Declared Dividend • Apr 24Dividend of zł0.44 announcedShareholders will receive a dividend of zł0.44. Ex-date: 24th May 2024 Payment date: 4th June 2024 Dividend yield will be 7.2%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (167% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 25% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 85% to bring the payout ratio under control, which is more than the 8.6% EPS growth achieved over the last 5 years.분석 기사 • Apr 24We Think You Should Be Aware Of Some Concerning Factors In Boryszew's (WSE:BRS) EarningsBoryszew S.A.'s ( WSE:BRS ) robust recent earnings didn't do much to move the stock. However the statutory profit...New Risk • Apr 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 58% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (167% payout ratio). Large one-off items impacting financial results.Reported Earnings • Apr 17Full year 2023 earnings released: EPS: zł0.54 (vs zł0.52 in FY 2022)Full year 2023 results: EPS: zł0.54 (up from zł0.52 in FY 2022). Revenue: zł5.69b (down 16% from FY 2022). Net income: zł109.7m (up 4.7% from FY 2022). Profit margin: 1.9% (up from 1.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.공시 • Jan 31+ 3 more updatesBoryszew S.A. to Report Q2, 2024 Results on Aug 14, 2024Boryszew S.A. announced that they will report Q2, 2024 results on Aug 14, 2024Reported Earnings • Nov 22Third quarter 2023 earnings released: EPS: zł0.026 (vs zł0.10 in 3Q 2022)Third quarter 2023 results: EPS: zł0.026 (down from zł0.10 in 3Q 2022). Revenue: zł1.28b (down 25% from 3Q 2022). Net income: zł5.17m (down 75% from 3Q 2022). Profit margin: 0.4% (down from 1.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.분석 기사 • Sep 21We Think Boryszew (WSE:BRS) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Aug 20Second quarter 2023 earnings released: EPS: zł0.37 (vs zł0.38 in 2Q 2022)Second quarter 2023 results: EPS: zł0.37 (down from zł0.38 in 2Q 2022). Revenue: zł1.52b (down 17% from 2Q 2022). Net income: zł75.6m (down 1.5% from 2Q 2022). Profit margin: 5.0% (up from 4.2% 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 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 22First quarter 2023 earnings released: EPS: zł0.17 (vs zł0.16 in 1Q 2022)First quarter 2023 results: EPS: zł0.17 (up from zł0.16 in 1Q 2022). Revenue: zł1.68b (down 1.2% from 1Q 2022). Net income: zł33.7m (up 4.8% from 1Q 2022). Profit margin: 2.0% (up from 1.9% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 19Upcoming dividend of zł0.74 per share at 9.7% yieldEligible shareholders must have bought the stock before 26 May 2023. Payment date: 05 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.7%. Within top quartile of Polish dividend payers (7.5%). Higher than average of industry peers (4.2%).공시 • May 09Boryszew S.A., Annual General Meeting, May 22, 2023Boryszew S.A., Annual General Meeting, May 22, 2023, at 11:00 Central European Standard Time.Reported Earnings • Apr 20Full year 2022 earnings released: EPS: zł0.52 (vs zł0.34 in FY 2021)Full year 2022 results: EPS: zł0.52 (up from zł0.34 in FY 2021). Revenue: zł6.79b (up 8.4% from FY 2021). Net income: zł104.8m (up 51% from FY 2021). Profit margin: 1.5% (up from 1.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł6.42, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 6x in the Metals and Mining industry in Poland. Total returns to shareholders of 106% over the past three years.분석 기사 • Mar 17Boryszew (WSE:BRS) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...공시 • Jan 28+ 3 more updatesBoryszew S.A. to Report Q3, 2023 Results on Nov 16, 2023Boryszew S.A. announced that they will report Q3, 2023 results on Nov 16, 2023Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł5.18, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 5x in the Metals and Mining industry in Poland. Total returns to shareholders of 43% over the past three years.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: zł0.10 (vs zł0.20 in 3Q 2021)Third quarter 2022 results: EPS: zł0.10 (down from zł0.20 in 3Q 2021). Revenue: zł1.71b (up 6.7% from 3Q 2021). Net income: zł20.7m (down 49% from 3Q 2021). Profit margin: 1.2% (down from 2.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% 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 • Nov 12Third quarter 2022 earnings released: EPS: zł0.10 (vs zł0.20 in 3Q 2021)Third quarter 2022 results: EPS: zł0.10 (down from zł0.20 in 3Q 2021). Revenue: zł1.71b (up 6.7% from 3Q 2021). Net income: zł20.7m (down 49% from 3Q 2021). Profit margin: 1.2% (down from 2.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł5.27, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 5x in the Metals and Mining industry in Poland. Total returns to shareholders of 48% over the past three years.Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: zł0.38 (vs zł0.084 in 2Q 2021)Second quarter 2022 results: EPS: zł0.38 (up from zł0.084 in 2Q 2021). Revenue: zł1.83b (up 14% from 2Q 2021). Net income: zł76.8m (up 351% from 2Q 2021). Profit margin: 4.2% (up from 1.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł5.61, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 5x in the Metals and Mining industry in Poland. Total returns to shareholders of 63% over the past three years.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł5.05, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 5x in the Metals and Mining industry in Poland. Total returns to shareholders of 48% over the past three years.Reported Earnings • Jun 01First quarter 2022 earnings released: EPS: zł0.16 (vs zł0.13 in 1Q 2021)First quarter 2022 results: EPS: zł0.16 (up from zł0.13 in 1Q 2021). Revenue: zł1.70b (up 17% from 1Q 2021). Net income: zł32.2m (up 27% from 1Q 2021). Profit margin: 1.9% (up from 1.7% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 26Upcoming dividend of zł0.92 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 10 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 15%. Within top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (3.1%).Valuation Update With 7 Day Price Move • May 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł5.78, the stock trades at a trailing P/E ratio of 2.5x. Average trailing P/E is 5x in the Metals and Mining industry in Poland. Total returns to shareholders of 30% over the past three years.Reported Earnings • Nov 28Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: zł0.20 (up from zł0.57 loss in 3Q 2020). Revenue: zł1.60b (up 14% from 3Q 2020). Net income: zł40.5m (up zł156.6m from 3Q 2020). Profit margin: 2.5% (up from net loss in 3Q 2020). Revenue exceeded analyst estimates by 10%. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 26Second quarter 2021 earnings released: EPS zł0.084 (vs zł0.18 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł1.61b (up 30% from 2Q 2020). Net income: zł17.0m (down 54% from 2Q 2020). Profit margin: 1.1% (down from 3.0% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 02First quarter 2021 earnings released: EPS zł0.13 (vs zł0.17 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: zł1.45b (down 7.8% from 1Q 2020). Net income: zł25.3m (up zł60.1m from 1Q 2020). Profit margin: 1.7% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Mar 08New 90-day high: zł3.40The company is up 11% from its price of zł3.06 on 08 December 2020. The Polish market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period.Reported Earnings • Dec 04Third quarter 2020 earnings released: zł0.57 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: zł1.41b (down 11% from 3Q 2019). Net loss: zł116.1m (down zł134.3m from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 112% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.분석 기사 • Nov 24Boryszew's (WSE:BRS) Stock Price Has Reduced 69% In The Past Three YearsInvesting in stocks inevitably means buying into some companies that perform poorly. But the long term shareholders of...Is New 90 Day High Low • Oct 27New 90-day low: zł2.87The company is down 23% from its price of zł3.71 on 29 July 2020. The Polish market is down 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 2.0% over the same period.Is New 90 Day High Low • Oct 01New 90-day low: zł3.27The company is down 9.0% from its price of zł3.58 on 03 July 2020. The Polish market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 19% over the same period.매출 및 비용 세부 내역Boryszew가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이WSE:BRS 매출, 비용 및 순이익 (PLN Millions)날짜매출순이익일반관리비연구개발비31 Mar 264,77332397031 Dec 254,83724393030 Sep 254,950113394030 Jun 255,03074394031 Mar 255,105110396031 Dec 245,116110399030 Sep 245,07818394030 Jun 245,14046406031 Mar 245,35782408031 Dec 235,689110415030 Sep 236,03290420030 Jun 236,459105417031 Mar 236,769106430031 Dec 226,791105425030 Sep 226,850116406030 Jun 226,743136422031 Mar 226,51676418031 Dec 216,26470428030 Sep 215,999477446030 Jun 215,806321444031 Mar 215,432340437031 Dec 205,555280444030 Sep 205,683-273450030 Jun 205,854-139460031 Mar 206,329-138448031 Dec 196,260-86433030 Sep 196,20251437030 Jun 196,06155430031 Mar 195,98254430031 Dec 186,10075428030 Sep 186,28483423030 Jun 186,368113401031 Mar 186,309143402031 Dec 176,290171408030 Sep 176,115193413030 Jun 175,934199424031 Mar 175,768162418031 Dec 165,644134411030 Sep 165,550131392030 Jun 165,50372371031 Mar 165,66650360031 Dec 155,67839341030 Sep 155,57860319030 Jun 155,581963160양질의 수익: BRS는 PLN40.2M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: BRS의 현재 순 이익률 (0.7%)은 지난해 (2.2%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: BRS의 수익은 지난 5년 동안 연평균 37.6% 감소했습니다.성장 가속화: BRS은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: BRS은 지난 1년 동안 수익이 감소(-70.7%)하여 Metals and Mining 업계 평균(26.2%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: BRS의 자본 수익률(2.9%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 19:57종가2026/05/21 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 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 소스Boryszew S.A.는 4명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kamil KliszczBiuro maklerskie mBankuMarcin NowakIpopema Securities S.A.Pawel PuchalskiSantander Brokerage Poland1명의 분석가 더 보기
Reported Earnings • Apr 28Full year 2025 earnings released: EPS: zł0.12 (vs zł0.55 in FY 2024)Full year 2025 results: EPS: zł0.12 (down from zł0.55 in FY 2024). Revenue: zł4.84b (down 5.5% from FY 2024). Net income: zł23.6m (down 79% from FY 2024). Profit margin: 0.5% (down from 2.2% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 14% per year.
공시 • Feb 02+ 2 more updatesBoryszew S.A. to Report Q1, 2026 Results on May 14, 2026Boryszew S.A. announced that they will report Q1, 2026 results on May 14, 2026
분석 기사 • Nov 28Boryszew's (WSE:BRS) Profits Appear To Have Quality IssuesBoryszew S.A.'s ( WSE:BRS ) robust recent earnings didn't do much to move the stock. We think this is due to investors...
Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: zł0.083 (vs zł0.11 loss in 3Q 2024)Third quarter 2025 results: EPS: zł0.083 (up from zł0.11 loss in 3Q 2024). Revenue: zł1.14b (down 6.6% from 3Q 2024). Net income: zł16.7m (up zł39.0m from 3Q 2024). Profit margin: 1.5% (up from net loss in 3Q 2024). 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 4% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: zł0.016 (vs zł0.19 in 2Q 2024)Second quarter 2025 results: EPS: zł0.016 (down from zł0.19 in 2Q 2024). Revenue: zł1.23b (down 5.8% from 2Q 2024). Net income: zł3.18m (down 92% from 2Q 2024). Profit margin: 0.3% (down from 3.0% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
분석 기사 • May 29There Are Some Holes In Boryszew's (WSE:BRS) Solid Earnings ReleaseBoryszew S.A.'s ( WSE:BRS ) solid earnings report last week was underwhelming to investors. We did some digging and...
New Risk • May 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 1,247% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings have declined by 36% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
공시 • Apr 29Boryszew S.A., Annual General Meeting, May 25, 2026Boryszew S.A., Annual General Meeting, May 25, 2026, at 11:00 Central European Standard Time.
Reported Earnings • Apr 28Full year 2025 earnings released: EPS: zł0.12 (vs zł0.55 in FY 2024)Full year 2025 results: EPS: zł0.12 (down from zł0.55 in FY 2024). Revenue: zł4.84b (down 5.5% from FY 2024). Net income: zł23.6m (down 79% from FY 2024). Profit margin: 0.5% (down from 2.2% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 14% per year.
Buy Or Sell Opportunity • Feb 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to zł5.52. The fair value is estimated to be zł6.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 8.4%.
공시 • Feb 02+ 2 more updatesBoryszew S.A. to Report Q1, 2026 Results on May 14, 2026Boryszew S.A. announced that they will report Q1, 2026 results on May 14, 2026
Buy Or Sell Opportunity • Dec 10Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.1% to zł5.52. The fair value is estimated to be zł6.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 8.4%.
분석 기사 • Nov 28Boryszew's (WSE:BRS) Profits Appear To Have Quality IssuesBoryszew S.A.'s ( WSE:BRS ) robust recent earnings didn't do much to move the stock. We think this is due to investors...
New Risk • Nov 20New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Nov 20Third quarter 2025 earnings released: EPS: zł0.083 (vs zł0.11 loss in 3Q 2024)Third quarter 2025 results: EPS: zł0.083 (up from zł0.11 loss in 3Q 2024). Revenue: zł1.14b (down 6.6% from 3Q 2024). Net income: zł16.7m (up zł39.0m from 3Q 2024). Profit margin: 1.5% (up from net loss in 3Q 2024). 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 4% per year, which means it is well ahead of earnings.
New Risk • Aug 18New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Dividend is not well covered by earnings (95% payout ratio). Large one-off items impacting financial results.
Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: zł0.016 (vs zł0.19 in 2Q 2024)Second quarter 2025 results: EPS: zł0.016 (down from zł0.19 in 2Q 2024). Revenue: zł1.23b (down 5.8% from 2Q 2024). Net income: zł3.18m (down 92% from 2Q 2024). Profit margin: 0.3% (down from 3.0% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł7.28, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 14x in the Metals and Mining industry in Poland. Total returns to shareholders of 67% over the past three years.
분석 기사 • May 29There Are Some Holes In Boryszew's (WSE:BRS) Solid Earnings ReleaseBoryszew S.A.'s ( WSE:BRS ) solid earnings report last week was underwhelming to investors. We did some digging and...
Upcoming Dividend • May 20Upcoming dividend of zł0.35 per shareEligible shareholders must have bought the stock before 27 May 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 5.6%. Lower than top quartile of Polish dividend payers (6.9%). Higher than average of industry peers (2.5%).
Reported Earnings • May 16First quarter 2025 earnings released: EPS: zł0.029 (vs zł0.032 in 1Q 2024)First quarter 2025 results: EPS: zł0.029 (down from zł0.032 in 1Q 2024). Revenue: zł1.34b (flat on 1Q 2024). Net income: zł5.88m (down 8.6% from 1Q 2024). Profit margin: 0.4% (down from 0.5% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
New Risk • Apr 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 269% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 486% Cash payout ratio: 104% Minor Risk Large one-off items impacting financial results.
공시 • Apr 26Boryszew S.A. announces Annual dividend, payable on June 04, 2025Boryszew S.A. announced Annual dividend of PLN 0.3500 per share payable on June 04, 2025, ex-date on May 27, 2025 and record date on May 28, 2025.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 42%After last week's 42% share price gain to zł6.66, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 14x in the Metals and Mining industry in Poland. Total returns to shareholders of 129% over the past three years.
공시 • Apr 25Boryszew S.A., Annual General Meeting, May 21, 2025Boryszew S.A., Annual General Meeting, May 21, 2025.
New Risk • Apr 24New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 486% Cash payout ratio: 104% Dividend yield: 6.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 486% Cash payout ratio: 104%
New Risk • Apr 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Polish stocks, typically moving 6.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.2% average weekly change). Minor Risks Dividend is not well covered by earnings (486% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).
Buy Or Sell Opportunity • Apr 22Now 57% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to zł6.56. The fair value is estimated to be zł4.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% over the last 3 years. Earnings per share has declined by 55%.
분석 기사 • Apr 01Boryszew S.A.'s (WSE:BRS) 26% Share Price Plunge Could Signal Some RiskUnfortunately for some shareholders, the Boryszew S.A. ( WSE:BRS ) share price has dived 26% in the last thirty days...
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to zł3.76, the stock trades at a trailing P/E ratio of 42.2x. Average trailing P/E is 15x in the Metals and Mining industry in Poland. Total returns to shareholders of 48% over the past three years.
분석 기사 • Mar 28Here's Why Boryszew (WSE:BRS) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Jan 30Now 20% overvaluedOver the last 90 days, the stock has fallen 1.3% to zł5.29. The fair value is estimated to be zł4.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% over the last 3 years. Earnings per share has declined by 55%.
공시 • Jan 24+ 3 more updatesBoryszew S.A. to Report Q3, 2025 Results on Nov 19, 2025Boryszew S.A. announced that they will report Q3, 2025 results on Nov 19, 2025
Buy Or Sell Opportunity • Nov 28Now 20% overvaluedOver the last 90 days, the stock has fallen 2.5% to zł5.08. The fair value is estimated to be zł4.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.5% over the last 3 years. Earnings per share has declined by 55%.
분석 기사 • Nov 27Why Boryszew's (WSE:BRS) Shaky Earnings Are Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Boryszew S.A. ( WSE:BRS ) recently. Our analysis has found some...
Reported Earnings • Nov 21Third quarter 2024 earnings released: zł0.11 loss per share (vs zł0.026 profit in 3Q 2023)Third quarter 2024 results: zł0.11 loss per share (down from zł0.026 profit in 3Q 2023). Revenue: zł1.22b (down 4.9% from 3Q 2023). Net loss: zł22.3m (down zł27.5m from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 16Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł1.31b (down 14% from 2Q 2023). Net income: zł38.9m (down 49% from 2Q 2023). Profit margin: 3.0% (down from 5.0% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • May 19First quarter 2024 earnings released: EPS: zł0.032 (vs zł0.17 in 1Q 2023)First quarter 2024 results: EPS: zł0.032 (down from zł0.17 in 1Q 2023). Revenue: zł1.35b (down 20% from 1Q 2023). Net income: zł6.43m (down 81% from 1Q 2023). Profit margin: 0.5% (down from 2.0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 17Upcoming dividend of zł0.44 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 04 June 2024. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 7.2%. Lower than top quartile of Polish dividend payers (7.7%). Higher than average of industry peers (2.6%).
공시 • Apr 26Boryszew S.A., Annual General Meeting, May 20, 2024Boryszew S.A., Annual General Meeting, May 20, 2024, at 11:00 Central European Standard Time.
Declared Dividend • Apr 24Dividend of zł0.44 announcedShareholders will receive a dividend of zł0.44. Ex-date: 24th May 2024 Payment date: 4th June 2024 Dividend yield will be 7.2%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (167% earnings payout ratio). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 25% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 85% to bring the payout ratio under control, which is more than the 8.6% EPS growth achieved over the last 5 years.
분석 기사 • Apr 24We Think You Should Be Aware Of Some Concerning Factors In Boryszew's (WSE:BRS) EarningsBoryszew S.A.'s ( WSE:BRS ) robust recent earnings didn't do much to move the stock. However the statutory profit...
New Risk • Apr 21New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 58% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (167% payout ratio). Large one-off items impacting financial results.
Reported Earnings • Apr 17Full year 2023 earnings released: EPS: zł0.54 (vs zł0.52 in FY 2022)Full year 2023 results: EPS: zł0.54 (up from zł0.52 in FY 2022). Revenue: zł5.69b (down 16% from FY 2022). Net income: zł109.7m (up 4.7% from FY 2022). Profit margin: 1.9% (up from 1.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
공시 • Jan 31+ 3 more updatesBoryszew S.A. to Report Q2, 2024 Results on Aug 14, 2024Boryszew S.A. announced that they will report Q2, 2024 results on Aug 14, 2024
Reported Earnings • Nov 22Third quarter 2023 earnings released: EPS: zł0.026 (vs zł0.10 in 3Q 2022)Third quarter 2023 results: EPS: zł0.026 (down from zł0.10 in 3Q 2022). Revenue: zł1.28b (down 25% from 3Q 2022). Net income: zł5.17m (down 75% from 3Q 2022). Profit margin: 0.4% (down from 1.2% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
분석 기사 • Sep 21We Think Boryszew (WSE:BRS) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Aug 20Second quarter 2023 earnings released: EPS: zł0.37 (vs zł0.38 in 2Q 2022)Second quarter 2023 results: EPS: zł0.37 (down from zł0.38 in 2Q 2022). Revenue: zł1.52b (down 17% from 2Q 2022). Net income: zł75.6m (down 1.5% from 2Q 2022). Profit margin: 5.0% (up from 4.2% 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 14% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 22First quarter 2023 earnings released: EPS: zł0.17 (vs zł0.16 in 1Q 2022)First quarter 2023 results: EPS: zł0.17 (up from zł0.16 in 1Q 2022). Revenue: zł1.68b (down 1.2% from 1Q 2022). Net income: zł33.7m (up 4.8% from 1Q 2022). Profit margin: 2.0% (up from 1.9% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 19Upcoming dividend of zł0.74 per share at 9.7% yieldEligible shareholders must have bought the stock before 26 May 2023. Payment date: 05 June 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.7%. Within top quartile of Polish dividend payers (7.5%). Higher than average of industry peers (4.2%).
공시 • May 09Boryszew S.A., Annual General Meeting, May 22, 2023Boryszew S.A., Annual General Meeting, May 22, 2023, at 11:00 Central European Standard Time.
Reported Earnings • Apr 20Full year 2022 earnings released: EPS: zł0.52 (vs zł0.34 in FY 2021)Full year 2022 results: EPS: zł0.52 (up from zł0.34 in FY 2021). Revenue: zł6.79b (up 8.4% from FY 2021). Net income: zł104.8m (up 51% from FY 2021). Profit margin: 1.5% (up from 1.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to zł6.42, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 6x in the Metals and Mining industry in Poland. Total returns to shareholders of 106% over the past three years.
분석 기사 • Mar 17Boryszew (WSE:BRS) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
공시 • Jan 28+ 3 more updatesBoryszew S.A. to Report Q3, 2023 Results on Nov 16, 2023Boryszew S.A. announced that they will report Q3, 2023 results on Nov 16, 2023
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł5.18, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 5x in the Metals and Mining industry in Poland. Total returns to shareholders of 43% over the past three years.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: zł0.10 (vs zł0.20 in 3Q 2021)Third quarter 2022 results: EPS: zł0.10 (down from zł0.20 in 3Q 2021). Revenue: zł1.71b (up 6.7% from 3Q 2021). Net income: zł20.7m (down 49% from 3Q 2021). Profit margin: 1.2% (down from 2.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% 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 • Nov 12Third quarter 2022 earnings released: EPS: zł0.10 (vs zł0.20 in 3Q 2021)Third quarter 2022 results: EPS: zł0.10 (down from zł0.20 in 3Q 2021). Revenue: zł1.71b (up 6.7% from 3Q 2021). Net income: zł20.7m (down 49% from 3Q 2021). Profit margin: 1.2% (down from 2.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł5.27, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 5x in the Metals and Mining industry in Poland. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: zł0.38 (vs zł0.084 in 2Q 2021)Second quarter 2022 results: EPS: zł0.38 (up from zł0.084 in 2Q 2021). Revenue: zł1.83b (up 14% from 2Q 2021). Net income: zł76.8m (up 351% from 2Q 2021). Profit margin: 4.2% (up from 1.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł5.61, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 5x in the Metals and Mining industry in Poland. Total returns to shareholders of 63% over the past three years.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł5.05, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 5x in the Metals and Mining industry in Poland. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Jun 01First quarter 2022 earnings released: EPS: zł0.16 (vs zł0.13 in 1Q 2021)First quarter 2022 results: EPS: zł0.16 (up from zł0.13 in 1Q 2021). Revenue: zł1.70b (up 17% from 1Q 2021). Net income: zł32.2m (up 27% from 1Q 2021). Profit margin: 1.9% (up from 1.7% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 26Upcoming dividend of zł0.92 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 10 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 15%. Within top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (3.1%).
Valuation Update With 7 Day Price Move • May 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł5.78, the stock trades at a trailing P/E ratio of 2.5x. Average trailing P/E is 5x in the Metals and Mining industry in Poland. Total returns to shareholders of 30% over the past three years.
Reported Earnings • Nov 28Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: zł0.20 (up from zł0.57 loss in 3Q 2020). Revenue: zł1.60b (up 14% from 3Q 2020). Net income: zł40.5m (up zł156.6m from 3Q 2020). Profit margin: 2.5% (up from net loss in 3Q 2020). Revenue exceeded analyst estimates by 10%. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 26Second quarter 2021 earnings released: EPS zł0.084 (vs zł0.18 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł1.61b (up 30% from 2Q 2020). Net income: zł17.0m (down 54% from 2Q 2020). Profit margin: 1.1% (down from 3.0% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 02First quarter 2021 earnings released: EPS zł0.13 (vs zł0.17 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: zł1.45b (down 7.8% from 1Q 2020). Net income: zł25.3m (up zł60.1m from 1Q 2020). Profit margin: 1.7% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Mar 08New 90-day high: zł3.40The company is up 11% from its price of zł3.06 on 08 December 2020. The Polish market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period.
Reported Earnings • Dec 04Third quarter 2020 earnings released: zł0.57 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: zł1.41b (down 11% from 3Q 2019). Net loss: zł116.1m (down zł134.3m from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 112% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
분석 기사 • Nov 24Boryszew's (WSE:BRS) Stock Price Has Reduced 69% In The Past Three YearsInvesting in stocks inevitably means buying into some companies that perform poorly. But the long term shareholders of...
Is New 90 Day High Low • Oct 27New 90-day low: zł2.87The company is down 23% from its price of zł3.71 on 29 July 2020. The Polish market is down 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is down 2.0% over the same period.
Is New 90 Day High Low • Oct 01New 90-day low: zł3.27The company is down 9.0% from its price of zł3.58 on 03 July 2020. The Polish market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 19% over the same period.