View Financial HealthDelko 배당 및 자사주 매입배당 기준 점검 3/6Delko 은(는) 현재 수익률이 10.6% 인 배당금 지급 회사입니다.핵심 정보10.6%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률18.4%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향217%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Dec 29Upcoming dividend of zł0.65 per shareEligible shareholders must have bought the stock before 05 January 2026. Payment date: 21 January 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.2%. Within top quartile of Polish dividend payers (7.5%). Higher than average of industry peers (3.3%).분석 기사 • Dec 01Delko's (WSE:DEL) Dividend Will Be Reduced To PLN0.65Delko S.A. ( WSE:DEL ) is reducing its dividend from last year's comparable payment to PLN0.65 on the 21st of January...분석 기사 • Nov 17Delko (WSE:DEL) Will Pay A Smaller Dividend Than Last YearDelko S.A.'s ( WSE:DEL ) dividend is being reduced from last year's payment covering the same period to PLN0.65 on the...Declared Dividend • Nov 03Dividend of zł0.65 announcedShareholders will receive a dividend of zł0.65. Ex-date: 5th January 2026 Payment date: 26th January 2026 Dividend yield will be 9.5%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not covered by earnings (121% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. However, EPS has declined by 29% over the last 5 years so the company would need to reverse this trend.공시 • Nov 01Delko S.A. announces Annual dividend, payable on January 26, 2026Delko S.A. announced Annual dividend of PLN 0.6500 per share payable on January 26, 2026, ex-date on January 05, 2026 and record date on January 07, 2026.Upcoming Dividend • Dec 27Upcoming dividend of zł0.83 per shareEligible shareholders must have bought the stock before 03 January 2025. Payment date: 21 January 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Polish dividend payers (8.6%). Higher than average of industry peers (2.9%).모든 업데이트 보기Recent updatesReported Earnings • Mar 30Second quarter 2026 earnings released: EPS: zł0.012 (vs zł0.13 loss in 2Q 2025)Second quarter 2026 results: EPS: zł0.012 (up from zł0.13 loss in 2Q 2025). Revenue: zł182.5m (down 3.7% from 2Q 2025). Net income: zł182.0k (up zł1.71m from 2Q 2025). Profit margin: 0.1% (up from net loss in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.분석 기사 • Jan 10Here's Why Delko (WSE:DEL) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Upcoming Dividend • Dec 29Upcoming dividend of zł0.65 per shareEligible shareholders must have bought the stock before 05 January 2026. Payment date: 21 January 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.2%. Within top quartile of Polish dividend payers (7.5%). Higher than average of industry peers (3.3%).분석 기사 • Dec 01Delko's (WSE:DEL) Dividend Will Be Reduced To PLN0.65Delko S.A. ( WSE:DEL ) is reducing its dividend from last year's comparable payment to PLN0.65 on the 21st of January...공시 • Nov 24Delko S.A., Annual General Meeting, Dec 18, 2025Delko S.A., Annual General Meeting, Dec 18, 2025, at 10:00 Central European Standard Time.분석 기사 • Nov 17Delko (WSE:DEL) Will Pay A Smaller Dividend Than Last YearDelko S.A.'s ( WSE:DEL ) dividend is being reduced from last year's payment covering the same period to PLN0.65 on the...New Risk • Nov 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% 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 Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (269% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (zł83.0m market cap, or US$22.6m).Declared Dividend • Nov 03Dividend of zł0.65 announcedShareholders will receive a dividend of zł0.65. Ex-date: 5th January 2026 Payment date: 26th January 2026 Dividend yield will be 9.5%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not covered by earnings (121% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. However, EPS has declined by 29% over the last 5 years so the company would need to reverse this trend.공시 • Nov 01Delko S.A. announces Annual dividend, payable on January 26, 2026Delko S.A. announced Annual dividend of PLN 0.6500 per share payable on January 26, 2026, ex-date on January 05, 2026 and record date on January 07, 2026.Reported Earnings • Oct 31Full year 2025 earnings released: EPS: zł0.24 (vs zł1.27 in FY 2024)Full year 2025 results: EPS: zł0.24 (down from zł1.27 in FY 2024). Revenue: zł782.2m (down 11% from FY 2024). Net income: zł2.89m (down 81% from FY 2024). Profit margin: 0.4% (down from 1.7% 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 47% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • Oct 29Delko S.A. to Report Q4, 2025 Results on Oct 29, 2025Delko S.A. announced that they will report Q4, 2025 results at 8:30 AM, Central European Standard Time on Oct 29, 2025Reported Earnings • Jun 02Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł187.4m (down 15% from 3Q 2024). Net income: zł1.15m (down 27% from 3Q 2024). Profit margin: 0.6% (down from 0.7% 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 27% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.New Risk • Apr 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 112% Dividend yield: 7.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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 Risk Earnings have declined by 0.8% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (112% payout ratio). Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (zł81.8m market cap, or US$21.0m).분석 기사 • Mar 29Unpleasant Surprises Could Be In Store For Delko S.A.'s (WSE:DEL) SharesDelko S.A.'s ( WSE:DEL ) price-to-earnings (or "P/E") ratio of 15.6x might make it look like a sell right now compared...Reported Earnings • Mar 28Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł189.5m (down 12% from 2Q 2024). Net loss: zł1.53m (down 142% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 27Upcoming dividend of zł0.83 per shareEligible shareholders must have bought the stock before 03 January 2025. Payment date: 21 January 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Polish dividend payers (8.6%). Higher than average of industry peers (2.9%).분석 기사 • Dec 07Delko's (WSE:DEL) Conservative Accounting Might Explain Soft EarningsDelko S.A.'s ( WSE:DEL ) earnings announcement last week didn't impress shareholders. However, our analysis suggests...공시 • Nov 25Delko S.A., Annual General Meeting, Dec 18, 2024Delko S.A., Annual General Meeting, Dec 18, 2024.Reported Earnings • Nov 02Full year 2024 earnings released: EPS: zł1.27 (vs zł2.23 in FY 2023)Full year 2024 results: EPS: zł1.27 (down from zł2.23 in FY 2023). Revenue: zł882.3m (down 1.7% from FY 2023). Net income: zł15.2m (down 43% from FY 2023). Profit margin: 1.7% (down from 3.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.공시 • Jul 05+ 3 more updatesDelko S.A. to Report Q3, 2025 Results on May 30, 2025Delko S.A. announced that they will report Q3, 2025 results on May 30, 2025Reported Earnings • May 29Third quarter 2024 earnings released: EPS: zł0.13 (vs zł0.92 in 3Q 2023)Third quarter 2024 results: EPS: zł0.13 (down from zł0.92 in 3Q 2023). Revenue: zł219.8m (down 67% from 3Q 2023). Net income: zł1.57m (down 86% from 3Q 2023). Profit margin: 0.7% (down from 1.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.Reported Earnings • Mar 29Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł216.2m (flat on 2Q 2023). Net income: zł3.64m (down 40% from 2Q 2023). Profit margin: 1.7% (down from 2.8% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 26Upcoming dividend of zł0.90 per share at 3.4% yieldEligible shareholders must have bought the stock before 02 January 2024. Payment date: 17 January 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Polish dividend payers (8.0%). Higher than average of industry peers (0.2%).공시 • Nov 22Delko S.A., Annual General Meeting, Dec 14, 2023Delko S.A., Annual General Meeting, Dec 14, 2023, at 11:00 Central European Standard Time.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł10.55, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 10x in the Retail Distributors industry in Europe. Total returns to shareholders of 57% over the past three years.분석 기사 • Nov 01We Ran A Stock Scan For Earnings Growth And Delko (WSE:DEL) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Jun 05First quarter 2023 earnings released: EPS: zł0.47 (vs zł0.57 in 1Q 2022)First quarter 2023 results: EPS: zł0.47 (down from zł0.57 in 1Q 2022). Revenue: zł230.5m (up 11% from 1Q 2022). Net income: zł5.59m (down 17% from 1Q 2022). Profit margin: 2.4% (down from 3.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: zł4.77 (vs zł1.51 in FY 2021)Full year 2022 results: EPS: zł4.77 (up from zł1.51 in FY 2021). Revenue: zł880.7m (up 13% from FY 2021). Net income: zł28.5m (up 58% from FY 2021). Profit margin: 3.2% (up from 2.3% 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 32% per year whereas the company’s share price has increased by 29% per year.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 23%After last week's 23% share price gain to zł11.55, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 12x in the Retail Distributors industry in Poland. Total returns to shareholders of 153% over the past three years.공시 • Jan 26+ 4 more updatesDelko S.A. to Report Q2, 2023 Results on Mar 28, 2024Delko S.A. announced that they will report Q2, 2023 results on Mar 28, 2024분석 기사 • Jan 06Do Delko's (WSE:DEL) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł1.33 (vs zł0.97 in 3Q 2021)Third quarter 2022 results: EPS: zł1.33 (up from zł0.97 in 3Q 2021). Revenue: zł226.9m (up 12% from 3Q 2021). Net income: zł7.95m (up 38% from 3Q 2021). Profit margin: 3.5% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Oct 03Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł229.5m (up 16% from 2Q 2021). Net income: zł7.78m (up 28% from 2Q 2021). Profit margin: 3.4% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Jul 06Upcoming dividend of zł0.80 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 28 July 2022. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (8.4%). Higher than average of industry peers (0.5%).공시 • May 31Delko S.A., Annual General Meeting, Jun 29, 2022Delko S.A., Annual General Meeting, Jun 29, 2022, at 09:00 Central European Standard Time.분석 기사 • Mar 03Delko (WSE:DEL) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł16.34, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Retail Distributors industry in Poland. Total returns to shareholders of 145% over the past three years.공시 • Feb 05+ 3 more updatesDelko S.A. to Report Fiscal Year 2021 Final Results on Apr 29, 2022Delko S.A. announced that they will report fiscal year 2021 final results on Apr 29, 2022Reported Earnings • Dec 02Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: zł0.97 (down from zł1.24 in 3Q 2020). Revenue: zł203.3m (down 5.8% from 3Q 2020). Net income: zł5.78m (down 22% from 3Q 2020). Profit margin: 2.8% (down from 3.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Oct 01Second quarter 2021 earnings releasedThe company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: zł197.6m (down 3.8% from 2Q 2020). Net income: zł6.10m (up 57% from 2Q 2020). Profit margin: 3.1% (up from 1.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 25% per year.Upcoming Dividend • Jul 07Upcoming dividend of zł0.65 per shareEligible shareholders must have bought the stock before 14 July 2021. Payment date: 29 July 2021. Trailing yield: 3.9%. Lower than top quartile of Polish dividend payers (5.8%). Higher than average of industry peers (1.1%).분석 기사 • Jun 01Here's Why We Think Delko (WSE:DEL) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...분석 기사 • May 06Why Delko S.A. (WSE:DEL) Is A Dividend RockstarIs Delko S.A. ( WSE:DEL ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...Reported Earnings • May 05Full year 2020 earnings released: EPS zł3.29 (vs zł2.23 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł818.3m (up 8.9% from FY 2019). Net income: zł19.7m (up 47% from FY 2019). Profit margin: 2.4% (up from 1.8% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 22% per year.분석 기사 • Mar 16Is Delko (WSE:DEL) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Feb 23Do Delko's (WSE:DEL) Earnings Warrant Your Attention?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Is New 90 Day High Low • Feb 15New 90-day high: zł19.00The company is up 16% from its price of zł16.40 on 17 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 24% over the same period.분석 기사 • Feb 01How Does Delko S.A. (WSE:DEL) Fare As A Dividend Stock?Is Delko S.A. ( WSE:DEL ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...공시 • Jan 29+ 3 more updatesDelko S.A. to Report Q3, 2021 Results on Nov 29, 2021Delko S.A. announced that they will report Q3, 2021 results on Nov 29, 2021Is New 90 Day High Low • Jan 26New 90-day high: zł17.70The company is up 37% from its price of zł12.90 on 28 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 23% over the same period.분석 기사 • Jan 12Delko S.A.'s (WSE:DEL) Stock Is Going Strong: Is the Market Following Fundamentals?Delko (WSE:DEL) has had a great run on the share market with its stock up by a significant 8.9% over the last month...Is New 90 Day High Low • Jan 07New 90-day high: zł17.40The company is up 1.0% from its price of zł17.30 on 09 October 2020. The Polish market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 3.0% over the same period.분석 기사 • Dec 15Delko (WSE:DEL) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Nov 25With EPS Growth And More, Delko (WSE:DEL) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Valuation Update With 7 Day Price Move • Oct 19Market pulls back on stock over the past weekAfter last week's 16% share price decline to zł14.30, the stock is trading at a trailing P/E ratio of 5.2x, down from the previous P/E ratio of 6.1x. This compares to an average P/E of 12x in the Retail Distributors industry in Poland. Total returns to shareholders over the past three years are 49%.Valuation Update With 7 Day Price Move • Oct 15Market pulls back on stock over the past weekAfter last week's 15% share price decline to zł15.00, the stock is trading at a trailing P/E ratio of 5.4x, down from the previous P/E ratio of 6.4x. This compares to an average P/E of 12x in the Retail Distributors industry in Poland. Total returns to shareholders over the past three years are 55%.Is New 90 Day High Low • Oct 13New 90-day low: zł16.00The company is down 2.0% from its price of zł16.40 on 15 July 2020. The Polish market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 7.0% over the same period.Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total profits of zł16.6m, up 20% from the prior year. Total revenue was zł806.7m over the last 12 months, up 19% from the prior year.Is New 90 Day High Low • Sep 23New 90-day high: zł32.00The company is up 92% from its price of zł16.70 on 25 June 2020. The Polish market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 14% over the same period.공시 • Jul 30Delko S.A. (WSE:DEL) completed the acquisition of Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.4 million.Delko S.A. (WSE:DEL) signed a preliminary contract to acquire Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.5 million on October 3, 2019. As of March 31, 2020, the agreed date of conclusion of the final sale agreement was postponed. Delko S.A. (WSE:DEL) completed the acquisition of Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.4 million on June 30, 2020. Delko S.A. (WSE:DEL) acquired 4008 shares in Przedsiebiorstwo Handlowe Waldi Sp Z O O.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: DEL 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: DEL 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Delko 배당 수익률 vs 시장DEL의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (DEL)10.6%시장 하위 25% (PL)2.7%시장 상위 25% (PL)7.3%업계 평균 (Retail Distributors)3.2%분석가 예측 (DEL) (최대 3년)n/a주목할만한 배당금: DEL 의 배당금( 10.6% )은 Polish 시장에서 배당금 지급자의 하위 25%( 2.68% )보다 높습니다.고배당: DEL 의 배당금( 10.6% )은 Polish 시장( 7.33% )주주 대상 이익 배당수익 보장: 지급 비율 ( 216.7% )이 높기 때문에 DEL 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 117.9% )이 높기 때문에 DEL 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YPL 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 14:20종가2026/05/21 00:00수익2025/12/31연간 수익2025/06/30데이터 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 소스Delko S.A.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Upcoming Dividend • Dec 29Upcoming dividend of zł0.65 per shareEligible shareholders must have bought the stock before 05 January 2026. Payment date: 21 January 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.2%. Within top quartile of Polish dividend payers (7.5%). Higher than average of industry peers (3.3%).
분석 기사 • Dec 01Delko's (WSE:DEL) Dividend Will Be Reduced To PLN0.65Delko S.A. ( WSE:DEL ) is reducing its dividend from last year's comparable payment to PLN0.65 on the 21st of January...
분석 기사 • Nov 17Delko (WSE:DEL) Will Pay A Smaller Dividend Than Last YearDelko S.A.'s ( WSE:DEL ) dividend is being reduced from last year's payment covering the same period to PLN0.65 on the...
Declared Dividend • Nov 03Dividend of zł0.65 announcedShareholders will receive a dividend of zł0.65. Ex-date: 5th January 2026 Payment date: 26th January 2026 Dividend yield will be 9.5%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not covered by earnings (121% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. However, EPS has declined by 29% over the last 5 years so the company would need to reverse this trend.
공시 • Nov 01Delko S.A. announces Annual dividend, payable on January 26, 2026Delko S.A. announced Annual dividend of PLN 0.6500 per share payable on January 26, 2026, ex-date on January 05, 2026 and record date on January 07, 2026.
Upcoming Dividend • Dec 27Upcoming dividend of zł0.83 per shareEligible shareholders must have bought the stock before 03 January 2025. Payment date: 21 January 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Polish dividend payers (8.6%). Higher than average of industry peers (2.9%).
Reported Earnings • Mar 30Second quarter 2026 earnings released: EPS: zł0.012 (vs zł0.13 loss in 2Q 2025)Second quarter 2026 results: EPS: zł0.012 (up from zł0.13 loss in 2Q 2025). Revenue: zł182.5m (down 3.7% from 2Q 2025). Net income: zł182.0k (up zł1.71m from 2Q 2025). Profit margin: 0.1% (up from net loss in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
분석 기사 • Jan 10Here's Why Delko (WSE:DEL) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Upcoming Dividend • Dec 29Upcoming dividend of zł0.65 per shareEligible shareholders must have bought the stock before 05 January 2026. Payment date: 21 January 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.2%. Within top quartile of Polish dividend payers (7.5%). Higher than average of industry peers (3.3%).
분석 기사 • Dec 01Delko's (WSE:DEL) Dividend Will Be Reduced To PLN0.65Delko S.A. ( WSE:DEL ) is reducing its dividend from last year's comparable payment to PLN0.65 on the 21st of January...
공시 • Nov 24Delko S.A., Annual General Meeting, Dec 18, 2025Delko S.A., Annual General Meeting, Dec 18, 2025, at 10:00 Central European Standard Time.
분석 기사 • Nov 17Delko (WSE:DEL) Will Pay A Smaller Dividend Than Last YearDelko S.A.'s ( WSE:DEL ) dividend is being reduced from last year's payment covering the same period to PLN0.65 on the...
New Risk • Nov 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% 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 Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (269% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (zł83.0m market cap, or US$22.6m).
Declared Dividend • Nov 03Dividend of zł0.65 announcedShareholders will receive a dividend of zł0.65. Ex-date: 5th January 2026 Payment date: 26th January 2026 Dividend yield will be 9.5%, which is higher than the industry average of 0.2%. Sustainability & Growth Dividend is not covered by earnings (121% earnings payout ratio). However, it is well covered by cash flows (28% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. However, EPS has declined by 29% over the last 5 years so the company would need to reverse this trend.
공시 • Nov 01Delko S.A. announces Annual dividend, payable on January 26, 2026Delko S.A. announced Annual dividend of PLN 0.6500 per share payable on January 26, 2026, ex-date on January 05, 2026 and record date on January 07, 2026.
Reported Earnings • Oct 31Full year 2025 earnings released: EPS: zł0.24 (vs zł1.27 in FY 2024)Full year 2025 results: EPS: zł0.24 (down from zł1.27 in FY 2024). Revenue: zł782.2m (down 11% from FY 2024). Net income: zł2.89m (down 81% from FY 2024). Profit margin: 0.4% (down from 1.7% 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 47% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • Oct 29Delko S.A. to Report Q4, 2025 Results on Oct 29, 2025Delko S.A. announced that they will report Q4, 2025 results at 8:30 AM, Central European Standard Time on Oct 29, 2025
Reported Earnings • Jun 02Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł187.4m (down 15% from 3Q 2024). Net income: zł1.15m (down 27% from 3Q 2024). Profit margin: 0.6% (down from 0.7% 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 27% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
New Risk • Apr 08New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 112% Dividend yield: 7.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings 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. However, this risk is mitigated by the fact the dividend is covered by cash flows. 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 Risk Earnings have declined by 0.8% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (112% payout ratio). Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (zł81.8m market cap, or US$21.0m).
분석 기사 • Mar 29Unpleasant Surprises Could Be In Store For Delko S.A.'s (WSE:DEL) SharesDelko S.A.'s ( WSE:DEL ) price-to-earnings (or "P/E") ratio of 15.6x might make it look like a sell right now compared...
Reported Earnings • Mar 28Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł189.5m (down 12% from 2Q 2024). Net loss: zł1.53m (down 142% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 27Upcoming dividend of zł0.83 per shareEligible shareholders must have bought the stock before 03 January 2025. Payment date: 21 January 2025. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Polish dividend payers (8.6%). Higher than average of industry peers (2.9%).
분석 기사 • Dec 07Delko's (WSE:DEL) Conservative Accounting Might Explain Soft EarningsDelko S.A.'s ( WSE:DEL ) earnings announcement last week didn't impress shareholders. However, our analysis suggests...
공시 • Nov 25Delko S.A., Annual General Meeting, Dec 18, 2024Delko S.A., Annual General Meeting, Dec 18, 2024.
Reported Earnings • Nov 02Full year 2024 earnings released: EPS: zł1.27 (vs zł2.23 in FY 2023)Full year 2024 results: EPS: zł1.27 (down from zł2.23 in FY 2023). Revenue: zł882.3m (down 1.7% from FY 2023). Net income: zł15.2m (down 43% from FY 2023). Profit margin: 1.7% (down from 3.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
공시 • Jul 05+ 3 more updatesDelko S.A. to Report Q3, 2025 Results on May 30, 2025Delko S.A. announced that they will report Q3, 2025 results on May 30, 2025
Reported Earnings • May 29Third quarter 2024 earnings released: EPS: zł0.13 (vs zł0.92 in 3Q 2023)Third quarter 2024 results: EPS: zł0.13 (down from zł0.92 in 3Q 2023). Revenue: zł219.8m (down 67% from 3Q 2023). Net income: zł1.57m (down 86% from 3Q 2023). Profit margin: 0.7% (down from 1.6% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year.
Reported Earnings • Mar 29Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł216.2m (flat on 2Q 2023). Net income: zł3.64m (down 40% from 2Q 2023). Profit margin: 1.7% (down from 2.8% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 26Upcoming dividend of zł0.90 per share at 3.4% yieldEligible shareholders must have bought the stock before 02 January 2024. Payment date: 17 January 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Polish dividend payers (8.0%). Higher than average of industry peers (0.2%).
공시 • Nov 22Delko S.A., Annual General Meeting, Dec 14, 2023Delko S.A., Annual General Meeting, Dec 14, 2023, at 11:00 Central European Standard Time.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to zł10.55, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 10x in the Retail Distributors industry in Europe. Total returns to shareholders of 57% over the past three years.
분석 기사 • Nov 01We Ran A Stock Scan For Earnings Growth And Delko (WSE:DEL) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Jun 05First quarter 2023 earnings released: EPS: zł0.47 (vs zł0.57 in 1Q 2022)First quarter 2023 results: EPS: zł0.47 (down from zł0.57 in 1Q 2022). Revenue: zł230.5m (up 11% from 1Q 2022). Net income: zł5.59m (down 17% from 1Q 2022). Profit margin: 2.4% (down from 3.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: zł4.77 (vs zł1.51 in FY 2021)Full year 2022 results: EPS: zł4.77 (up from zł1.51 in FY 2021). Revenue: zł880.7m (up 13% from FY 2021). Net income: zł28.5m (up 58% from FY 2021). Profit margin: 3.2% (up from 2.3% 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 32% per year whereas the company’s share price has increased by 29% per year.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improves as stock rises 23%After last week's 23% share price gain to zł11.55, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 12x in the Retail Distributors industry in Poland. Total returns to shareholders of 153% over the past three years.
공시 • Jan 26+ 4 more updatesDelko S.A. to Report Q2, 2023 Results on Mar 28, 2024Delko S.A. announced that they will report Q2, 2023 results on Mar 28, 2024
분석 기사 • Jan 06Do Delko's (WSE:DEL) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: zł1.33 (vs zł0.97 in 3Q 2021)Third quarter 2022 results: EPS: zł1.33 (up from zł0.97 in 3Q 2021). Revenue: zł226.9m (up 12% from 3Q 2021). Net income: zł7.95m (up 38% from 3Q 2021). Profit margin: 3.5% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Oct 03Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł229.5m (up 16% from 2Q 2021). Net income: zł7.78m (up 28% from 2Q 2021). Profit margin: 3.4% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Jul 06Upcoming dividend of zł0.80 per shareEligible shareholders must have bought the stock before 13 July 2022. Payment date: 28 July 2022. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (8.4%). Higher than average of industry peers (0.5%).
공시 • May 31Delko S.A., Annual General Meeting, Jun 29, 2022Delko S.A., Annual General Meeting, Jun 29, 2022, at 09:00 Central European Standard Time.
분석 기사 • Mar 03Delko (WSE:DEL) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł16.34, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 10x in the Retail Distributors industry in Poland. Total returns to shareholders of 145% over the past three years.
공시 • Feb 05+ 3 more updatesDelko S.A. to Report Fiscal Year 2021 Final Results on Apr 29, 2022Delko S.A. announced that they will report fiscal year 2021 final results on Apr 29, 2022
Reported Earnings • Dec 02Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: zł0.97 (down from zł1.24 in 3Q 2020). Revenue: zł203.3m (down 5.8% from 3Q 2020). Net income: zł5.78m (down 22% from 3Q 2020). Profit margin: 2.8% (down from 3.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Oct 01Second quarter 2021 earnings releasedThe company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: zł197.6m (down 3.8% from 2Q 2020). Net income: zł6.10m (up 57% from 2Q 2020). Profit margin: 3.1% (up from 1.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 25% per year.
Upcoming Dividend • Jul 07Upcoming dividend of zł0.65 per shareEligible shareholders must have bought the stock before 14 July 2021. Payment date: 29 July 2021. Trailing yield: 3.9%. Lower than top quartile of Polish dividend payers (5.8%). Higher than average of industry peers (1.1%).
분석 기사 • Jun 01Here's Why We Think Delko (WSE:DEL) Is Well Worth WatchingSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
분석 기사 • May 06Why Delko S.A. (WSE:DEL) Is A Dividend RockstarIs Delko S.A. ( WSE:DEL ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...
Reported Earnings • May 05Full year 2020 earnings released: EPS zł3.29 (vs zł2.23 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł818.3m (up 8.9% from FY 2019). Net income: zł19.7m (up 47% from FY 2019). Profit margin: 2.4% (up from 1.8% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 22% per year.
분석 기사 • Mar 16Is Delko (WSE:DEL) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Feb 23Do Delko's (WSE:DEL) Earnings Warrant Your Attention?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Is New 90 Day High Low • Feb 15New 90-day high: zł19.00The company is up 16% from its price of zł16.40 on 17 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 24% over the same period.
분석 기사 • Feb 01How Does Delko S.A. (WSE:DEL) Fare As A Dividend Stock?Is Delko S.A. ( WSE:DEL ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...
공시 • Jan 29+ 3 more updatesDelko S.A. to Report Q3, 2021 Results on Nov 29, 2021Delko S.A. announced that they will report Q3, 2021 results on Nov 29, 2021
Is New 90 Day High Low • Jan 26New 90-day high: zł17.70The company is up 37% from its price of zł12.90 on 28 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 23% over the same period.
분석 기사 • Jan 12Delko S.A.'s (WSE:DEL) Stock Is Going Strong: Is the Market Following Fundamentals?Delko (WSE:DEL) has had a great run on the share market with its stock up by a significant 8.9% over the last month...
Is New 90 Day High Low • Jan 07New 90-day high: zł17.40The company is up 1.0% from its price of zł17.30 on 09 October 2020. The Polish market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is up 3.0% over the same period.
분석 기사 • Dec 15Delko (WSE:DEL) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
분석 기사 • Nov 25With EPS Growth And More, Delko (WSE:DEL) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Valuation Update With 7 Day Price Move • Oct 19Market pulls back on stock over the past weekAfter last week's 16% share price decline to zł14.30, the stock is trading at a trailing P/E ratio of 5.2x, down from the previous P/E ratio of 6.1x. This compares to an average P/E of 12x in the Retail Distributors industry in Poland. Total returns to shareholders over the past three years are 49%.
Valuation Update With 7 Day Price Move • Oct 15Market pulls back on stock over the past weekAfter last week's 15% share price decline to zł15.00, the stock is trading at a trailing P/E ratio of 5.4x, down from the previous P/E ratio of 6.4x. This compares to an average P/E of 12x in the Retail Distributors industry in Poland. Total returns to shareholders over the past three years are 55%.
Is New 90 Day High Low • Oct 13New 90-day low: zł16.00The company is down 2.0% from its price of zł16.40 on 15 July 2020. The Polish market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Retail Distributors industry, which is up 7.0% over the same period.
Reported Earnings • Oct 01First half earnings releasedOver the last 12 months the company has reported total profits of zł16.6m, up 20% from the prior year. Total revenue was zł806.7m over the last 12 months, up 19% from the prior year.
Is New 90 Day High Low • Sep 23New 90-day high: zł32.00The company is up 92% from its price of zł16.70 on 25 June 2020. The Polish market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Retail Distributors industry, which is up 14% over the same period.
공시 • Jul 30Delko S.A. (WSE:DEL) completed the acquisition of Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.4 million.Delko S.A. (WSE:DEL) signed a preliminary contract to acquire Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.5 million on October 3, 2019. As of March 31, 2020, the agreed date of conclusion of the final sale agreement was postponed. Delko S.A. (WSE:DEL) completed the acquisition of Przedsiebiorstwo Handlowe Waldi Sp Z O O for PLN 2.4 million on June 30, 2020. Delko S.A. (WSE:DEL) acquired 4008 shares in Przedsiebiorstwo Handlowe Waldi Sp Z O O.