View Future GrowthBetacom 과거 순이익 실적과거 기준 점검 3/6Betacom은 연평균 54.6%의 비율로 수입이 증가해 온 반면, IT 산업은 수입이 15.1% 증가했습니다. 매출은 연평균 10.9%의 비율로 증가했습니다. Betacom의 자기자본이익률은 6.6%이고 순이익률은 1%입니다.핵심 정보54.61%순이익 성장률54.61%주당순이익(EPS) 성장률IT 산업 성장률15.41%매출 성장률10.93%자기자본이익률6.64%순이익률1.02%다음 순이익 업데이트30 Jun 2026최근 과거 실적 업데이트Reported Earnings • Mar 05Third quarter 2026 earnings releasedThird quarter 2026 results: Revenue: zł54.2m (down 5.7% from 3Q 2025). Net income: zł2.19m (up 99% from 3Q 2025). Profit margin: 4.0% (up from 1.9% in 3Q 2025). The increase in margin was driven by lower expenses.Reported Earnings • Dec 17Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: zł29.3m (down 34% from 2Q 2025). Net income: zł315.0k (down 62% from 2Q 2025). Profit margin: 1.1% (down from 1.9% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 31First quarter 2026 earnings released: zł0.16 loss per share (vs zł0.11 profit in 1Q 2025)First quarter 2026 results: zł0.16 loss per share (down from zł0.11 profit in 1Q 2025). Revenue: zł30.2m (down 36% from 1Q 2025). Net loss: zł593.0k (down 234% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Aug 20Betacom S.A. to Report Q1, 2026 Results on Aug 28, 2025Betacom S.A. announced that they will report Q1, 2026 results on Aug 28, 2025Reported Earnings • Jul 02Full year 2025 earnings released: EPS: zł0.39 (vs zł0.38 in FY 2024)Full year 2025 results: EPS: zł0.39 (up from zł0.38 in FY 2024). Revenue: zł190.6m (up 7.7% from FY 2024). Net income: zł2.05m (up 35% from FY 2024). Profit margin: 1.1% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 05Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł57.5m (down 8.7% from 3Q 2024). Net income: zł1.10m (up 29% from 3Q 2024). Profit margin: 1.9% (up from 1.4% in 3Q 2024). The increase in margin was driven by lower expenses.모든 업데이트 보기Recent updatesNew Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 175% Market cap is less than US$10m (zł24.0m market cap, or US$6.50m). Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).Reported Earnings • Mar 05Third quarter 2026 earnings releasedThird quarter 2026 results: Revenue: zł54.2m (down 5.7% from 3Q 2025). Net income: zł2.19m (up 99% from 3Q 2025). Profit margin: 4.0% (up from 1.9% in 3Q 2025). The increase in margin was driven by lower expenses.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł5.15, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 19x in the IT industry in Poland. Total returns to shareholders of 49% over the past three years.Reported Earnings • Dec 17Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: zł29.3m (down 34% from 2Q 2025). Net income: zł315.0k (down 62% from 2Q 2025). Profit margin: 1.1% (down from 1.9% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • Sep 30Betacom S.A. announces Annual dividend, payable on December 16, 2025Betacom S.A. announced Annual dividend of PLN 0.1500 per share payable on December 16, 2025, ex-date on October 02, 2025 and record date on October 03, 2025.Upcoming Dividend • Sep 25Upcoming dividend of zł0.37 per shareEligible shareholders must have bought the stock before 02 October 2025. Payment date: 17 October 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.0%. Lower than top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (3.0%).공시 • Sep 02+ 1 more updateBetacom S.A., Annual General Meeting, Sep 25, 2025Betacom S.A., Annual General Meeting, Sep 25, 2025, at 12:00 Central European Standard Time.Reported Earnings • Aug 31First quarter 2026 earnings released: zł0.16 loss per share (vs zł0.11 profit in 1Q 2025)First quarter 2026 results: zł0.16 loss per share (down from zł0.11 profit in 1Q 2025). Revenue: zł30.2m (down 36% from 1Q 2025). Net loss: zł593.0k (down 234% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Aug 20Betacom S.A. to Report Q1, 2026 Results on Aug 28, 2025Betacom S.A. announced that they will report Q1, 2026 results on Aug 28, 2025Reported Earnings • Jul 02Full year 2025 earnings released: EPS: zł0.39 (vs zł0.38 in FY 2024)Full year 2025 results: EPS: zł0.39 (up from zł0.38 in FY 2024). Revenue: zł190.6m (up 7.7% from FY 2024). Net income: zł2.05m (up 35% from FY 2024). Profit margin: 1.1% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł5.20, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 19x in the IT industry in Poland. Total returns to shareholders of 67% over the past three years.Reported Earnings • Mar 05Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł57.5m (down 8.7% from 3Q 2024). Net income: zł1.10m (up 29% from 3Q 2024). Profit margin: 1.9% (up from 1.4% in 3Q 2024). The increase in margin was driven by lower expenses.Reported Earnings • Dec 11Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł44.1m (up 20% from 2Q 2024). Net income: zł824.0k (up 68% from 2Q 2024). Profit margin: 1.9% (up from 1.3% in 2Q 2024). The increase in margin was driven by higher revenue.Upcoming Dividend • Sep 01Upcoming dividend of zł0.30 per shareEligible shareholders must have bought the stock before 05 September 2024. Payment date: 20 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.3%. Lower than top quartile of Polish dividend payers (7.6%). Higher than average of industry peers (2.4%).Reported Earnings • Aug 30First quarter 2025 earnings released: EPS: zł0.06 (vs zł0.20 in 1Q 2024)First quarter 2025 results: EPS: zł0.06 (down from zł0.20 in 1Q 2024). Revenue: zł47.3m (up 2.2% from 1Q 2024). Net income: zł444.0k (down 45% from 1Q 2024). Profit margin: 0.9% (down from 1.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 28Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 03 September 2024. Payment date: 18 September 2024. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.6%). Higher than average of industry peers (2.4%).공시 • Aug 06Betacom S.A. announces Annual dividend, payable on September 18, 2024Betacom S.A. announced Annual dividend of PLN 0.2500 per share payable on September 18, 2024, ex-date on September 03, 2024 and record date on September 04, 2024.공시 • Aug 05Betacom S.A., Annual General Meeting, Aug 29, 2024Betacom S.A., Annual General Meeting, Aug 29, 2024, at 12:00 Central European Standard Time. Location: ul polczynska 31a, warsaw PolandNew Risk • Jul 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (zł17.5m market cap, or US$4.43m). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 9x cash flows per share). Share price has been volatile over the past 3 months (6.5% average weekly change).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł4.40, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 7.9% over the past three years.분석 기사 • Jul 03If EPS Growth Is Important To You, Betacom (WSE:BCM) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Jul 02Full year 2024 earnings releasedFull year 2024 results: Revenue: zł176.9m (up 21% from FY 2023). Net income: zł1.52m (up zł1.46m from FY 2023). Profit margin: 0.9% (up from 0% in FY 2023). The increase in margin was driven by higher revenue.분석 기사 • Mar 23Betacom S.A.'s (WSE:BCM) 26% Price Boost Is Out Of Tune With EarningsBetacom S.A. ( WSE:BCM ) shareholders have had their patience rewarded with a 26% share price jump in the last month...Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł5.95, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 12x in the IT industry in Poland. Total returns to shareholders of 35% over the past three years.Reported Earnings • Mar 03Third quarter 2024 earnings released: EPS: zł0.14 (vs zł0.23 in 3Q 2023)Third quarter 2024 results: EPS: zł0.14 (down from zł0.23 in 3Q 2023). Revenue: zł62.9m (up 8.3% from 3Q 2023). Net income: zł850.0k (down 9.8% from 3Q 2023). Profit margin: 1.4% (down from 1.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Jan 26+ 3 more updatesBetacom S.A. to Report Fiscal Year 2023 Results on Jun 28, 2024Betacom S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Central European Standard Time on Jun 28, 2024Reported Earnings • Dec 08Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł36.9m (up 22% from 2Q 2023). Net income: zł491.0k (up zł1.56m from 2Q 2023). Profit margin: 1.3% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue.Upcoming Dividend • Sep 20Upcoming dividend of zł0.15 per share at 3.2% yieldEligible shareholders must have bought the stock before 27 September 2023. Payment date: 12 October 2023. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.9%). In line with average of industry peers (3.3%).Reported Earnings • Aug 30First quarter 2024 earnings released: EPS: zł0.31 (vs zł0.057 in 1Q 2023)First quarter 2024 results: EPS: zł0.31 (up from zł0.057 in 1Q 2023). Revenue: zł46.3m (up 55% from 1Q 2023). Net income: zł808.0k (up 248% from 1Q 2023). Profit margin: 1.7% (up from 0.8% in 1Q 2023). The increase in margin was driven by higher revenue.공시 • Aug 30Betacom S.A., Annual General Meeting, Sep 21, 2023Betacom S.A., Annual General Meeting, Sep 21, 2023, at 12:00 Central European Standard Time.New Risk • Jul 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.04% Last year net profit margin: 1.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 34% per year over the past 5 years. Market cap is less than US$10m (zł20.2m market cap, or US$4.96m). Minor Risks Dividend is not well covered by earnings (168% payout ratio). Profit margins are more than 30% lower than last year (0.04% net profit margin).Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł10.00, the stock trades at a trailing P/E ratio of 46.7x. Average trailing P/E is 17x in the IT industry in Poland. Total returns to shareholders of 8.7% over the past three years.Reported Earnings • Mar 06Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł58.1m (up 74% from 3Q 2022). Net income: zł942.0k (up 283% from 3Q 2022). Profit margin: 1.6% (up from 0.7% in 3Q 2022).공시 • Jan 12+ 3 more updatesBetacom S.A. to Report Q4, 2022 Results on Feb 28, 2023Betacom S.A. announced that they will report Q4, 2022 results on Feb 28, 2023Reported Earnings • Dec 07Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł30.3m (down 15% from 2Q 2022). Net loss: zł1.07m (down 324% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year and the company’s share price has also fallen by 9% per year.Upcoming Dividend • Sep 26Upcoming dividend of zł0.18 per shareEligible shareholders must have bought the stock before 03 October 2022. Payment date: 18 October 2022. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (9.2%). Lower than average of industry peers (3.8%).분석 기사 • Sep 22A Look At The Fair Value Of Betacom S.A. (WSE:BCM)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Betacom S.A. ( WSE:BCM...공시 • Sep 02Betacom S.A., Annual General Meeting, Sep 27, 2022Betacom S.A., Annual General Meeting, Sep 27, 2022, at 12:00 Central European Standard Time.공시 • Feb 02+ 3 more updatesBetacom S.A. to Report Nine Months, 2022 Results on Dec 05, 2022Betacom S.A. announced that they will report nine months, 2022 results on Dec 05, 2022Is New 90 Day High Low • Feb 10New 90-day low: zł9.00The company is down 15% from its price of zł10.55 on 12 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 3.0% over the same period.Is New 90 Day High Low • Jan 22New 90-day low: zł9.10The company is down 19% from its price of zł11.25 on 23 October 2020. The Polish market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 2.0% over the same period.공시 • Jan 19+ 3 more updatesBetacom S.A. to Report Q2, 2021 Results on Jul 30, 2021Betacom S.A. announced that they will report Q2, 2021 results on Jul 30, 2021Is New 90 Day High Low • Dec 23New 90-day low: zł9.26The company is down 12% from its price of zł10.50 on 24 September 2020. The Polish market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 7.0% over the same period.매출 및 비용 세부 내역Betacom가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이WSE:BCM 매출, 비용 및 순이익 (PLN Millions)날짜매출순이익일반관리비연구개발비31 Dec 25155223030 Sep 25159124030 Jun 25173124031 Mar 25191224031 Dec 24180224030 Sep 24185123030 Jun 24178123031 Mar 24177222031 Dec 23174222030 Sep 23169223030 Jun 23162123031 Mar 23146022031 Dec 22151021030 Sep 22127019030 Jun 22132118031 Mar 22129216031 Dec 21114-215030 Sep 21117-214030 Jun 21102-314031 Mar 2199-313031 Dec 1995014030 Sep 1992114030 Jun 19101114031 Mar 19107114031 Dec 18122114030 Sep 18143115030 Jun 18151215031 Mar 18158314031 Dec 17138115030 Sep 17132114030 Jun 17126114031 Mar 17124013031 Dec 16128112030 Sep 16131211030 Jun 16115210031 Mar 16105210031 Dec 15108110030 Sep 1593210030 Jun 15972100양질의 수익: BCM는 고품질 수익을 보유하고 있습니다.이익 마진 증가: BCM의 현재 순 이익률 (1%)은 지난해 (1%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: BCM는 지난 5년 동안 흑자전환하며 연평균 54.6%의 수익 성장을 기록했습니다.성장 가속화: BCM은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: BCM은 지난 1년 동안 수익이 감소(-8.5%)하여 IT 업계 평균(11.6%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: BCM의 자본 수익률(6.6%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 10:37종가2026/05/25 00:00수익2025/12/31연간 수익2025/03/31데이터 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 소스Betacom 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.
Reported Earnings • Mar 05Third quarter 2026 earnings releasedThird quarter 2026 results: Revenue: zł54.2m (down 5.7% from 3Q 2025). Net income: zł2.19m (up 99% from 3Q 2025). Profit margin: 4.0% (up from 1.9% in 3Q 2025). The increase in margin was driven by lower expenses.
Reported Earnings • Dec 17Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: zł29.3m (down 34% from 2Q 2025). Net income: zł315.0k (down 62% from 2Q 2025). Profit margin: 1.1% (down from 1.9% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 31First quarter 2026 earnings released: zł0.16 loss per share (vs zł0.11 profit in 1Q 2025)First quarter 2026 results: zł0.16 loss per share (down from zł0.11 profit in 1Q 2025). Revenue: zł30.2m (down 36% from 1Q 2025). Net loss: zł593.0k (down 234% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Aug 20Betacom S.A. to Report Q1, 2026 Results on Aug 28, 2025Betacom S.A. announced that they will report Q1, 2026 results on Aug 28, 2025
Reported Earnings • Jul 02Full year 2025 earnings released: EPS: zł0.39 (vs zł0.38 in FY 2024)Full year 2025 results: EPS: zł0.39 (up from zł0.38 in FY 2024). Revenue: zł190.6m (up 7.7% from FY 2024). Net income: zł2.05m (up 35% from FY 2024). Profit margin: 1.1% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 05Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł57.5m (down 8.7% from 3Q 2024). Net income: zł1.10m (up 29% from 3Q 2024). Profit margin: 1.9% (up from 1.4% in 3Q 2024). The increase in margin was driven by lower expenses.
New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 175% Market cap is less than US$10m (zł24.0m market cap, or US$6.50m). Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).
Reported Earnings • Mar 05Third quarter 2026 earnings releasedThird quarter 2026 results: Revenue: zł54.2m (down 5.7% from 3Q 2025). Net income: zł2.19m (up 99% from 3Q 2025). Profit margin: 4.0% (up from 1.9% in 3Q 2025). The increase in margin was driven by lower expenses.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł5.15, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 19x in the IT industry in Poland. Total returns to shareholders of 49% over the past three years.
Reported Earnings • Dec 17Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: zł29.3m (down 34% from 2Q 2025). Net income: zł315.0k (down 62% from 2Q 2025). Profit margin: 1.1% (down from 1.9% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • Sep 30Betacom S.A. announces Annual dividend, payable on December 16, 2025Betacom S.A. announced Annual dividend of PLN 0.1500 per share payable on December 16, 2025, ex-date on October 02, 2025 and record date on October 03, 2025.
Upcoming Dividend • Sep 25Upcoming dividend of zł0.37 per shareEligible shareholders must have bought the stock before 02 October 2025. Payment date: 17 October 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.0%. Lower than top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (3.0%).
공시 • Sep 02+ 1 more updateBetacom S.A., Annual General Meeting, Sep 25, 2025Betacom S.A., Annual General Meeting, Sep 25, 2025, at 12:00 Central European Standard Time.
Reported Earnings • Aug 31First quarter 2026 earnings released: zł0.16 loss per share (vs zł0.11 profit in 1Q 2025)First quarter 2026 results: zł0.16 loss per share (down from zł0.11 profit in 1Q 2025). Revenue: zł30.2m (down 36% from 1Q 2025). Net loss: zł593.0k (down 234% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Aug 20Betacom S.A. to Report Q1, 2026 Results on Aug 28, 2025Betacom S.A. announced that they will report Q1, 2026 results on Aug 28, 2025
Reported Earnings • Jul 02Full year 2025 earnings released: EPS: zł0.39 (vs zł0.38 in FY 2024)Full year 2025 results: EPS: zł0.39 (up from zł0.38 in FY 2024). Revenue: zł190.6m (up 7.7% from FY 2024). Net income: zł2.05m (up 35% from FY 2024). Profit margin: 1.1% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł5.20, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 19x in the IT industry in Poland. Total returns to shareholders of 67% over the past three years.
Reported Earnings • Mar 05Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł57.5m (down 8.7% from 3Q 2024). Net income: zł1.10m (up 29% from 3Q 2024). Profit margin: 1.9% (up from 1.4% in 3Q 2024). The increase in margin was driven by lower expenses.
Reported Earnings • Dec 11Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł44.1m (up 20% from 2Q 2024). Net income: zł824.0k (up 68% from 2Q 2024). Profit margin: 1.9% (up from 1.3% in 2Q 2024). The increase in margin was driven by higher revenue.
Upcoming Dividend • Sep 01Upcoming dividend of zł0.30 per shareEligible shareholders must have bought the stock before 05 September 2024. Payment date: 20 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.3%. Lower than top quartile of Polish dividend payers (7.6%). Higher than average of industry peers (2.4%).
Reported Earnings • Aug 30First quarter 2025 earnings released: EPS: zł0.06 (vs zł0.20 in 1Q 2024)First quarter 2025 results: EPS: zł0.06 (down from zł0.20 in 1Q 2024). Revenue: zł47.3m (up 2.2% from 1Q 2024). Net income: zł444.0k (down 45% from 1Q 2024). Profit margin: 0.9% (down from 1.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 28Upcoming dividend of zł0.25 per shareEligible shareholders must have bought the stock before 03 September 2024. Payment date: 18 September 2024. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 5.2%. Lower than top quartile of Polish dividend payers (7.6%). Higher than average of industry peers (2.4%).
공시 • Aug 06Betacom S.A. announces Annual dividend, payable on September 18, 2024Betacom S.A. announced Annual dividend of PLN 0.2500 per share payable on September 18, 2024, ex-date on September 03, 2024 and record date on September 04, 2024.
공시 • Aug 05Betacom S.A., Annual General Meeting, Aug 29, 2024Betacom S.A., Annual General Meeting, Aug 29, 2024, at 12:00 Central European Standard Time. Location: ul polczynska 31a, warsaw Poland
New Risk • Jul 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (zł17.5m market cap, or US$4.43m). Minor Risks Dividend is not well covered by cash flows (dividend per share is over 9x cash flows per share). Share price has been volatile over the past 3 months (6.5% average weekly change).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to zł4.40, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 16x in the IT industry in Poland. Total returns to shareholders of 7.9% over the past three years.
분석 기사 • Jul 03If EPS Growth Is Important To You, Betacom (WSE:BCM) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Jul 02Full year 2024 earnings releasedFull year 2024 results: Revenue: zł176.9m (up 21% from FY 2023). Net income: zł1.52m (up zł1.46m from FY 2023). Profit margin: 0.9% (up from 0% in FY 2023). The increase in margin was driven by higher revenue.
분석 기사 • Mar 23Betacom S.A.'s (WSE:BCM) 26% Price Boost Is Out Of Tune With EarningsBetacom S.A. ( WSE:BCM ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł5.95, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 12x in the IT industry in Poland. Total returns to shareholders of 35% over the past three years.
Reported Earnings • Mar 03Third quarter 2024 earnings released: EPS: zł0.14 (vs zł0.23 in 3Q 2023)Third quarter 2024 results: EPS: zł0.14 (down from zł0.23 in 3Q 2023). Revenue: zł62.9m (up 8.3% from 3Q 2023). Net income: zł850.0k (down 9.8% from 3Q 2023). Profit margin: 1.4% (down from 1.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Jan 26+ 3 more updatesBetacom S.A. to Report Fiscal Year 2023 Results on Jun 28, 2024Betacom S.A. announced that they will report fiscal year 2023 results at 5:30 PM, Central European Standard Time on Jun 28, 2024
Reported Earnings • Dec 08Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł36.9m (up 22% from 2Q 2023). Net income: zł491.0k (up zł1.56m from 2Q 2023). Profit margin: 1.3% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue.
Upcoming Dividend • Sep 20Upcoming dividend of zł0.15 per share at 3.2% yieldEligible shareholders must have bought the stock before 27 September 2023. Payment date: 12 October 2023. Payout ratio is on the higher end at 95%, however this is supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.9%). In line with average of industry peers (3.3%).
Reported Earnings • Aug 30First quarter 2024 earnings released: EPS: zł0.31 (vs zł0.057 in 1Q 2023)First quarter 2024 results: EPS: zł0.31 (up from zł0.057 in 1Q 2023). Revenue: zł46.3m (up 55% from 1Q 2023). Net income: zł808.0k (up 248% from 1Q 2023). Profit margin: 1.7% (up from 0.8% in 1Q 2023). The increase in margin was driven by higher revenue.
공시 • Aug 30Betacom S.A., Annual General Meeting, Sep 21, 2023Betacom S.A., Annual General Meeting, Sep 21, 2023, at 12:00 Central European Standard Time.
New Risk • Jul 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.04% Last year net profit margin: 1.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 34% per year over the past 5 years. Market cap is less than US$10m (zł20.2m market cap, or US$4.96m). Minor Risks Dividend is not well covered by earnings (168% payout ratio). Profit margins are more than 30% lower than last year (0.04% net profit margin).
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to zł10.00, the stock trades at a trailing P/E ratio of 46.7x. Average trailing P/E is 17x in the IT industry in Poland. Total returns to shareholders of 8.7% over the past three years.
Reported Earnings • Mar 06Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł58.1m (up 74% from 3Q 2022). Net income: zł942.0k (up 283% from 3Q 2022). Profit margin: 1.6% (up from 0.7% in 3Q 2022).
공시 • Jan 12+ 3 more updatesBetacom S.A. to Report Q4, 2022 Results on Feb 28, 2023Betacom S.A. announced that they will report Q4, 2022 results on Feb 28, 2023
Reported Earnings • Dec 07Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł30.3m (down 15% from 2Q 2022). Net loss: zł1.07m (down 324% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year and the company’s share price has also fallen by 9% per year.
Upcoming Dividend • Sep 26Upcoming dividend of zł0.18 per shareEligible shareholders must have bought the stock before 03 October 2022. Payment date: 18 October 2022. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (9.2%). Lower than average of industry peers (3.8%).
분석 기사 • Sep 22A Look At The Fair Value Of Betacom S.A. (WSE:BCM)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Betacom S.A. ( WSE:BCM...
공시 • Sep 02Betacom S.A., Annual General Meeting, Sep 27, 2022Betacom S.A., Annual General Meeting, Sep 27, 2022, at 12:00 Central European Standard Time.
공시 • Feb 02+ 3 more updatesBetacom S.A. to Report Nine Months, 2022 Results on Dec 05, 2022Betacom S.A. announced that they will report nine months, 2022 results on Dec 05, 2022
Is New 90 Day High Low • Feb 10New 90-day low: zł9.00The company is down 15% from its price of zł10.55 on 12 November 2020. The Polish market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Jan 22New 90-day low: zł9.10The company is down 19% from its price of zł11.25 on 23 October 2020. The Polish market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 2.0% over the same period.
공시 • Jan 19+ 3 more updatesBetacom S.A. to Report Q2, 2021 Results on Jul 30, 2021Betacom S.A. announced that they will report Q2, 2021 results on Jul 30, 2021
Is New 90 Day High Low • Dec 23New 90-day low: zł9.26The company is down 12% from its price of zł10.50 on 24 September 2020. The Polish market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is down 7.0% over the same period.