Polish (WIG) Food Industry Analysis

Industry Valuation and Performance

Has the Polish Food Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Wed, 08 Jul 2026	zł12.5b	zł28.1b	zł1.4b	9x	9.2x	0.4x
Fri, 05 Jun 2026	zł12.6b	zł27.5b	zł1.3b	8.9x	9.7x	0.5x
Sun, 03 May 2026	zł12.8b	zł27.3b	zł1.4b	9x	9.2x	0.5x
Tue, 31 Mar 2026	zł12.4b	zł27.9b	zł1.4b	9x	8.7x	0.4x
Thu, 26 Feb 2026	zł13.0b	zł27.3b	zł1.5b	9.4x	8.8x	0.5x
Sat, 24 Jan 2026	zł13.4b	zł27.3b	zł1.5b	9.2x	9x	0.5x
Mon, 22 Dec 2025	zł12.4b	zł27.5b	zł1.5b	8.6x	8.3x	0.5x
Wed, 19 Nov 2025	zł12.0b	zł27.6b	zł1.7b	9.2x	7x	0.4x
Fri, 17 Oct 2025	zł11.6b	zł27.5b	zł1.7b	9x	6.7x	0.4x
Sun, 14 Sep 2025	zł11.7b	zł27.2b	zł1.5b	8.3x	7.7x	0.4x
Tue, 12 Aug 2025	zł12.2b	zł27.6b	zł1.4b	8.7x	8.5x	0.4x
Thu, 10 Jul 2025	zł11.6b	zł27.3b	zł1.4b	8x	8.1x	0.4x
Sat, 07 Jun 2025	zł11.8b	zł28.0b	zł1.5b	7.8x	8x	0.4x
Mon, 05 May 2025	zł12.6b	zł27.7b	zł1.8b	6.8x	7x	0.5x
Wed, 02 Apr 2025	zł12.0b	zł28.1b	zł1.7b	7.5x	7x	0.4x
Fri, 28 Feb 2025	zł13.7b	zł28.1b	zł2.1b	7.9x	6.7x	0.5x
Sun, 26 Jan 2025	zł10.9b	zł28.2b	zł2.1b	7.4x	5.3x	0.4x
Tue, 24 Dec 2024	zł9.7b	zł28.6b	zł2.1b	7.1x	4.6x	0.3x
Thu, 21 Nov 2024	zł9.8b	zł27.3b	zł1.4b	8.5x	7.1x	0.4x
Sat, 19 Oct 2024	zł9.3b	zł25.6b	zł842.4m	9.5x	11x	0.4x
Mon, 16 Sep 2024	zł9.3b	zł25.1b	zł831.7m	11x	11.2x	0.4x
Wed, 14 Aug 2024	zł9.2b	zł25.1b	zł803.8m	8.9x	11.4x	0.4x
Fri, 12 Jul 2024	zł9.1b	zł25.2b	zł808.8m	8.1x	11.3x	0.4x
Sun, 09 Jun 2024	zł9.3b	zł26.1b	zł989.7m	8x	9.4x	0.4x
Tue, 07 May 2024	zł8.6b	zł25.3b	zł765.3m	11x	11.2x	0.3x
Thu, 04 Apr 2024	zł8.3b	zł24.4b	zł780.5m	10.4x	10.6x	0.3x
Sat, 02 Mar 2024	zł8.8b	zł25.6b	zł1.1b	9.2x	8.1x	0.3x
Mon, 29 Jan 2024	zł8.2b	zł25.9b	zł1.1b	9.2x	7.6x	0.3x
Wed, 27 Dec 2023	zł7.8b	zł25.5b	zł1.1b	7.6x	7.3x	0.3x
Fri, 24 Nov 2023	zł7.1b	zł25.7b	zł1.9b	6.9x	3.7x	0.3x
Sun, 22 Oct 2023	zł7.0b	zł25.2b	zł1.2b	6.7x	5.9x	0.3x
Tue, 19 Sep 2023	zł7.2b	zł25.4b	zł1.1b	6.6x	6.4x	0.3x
Thu, 17 Aug 2023	zł6.1b	zł23.8b	zł1.0b	7.5x	6x	0.3x
Sat, 15 Jul 2023	zł5.9b	zł23.3b	zł985.4m	7.4x	6x	0.3x

Current Industry PE

Investors are optimistic on the Polish Food industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 9.2x which is higher than its 3-year average PE of 8.0x.

The industry is trading close to its 3-year average PS ratio of 0.38x.

Past Earnings Growth

The earnings for companies in the Food industry have grown 11% per year over the last three years.
Revenues for these companies have grown 6.4% per year.
This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Polish Consumer Staples industry?


PL Market	2.46%
Consumer Staples	0.11%
Food	-0.69%
Packaged Foods and Meats	0.071%
Agricultural Products	-1.06%

Industry PE

Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 12.8x.

Analysts expect its future annual earnings growth (26.6%) to be largely in line with prior year's earnings growth.

Investors are most pessimistic about the Agricultural Products industry, which is trading close to its 3-year average of 7.2x.

Forecasted Growth

Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 27% over the next 5 years.
This is roughly in line with its past earnings growth rate.

In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 27% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
MAK Makarony Polskie	zł27.10	12.0% +zł31.6m	43.4%	PE14.7x
HEL Helio	zł58.00	10.7% +zł25.1m	123.9%	PE10.3x
ONO onesano	zł0.60	5.6% +zł2.1m	-33.4%	PS3x
PPS Pepees	zł0.78	2.1% +zł1.5m	-23.0%	PS0.3x
SEK Seko	zł11.90	1.7% +zł1.3m	41.3%	PE6.9x

New major risk - Market cap size

The company's market capitalization is less than US$10m. Market cap: zł37.3m (US$9.91m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-zł877k free cash flow). Earnings have declined by 26% per year over the past 5 years. Market cap is less than US$10m (zł37.3m market cap, or US$9.91m). Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Revenue is less than US$5m (zł13m revenue, or US$3.5m).

Polish (WIG) Food Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Upcoming dividend of zł0.75 per share

New major risk - Market cap size

New major risk - Financial position

New minor risk - Financial data availability

Investor sentiment deteriorates as stock falls 17%

Upcoming dividend of zł0.30 per share

New minor risk - Financial position

Upcoming dividend of zł0.74 per share

Now 20% undervalued

Agroton Public Limited, Annual General Meeting, Jun 03, 2026

Third quarter 2026 earnings released: EPS: US$0.30 (vs US$0.14 in 3Q 2025)

Pepees S.A., Annual General Meeting, Jun 23, 2026

New major risk - Dividend sustainability

Investor sentiment improves as stock rises 18%

HiProMine S.A., Annual General Meeting, May 21, 2026