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
Tue, 21 Jul 2026	zł12.2b	zł28.2b	zł1.4b	9.4x	9x	0.4x
Thu, 18 Jun 2026	zł12.5b	zł27.7b	zł1.3b	8.9x	9.5x	0.5x
Sat, 16 May 2026	zł13.0b	zł27.3b	zł1.2b	9.8x	10.5x	0.5x
Mon, 13 Apr 2026	zł12.7b	zł27.4b	zł1.4b	8.7x	9.1x	0.5x
Wed, 11 Mar 2026	zł12.6b	zł27.6b	zł1.4b	9.2x	9x	0.5x
Fri, 06 Feb 2026	zł13.3b	zł27.3b	zł1.5b	9.3x	9x	0.5x
Sun, 04 Jan 2026	zł12.5b	zł27.5b	zł1.5b	9.2x	8.3x	0.5x
Tue, 02 Dec 2025	zł12.9b	zł27.7b	zł1.5b	10x	8.5x	0.5x
Thu, 30 Oct 2025	zł12.0b	zł27.6b	zł1.7b	9.4x	6.9x	0.4x
Sat, 27 Sep 2025	zł11.8b	zł27.4b	zł1.5b	8.3x	7.7x	0.4x
Mon, 25 Aug 2025	zł12.6b	zł27.4b	zł1.4b	8.6x	8.9x	0.5x
Wed, 23 Jul 2025	zł11.8b	zł27.3b	zł1.4b	8.5x	8.4x	0.4x
Fri, 20 Jun 2025	zł11.4b	zł27.8b	zł1.5b	7.8x	7.8x	0.4x
Sun, 18 May 2025	zł12.9b	zł27.8b	zł1.8b	7.1x	7.3x	0.5x
Tue, 15 Apr 2025	zł11.6b	zł27.6b	zł1.7b	7.4x	6.9x	0.4x
Thu, 13 Mar 2025	zł13.0b	zł27.9b	zł1.7b	8.5x	7.7x	0.5x
Sat, 08 Feb 2025	zł11.7b	zł28.5b	zł2.1b	7.3x	5.6x	0.4x
Mon, 06 Jan 2025	zł9.9b	zł28.8b	zł2.1b	7.9x	4.7x	0.3x
Wed, 04 Dec 2024	zł9.8b	zł27.5b	zł1.5b	7x	6.6x	0.4x
Fri, 01 Nov 2024	zł9.0b	zł26.7b	zł1.3b	7.9x	7.2x	0.3x
Sun, 29 Sep 2024	zł9.2b	zł25.0b	zł818.5m	8.8x	11.2x	0.4x
Tue, 27 Aug 2024	zł9.3b	zł24.8b	zł798.2m	8.9x	11.7x	0.4x
Thu, 25 Jul 2024	zł9.2b	zł25.4b	zł810.9m	8.5x	11.4x	0.4x
Sat, 22 Jun 2024	zł9.9b	zł26.3b	zł995.6m	7.5x	9.9x	0.4x
Mon, 20 May 2024	zł9.0b	zł25.2b	zł803.9m	9.9x	11.2x	0.4x
Wed, 17 Apr 2024	zł8.6b	zł25.5b	zł815.4m	10.2x	10.5x	0.3x
Fri, 15 Mar 2024	zł8.6b	zł24.7b	zł785.5m	9.2x	10.9x	0.3x
Sun, 11 Feb 2024	zł8.2b	zł25.8b	zł1.1b	8.4x	7.6x	0.3x
Tue, 09 Jan 2024	zł7.6b	zł25.5b	zł1.1b	7.6x	7.2x	0.3x
Thu, 07 Dec 2023	zł7.2b	zł25.8b	zł1.8b	9.6x	3.9x	0.3x
Sat, 04 Nov 2023	zł7.0b	zł26.3b	zł2.1b	7x	3.3x	0.3x
Mon, 02 Oct 2023	zł7.0b	zł25.5b	zł1.1b	6.9x	6.1x	0.3x
Wed, 30 Aug 2023	zł5.9b	zł24.1b	zł742.0m	6.3x	8x	0.2x
Fri, 28 Jul 2023	zł5.8b	zł23.3b	zł988.0m	7.1x	5.8x	0.2x

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 9.1x which is higher than its 3-year average PE of 8.1x.

The industry is trading close to its 3-year average PS ratio of 0.39x.

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 6.6% 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	-0.51%
Consumer Staples	10.06%
Food	-0.74%
Packaged Foods and Meats	0.21%
Agricultural Products	-1.22%

Industry PE

Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 12.9x.

Analysts are expecting annual earnings growth of 26.6%, which is higher than its past year's earnings growth of 16.5% per year.

Investors are most pessimistic about the Agricultural Products industry, which is trading close to its 3-year average of 7.3x.

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 better than its past earnings growth rate of 17% per year.

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
GOB Gobarto	zł22.10	4.2% +zł25.0m	-13.3%	PE130.8x
TAR Tarczynski	zł123.50	1.6% +zł22.7m	1.6%	PE9.5x
KER Kernel Holding	zł19.24	0.3% +zł17.6m	6.1%	PE6.5x
AST Astarta Holding	zł44.35	0.2% +zł2.4m	-12.9%	PS0.5x
SEK Seko	zł11.95	2.1% +zł1.7m	41.6%	PE7x

New major risk - Revenue and earnings growth

Earnings have declined by 17% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. 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 (-zł4.7m free cash flow). Share price has been highly volatile over the past 3 months (23% average weekly change). Earnings have declined by 17% per year over the past 5 years. Shareholders have been substantially diluted in the past year (400% increase in shares outstanding). Revenue is less than US$1m (zł279k revenue, or US$74k). Market cap is less than US$10m (zł29.0m market cap, or US$7.67m).

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 minor risk - Share price stability

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 major risk - Revenue and earnings growth

New minor risk - Financial position

Upcoming dividend of zł0.74 per share

Now 20% undervalued

New minor risk - Financial data availability

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)

New major risk - Dividend sustainability

Upcoming dividend of zł35.00 per share

Investor sentiment improves as stock rises 18%