Price Target Changed • Jul 26
Price target increased by 12% to zł59.20 Up from zł52.92, the current price target is an average from 4 analysts. New target price is 14% above last closing price of zł52.00. Stock is up 5.1% over the past year. The company is forecast to post earnings per share of zł7.22 for next year compared to zł1.87 last year. Upcoming Dividend • Jul 09
Upcoming dividend of zł1.80 per share Eligible shareholders must have bought the stock before 16 July 2026. Payment date: 31 July 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Polish dividend payers (6.9%). Lower than average of industry peers (5.7%). Aankondiging • May 19
Archicom S.A., Annual General Meeting, Jun 16, 2026 Archicom S.A., Annual General Meeting, Jun 16, 2026, at 12:00 Central European Standard Time. Aankondiging • Apr 30
Archicom S.A. announces Annual dividend, payable on July 31, 2026 Archicom S.A. announced Annual dividend of PLN 1.8000 per share payable on July 31, 2026, ex-date on July 16, 2026 and record date on July 17, 2026. New Risk • Apr 10
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 171% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.1% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 200% Cash payout ratio: 399% Minor Risk Large one-off items impacting financial results. Reported Earnings • Mar 29
Full year 2025 earnings released Full year 2025 results: Revenue: zł961.7m (up 30% from FY 2024). Net income: zł109.7m (down 8.8% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings. Major Estimate Revision • Feb 24
Consensus EPS estimates fall by 41% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.14b to zł1.11b. EPS estimate also fell from zł3.26 per share to zł1.91 per share. Net income forecast to grow 490% next year vs 14% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł52.92 to zł55.15. Share price fell 3.0% to zł49.30 over the past week. New Risk • Nov 26
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 2.1x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 128% Cash payout ratio: 225% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.2% net profit margin). Reported Earnings • Nov 26
Third quarter 2025 earnings released Third quarter 2025 results: Revenue: zł198.5m (down 18% from 3Q 2024). Net income: zł6.01m (down 84% from 3Q 2024). Profit margin: 3.0% (down from 16% in 3Q 2024). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings. Major Estimate Revision • Oct 15
Consensus revenue estimates increase by 11% The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.01b to zł1.12b. EPS estimate unchanged from zł3.26 at last update. Consumer Durables industry in Poland expected to see average net income growth of 50% next year. Consensus price target of zł52.83 unchanged from last update. Share price fell 3.7% to zł44.70 over the past week. Reported Earnings • Sep 16
Second quarter 2025 earnings released: EPS: zł0.89 (vs zł0.38 loss in 2Q 2024) Second quarter 2025 results: EPS: zł0.89 (up from zł0.38 loss in 2Q 2024). Revenue: zł303.4m (up 487% from 2Q 2024). Net income: zł51.8m (up zł74.1m from 2Q 2024). Profit margin: 17% (up from net loss in 2Q 2024). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 05
Upcoming dividend of zł1.96 per share Eligible shareholders must have bought the stock before 12 September 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 4.4%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (5.9%). Aankondiging • Aug 21
Archicom S.A. to Report First Half, 2025 Results on Sep 16, 2025 Archicom S.A. announced that they will report first half, 2025 results on Sep 16, 2025 Price Target Changed • Aug 19
Price target increased by 21% to zł50.30 Up from zł41.56, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł49.00. Stock is up 76% over the past year. The company is forecast to post earnings per share of zł2.61 for next year compared to zł2.06 last year. New Risk • Aug 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 6.8% 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 Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin). Buy Or Sell Opportunity • Aug 01
Now 22% undervalued Over the last 90 days, the stock has risen 13% to zł47.00. The fair value is estimated to be zł60.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 35% per annum. Earnings are also forecast to grow by 46% per annum over the same time period. Major Estimate Revision • Jul 08
Consensus EPS estimates fall by 24% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from zł1.05b to zł1.01b. EPS estimate also fell from zł3.44 per share to zł2.61 per share. Net income forecast to grow 787% next year vs 55% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł41.56 to zł44.23. Share price rose 4.4% to zł45.20 over the past week. New Risk • Jun 02
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.3% Last year net profit margin: 23% 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 Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.3% net profit margin). Major Estimate Revision • Apr 30
Consensus revenue estimates increase by 12% The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from zł1.05b to zł1.18b. EPS estimate unchanged at zł3.44. Net income forecast to grow 50% next year vs 50% growth forecast for Consumer Durables industry in Poland. Consensus price target up from zł39.34 to zł41.57. Share price was steady at zł42.10 over the past week. Price Target Changed • Apr 29
Price target increased by 8.6% to zł41.57 Up from zł38.27, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of zł42.30. Stock is up 24% over the past year. The company is forecast to post earnings per share of zł3.44 for next year compared to zł2.06 last year. Reported Earnings • Mar 26
Full year 2024 earnings released: EPS: zł2.06 (vs zł6.71 in FY 2023) Full year 2024 results: EPS: zł2.06 (down from zł6.71 in FY 2023). Revenue: zł742.0m (down 33% from FY 2023). Net income: zł120.3m (down 52% from FY 2023). Profit margin: 16% (down from 23% in FY 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Dec 11
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to zł41.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total returns to shareholders of 175% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł21.23 per share. Reported Earnings • Nov 26
Third quarter 2024 earnings released Third quarter 2024 results: Revenue: zł242.3m (up 150% from 3Q 2023). Net income: zł38.0m (up 187% from 3Q 2023). Profit margin: 16% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Poland. Upcoming Dividend • Oct 23
Upcoming dividend of zł1.41 per share Eligible shareholders must have bought the stock before 30 October 2024. Payment date: 07 November 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (7.3%). Major Estimate Revision • Oct 10
Consensus EPS estimates increase by 48% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from zł715.0m to zł781.6m. EPS estimate increased from zł1.54 to zł2.28 per share. Net income forecast to shrink 35% next year vs 15% growth forecast for Consumer Durables industry in Poland . Consensus price target broadly unchanged at zł38.27. Share price fell 3.2% to zł29.80 over the past week. Reported Earnings • Sep 17
Second quarter 2024 earnings released: zł0.38 loss per share (vs zł1.39 profit in 2Q 2023) Second quarter 2024 results: zł0.38 loss per share (down from zł1.39 profit in 2Q 2023). Revenue: zł51.7m (down 62% from 2Q 2023). Net loss: zł22.4m (down 163% from profit in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth. Major Estimate Revision • Aug 11
Consensus revenue estimates increase by 19% The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from zł600.0m to zł715.0m. EPS estimate unchanged at zł1.54. Net income forecast to shrink 60% next year vs 14% growth forecast for Consumer Durables industry in Poland . Consensus price target up from zł35.60 to zł37.60. Share price rose 2.3% to zł31.10 over the past week. Reported Earnings • Jul 14
First quarter 2024 earnings released: EPS: zł1.24 (vs zł0.62 in 1Q 2023) First quarter 2024 results: EPS: zł1.24 (up from zł0.62 in 1Q 2023). Revenue: zł273.6m (up 229% from 1Q 2023). Net income: zł72.7m (up 354% from 1Q 2023). Profit margin: 27% (up from 19% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Jul 03
Upcoming dividend of zł0.64 per share Eligible shareholders must have bought the stock before 10 July 2024. Payment date: 25 July 2024. Payout ratio is a comfortable 18% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (7.0%). Aankondiging • Jun 06
Archicom Introduces 102 Flats for Pre-Sale in Wroclaw Archicom has launched pre-sales of 102 flats in Wroclaw. Archicom, at Gwarna 5 in Wroclaw flats ranging in size from 25 to 67 square metres will be available for purchase. Aankondiging • May 23
Archicom S.A., Annual General Meeting, Jun 18, 2024 Archicom S.A., Annual General Meeting, Jun 18, 2024. Declared Dividend • May 13
Final dividend of zł0.64 announced Shareholders will receive a dividend of zł0.64. Ex-date: 10th July 2024 Payment date: 25th July 2024 Dividend yield will be 3.3%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • May 11
Archicom S.A. Proposes Dividend, Payable on July 25, 2024 Archicom S.A. wants to pay a total of PLN 1.1 (EUR 0.26) dividend per share, the company announced in a market filing. management board is proposing that Archicom's annual general meeting set July 11 as the dividend date and July 25, 2024 as the dividend payment date. In total, Archicom wants to allocate PLN 64.3 million (EUR 14.96 million) to the dividend for 2023. This amount consists of PLN 52.64 million (EUR 12.2 million) of net profit from 2023 and funds accumulated in the reserve capital. The final decision on the distribution of profit for the 2023 financial year will be taken by the company's annual general meeting. Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to zł33.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Consumer Durables industry in Europe. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł22.56 per share. Aankondiging • Jan 26
Archicom Introduces to Offer 159 Flats in Lodz Archicom announced that it is launching the sale of 159 flats as part of the next stage of the Zenit investment in Lodz. Valuation Update With 7 Day Price Move • Nov 29
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to zł27.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Consumer Durables industry in Poland. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł46.09 per share. Reported Earnings • Nov 26
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: zł97.0m (down 39% from 3Q 2022). Net income: zł13.2m (down 69% from 3Q 2022). Profit margin: 14% (down from 27% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Reported Earnings • Sep 15
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: zł136.3m (up 84% from 2Q 2022). Net income: zł35.6m (up 308% from 2Q 2022). Profit margin: 26% (up from 12% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Durables industry in Poland. New Risk • Jul 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.6% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Cash payout ratio: 187% Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change). Valuation Update With 7 Day Price Move • Jul 25
Investor sentiment improves as stock rises 29% After last week's 29% share price gain to zł28.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Consumer Durables industry in Poland. Total returns to shareholders of 132% over the past three years. Upcoming Dividend • Jul 06
Upcoming dividend of zł2.12 per share at 13% yield Eligible shareholders must have bought the stock before 13 July 2023. Payment date: 28 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 13%. Within top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (9.2%). Major Estimate Revision • Jul 05
Consensus revenue estimates increase by 78% The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from zł487.3m to zł867.3m. EPS estimate increased from zł2.40 to zł5.16 per share. Net income forecast to grow 110% next year vs 12% decline forecast for Consumer Durables industry in Poland. Consensus price target up from zł17.20 to zł32.44. Share price rose 2.1% to zł24.00 over the past week. Aankondiging • May 26
Archicom S.A., Annual General Meeting, Jun 23, 2023 Archicom S.A., Annual General Meeting, Jun 23, 2023, at 10:00 Central European Standard Time. Reported Earnings • May 24
First quarter 2023 earnings released First quarter 2023 results: Revenue: zł83.2m (down 45% from 1Q 2022). Net income: zł16.0m (down 61% from 1Q 2022). Profit margin: 19% (down from 27% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Durables industry in Poland. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Mar 28
Full year 2022 earnings released Full year 2022 results: Revenue: zł499.7m (down 16% from FY 2021). Net income: zł95.2m (down 15% from FY 2021). Profit margin: 19% (in line with FY 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Poland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year. Upcoming Dividend • Nov 30
Upcoming dividend of zł1.09 per share Eligible shareholders must have bought the stock before 07 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 6.4%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (11%). Price Target Changed • Nov 16
Price target decreased to zł17.20 Down from zł25.65, the current price target is provided by 1 analyst. New target price is 9.7% below last closing price of zł19.05. Stock is down 11% over the past year. The company is forecast to post earnings per share of zł3.81 for next year compared to zł4.36 last year. Reported Earnings • Sep 17
Second quarter 2022 earnings released Second quarter 2022 results: Revenue: zł73.9m (down 2.8% from 2Q 2021). Net income: zł8.72m (up 213% from 2Q 2021). Profit margin: 12% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses. Upcoming Dividend • Jul 06
Upcoming dividend of zł0.14 per share Eligible shareholders must have bought the stock before 13 July 2022. Payment date: 29 July 2022. Trailing yield: 7.8%. Lower than top quartile of Polish dividend payers (8.4%). Lower than average of industry peers (9.3%). Price Target Changed • Apr 27
Price target decreased to zł18.10 Down from zł25.65, the current price target is provided by 1 analyst. New target price is 6.5% below last closing price of zł19.35. Stock is down 15% over the past year. The company is forecast to post earnings per share of zł3.92 for next year compared to zł5.18 last year. Major Estimate Revision • Mar 08
Consensus revenue estimates increase by 32% The consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from zł445.1m to zł589.0m. EPS estimate increased from zł1.94 to zł3.92 per share. Net income forecast to shrink 10% next year vs 16% decline forecast for Consumer Durables industry in Poland. Consensus price target down from zł25.65 to zł18.10. Share price fell 4.3% to zł18.00 over the past week. Price Target Changed • Mar 07
Price target decreased to zł18.10 Down from zł25.70, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł18.75. Stock is down 20% over the past year. The company is forecast to post earnings per share of zł1.94 for next year compared to zł5.18 last year. Reported Earnings • Nov 25
Third quarter 2021 earnings: Revenues miss analyst expectations Third quarter 2021 results: Revenue: zł117.7m (down 5.3% from 3Q 2020). Net income: zł24.8m (up 13% from 3Q 2020). Profit margin: 21% (up from 18% in 3Q 2020). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 22% compared to a 6.9% decline forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Nov 11
Upcoming dividend of zł1.24 per share Eligible shareholders must have bought the stock before 18 November 2021. Payment date: 26 November 2021. Trailing yield: 17%. Within top quartile of Polish dividend payers (6.5%). Higher than average of industry peers (7.2%). Reported Earnings • Sep 18
Second quarter 2021 earnings released The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł76.1m (down 10% from 2Q 2020). Net income: zł2.79m (down 93% from 2Q 2020). Profit margin: 3.7% (down from 48% in 2Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jul 02
Upcoming dividend of zł1.18 per share Eligible shareholders must have bought the stock before 09 July 2021. Payment date: 27 July 2021. Trailing yield: 10%. Within top quartile of Polish dividend payers (5.7%). Higher than average of industry peers (6.0%). Major Estimate Revision • Jun 10
Consensus revenue estimates fall to zł445.1m The consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from zł593.4m to zł445.1m. EPS estimate fell from zł2.80 to zł1.94 per share. Net income forecast to shrink 55% next year vs 3.1% growth forecast for Consumer Durables industry in Poland . Consensus price target up from zł19.40 to zł25.65. Share price was steady at zł23.80 over the past week. Reported Earnings • Apr 11
Full year 2020 earnings released The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: zł669.9m (up 32% from FY 2019). Net income: zł132.8m (up 39% from FY 2019). Profit margin: 20% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Aankondiging • Feb 20
Echo Investment S.A. (WSE:ECH) signed a preliminary agreement to acquire 66% stake in Archicom S.A. (WSE:ARH). Echo Investment S.A. (WSE:ECH) signed a preliminary agreement to acquire 66% stake in Archicom S.A. (WSE:ARH) on February 18, 2021. The condition for its closing is obtaining the consent of the antimonopoly office. JLL, EY, Dentons and cmT advised Echo Investment in this transaction Is New 90 Day High Low • Dec 28
New 90-day high: zł23.10 The company is up 27% from its price of zł18.15 on 29 September 2020. The Polish market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł16.89 per share. Analyst Estimate Surprise Post Earnings • Nov 20
Revenue and earnings beat expectations Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.0%. Over the next year, revenue is forecast to grow 21%, compared to a 7.9% growth forecast for the Consumer Durables industry in Poland. Upcoming Dividend • Nov 12
Upcoming Dividend of zł2.53 Per Share Will be paid on the 27th of November to those who are registered shareholders by the 19th of November. The company last paid an ordinary dividend in November 2019. The average dividend yield among industry peers is 7.1%. Is New 90 Day High Low • Nov 10
New 90-day high: zł20.10 The company is up 3.0% from its price of zł19.60 on 11 August 2020. The Polish market is down 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł13.93 per share. Reported Earnings • Sep 19
First half earnings released Over the last 12 months the company has reported total profits of zł106.4m, up 4.3% from the prior year. Total revenue was zł485.0m over the last 12 months, down 23% from the prior year.