Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to zł9.41, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 15x in the Consumer Durables industry in Poland. Total returns to shareholders of 55% over the past three years. Aankondiging • May 19
TOYA S.A., Annual General Meeting, Jun 17, 2026 TOYA S.A., Annual General Meeting, Jun 17, 2026, at 11:00 Central European Standard Time. Reported Earnings • May 11
First quarter 2026 earnings released: EPS: zł0.31 (vs zł0.33 in 1Q 2025) First quarter 2026 results: EPS: zł0.31 (down from zł0.33 in 1Q 2025). Revenue: zł245.3m (up 5.8% from 1Q 2025). Net income: zł22.6m (down 8.1% from 1Q 2025). Profit margin: 9.2% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year. Reported Earnings • Mar 30
Full year 2025 earnings released: EPS: zł1.16 (vs zł0.91 in FY 2024) Full year 2025 results: EPS: zł1.16 (up from zł0.91 in FY 2024). Revenue: zł907.7m (up 11% from FY 2024). Net income: zł87.2m (up 27% from FY 2024). Profit margin: 9.6% (up from 8.3% 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 8% per year whereas the company’s share price has increased by 13% per year. Reported Earnings • Nov 10
Third quarter 2025 earnings released: EPS: zł0.25 (vs zł0.25 in 3Q 2024) Third quarter 2025 results: EPS: zł0.25 (up from zł0.25 in 3Q 2024). Revenue: zł224.8m (up 5.9% from 3Q 2024). Net income: zł18.7m (up 1.4% from 3Q 2024). Profit margin: 8.3% (down from 8.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Nov 06
TOYA S.A. to Report Q3, 2025 Results on Nov 06, 2025 TOYA S.A. announced that they will report Q3, 2025 results on Nov 06, 2025 Reported Earnings • Aug 17
Second quarter 2025 earnings released Second quarter 2025 results: Revenue: zł231.3m (up 14% from 2Q 2024). Net income: zł24.9m (up 22% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Aankondiging • May 23
TOYA S.A., Annual General Meeting, Jun 24, 2025 TOYA S.A., Annual General Meeting, Jun 24, 2025. Valuation Update With 7 Day Price Move • May 15
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to zł8.21, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 10x in the Consumer Durables industry in Poland. Total returns to shareholders of 37% over the past three years. Reported Earnings • May 09
First quarter 2025 earnings released: EPS: zł0.33 (vs zł0.22 in 1Q 2024) First quarter 2025 results: EPS: zł0.33 (up from zł0.22 in 1Q 2024). Revenue: zł231.9m (up 19% from 1Q 2024). Net income: zł24.6m (up 51% from 1Q 2024). Profit margin: 11% (up from 8.3% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Reported Earnings • Nov 08
Third quarter 2024 earnings released: EPS: zł0.73 (vs zł0.27 in 3Q 2023) Third quarter 2024 results: EPS: zł0.73. Revenue: zł212.2m (up 14% from 3Q 2023). Net income: zł18.5m (down 7.6% from 3Q 2023). Profit margin: 8.7% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Reported Earnings • Aug 29
Second quarter 2024 earnings released Second quarter 2024 results: Revenue: zł202.2m (up 4.8% from 2Q 2023). Net income: zł20.4m (up 2.6% from 2Q 2023). Profit margin: 10% (in line with 2Q 2023). Aankondiging • May 31
TOYA S.A., Annual General Meeting, Jun 26, 2024 TOYA S.A., Annual General Meeting, Jun 26, 2024. Reported Earnings • May 13
First quarter 2024 earnings released: EPS: zł0.22 (vs zł0.18 in 1Q 2023) First quarter 2024 results: EPS: zł0.22 (up from zł0.18 in 1Q 2023). Revenue: zł195.6m (up 12% from 1Q 2023). Net income: zł16.3m (up 20% from 1Q 2023). Profit margin: 8.3% (up from 7.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year. Reported Earnings • Apr 02
Full year 2023 earnings released: EPS: zł0.91 (vs zł0.94 in FY 2022) Full year 2023 results: EPS: zł0.91 (down from zł0.94 in FY 2022). Revenue: zł732.4m (down 4.0% from FY 2022). Net income: zł68.3m (down 2.7% from FY 2022). Profit margin: 9.3% (up from 9.2% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat. Reported Earnings • Nov 14
Third quarter 2023 earnings released: EPS: zł0.26 (vs zł0.18 in 3Q 2022) Third quarter 2023 results: EPS: zł0.26 (up from zł0.18 in 3Q 2022). Revenue: zł186.7m (up 3.7% from 3Q 2022). Net income: zł20.0m (up 46% from 3Q 2022). Profit margin: 11% (up from 7.6% in 3Q 2022). 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 2% per year. Reported Earnings • Aug 28
Second quarter 2023 earnings released: EPS: zł0.27 (vs zł0.23 in 2Q 2022) Second quarter 2023 results: EPS: zł0.27 (up from zł0.23 in 2Q 2022). Revenue: zł193.0m (up 7.5% from 2Q 2022). Net income: zł19.9m (up 14% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 11
Third quarter 2022 earnings released: EPS: zł0.18 (vs zł0.25 in 3Q 2021) Third quarter 2022 results: EPS: zł0.18 (down from zł0.25 in 3Q 2021). Revenue: zł180.0m (up 6.3% from 3Q 2021). Net income: zł13.7m (down 26% from 3Q 2021). Profit margin: 7.6% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 26
Second quarter 2022 earnings released: EPS: zł0.23 (vs zł0.31 in 2Q 2021) Second quarter 2022 results: EPS: zł0.23 (down from zł0.31 in 2Q 2021). Revenue: zł179.4m (up 1.3% from 2Q 2021). Net income: zł17.4m (down 24% from 2Q 2021). Profit margin: 9.7% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 14
First quarter 2022 earnings released: EPS: zł0.28 (vs zł0.26 in 1Q 2021) First quarter 2022 results: EPS: zł0.28 (up from zł0.26 in 1Q 2021). Revenue: zł188.4m (up 14% from 1Q 2021). Net income: zł20.9m (up 8.9% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). 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 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 10
Third quarter 2021 earnings released: EPS zł0.25 (vs zł0.20 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł169.3m (up 31% from 3Q 2020). Net income: zł18.5m (up 25% from 3Q 2020). Profit margin: 11% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 28
Second quarter 2021 earnings released: EPS zł0.31 (vs zł0.24 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł177.1m (up 30% from 2Q 2020). Net income: zł23.0m (up 30% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Upcoming Dividend • Jul 19
Upcoming dividend of zł0.29 per share Eligible shareholders must have bought the stock before 26 July 2021. Payment date: 13 August 2021. Trailing yield: 3.4%. Lower than top quartile of Polish dividend payers (5.7%). Lower than average of industry peers (6.2%). Reported Earnings • Apr 14
Full year 2020 earnings released: EPS zł0.86 (vs zł0.60 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł542.1m (up 23% from FY 2019). Net income: zł64.9m (up 45% from FY 2019). Profit margin: 12% (up from 10% 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 13% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Mar 12
New 90-day high: zł7.06 The company is up 19% from its price of zł5.92 on 11 December 2020. The Polish market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 18% over the same period. Is New 90 Day High Low • Dec 29
New 90-day low: zł5.80 The company is down 25% from its price of zł7.70 on 30 September 2020. The Polish market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 9.0% over the same period. Is New 90 Day High Low • Dec 10
New 90-day low: zł5.82 The company is down 25% from its price of zł7.74 on 11 September 2020. The Polish market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 7.0% over the same period. Is New 90 Day High Low • Nov 25
New 90-day low: zł6.10 The company is down 16% from its price of zł7.28 on 26 August 2020. The Polish market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is down 2.0% over the same period. Valuation Update With 7 Day Price Move • Nov 25
Market pulls back on stock over the past week After last week's 17% share price decline to zł6.10, the stock is trading at a trailing P/E ratio of 8.3x, down from the previous P/E ratio of 10.1x. This compares to an average P/E of 10x in the Consumer Durables industry in Poland. Total return to shareholders over the past three years is a loss of 27%. Upcoming Dividend • Nov 16
Upcoming Dividend of zł0.80 Per Share Will be paid on the 14th of December to those who are registered shareholders by the 23rd of November. The company last paid an ordinary dividend in August 2018. The average dividend yield among industry peers is 7.2%. Reported Earnings • Nov 08
Third quarter 2020 earnings released: EPS zł0.20 The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: zł128.9m (up 18% from 3Q 2019). Net income: zł14.9m (up 21% from 3Q 2019). Profit margin: 12% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Aankondiging • Jun 18
Tomasz Koprowski acquired 15.81% stake in TOYA S.A. (WSE:TOA). Tomasz Koprowski acquired 15.81% stake in TOYA S.A. (WSE:TOA) on June 17, 2020.
Tomasz Koprowski completed the acquisition of 15.81% stake in TOYA S.A. (WSE:TOA) on June 17, 2020.