Reported Earnings • Mar 15
Full year 2025 earnings released: EPS: zł1.63 (vs zł1.13 in FY 2024) Full year 2025 results: EPS: zł1.63 (up from zł1.13 in FY 2024). Revenue: zł11.5b (up 11% from FY 2024). Net income: zł1.69b (up 43% from FY 2024). Profit margin: 15% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 26
Third quarter 2025 earnings released Third quarter 2025 results: EPS: zł0.38. Revenue: zł2.94b (up 13% from 3Q 2024). Net income: zł396.2m (up 105% from 3Q 2024). Profit margin: 14% (up from 7.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Nov 19
Allegro.eu S.A. (WSE:ALE) announces an Equity Buyback for 4,664,941 shares, for PLN 209.92 million. Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 4,664,941 shares, for PLN 209.92 million. The company will repurchase shares at a price higher than the higher of the price of the last independent trade and the highest current independent purchase bid on the regulated market of the WSE. The maximum repurchase price is PLN 45 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2026. New Risk • Oct 22
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 German stocks, typically moving 7.7% 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. This is currently the only risk that has been identified for the company. Board Change • Oct 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Oct 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Sep 20
Second quarter 2025 earnings released: EPS: zł0.36 (vs zł0.33 in 2Q 2024) Second quarter 2025 results: EPS: zł0.36 (up from zł0.33 in 2Q 2024). Revenue: zł2.92b (up 9.4% from 2Q 2024). Net income: zł385.7m (up 11% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Multiline Retail industry in Europe. Board Change • Sep 18
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jul 03
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 25
First quarter 2025 earnings released First quarter 2025 results: EPS: zł0.28. Revenue: zł2.59b (up 6.1% from 1Q 2024). Net income: zł296.5m (up 23% from 1Q 2024). Profit margin: 11% (up from 9.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Announcement • May 23
Allegro.eu S.A., Annual General Meeting, Jun 26, 2025 Allegro.eu S.A., Annual General Meeting, Jun 26, 2025. Announcement • Apr 02
Allegro.eu S.A. Announces CEO Changes Allegro has named Marcin Kusmierz as its new CEO from June 2025, with Kusmierz replacing Roy Perticucci, Allegro's CEO since September 2022, who will become the group's special advisor. The new CEO boasts 25 years of professional experience in the technology, e-commerce, fintech, and AI industries and most recently, he was CEO at Shoper, a provider of software for e-commerce solutions. Reported Earnings • Mar 18
Full year 2024 earnings released: EPS: zł0.98 (vs zł0.27 in FY 2023) Full year 2024 results: EPS: zł0.98 (up from zł0.27 in FY 2023). Revenue: zł10.8b (up 6.2% from FY 2023). Net income: zł1.03b (up 264% from FY 2023). Profit margin: 9.6% (up from 2.8% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 17
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €7.44, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total returns to shareholders of 14% over the past three years. Announcement • Nov 27
Allegro.eu S.A. (WSE:ALE) announces an Equity Buyback for 3,473,726 shares, for PLN 156.32 million. Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 3,473,726 shares, for PLN 156.32 million. The company will repurchase shares at a price higher than the higher of the price of the last independent trade and the highest current independent purchase bid on the regulated market of the WSE. The maximum repurchase price is PLN 45 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2025. Valuation Update With 7 Day Price Move • Nov 21
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €6.26, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.21 per share. Reported Earnings • Nov 15
Third quarter 2024 earnings released Third quarter 2024 results: EPS: zł0.18. Revenue: zł2.62b (up 7.8% from 3Q 2023). Net income: zł193.1m (down 20% from 3Q 2023). Profit margin: 7.4% (down from 9.9% in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. New Risk • Nov 15
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 German stocks, typically moving 7.0% 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: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Reported Earnings • Sep 20
Second quarter 2024 earnings released: EPS: zł0.33 (vs zł0.11 in 2Q 2023) Second quarter 2024 results: EPS: zł0.33 (up from zł0.11 in 2Q 2023). Revenue: zł2.67b (up 11% from 2Q 2023). Net income: zł347.1m (up 192% from 2Q 2023). Profit margin: 13% (up from 5.0% in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Announcement • May 25
Allegro.eu SA Provides Earnings Guidance for the Second Quarter of 2024 Allegro.eu SA provided earnings guidance for the second quarter of 2024. The revenue is expected to grow by 11-14% in the second quarter. Reported Earnings • Mar 14
Full year 2023 earnings released: EPS: zł0.27 (vs zł1.82 loss in FY 2022) Full year 2023 results: EPS: zł0.27 (up from zł1.82 loss in FY 2022). Revenue: zł10.3b (up 14% from FY 2022). Net income: zł284.1m (up zł2.20b from FY 2022). Profit margin: 2.8% (up from net loss in FY 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings. Announcement • Jan 12
Allegro.eu SA to Report First Half, 2024 Results on Sep 19, 2024 Allegro.eu SA announced that they will report first half, 2024 results on Sep 19, 2024 Announcement • Jan 10
Allegro.eu SA to Report Fiscal Year 2023 Results on Mar 14, 2024 Allegro.eu SA announced that they will report fiscal year 2023 results on Mar 14, 2024 Announcement • Nov 30
Allegro.eu SA (WSE:ALE) announces an Equity Buyback for 2,172,523 shares, for PLN 86.9 million. Allegro.eu SA (WSE:ALE) announces a share repurchase program. Under the program, the company will repurchase up to 2,172,523 shares for PLN 86.9 million. The maximum repurchase price is PLN 40 per share. The repurchased shares will be used to satisfy awards under employee incentive plan. The repurchase program is valid until May 31, 2024. New Risk • Nov 22
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks High level of debt (50% net debt to equity). Large one-off items impacting financial results. Announcement • Oct 06
Darren Huston Steps Down as Non-Executive Chairman of Directors Board At Allegro.eu SA The chairman of the board of directors of Allegro.eu SA, Darren Huston, decided to step down from his position in the coming months. He will also continue to fulfill the responsibilities of his position until a successor is found and a smooth transition has been executed. Reported Earnings • Sep 29
Second quarter 2023 earnings released: EPS: zł0.11 (vs zł0.06 loss in 2Q 2022) Second quarter 2023 results: EPS: zł0.11 (up from zł0.06 loss in 2Q 2022). Revenue: zł2.40b (up 8.5% from 2Q 2022). Net income: zł119.0m (up zł182.5m from 2Q 2022). Profit margin: 5.0% (up from net loss in 2Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Multiline Retail industry in Europe. Board Change • Jul 14
High number of new and inexperienced directors There are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Pedro Arnt is the most experienced director on the board, commencing their role in 2022. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model. Board Change • Jun 02
High number of new and inexperienced directors There are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Pedro Arnt is the most experienced director on the board, commencing their role in 2022. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 31
Full year 2022 earnings released: zł1.82 loss per share (vs zł1.07 profit in FY 2021) Full year 2022 results: zł1.82 loss per share (down from zł1.07 profit in FY 2021). Revenue: zł9.00b (up 68% from FY 2021). Net loss: zł1.92b (down 276% from profit in FY 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Multiline Retail industry in Europe. Reported Earnings • Dec 01
Third quarter 2022 earnings released: zł2.08 loss per share (vs zł0.32 profit in 3Q 2021) Third quarter 2022 results: zł2.08 loss per share (down from zł0.32 profit in 3Q 2021). Revenue: zł2.32b (up 88% from 3Q 2021). Net loss: zł2.20b (down zł2.52b from profit in 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Online Retail industry in Germany. Announcement • Dec 01
Allegro.eu SA Provides Earnings Guidance for the Year 2022 Allegro.eu SA provided earnings guidance for the year 2022. For the year, the company expects 67-71% revenue growth, among others. Valuation Update With 7 Day Price Move • Nov 01
Investor sentiment improved over the past week After last week's 16% share price gain to €4.86, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 50% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.88 per share. Announcement • Sep 28
Allegro.eu SA, Annual General Meeting, Oct 27, 2022 Allegro.eu SA, Annual General Meeting, Oct 27, 2022, at 11:00 Central European Standard Time. Announcement • Sep 22
Allegro Appoints Roy Perticucci as CEO Allegro appointed as its CEO an Amazon veteran Roy Perticucci as of September 21, the company said in a market filing. The company had previously expected to appoint Perticucci as of September 1. Announcement • Aug 05
Allegro.eu SA Provides Earnings Guidance for the Year 2022 Allegro.eu SA provided earnings guidance for the year 2022. The company expects its revenues to grow by 25%-30% year on year, EBITDA by 10%-15% year on year. Announcement • Jul 05
Allegro Announces Executive Changes, Effective September 1, 2022 Allegro announced to replace CEO Francois Nuyts with Amazon veteran Roy Perticucci as of September 1, 2022 following resignation from the former. Valuation Update With 7 Day Price Move • Jun 09
Investor sentiment deteriorated over the past week After last week's 43% share price decline to €4.47, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Online Retail industry in Europe. Total loss to shareholders of 66% over the past year. Announcement • May 28
Allegro.eu SA Provides Revenue Guidance for the Year 2022 Allegro.eu SA provided revenue guidance for the year 2022. For the year, the company expected revenue between 25% and 30% growth. Announcement • May 14
Allegro.eu SA, Annual General Meeting, Jun 22, 2022 Allegro.eu SA, Annual General Meeting, Jun 22, 2022, at 13:00 Central European Standard Time. Location: office of the Company at 1, rue Hildegard von Bingen, L-1282 Luxembourg, Grand Duchy of Luxembourg Luxemborug Luxembourg Agenda: To consider approval of the annual accounts; To consider approval of the consolidated financial statements; to consider allocation of the results of the company for the financial year ended on 31 December 2021; to consider acknowledgement and approval of the remuneration report prepared by the remuneration and nomination committee of the company; to consider discharge to Francois NUYTS, for the exercise of his mandate as director of the company until 31 December 2021; to consider discharge to Jonathan EASTICK, for the exercise of his mandate as director of the company until 31 December 2021; to consider discharge to David BARKER, for the exercise of his mandate as director of the company until 31 December 2021; to consider discharge to Carla SMITS-NUSTELING, for the exercise of her mandate as director of the company until 31 December 2021; and to discuss other matters. Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment deteriorated over the past week After last week's 23% share price decline to €6.50, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Online Retail industry in Europe. Total loss to shareholders of 53% over the past year. Reported Earnings • Feb 28
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: zł1.07 (up from zł0.43 loss in FY 2020). Revenue: zł5.35b (up 34% from FY 2020). Net income: zł1.09b (up zł1.42b from FY 2020). Profit margin: 20% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 44% growth forecast for the retail industry in Germany. Announcement • Feb 25
Allegro Announces Resignation of Francois Nuyts as CEO Allegro will take resignation from CEO Francois Nuyts, who is stepping down for personal reasons. Reported Earnings • Nov 10
Third quarter 2021 earnings released: EPS zł0.32 (vs zł0.53 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł1.23b (up 33% from 3Q 2020). Net income: zł324.4m (up zł703.1m from 3Q 2020). Profit margin: 26% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS zł0.29 (vs zł0.08 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł1.31b (up 28% from 2Q 2020). Net income: zł295.9m (up 59% from 2Q 2020). Profit margin: 23% (up from 18% in 2Q 2020). The increase in margin was driven by higher revenue. Reported Earnings • May 14
First quarter 2021 earnings released: EPS zł0.26 (vs zł0.20 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł1.21b (up 61% from 1Q 2020). Net income: zł269.6m (up 158% from 1Q 2020). Profit margin: 22% (up from 14% in 1Q 2020). The increase in margin was driven by higher revenue. Announcement • May 14
Allegro.eu SA Revises Earnings Guidance for the Year 2021 Allegro.eu SA revised earnings guidance for the year 2021. For the year, the company expects revenue to be low 30% year over year growth against previous guidance of high 20% year over year growth. Is New 90 Day High Low • Mar 09
New 90-day low: €13.77 The company is down 21% from its price of €17.37 on 08 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.19 per share. Reported Earnings • Mar 06
Full year 2020 earnings released: zł0.43 loss per share (vs zł0.85 loss in FY 2019) The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: zł4.00b (up 54% from FY 2019). Net loss: zł335.3m (loss narrowed 44% from FY 2019). Analyst Estimate Surprise Post Earnings • Mar 06
Revenue beats expectations Revenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 22%, compared to a 54% growth forecast for the Online Retail industry in Germany. Announcement • Feb 03
Allegro Plans to Launch Logistics Service for Business Clients in 2021 Allegro is planning to launch a logistics service for business clients in 2021 and hire 1,200 people by end-2022 to operate a yet-to-be-built logistics center. Is New 90 Day High Low • Jan 20
New 90-day low: €16.22 The company is down 12% from its price of €18.33 on 19 October 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.43 per share. 
