Board Change • May 20
High number of new directors CEO & Executive Director Marcin Kusmierz was the last director to join the board, commencing their role in 2025. Valuation Update With 7 Day Price Move • Apr 20
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to zł30.68, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total returns to shareholders of 1.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł58.92 per share. Board Change • Apr 09
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 • Feb 09
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 • Jan 05
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 • 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 15% 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 11% per year, which means it is significantly lagging earnings growth. Board Change • Nov 19
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. 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. Reported Earnings • Sep 19
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. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth. Board Change • Sep 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 • Aug 14
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 08
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: zł2.62b (up 7.2% 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. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • May 23
Allegro.eu S.A., Annual General Meeting, Jun 26, 2025 Allegro.eu S.A., Annual General Meeting, Jun 26, 2025. Board Change • May 22
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Apr 16
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 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 remained flat, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Mar 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to zł32.59, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Negligible returns to shareholders over past three years. Board Change • Mar 03
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Jan 03
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 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. 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. 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 15% per year, which means it has not declined as severely as earnings. Board Change • Jul 26
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Non-Executive Chairman Gary McGann was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 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. Board Change • Apr 17
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Apr 02
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Feb 15
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 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 Board Change • Jan 05
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Dec 20
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Nov 30
Investor sentiment improves as stock rises 116% After last week's 116% share price gain to zł64.74, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 15% over the past three years. 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. Board Change • Nov 29
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. New Risk • Nov 21
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 • Sep 29
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Jul 31
Less than half of directors are independent There are 9 new directors who have joined the board in the last 3 years. Of these new board members, 5 were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. 5 independent directors (6 non-independent directors). Non-Executive Chairman Darren Huston is the most experienced director on the board, commencing their role in 2017. Independent Non-Executive Director Catherine Faiers was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. 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 • Apr 01
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 Third quarter 2022 results: 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 11% growth forecast for the Online Retail industry in the United Kingdom. Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment improved over the past week After last week's 226% share price gain to zł64.74, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł115 per share. Reported Earnings • Sep 30
Second quarter 2022 earnings released: zł0.06 loss per share (vs zł0.29 profit in 2Q 2021) Second quarter 2022 results: zł0.06 loss per share (down from zł0.29 profit in 2Q 2021). Revenue: zł2.21b (up 69% from 2Q 2021). Net loss: zł63.5m (down 122% from profit in 2Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in the United Kingdom. Valuation Update With 7 Day Price Move • Aug 13
Investor sentiment improved over the past week After last week's 16% share price gain to zł28.28, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 25x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 55% over the past year. Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment improved over the past week After last week's 177% share price gain to zł64.74, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 12% over the past year. Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment improved over the past week After last week's 168% share price gain to zł64.74, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 8.7% over the past year. Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment deteriorated over the past week After last week's 16% share price decline to zł29.23, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Online Retail industry in Europe. Reported Earnings • Feb 27
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: zł1.06 (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 26% growth forecast for the retail industry in the United Kingdom. Valuation Update With 7 Day Price Move • Dec 03
Investor sentiment deteriorated over the past week After last week's 22% share price decline to zł37.02, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł67.90 per share. Reported Earnings • Aug 09
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. 
