LPP Future Growth

Future criteria checks 4/6

LPP is forecast to grow earnings and revenue by 17.9% and 17.3% per annum respectively. EPS is expected to grow by 16.6% per annum. Return on equity is forecast to be 37.6% in 3 years.

Key information

17.9%

Earnings growth rate

16.6%

EPS growth rate

Luxury earnings growth	10.2%
Revenue growth rate	17.3%
Future return on equity	37.6%
Analyst coverage	Good
Last updated	25 Nov 2024

Recent future growth updates

Recent updates

LPP SA Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Dec 12

Is It Time To Consider Buying LPP SA (WSE:LPP)?

Nov 02

Estimating The Intrinsic Value Of LPP SA (WSE:LPP)

Oct 03

There Are Reasons To Feel Uneasy About LPP's (WSE:LPP) Returns On Capital

Sep 03

Here's Why LPP (WSE:LPP) Can Manage Its Debt Responsibly

Aug 18

Is It Time To Consider Buying LPP SA (WSE:LPP)?

Jul 19

LPP (WSE:LPP) Has A Somewhat Strained Balance Sheet

May 06

Is Now The Time To Look At Buying LPP SA (WSE:LPP)?

Feb 16

What Do The Returns On Capital At LPP (WSE:LPP) Tell Us?

Jan 19

Earnings and Revenue Growth Forecasts

WSE:LPP - Analysts future estimates and past financials data (PLN Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
1/31/2027	30,003	2,722	2,836	5,413	6
1/31/2026	25,062	2,294	2,292	4,679	8
1/31/2025	20,716	1,841	2,026	4,147	8
7/31/2024	18,502	1,779	3,153	4,392	N/A
4/30/2024	18,073	1,773	2,925	4,028	N/A
1/31/2024	17,406	1,607	3,254	4,343	N/A
10/31/2023	16,750	1,309	2,551	3,696	N/A
7/31/2023	16,767	1,129	2,069	3,270	N/A
4/30/2023	16,531	713	848	2,014	N/A
1/31/2023	15,927	871	-577	580	N/A
10/31/2022	15,141	697	-1,070	28	N/A
7/31/2022	13,908	904	-683	384	N/A
4/30/2022	12,558	972	679	1,724	N/A
1/31/2022	11,339	725	1,426	2,386	N/A
10/31/2021	10,034	669	1,388	2,382	N/A
7/30/2021	9,346	314	1,182	2,038	N/A
4/30/2021	8,485	193	919	1,730	N/A
1/31/2021	7,848	-190	250	1,075	N/A
1/31/2020	9,138	389	780	1,706	N/A
9/30/2019	8,763	423	386	1,330	N/A
6/30/2019	8,458	495	459	1,377	N/A
3/31/2019	8,294	495	441	1,283	N/A
12/31/2018	8,047	505	413	1,212	N/A
9/30/2018	7,823	492	699	1,316	N/A
6/30/2018	7,592	486	N/A	1,016	N/A
3/31/2018	7,247	453	N/A	1,038	N/A
12/31/2017	7,029	441	N/A	893	N/A
9/30/2017	6,734	298	N/A	1,018	N/A
6/30/2017	6,410	207	N/A	990	N/A
3/31/2017	6,207	123	N/A	827	N/A
12/31/2016	6,019	175	N/A	718	N/A
9/30/2016	5,741	190	N/A	444	N/A
6/30/2016	5,514	276	N/A	303	N/A
3/31/2016	5,303	323	N/A	255	N/A
12/31/2015	5,130	351	N/A	254	N/A
9/30/2015	4,960	424	N/A	280	N/A
6/30/2015	4,933	426	N/A	371	N/A
3/31/2015	4,827	457	N/A	377	N/A
12/31/2014	4,769	480	N/A	493	N/A
9/30/2014	4,631	416	N/A	519	N/A
6/30/2014	4,505	445	N/A	594	N/A
3/31/2014	4,311	397	N/A	514	N/A
12/31/2013	4,116	431	N/A	509	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: LPP's forecast earnings growth (17.9% per year) is above the savings rate (4.1%).

Earnings vs Market: LPP's earnings (17.9% per year) are forecast to grow faster than the Polish market (15.3% per year).

High Growth Earnings: LPP's earnings are forecast to grow, but not significantly.

Revenue vs Market: LPP's revenue (17.3% per year) is forecast to grow faster than the Polish market (4% per year).

High Growth Revenue: LPP's revenue (17.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: LPP's Return on Equity is forecast to be high in 3 years time (37.6%)

LPP Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Consensus EPS estimates fall by 12%

LPP SA Provides Earnings Guidance for the Second Half and Year 2023

Price target increased by 8.5% to zł15,686

Price target increased by 8.2% to zł15,318

Consensus EPS estimates fall by 23%

LPP Provides Sales Guidance for the Fiscal Year 2023/24

Recent updates

Upcoming dividend of zł325 per share

Second quarter 2025 earnings released

LPP SA Declares Dividend, Payable on October 30

LPP SA, Annual General Meeting, Jul 12, 2024

First quarter 2025 earnings released

Upcoming dividend of zł285 per share

Full year 2024 earnings released: EPS: zł866 (vs zł618 in FY 2023)

Investor sentiment deteriorates as stock falls 35%

Now 48% undervalued after recent price drop

Lpp Fashion to Pay Advance Dividend for Fiscal Year 2023/2024

LPP SA to Report Q3, 2024 Results on Dec 11, 2024

LPP SA to Report First Half, 2025 Results on Sep 25, 2024

Third quarter 2024 earnings released: EPS: zł310 (vs zł215 in 3Q 2023)

Now 20% undervalued

LPP SA Appoints Mikolaj Wezdecki as New Deputy CEO

LPP SA Appoints Mikolaj Wezdecki as New Deputy CEO

Consensus EPS estimates fall by 12%

New minor risk - Earnings quality

Second quarter 2024 earnings released

LPP SA Provides Earnings Guidance for the Second Half and Year 2023

Price target increased by 8.5% to zł15,686

Price target increased by 8.2% to zł15,318

Consensus EPS estimates fall by 23%

Upcoming dividend of zł430 per share at 3.1% yield

First quarter 2024 earnings released

LPP Provides Sales Guidance for the Fiscal Year 2023/24

Price target increased by 8.2% to zł13,466

LPP SA, Annual General Meeting, Jun 30, 2023

LPP Recommends Dividend Payouts of At Least 50% of Net Profits - Dividend Policy for 2023-26

LPP SA to Report First Half, 2023 Results on Sep 21, 2023

Full year 2023 earnings: Revenues miss analyst expectations

LPP SA to Report Q3, 2023 Results on Dec 13, 2023

LPP SA to Report Fiscal Year 2023 Results on Apr 26, 2023

Third quarter 2023 earnings: Revenues exceed analyst expectations

FES Retail acquired 50 stores in Russia from LPP SA (WSE:LPP).

Now 20% undervalued after recent price drop

Consensus EPS estimates increase by 29%

Second quarter 2023 earnings released: EPS: zł292 (vs zł125 in 2Q 2022)

Now 21% undervalued after recent price drop

Now 21% undervalued after recent price drop

Price target decreased to zł12,238

Consensus forecasts updated

First quarter 2023 earnings released

Upcoming dividend of zł350 per share

Investor sentiment improved over the past week

Consensus forecasts updated

Now 19% undervalued after recent price drop

Consensus EPS estimates fall by 57%

Full year 2022 earnings: EPS misses analyst expectations

LPP SA, Annual General Meeting, May 20, 2022

Now 24% undervalued after recent price drop

LPP Provides Revenue Guidance for the Fiscal Year 2022-2023

Price target decreased to zł13,918

Lpp Fashion Recommends Dividend , Payable on June 6, 2022 and August 30,2022

Consensus forecasts updated

Investor sentiment improved over the past week

Price target decreased to zł15,135

Investor sentiment improved over the past week

Price target decreased to zł15,593

Investor sentiment deteriorated over the past week

Now 21% undervalued

Now 23% undervalued

LPP (WSE:LPP) Knows How To Allocate Capital Effectively

Estimating The Intrinsic Value Of LPP SA (WSE:LPP)

Consensus EPS estimates increase by 46%

Need To Know: Analysts Are Much More Bullish On LPP SA (WSE:LPP)

LPP SA Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations

Price target increased to zł15,688