Dino Polska S.A. Just Missed EPS By 6.8%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that Dino Polska S.A. (WSE:DNP) released its quarterly result to the market. The early response was not positive, with shares down 4.9% to zł46.00 in the past week. Revenues of zł8.6b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at zł0.41, missing estimates by 6.8%. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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Following the latest results, Dino Polska's eleven analysts are now forecasting revenues of zł34.2b in 2025. This would be a meaningful 9.1% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to expand 13% to zł1.80. Yet prior to the latest earnings, the analysts had been anticipated revenues of zł34.4b and earnings per share (EPS) of zł1.88 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.

See our latest analysis for Dino Polska

The consensus price target held steady at zł52.73, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Dino Polska, with the most bullish analyst valuing it at zł64.30 and the most bearish at zł46.00 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that Dino Polska's revenue growth is expected to slow, with the forecast 19% annualised growth rate until the end of 2025 being well below the historical 25% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 4.4% per year. Even after the forecast slowdown in growth, it seems obvious that Dino Polska is also expected to grow faster than the wider industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Dino Polska. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at zł52.73, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Dino Polska going out to 2027, and you can see them free on our platform here..

You can also view our analysis of Dino Polska's balance sheet, and whether we think Dino Polska is carrying too much debt, for free on our platform here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.