New Risk • Jun 17
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 8.4% 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. Duyuru • May 27
Allegro.eu S.A., Annual General Meeting, Jun 25, 2026 Allegro.eu S.A., Annual General Meeting, Jun 25, 2026, at 14:00 W. Europe Standard Time. Location: at hotel sofitel luxembourg europe, 6 rue du fort niedergruenewald, l-2226 luxembourg, grand duchy of luxembourg., luxembourg Luxembourg 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. Board Change • Dec 30
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. Duyuru • 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. Duyuru • May 23
Allegro.eu S.A., Annual General Meeting, Jun 26, 2025 Allegro.eu S.A., Annual General Meeting, Jun 26, 2025. Duyuru • 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. Duyuru • 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. Duyuru • 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. Duyuru • 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 Duyuru • 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 Duyuru • 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. Duyuru • 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. Board Change • Jun 01
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 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 15% growth forecast for the Online Retail industry in Germany. 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 16% growth forecast for the Online Retail industry in Germany. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment improved over the past week After last week's 16% share price gain to €5.61, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 60% over the past year. Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment improved over the past week After last week's 15% share price gain to €5.61, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Online Retail industry in Europe. Total loss to shareholders of 66% over the past year. Valuation Update With 7 Day Price Move • Jun 25
Investor sentiment improved over the past week After last week's 24% share price gain to €5.04, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 63% over the past year. Valuation Update With 7 Day Price Move • May 03
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €4.79, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 33x in the Online Retail industry in Germany. Total loss to shareholders of 62% over the past year. Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €6.35, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 29x in the Online Retail industry in Germany. Total loss to shareholders of 51% over the past year. Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment improved over the past week After last week's 19% share price gain to €5.98, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Online Retail industry in Europe. Total loss to shareholders of 54% over the past year. 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 44% growth forecast for the retail industry in Germany. Valuation Update With 7 Day Price Move • Feb 23
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €6.63, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Online Retail industry in Europe. Total loss to shareholders of 54% over the past year. Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment improved over the past week After last week's 18% share price gain to €9.68, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 19x in the Online Retail industry in Europe. Total loss to shareholders of 43% over the past year. Valuation Update With 7 Day Price Move • Dec 23
Investor sentiment improved over the past week After last week's 19% share price gain to €8.99, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 19x in the Online Retail industry in Europe. Total loss to shareholders of 53% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €15.05 per share. 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.