Duyuru • Jan 15
LPP SA to Report Fiscal Year 2026 Results on Mar 26, 2026 LPP SA announced that they will report fiscal year 2026 results on Mar 26, 2026 Duyuru • Jun 18
LPP SA, Annual General Meeting, Jul 11, 2025 LPP SA, Annual General Meeting, Jul 11, 2025, at 10:00 Central European Standard Time. Declared Dividend • Mar 13
Dividend of zł330 announced Shareholders will receive a dividend of zł330. Ex-date: 22nd April 2025 Payment date: 30th April 2025 Dividend yield will be 7.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Feb 25
Now 51% undervalued The stock has been flat over the last 90 days, currently trading at zł9,010. The fair value is estimated to be zł18,206, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 21% per annum over the same time period. Declared Dividend • Feb 24
Dividend of zł330 announced Shareholders will receive a dividend of zł330. Ex-date: 22nd April 2025 Payment date: 30th April 2025 Dividend yield will be 7.3%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Dec 12
Third quarter 2025 earnings released Third quarter 2025 results: Revenue: zł5.21b (up 20% from 3Q 2024). Net income: zł579.0m (flat on 3Q 2024). Profit margin: 11% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Luxury industry in Europe. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment deteriorates as stock falls 42% After last week's 42% share price decline to zł9,010, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł17,314 per share. Valuation Update With 7 Day Price Move • Oct 08
Investor sentiment deteriorates as stock falls 41% After last week's 41% share price decline to zł9,010, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł16,622 per share. Duyuru • Jul 12
LPP SA Declares Dividend, Payable on October 30 Listed fashion group LPP's ordinary general meeting has decided to allocate a total of PLN 1.13 billion (EUR 265 mln) to dividend payments, according to resolutions passed on Friday. The previously paid advance will reduce the amount of the dividend to be paid to shareholders. The dividend date is October 11, and the payment will be made on October 30. Duyuru • Jun 18
LPP SA, Annual General Meeting, Jul 12, 2024 LPP SA, Annual General Meeting, Jul 12, 2024. Reported Earnings • Jun 14
First quarter 2025 earnings released First quarter 2025 results: Revenue: zł4.31b (up 18% from 1Q 2024). Net income: zł276.0m (up 152% from 1Q 2024). Profit margin: 6.4% (up from 3.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe. Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment deteriorates as stock falls 43% After last week's 43% share price decline to zł9,010, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Luxury industry in Europe. Total loss to shareholders of 8.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł13,959 per share. Reported Earnings • Apr 24
Full year 2024 earnings released: EPS: zł866 (vs zł470 in FY 2023) Full year 2024 results: EPS: zł866 (up from zł470 in FY 2023). Revenue: zł17.4b (up 9.3% from FY 2023). Net income: zł1.61b (up 85% from FY 2023). Profit margin: 9.2% (up from 5.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe. Upcoming Dividend • Apr 15
Upcoming dividend of zł285 per share Eligible shareholders must have bought the stock before 22 April 2024. Payment date: 30 April 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (1.6%). Valuation Update With 7 Day Price Move • Apr 12
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to zł9,010, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 3.3% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł14,450 per share. Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment deteriorates as stock falls 43% After last week's 43% share price decline to zł9,010, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 5.2% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł12,970 per share. Duyuru • Feb 01
Lpp Fashion to Pay Advance Dividend for Fiscal Year 2023/2024 LPP SA to pay shareholders an advance dividend of PLN 285 (EUR 65.61) per share for the financial year running from February 1, 2023 to January 31, 2024, the company said in a market filing. The management board intends to submit a motion to the annual general meeting of shareholders to pay a total dividend for Fiscal Year 2023/2024 of at least PLN 570 (EUR 131.21) per share and to set the dividend payment date for October 30, 2024. Buying Opportunity • Jan 05
Now 27% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be zł12,260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is also forecast to grow by 13% per annum over the same time period. Valuation Update With 7 Day Price Move • Dec 20
Investor sentiment deteriorates as stock falls 46% After last week's 46% share price decline to zł9,010, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł11,724 per share. Reported Earnings • Dec 15
Third quarter 2024 earnings released: EPS: zł310 (vs zł215 in 3Q 2023) Third quarter 2024 results: EPS: zł310 (up from zł215 in 3Q 2023). Revenue: zł4.35b (flat on 3Q 2023). Net income: zł575.6m (up 46% from 3Q 2023). Profit margin: 13% (up from 9.1% in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Luxury industry in the United Kingdom. Buying Opportunity • Dec 12
Now 25% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be zł11,992, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 19% per annum over the same time period. Valuation Update With 7 Day Price Move • Dec 06
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to zł15,589, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł20,769 per share. Duyuru • Nov 19
LPP SA Appoints Mikolaj Wezdecki as New Deputy CEO LPP SA announced the appointed of Mikolaj Wezdecki as a new vice chairman of the group's management board, the company said in a market filing. Wezdecki has been working for LPP since June 2022 as a director responsible for developing e-commerce platforms for Reserved and Sinsay brands. Previously, he was a member of the management group Modivo and director in charge of e-commerce. Buying Opportunity • Oct 19
Now 37% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be zł14,197, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 19% per annum over the same time period. Duyuru • Sep 23
LPP SA Provides Earnings Guidance for the Second Half and Year 2023 LPP SA announced that the company is optimistic about consumer behavior in second half and hopes to see a significant improvement in sales.The company also reported that the goals company announced previously are safe, the financial goals for company are safe, increasing profitability is the priority for this year 2023. They also maintain the group revenue should increase by -- to PLN 18 billion. Upcoming Dividend • Jun 30
Upcoming dividend of zł430 per share at 3.1% yield Eligible shareholders must have bought the stock before 07 July 2023. Payment date: 10 October 2023. Payout ratio and cash payout ratio are on the higher end at 81% and 76% respectively. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (3.1%). Valuation Update With 7 Day Price Move • Jun 22
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to zł13,848, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Luxury industry in Europe. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł9,521 per share. Reported Earnings • Jun 20
First quarter 2024 earnings released: EPS: zł59.05 (vs zł146 in 1Q 2023) First quarter 2024 results: EPS: zł59.05 (down from zł146 in 1Q 2023). Revenue: zł3.64b (up 20% from 1Q 2023). Net income: zł109.5m (down 59% from 1Q 2023). Profit margin: 3.0% (down from 8.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 4 years, compared to a 5.7% growth forecast for the Luxury industry in the United Kingdom. Duyuru • Jun 15
LPP Provides Sales Guidance for the Fiscal Year 2023/24 LPP provided sales guidance for the fiscal year 2023/24. for the year, the company expects to grow by ca. 20% y/y to over PLN 18 billion. Duyuru • Jun 03
LPP SA, Annual General Meeting, Jun 30, 2023 LPP SA, Annual General Meeting, Jun 30, 2023, at 10:00 Central European Standard Time. Location: UL. LAKOWA 39/44 Gdañsk Poland Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to zł12,000, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Luxury industry in Europe. Total returns to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł10,338 per share. Duyuru • Jun 01
LPP Recommends Dividend Payouts of At Least 50% of Net Profits - Dividend Policy for 2023-26 LPP will recommend dividend payouts of at least 50% of net profits plus unallocated profits from previous years, with the payout capped at 70% of profits, the company said in a market filing on a dividend policy for 2023-26. The company may also consider offering advance dividends. Advance payments would preferably be offered in April-May, final dividends in October-November. Particular dividends will depend on financial and liquidity situation of the group, economic environment and investment needs. Duyuru • Jan 10
LPP SA to Report Q3, 2023 Results on Dec 13, 2023 LPP SA announced that they will report Q3, 2023 results on Dec 13, 2023 Duyuru • Jan 06
LPP SA to Report Fiscal Year 2023 Results on Apr 26, 2023 LPP SA announced that they will report fiscal year 2023 results on Apr 26, 2023 Reported Earnings • Oct 08
Second quarter 2023 earnings released: EPS: zł292 (vs zł125 in 2Q 2022) Second quarter 2023 results: EPS: zł292 (up from zł125 in 2Q 2022). Revenue: zł4.34b (up 45% from 2Q 2022). Net income: zł537.5m (up 134% from 2Q 2022). Profit margin: 12% (up from 7.7% in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 5 years, compared to a 7.7% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Buying Opportunity • Aug 31
Now 22% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be zł10,958, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings is also forecast to grow by 24% per annum over the same time period. Upcoming Dividend • May 20
Upcoming dividend of zł350 per share Eligible shareholders must have bought the stock before 27 May 2022. Payment date: 30 August 2022. The company last paid an ordinary dividend in February 2012. The average dividend yield among industry peers is 1.7%. Buying Opportunity • Apr 29
Now 26% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be zł12,218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 26% per annum over the same time period. Reported Earnings • Apr 23
Full year 2022 earnings released: EPS: zł519 (vs zł103 loss in FY 2021) Full year 2022 results: EPS: zł519 (up from zł103 loss in FY 2021). Revenue: zł14.0b (up 79% from FY 2021). Net income: zł953.5m (up zł1.14b from FY 2021). Profit margin: 6.8% (up from net loss in FY 2021). Over the next year, revenue is expected to shrink by 32% compared to a 11% growth forecast for the industry in the United Kingdom. Buying Opportunity • Mar 30
Now 33% undervalued after recent price drop Over the last 90 days, the stock is down 48%. The fair value is estimated to be zł13,548, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 12% per annum over the same time period. Valuation Update With 7 Day Price Move • Mar 29
Investor sentiment deteriorated over the past week After last week's 17% share price decline to zł9,010, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 19x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł14,275 per share. Valuation Update With 7 Day Price Move • Feb 15
Investor sentiment deteriorated over the past week After last week's 16% share price decline to zł15,400, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 21x in the Luxury industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at zł20,706 per share. Reported Earnings • Dec 11
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: zł341 (up from zł24.00 loss in 3Q 2021). Revenue: zł3.91b (up 87% from 3Q 2021). Net income: zł627.6m (up zł672.0m from 3Q 2021). Profit margin: 16% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 14% compared to a 13% growth forecast for the industry in the United Kingdom.