Added to YB: 2026-10-06
Pitch date: 2026-09-30
DNP.WA [bullish]
Dino Polska S.A.
+7.25%
current return
Author Info
No bio for this author
Company Info
Dino Polska S.A., together with its subsidiaries, operates a network of medium-sized grocery supermarkets under the Dino brand in Poland.
Market Cap
PLN 33.0B
Pitch Price
PLN 34.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.69
P/E
21.04
EV/Sales
0.93
Sector
Consumer Staples Distribution and Retail
Category
growth
Boots on the Ground in Rural Poland - Dino Polska S.A.
DNP.WA (hold): Dino’s rural proximity, well-regarded meat counter and owned-store model support continued share gains from weaker local grocers rather than reliance on displacing Biedronka. Before the 27% rally, the estimated five-year return was 11-26% CAGR, with a 16-17% weighted average. Risks are rural labor and wage pressure, depopulation, store saturation and limited visibility into controlling shareholder Tomasz Biernacki’s succession plans.
Read full article (17 min)