Added to YB: 2025-01-28
Pitch date: 2025-01-27
ATA.WA [neutral]
ATC CARGO S.A.
-16.17%
current return
Author Info
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Company Info
ATC CARGO S.A. provides maritime transport services in Poland and internationally. The company offers ocean freight services, such as containerized cargo (FCL), less-than-container load cargo (LCL), bulk cargo and conventional general cargo, military and dual-use cargo, and oversized cargo and project logistics; import and export, cargo consolidation, and specialized air freight services; and warehouse services, including contract logistics, transshipment operations, e-commerce, cargo storage, and hazardous materials warehousing (ADR).
Market Cap
PLN 72.9M
Pitch Price
PLN 13.72
Price Target
N/A
Dividend
18.18%
EV/EBITDA
18.99
P/E
35.58
EV/Sales
0.12
Sector
Marine Transportation
Category
value
ATC Cargo - A significant player on the Polish logistics market
ATA.WA (neutral): Leading Polish logistics co, 4% market share, 20.8% TEU growth in 2023. Strong financials: PLN 436.1M LTM revenue (+23.5% YoY), 14.9M net profit, 19.2M EBITDA, 20%+ ROCE since 2018. Trades at 7.1x P/E, 4.8x EV/EBITDA. Risks: freight rate volatility, port changes. Growth tied to Polish ports' development.
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