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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

Show full summary:
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.

Read full article (7 min)