Dp Poland Share Price (DPP)

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DP Poland delivered a transformational FY25 as the acquisition of Pizzeria 105 materially expanded the group’s scale in Poland and accelerated its transition towards a more franchise-led and capital-light operating model. Group revenue increased 15.0% to £61.7m, while Group system sales rose 11.3% to £61.4m, supported by continued network expansion, improving like-for-like trading and a stronger second half performance. Like-for-like system sales increased 5.1% year-on-year, while Q4 trading strengthened materially, with Group system sales growth accelerating to 21.8% on a reported basis. Poland remained the key growth driver, with system sales increasing 11.4%, supported by stronger delivery sales, improving order volumes and higher average transaction values. Profitability improved meaningfully during the year despite ongoing investment and acquisition-related costs. Group adjusted EBITDA increased 29.2% to £6.2m, with EBITDA margins improving to 10.1% from 9.0% in FY24, reflecting operational leverage, improving franchise income and disciplined cost management. Pre-IFRS16 EBITDA more than doubled to £2.6m from £1.1m previously. However, the group reported a statutory loss of £4.3m versus a £0.5m loss in FY24, primarily reflecting higher impairment charges, acquisition-related amortisation, conversion expenses and non-recurring integration costs associated with the Pizzeria 105 acquisition and Domino’s conversion programme. Operationally, the business made substantial progress executing its franchise-led growth strategy. The acquisition of Pizzeria 105 added 90 franchised pizza stores at completion...

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RB - You need to look in on WJG, that ‘currently if your quick in’ has multiples & cash that you might appreciate as your not at all sold on DPP.

Decided to look in on this BB and the RNS from this company after ignoring it for a couple of months. Seems little has changed, but the store conversion program is going to have to accelerate if they wish to reach 200 integrated store by end of 2027 ... seven more quarters and sixty more stores needed !

Even at 200 stores they don't seem to be raising the revenue per store significantly. But maybe, just maybe they can get revenue to $90m and net margin to 10% = $9m .... and then get rated on a p/e of TEN .... now what would that make the market cap .... oh £67m, exactly where we are now !

Really do need to look at trading prior to todays announcement.

Nils Gornall, CEO of DP Poland will be presenting at the next Yellowstone Advisory Private Investor Evening will take place on Wednesday 18 March at 5.30pm.

This is a chance to meet management teams and fellow private investors face to face in a relaxed environment. Listen to company presentations and then take the opportunity to ask your questions over drinks and canapes.

The event starts at 5.30pm in EC1 and doors open at 5.15pm. Also presenting are AFC Energy and Oberon UK Smaller Companies Fund.

We still have a few places available so if you would like to attend please register below.

Register:

https://www.yellowstoneadvisory.com/events