btlines

RWL GPW Periodic report · PAP Biznes

Rawlplug SA (RWL) · Q1 2026 results and valuation

Share price: 14.85 zł · 2026-11-10

Results Q1 2026 vs Q1 2025 · year over year · published 29 May 2026 and 30 May 2025

Net income up 286.5% year on year. The report's language is unchanged.

Only a basic analysis is available for this company at the moment.

1 · Numbers

+286.5%

Net income vs Q1 2025

Net income 9.2M vs 2.4M

Revenue −6.5%

Why Net income rose mainly because of lower operating costs and the absence of additional trade receivable write-offs.

2 · How the report reads

Unchanged

Language tone vs last period

Report language: very upbeat for a company report — about as upbeat as in Q1 2025.

Weak signal: formal report language, not a call.

3 · What stood out Nothing unusual flagged this period.

Valuation

Is Rawlplug SA undervalued?

Reverse DCF. Free cash flow from the last full fiscal year (2025-12-31), grown for 10 years, discounted back, plus a terminal value. “Implied growth” is the rate the current price assumes.

The projected cash flow doesn't cover the debt, so the price is far above the model's fair value.

Current price

14.85 zł

close of 2026-11-10

Market implies growth of iThe yearly free-cash-flow growth, for the next 10 years, that today’s share price already assumes. If you believe the company grows faster than this, the stock is cheap under this model; slower, and it is expensive.

+16.4% for 10 yrs

Fair value / share

-2.85 zł

Buy below

-2.14 zł

Price vs fair value

n/a

Price vs buy-below price

n/a

Official channels

The company's own website and social media accounts.

Read between the lines

No major shifts flagged this period.

Tone

How upbeat the language was, compared with other companiesiTone counts positive minus negative finance words, adjusted for length. Executives mostly speak positively, so the labels compare each call with every company's latest call: “typical” is the middle third, “very upbeat” the top tenth, “cautious” the bottom tenth.. Dot: Q1 2026. Ring: Q1 2025.

Report language Very upbeat (was upbeat)

Very upbeat for a company report — about as upbeat as in Q1 2025. Periodic reports carry legally required risk wording, so their tone moves little and is a weak signal.

Full figures

PLN · PAP Biznes report (2026-05-29)

Metric Q1 2026 Q1 2025 Change
Revenue 254.6M 272.2M −6.5%
Gross profit 102.6M 96.9M +5.9%
Operating income 15.8M 14.2M +11.2%
Net income 9.2M 2.4M +286.5%
EPS 0.23 0.03 +666.7%
P/E today 24.9 22.1 10.4 +11.7

Topics

Topics are drawn from the full report text, not management commentary.

Most discussed now

  • They provide investors with significant information that is supplementary rather than replacing the also presented alternative information…
  • Distribution channel management is carried out both through subsidiaries and through the parent company Rawlplug S.A., which may lead to…
  • Analysis of the product assortment, focus on winter product groups weakens sales in the European construction market
  • Rawlplug forecasts for the coming months remain largely dependent on the macroeconomic situation in Poland and globally.
  • Following Russia's aggression against Ukraine, the Group took a series of actions aimed at both [concerning] the conflict in the Middle…

Faded since Q1 2025

  • Fading However, the gross profit margin increased slightly.
  • Fading Distribution channel management is carried out both through subsidiaries and through the parent company Rawlplug S.A., which may lead to…

Latest announcements

Official filings, newest first.

Similar companies

Industrials · Tools & Accessories
All Industrials companies →