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SEL GPW sWIG80 Periodic report · PAP Biznes

Selena FM SA (SEL) · Q1 2026 results and valuation

Share price: 60.20 zł · 2026-11-10

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

Net income up 12.0% year on year. The report's language is unchanged.

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

1 · Numbers

+12.0%

Net income vs Q1 2025

Net income 21.9M vs 19.6M

Revenue −0.5%

2 · How the report reads

Unchanged

Language tone vs last period

Report language: restrained 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 Selena FM 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.

At −2.9% growth a year (3-year revenue growth), the model's fair value is 48.75 zł a share — the stock trades 23% above it. Today's price assumes −0.0% growth a year.

Current price

60.20 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.

-0.0% for 10 yrs

Fair value / share

48.75 zł

Buy below

36.56 zł

Price vs fair value

Overvalued 23%

Price vs buy-below price

Overvalued 65%

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 Restrained (was restrained)

Restrained 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.

Sentences that drove the tone
“Risk associated with the possibility of loss resulting from the inadequacy or failure of internal processes, people, and systems, or from internal factors (operational risk related to internal processes, products, logistics, raw materials,...”
“In Q1 2026 compared to Q1 2025: - capital expenditures related to the acquisition of tangible fixed assets and intangible assets were lower by 10.8 million PLN, -...”
“Geopolitical risk, including the impact of the situation in Ukraine and in the Middle East on operating activities”

Full figures

PLN · PAP Biznes report (2026-05-29)

Metric Q1 2026 Q1 2025 Change
Revenue 335.5M 337.1M −0.5%
Gross profit 146.6M 134.5M +9.0%
Operating income 33.2M 28.3M +17.2%
Net income 21.9M 19.6M +12.0%
EPS 1.01 0.90 +12.2%
P/E today 10.4 9.5 9.6 −0.1

Topics

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

Most discussed now

  • The structure of the Capital Group and the changes made to it during the 3-month period ended March 31, 2026, as well as after the balance…
  • Market risk Future commercial transactions Cash flow forecasting Forward transactions - exchange rate Financial assets and monetary…
  • In situations of increased credit risk, impairment allowances were created for assets, which are reflected in their carrying amounts.
  • In particular, the Dominant Entity obtained a decision from the Portuguese antitrust authority that no approval for the transaction was…
  • For most of the Selena Group markets, GDP growth is projected compared to 2025, in which, particularly important, the Eurozone countries…

Faded since Q1 2025

  • Fading Selena Group generated a gross profit from sales of 134.5 million PLN in the 3-month period ended March 31, 2025, which is 0.9 million PLN…
  • Fading The structure of the Capital Group and the changes made to it during the 3-month period ended March 31, 2025, as well as after the balance…
  • Fading All financial data regarding the activities of subsidiaries in Turkey, both in the balance sheet and in the profit and loss account, are…
  • Fading The table below contains the calculation of earnings (loss) per share for the reported period.

Latest announcements

Official filings, newest first.

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