btlines

SFS GPW Periodic report · PAP Biznes

Sfinks Polska SA (SFS) · Q1 2026 results

Share price: 0.39 zł · 2026-11-10

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

Net loss narrowed year on year. The language turned more upbeat.

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

1 · Numbers

Loss narrowed

Net income vs Q1 2025

Net income -1.3M vs -2.0M

Revenue −26.0%

2 · How the report reads

More upbeat

Language tone vs last period

Report language: upbeat for a company report — more upbeat than in Q1 2025.

Weak signal: formal report language, not a call.

3 · What stood out

Rising

Converting owned restaurants into franchises to entities outside the Capital Group results in the cessation of recording both gastronomic sales…

Valuation

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

Valuation unavailable: free cash flow and profit were negative in the last full year and on average over the last three, so there is nothing to discount.

Current price

0.39 zł

close of 2026-11-10

Revenue growth, 3 years

−22.6% a year

compound annual rate (CAGR)

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 Upbeat (was upbeat)

Upbeat for a company report — more upbeat than 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
“The risk associated with the level and structure of debt, particularly overdue debt, creates difficulties in liquidity management, and in the event of an increase in the Group's arrears, the risk of notice of termination of the Group's contracts by counterparties, in...”
“The Group has entered into negotiations with an entity based in Cairo and two natural persons of the restaurant, as well as an increase regarding cooperation in the field of developing and operating a chain of restaurants under the "SPHINX" brand in the territory of...”

Full figures

PLN · PAP Biznes report (2026-05-29)

Metric Q1 2026 Q1 2025 Change
Revenue 9.5M 12.8M −26.0%
Gross profit — 6.0M
EBITDA 2.5M 1.8M +41.3%
Operating income 1.4M 3.5M −58.7%
Net income -1.3M -2.0M Loss narrowed
EPS -0.03 -0.05 Loss narrowed
P/E 12-mo loss 12-mo loss —

Topics

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

Most discussed now

  • The increase in the Group's profitability will be driven primarily by the increase in the scale of operations.
  • Selected financial data of the Group for the reporting periods (in thousands)
  • The company has prepared a financial projection taking into account the changed loan repayment terms.
  • Seasonality is caused primarily by weather conditions and the resulting variable number of tables in restaurants (outdoor dining areas) as…
  • Negative changes in the macroeconomic environment may generate risk for the business activities conducted by the Group.

Faded since Q1 2025

  • Fading An additional factor influencing the Company's operating conditions is the obligation, during the repayment period of the loan from ARP, to…
  • Fading This results in the failure to include the revenue from the Group's food sales performed in franchised restaurants as well as the costs of…
  • Fading Sales profit remains at a level similar to the same period last year.

Latest announcements

Official filings, newest first.

Similar companies

Consumer Cyclical · Restaurants
All Consumer Cyclical companies →