Stock ASE ASSECO SOUTH EASTERN EUROPE S.A.
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Financials Asseco South Eastern Europe S.A.

Equities

ASE

PLASSEE00014

IT Services & Consulting

Market Closed - Warsaw S.E.
Other stock markets
 11:55:55 2024-04-26 am EDT 		5-day change 1st Jan Change
49.7 PLN -0.60% Intraday chart for Asseco South Eastern Europe S.A. -2.55% +1.22%
Apr. 24 Asseco South Eastern Europe S.A. Reports Earnings Results for the First Quarter Ended March 31, 2024 CI
Feb. 27 Asseco South Eastern Europe S.A. Reports Earnings Results for the Full Year Ended December 31, 2023 CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 1,287 2,231 2,678 2,257 2,548 2,579 - -
Enterprise Value (EV) 1 1,246 2,101 2,587 2,074 2,341 2,341 2,228 2,144
P/E ratio - - - - - - - -
Yield 2.98% 2.33% 1.94% - - 3.28% 3.69% -
Capitalization / Revenue 1.46 x 2.17 x 2.34 x 1.44 x 1.55 x 1.43 x 1.3 x 1.22 x
EV / Revenue 1.41 x 2.05 x 2.26 x 1.33 x 1.43 x 1.29 x 1.13 x 1.01 x
EV / EBITDA 7.08 x 9.42 x 10 x 6.72 x 7.44 x 7.01 x 6.12 x 4.86 x
EV / FCF 12.1 x 12.4 x - 11.4 x 12.3 x 14.7 x 12.2 x 8.97 x
FCF Yield 8.28% 8.05% - 8.75% 8.1% 6.81% 8.19% 11.1%
Price to Book - - - - - - - -
Nbr of stocks (in thousands) 51,894 51,894 51,894 51,894 51,894 51,894 - -
Reference price 2 24.80 43.00 51.60 43.50 49.10 49.70 49.70 49.70
Announcement Date 2/24/20 2/27/21 2/23/22 2/22/23 2/27/24 - - -
1PLN in Million2PLN
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 881.3 1,026 1,147 1,565 1,643 1,808 1,979 2,120
EBITDA 1 175.9 222.9 258.6 308.8 314.4 334 364 441
EBIT 1 110.2 145.6 181.5 215.9 226 241 270.9 289.5
Operating Margin 12.5% 14.19% 15.82% 13.79% 13.76% 13.33% 13.69% 13.65%
Earnings before Tax (EBT) - - 193.7 - - - - -
Net income - 116.5 150.4 - - - - -
Net margin - 11.35% 13.12% - - - - -
EPS - - - - - - - -
Free Cash Flow 1 103.2 169.1 - 181.4 189.7 159.5 182.5 239
FCF margin 11.71% 16.47% - 11.59% 11.55% 8.82% 9.22% 11.27%
FCF Conversion (EBITDA) 58.67% 75.83% - 58.75% 60.31% 47.75% 50.14% 54.2%
FCF Conversion (Net income) - 145.08% - - - - - -
Dividend per Share 2 0.7400 1.000 1.000 - - 1.630 1.835 -
Announcement Date 2/24/20 2/27/21 2/23/22 2/22/23 2/27/24 - - -
1PLN in Million2PLN
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1
Net sales 1 356.6 311 349.4 419.5 484.9 380.1 375.5 398.3 488.6 367.1
EBITDA 1 73.31 68 74.82 80.79 85.05 72.76 75.22 83.49 82.98 71.05
EBIT 1 53.62 46.7 52.46 57.18 60.79 50.22 54.09 60.64 61.72 47.46
Operating Margin 15.04% 15.02% 15.01% 13.63% 12.54% 13.21% 14.4% 15.22% 12.63% 12.93%
Earnings before Tax (EBT) 64.59 - - - - - - - - -
Net income 47.85 39.1 - - - - - - - -
Net margin 13.42% 12.57% - - - - - - - -
EPS - - - - - - - - - -
Dividend per Share - - - - - - - - - -
Announcement Date 2/23/22 4/27/22 8/17/22 10/25/22 2/22/23 4/27/23 8/2/23 10/24/23 2/27/24 4/25/24
1PLN in Million
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 40.8 131 91.2 183 207 238 351 435
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 103 169 - 181 190 160 183 239
ROE (net income / shareholders' equity) 11.5% 13.6% - 18.1% 18% 14.9% 15.5% 16.2%
ROA (Net income/ Total Assets) - - - - - - - -
Assets - - - - - - - -
Book Value Per Share - - - - - - - -
Cash Flow per Share - - - - - - - -
Capex 1 55.6 35.6 - 96.4 120 84.5 102 107
Capex / Sales 6.31% 3.46% - 6.16% 7.3% 4.67% 5.15% 5.02%
Announcement Date 2/24/20 2/27/21 2/23/22 2/22/23 2/27/24 - - -
1PLN in Million
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Asseco South Eastern Europe S.A.

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
4
Last Close Price
49.7 PLN
Average target price
54.67 PLN
Spread / Average Target
+9.99%
Consensus

Quarterly revenue - Rate of surprise

Company calendar

Sector Other IT Services & Consulting

1st Jan change Capi.
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