ScoreWhy is Helio SA ?
1
Poor Management Efficiency with a low ROE of 12.40%
- The company has been able to generate a Return on Equity (avg) of 12.40% signifying low profitability per unit of shareholders funds
2
Weak Long Term Fundamental Strength with a 21.95% CAGR growth in Operating Profits over the last 5 years
- The company has been able to generate a Return on Equity (avg) of 12.40% signifying low profitability per unit of shareholders funds
3
Poor long term growth as Operating profit has grown by an annual rate 21.95% of over the last 5 years
4
Positive results in Mar 26
- NET PROFIT(HY) Higher at PLN 22.15 MM
- NET SALES(Q) At PLN 172.75 MM has Grown at 51.33%
5
With ROE of 13.95%, it has a fair valuation with a 1.41 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 90.78%, its profits have risen by 44.7% ; the PEG ratio of the company is 0.2
6
Market Beating Performance
- The stock has generated a return of 90.78% in the last 1 year, much higher than market (Poland WIG) returns of 37.02%
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Helio SA should be less than 10%
- Overall Portfolio exposure to FMCG should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in FMCG)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Helio SA for you?
High Risk, High Return
Absolute
Risk Adjusted
Volatility
Helio SA
90.14%
2.52
47.85%
Poland WIG
37.09%
2.22
16.70%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
16.73%
EBIT Growth (5y)
21.95%
EBIT to Interest (avg)
5.23
Debt to EBITDA (avg)
0.15
Net Debt to Equity (avg)
0.05
Sales to Capital Employed (avg)
2.65
Tax Ratio
19.99%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
20.12%
ROE (avg)
12.40%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
10
Industry P/E
Price to Book Value
1.41
EV to EBIT
6.60
EV to EBITDA
5.77
EV to Capital Employed
1.38
EV to Sales
0.46
PEG Ratio
0.23
Dividend Yield
2.96%
ROCE (Latest)
20.91%
ROE (Latest)
13.95%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
No Trend
Bullish
OBV
No Trend
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend11What is working for the Company
NET PROFIT(HY)
Higher at PLN 22.15 MM
NET SALES(Q)
At PLN 172.75 MM has Grown at 51.33%
-6What is not working for the Company
INTEREST(Q)
At PLN 2.97 MM has Grown at 59.1%
RAW MATERIAL COST(Y)
Grown by 10.65% (YoY
Here's what is working for Helio SA
Net Profit
Higher at PLN 22.15 MM
than preceding 12 month period ended Mar 2026MOJO Watch
In the half year the company has already crossed Net Profit of the previous twelve months
Net Profit (PLN MM)
Net Sales
At PLN 172.75 MM has Grown at 51.33%
Year on Year (YoY)MOJO Watch
Near term sales trend is positive
Net Sales (PLN MM)
Here's what is not working for Helio SA
Interest
At PLN 2.97 MM has Grown at 59.1%
period on period (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (PLN MM)
Raw Material Cost
Grown by 10.65% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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