Why is ONE SA ?
1
With a growth in Net Sales of 31.68%, the company declared Very Positive results in Mar 26
- NET PROFIT(HY) Higher at PLN 4.8 MM
- DEBTORS TURNOVER RATIO(HY) Highest at 3.04 times
- NET SALES(Q) Highest at PLN 35.08 MM
2
With ROE of 9.88%, it has a fair valuation with a 0.24 Price to Book Value
- Over the past year, while the stock has generated a return of -49.26%, its profits have fallen by -49.7%
3
Below par performance in long term as well as near term
- Along with generating -49.26% returns in the last 1 year, the stock has also underperformed Poland WIG in the last 3 years, 1 year and 3 months
How much should you hold?
- Overall Portfolio exposure to ONE SA should be less than 10%
- Overall Portfolio exposure to Power should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Power)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is ONE SA for you?
High Risk, Low Return
Absolute
Risk Adjusted
Volatility
ONE SA
-100.0%
-0.71
61.23%
Poland WIG
29.57%
1.72
17.21%
Quality key factors
Factor
Value
Sales Growth (5y)
41.41%
EBIT Growth (5y)
17.57%
EBIT to Interest (avg)
-0.54
Debt to EBITDA (avg)
1.66
Net Debt to Equity (avg)
0.24
Sales to Capital Employed (avg)
1.51
Tax Ratio
19.49%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
4.62%
ROE (avg)
20.17%
Valuation Key Factors 
Factor
Value
P/E Ratio
2
Industry P/E
Price to Book Value
0.24
EV to EBIT
13.67
EV to EBITDA
4.36
EV to Capital Employed
0.33
EV to Sales
0.28
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
2.43%
ROE (Latest)
9.88%
Technical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Mildly Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Bullish
Bearish
Dow Theory
No Trend
Mildly Bullish
OBV
No Trend
Mildly Bearish
Technical Movement
17What is working for the Company
NET PROFIT(HY)
Higher at PLN 4.8 MM
DEBTORS TURNOVER RATIO(HY)
Highest at 3.04 times
NET SALES(Q)
Highest at PLN 35.08 MM
-2What is not working for the Company
RAW MATERIAL COST(Y)
Grown by 44.87% (YoY
INVENTORY TURNOVER RATIO(HY)
Lowest at 327.49 times
Here's what is working for ONE SA
Net Profit
At PLN 4.8 MM has Grown at 545.13%
Year on Year (YoY)MOJO Watch
Net Profit trend is very positive
Net Profit (PLN MM)
Net Profit
Higher at PLN 4.8 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
Highest at PLN 35.08 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (PLN MM)
Net Sales
At PLN 35.08 MM has Grown at 26.07%
over average net sales of the previous four periods of PLN 27.83 MMMOJO Watch
Near term sales trend is positive
Net Sales (PLN MM)
Debtors Turnover Ratio
Highest at 3.04 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Here's what is not working for ONE SA
Inventory Turnover Ratio
Lowest at 327.49 times
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling inventory has slowed
Inventory Turnover Ratio
Raw Material Cost
Grown by 44.87% (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






