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Employees: 1,228
Size Lubawa (LBW.WA) is a Poland Consumer Discretionary company (Textiles) with a market value of $381M, the 68th largest of 83 Poland companies the cockpit tracks. Shares closed at PLN 9.94 on 6 Nov 2026.
Performance Over six months the shares gained 13.6%, against -25.6% for the median peer and +14.3% for the Poland market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue fell 8.7% over the last twelve months (peer median +7.1%); the operating margin is 22.6% (peer median 5.9%).
Valuation It trades at 2.2× enterprise value to sales against a peer median of 1.8× (9th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +21%, so the hurdle is -31 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 20.5 points above its cost of capital (7.9% WACC).
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | PLN 564M | PLN 617M | PLN 510M | PLN 378M | PLN 332M |
| Revenue growth | — | +21% | +35% | +14% | — |
| Gross profit | PLN 233M | PLN 245M | PLN 217M | PLN 112M | PLN 93.2M |
| EBITDA | PLN 145M | PLN 162M | PLN 130M | PLN 63.1M | PLN 40.6M |
| Net income | PLN 111M | PLN 126M | PLN 101M | PLN 45.6M | PLN 20.6M |
| Free cash flow | PLN 100M | PLN 73.3M | PLN 150M | PLN 99.0M | -PLN 8.07M |
| Capital expenditure | PLN 20.7M | PLN 18.9M | PLN 14.0M | PLN 19.2M | PLN 21.0M |
| Total debt | PLN 2.25M | PLN 2.81M | PLN 4.04M | PLN 17.2M | PLN 35.5M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LBW.WA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -15.2% | -8.0% | 6th lowest of 21 |
| 6-month return | +13.6% | -25.6% | 2nd highest of 21 |
| Distance from 52-week high | -34.9% | -39.0% | 8th highest of 21 |
| Revenue growth (TTM) | -8.7% | +7.1% | 5th lowest of 21 |
| Operating margin | 22.6% | 5.9% | highest of 21 |
| EV / Sales | 2.2× | 1.8× | 9th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | -9.8% | 5.1% | 2nd least demanding of 15 |
| Growth delivered (Del g) | +21.0% | +12.9% | 3rd highest of 15 |
| Hurdle (Req g minus delivered) | -30.8 pp | -10.1 pp | least demanding of 15 |
| ROIC minus cost of capital | +20.5 pp | +1.0 pp | 2nd highest of 21 |
| EV / EBITDA | 8.5× | 8.0× | 4th cheapest of 7 |
| Net debt / EBITDA | -1.8× | -0.5× | 2nd least indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lubawa LBW.WA | Poland | $381M | +14% | -9% | 23% | 2.2× | -9.8% | +21.0% |
| Zhongwang Fabric 605003.SS | China | $375M | -24% | +7% | 12% | 4.0× | 13.1% | +1.7% |
| Suzhou Longjie Special Fiber 603332.SS | China | $391M | -16% | +33% | 7% | 0.9× | -7.3% | +13.5% |
| Ningbo Xianfeng New Material 300163.SZ | China | $394M | +27% | -23% | -35% | 13.9× | n/a | n/a |
| Elite Color Environmental Resources Science & Technology 002998.SZ | China | $362M | -27% | +9% | 5% | 0.8× | -5.0% | +14.8% |
| Unitika 3103.T | Japan | $362M | -59% | -12% | 11% | 0.6× | 1.1% | +1.4% |
| Shandong Yuma Sun-shading Technology 300993.SZ | China | $403M | -29% | +7% | 17% | 2.9× | 6.8% | +14.4% |
| San Fang Chemical Industry 1307.TW | Taiwan | $359M | -5% | 0% | 13% | 1.0× | n/a | n/a |
| DI DONG-IL 001530.KS | South Korea | $358M | -22% | 0% | 0% | 1.4× | n/a | n/a |
| Jiangsu Lianfa Textile 002394.SZ | China | $424M | -36% | +1% | 7% | 0.5× | -11.5% | +0.7% |
| Shandong Tongda Island New Materials 300321.SZ | China | $341M | -32% | -10% | 1% | 5.8× | 44.2% | -0.5% |
| Hunan Huasheng 600156.SS | China | $426M | -35% | -40% | -14% | 5.1× | n/a | n/a |
| Magnera MAGN | United States | $442M | +2% | +151% | 4% | 0.7× | 3.4% | +28.1% |
| Zhejiang Jiaxin Silk 002404.SZ | China | $449M | -22% | +12% | 5% | 0.6× | -8.2% | +12.9% |
| Hangzhou Wensli Silk Culture 301066.SZ | China | $322M | -24% | +10% | 2% | 2.1× | n/a | n/a |
| Transaction 7818.T | Japan | $453M | +10% | +15% | 20% | 2.0× | -2.6% | +13.0% |
| Zhejiang Golden Eagle 600232.SS | China | $311M | -32% | +32% | 6% | 1.5× | 7.9% | +6.7% |
| Zhejiang Yingfeng Technology 605055.SS | China | $472M | -34% | +12% | -4% | 2.6× | 7.4% | +15.3% |
| Beijing Tongyizhong New Material Technology 688722.SS | China | $474M | -22% | +7% | 11% | 3.2× | 10.2% | +28.0% |
| Hs Hyosung Advanced 298050.KS | South Korea | $483M | -46% | +5% | 6% | 0.2× | n/a | n/a |
| Baotek Industrial Materials 5340.TWO | Taiwan | $498M | -33% | +15% | 16% | 6.4× | 23.1% | +9.5% |