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Employees: 1,868
Size Trakcja (TRK.WA) is a Poland Industrials company (Engineering & Construction) with a market value of $350M, the 72nd largest of 83 Poland companies the cockpit tracks. Shares closed at PLN 2.97 on 6 Nov 2026.
Performance Over six months the shares fell 23.2%, against -21.3% for the median peer and +14.3% for the Poland market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue fell 2.3% over the last twelve months (peer median -3.3%); the operating margin is 7.0% (peer median 6.9%).
Valuation It trades at 0.6× enterprise value to sales against a peer median of 1.9× (3rd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -17 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 24.1 points above its cost of capital (10.1% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | PLN 2.21B | PLN 2.24B | PLN 2.10B | PLN 2.07B | PLN 1.50B |
| Revenue growth | — | +7% | +2% | +38% | — |
| Gross profit | PLN 221M | PLN 189M | PLN 122M | PLN 148M | -PLN 146M |
| EBITDA | PLN 193M | PLN 164M | PLN 96.7M | PLN 119M | -PLN 182M |
| Net income | PLN 108M | PLN 81.4M | PLN 35.2M | PLN 55.7M | -PLN 306M |
| Free cash flow | PLN 192M | PLN 126M | -PLN 86.8M | PLN 425M | -PLN 165M |
| Capital expenditure | PLN 28.6M | PLN 21.1M | PLN 19.9M | PLN 10.2M | PLN 9.94M |
| Total debt | PLN 151M | PLN 187M | PLN 179M | PLN 213M | PLN 348M |
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 | TRK.WA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.9% | -11.3% | 8th lowest of 21 |
| 6-month return | -23.2% | -21.3% | 10th lowest of 21 |
| Distance from 52-week high | -41.8% | -37.6% | 8th lowest of 21 |
| Revenue growth (TTM) | -2.3% | -3.3% | 11th highest of 21 |
| Operating margin | 7.0% | 6.9% | 11th highest of 21 |
| EV / Sales | 0.6× | 1.9× | 3rd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -6.6% | -0.1% | 4th least demanding of 14 |
| Growth delivered (Del g) | +10.9% | +0.2% | 3rd highest of 14 |
| Hurdle (Req g minus delivered) | -17.5 pp | -5.2 pp | 3rd least demanding of 14 |
| ROIC minus cost of capital | +24.1 pp | -1.3 pp | 2nd highest of 19 |
| EV / EBITDA | 6.5× | 10.0× | 3rd cheapest of 10 |
| Net debt / EBITDA | -0.6× | -0.7× | 5th most indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Trakcja TRK.WA | Poland | $350M | -23% | -2% | 7% | 0.6× | -6.6% | +10.9% |
| Shanghai Trendzone 603030.SS | China | $350M | -33% | +28% | -18% | 2.6× | n/a | n/a |
| C and D Holsin Engineering Consulting 603909.SS | China | $348M | -27% | +23% | 2% | 0.1× | n/a | n/a |
| Guangdong Liantai Environmental Protection 603797.SS | China | $351M | -17% | +2% | 37% | 7.6× | 3.5% | +11.3% |
| Shenzhen Magic Design & Decoration Engineering 002856.SZ | China | $352M | +26% | -25% | -47% | 8.4× | n/a | n/a |
| Suzhou Institute of Building Science 603183.SS | China | $347M | -3% | -6% | 7% | 3.0× | 10.1% | +0.2% |
| Torpol TOR.WA | Poland | $353M | -12% | +16% | 5% | 0.5× | -13.0% | +7.3% |
| ADF DRX.TO | Canada | $346M | +62% | +30% | 14% | 1.2× | -15.6% | +8.4% |
| PNC Infratech PNCINFRA.NS | India | $354M | -42% | +2% | 20% | 1.1× | -16.2% | -0.8% |
| ARTS 603017.SS | China | $345M | -46% | -10% | 9% | 1.4× | -0.2% | -8.5% |
| Nippon Rietec 1938.T | Japan | $355M | -16% | +9% | 10% | 0.7× | -0.1% | +6.1% |
| Shenzhen Mingdiao Decoration 002830.SZ | China | $356M | -20% | +5% | 7% | 1.9× | 4.5% | -4.1% |
| AM-Power Machine International Enterprise 7792.TWO | Taiwan | $356M | -26% | +30% | 11% | 1.7× | 7.7% | +7.4% |
| CSD Water Service 603903.SS | China | $357M | -4% | -9% | -7% | 3.6× | -2.1% | -8.8% |
| Duratec DUR.AX | Australia | $341M | -28% | 0% | 5% | 0.8× | 4.6% | +19.3% |
| Shenzhen Capol International & Associates 002949.SZ | China | $359M | -15% | -19% | 12% | 1.9× | 2.7% | -8.7% |
| Huitong Construction 603176.SS | China | $340M | -14% | -24% | 5% | 1.9× | n/a | n/a |
| Zhenhai Petrochemical Engineering 603637.SS | China | $360M | -39% | -15% | 8% | 3.5× | n/a | n/a |
| Taeyoung Engineering & Construction 009410.KS | South Korea | $360M | -24% | -35% | 9% | 0.9× | -6.1% | -1.0% |
| LAY-OUT Planning Consultants 300989.SZ | China | $363M | -24% | -20% | -34% | 7.8× | n/a | n/a |
| China Zhonghua Geotechnical Engineering 002542.SZ | China | $366M | -23% | -33% | -83% | 6.1× | n/a | n/a |