Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ATR.WA
STRONG BUYAPPROVEAtrem S.A. · Industrials · Poland · $149M · Avg Vol: $187K/d
Atrem is a Polish engineering and infrastructure specialist perfectly positioned at the intersection of Poland's massive power grid modernization and Europe's energy transition away from Russian dependence. With a high quality score (77), the company is winning high-margin contracts to upgrade electrical substations, gas transmission infrastructure, and industrial automation systems. This is a highly asymmetric play on regional infrastructure spending that is insulated from global consumer weakness.
COMPANY DESCRIPTION
Atrem S.A. is an engineering and construction company specializing in automation, industrial telemetry, and gas and power infrastructure. The company leverages its niche technical expertise to secure high-value contracts in the modernization of Poland's energy and utility grids. It operates as a specialized contractor in the domestic industrial automation sector.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 28M | 31M | 39M | 52M | 23.1% |
| EPS | 0.18 | 0.07 | 0.18 | 0.47 | 36.1% |
| Shares | 9M | 9M | 9M | 9M | 0.0% |
| Debt | 3M | 3M | 4M | 6M | 23.2% |
| Equity | 11M | 10M | 11M | 14M | 9.7% |
| Op CF | 2M | 1M | 4M | 9M | 54.0% |
| Inv CF | 309,644 | 47,701 | -4M | -9M | — |
| Fin CF | -2M | -2M | -125,457 | 437,306 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of ATR.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ATR.WA | Atrem S.A.(you) | $149M | 96 | STRONG BUY |
| UNI.WA | UNIBEP S.A. | $127M | 86 | STRONG BUY |
| MSZ.WA | Mostostal Zabrze S.A. | $126M | 84 | STRONG BUY |
| DEK.WA | Dekpol S.A. | $158M | 77 | BUY |
| TOR.WA | Torpol S.A. | $453M | 94 | STRONG BUY |
| INK.WA | Instal Kraków S.A. | $75M | 79 | BUY |
| NVA.WA | P.A. Nova S.A. | $43M | 80 | STRONG BUY |
| TRK.WA | Trakcja S.A. | $456M | 73 | BUY |
| OND.WA | Onde S.A. | $129M | 35 | HOLD |
| EQU.WA | Equnico SE | $101M | 39 | HOLD |
Peer medians: ROE 7.3% · P/E 12.0x · Gross margin 16.6%