Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LBW.WA
STRONG BUYFLAGLubawa S.A. · Industrials · Poland · $379M · Avg Vol: $4M/d
Lubawa is a Polish defense contractor manufacturing military gear and protective equipment. It is a direct beneficiary of European defense localization and increased military budgets near the Eastern flank, though its small size limits institutional liquidity.
COMPANY DESCRIPTION
Lubawa S.A. is a Polish industrial conglomerate specializing in the production of military equipment, protective gear, and technical textiles for defense and emergency services. The company is a key supplier to the Polish Armed Forces and various law enforcement agencies, providing bulletproof vests, tents, and camouflage systems. Its competitive moat is secured by strict military certifications, proprietary material technologies, and rising regional defense spending.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 92M | 104M | 141M | 170M | 22.9% |
| EPS | — | 0.04 | 0.08 | 0.18 | 0.23 | 81.7% |
| Shares | — | 150M | 150M | 150M | 150M | 0.0% |
| Debt | 4M | 10M | 5M | 1M | 773,971 | -32.3% |
| Equity | — | 87M | 100M | 127M | 162M | 23.0% |
| Op CF | — | 4M | 34M | 45M | 25M | 79.9% |
| Inv CF | — | -5M | -4M | -25M | -32M | — |
| Fin CF | — | 1M | -6M | -3M | -82,443 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of LBW.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LBW.WA | Lubawa S.A.(you) | $379M | 86 | STRONG BUY |
| BRS.WA | Boryszew S.A. | $267M | 26 | SELL |
| MBR.WA | Mo-BRUK S.A. | $347M | 81 | STRONG BUY |
| MNC.WA | Mennica Polska S.A. | $605M | 88 | STRONG BUY |
| TOR.WA | Torpol S.A. | $453M | 94 | STRONG BUY |
| GEA.WA | Grenevia S.A. | $518M | 78 | BUY |
| TRK.WA | Trakcja S.A. | $456M | 73 | BUY |
| TOA.WA | TOYA S.A. | $180M | 88 | STRONG BUY |
| APT.WA | Apator S.A. | $208M | 95 | STRONG BUY |
| UNI.WA | UNIBEP S.A. | $127M | 86 | STRONG BUY |
Peer medians: ROE 7.3% · P/E 12.0x · Gross margin 16.6%