Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LTX.WA
HOLDREMOVELentex S.A. · Industrials · Poland · $67M · Avg Vol: $3K/d
Lentex is a Polish manufacturer of nonwovens and floor coverings. It lacks global scale, a durable economic moat, and clear alignment with our high-conviction macro themes.
COMPANY DESCRIPTION
Lentex S.A. is a leading manufacturer of flexible PVC floor coverings and technical nonwovens used in the automotive, construction, and hygiene industries. The company holds a dominant market position in Central and Eastern Europe, supported by highly automated production lines and a strong export network. Lentex's dual-product focus provides industrial diversification, allowing it to capture growth in both consumer home improvement and industrial manufacturing.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 92M | 112M | 94M | 86M | -2.1% |
| EPS | 0.22 | 0.24 | 0.17 | 0.14 | -13.8% |
| Shares | 46M | 40M | 40M | 40M | -13.8% |
| Debt | 19M | 6M | 6M | 5M | -34.5% |
| Equity | 79M | 73M | 69M | 70M | -4.0% |
| Op CF | 10M | 235,473 | 14M | 9M | -4.4% |
| Inv CF | 866,616 | 22M | -2M | -5M | — |
| Fin CF | -887,020 | -32M | -8M | -5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of LTX.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LTX.WA | Lentex S.A.(you) | $67M | 64 | HOLD |
| FRO.WA | FERRO S.A. | $187M | 99 | STRONG BUY |
| STF.WA | Stalprofil S.A. | $45M | 69 | BUY |
| INK.WA | Instal Kraków S.A. | $75M | 79 | BUY |
| ZUE.WA | ZUE S.A. | $79M | 48 | HOLD |
| RWL.WA | Rawlplug S.A. | $119M | 75 | BUY |
| ODL.WA | Odlewnie Polskie S.A. | $103M | 79 | BUY |
| NVA.WA | P.A. Nova S.A. | $43M | 80 | STRONG BUY |
| SWG.WA | Seco/Warwick S.A. | $72M | 89 | STRONG BUY |
| VIN.WA | Gielda Praw Majatkowych Vindexus Spolka Akcyjna | $44M | 82 | STRONG BUY |
Peer medians: ROE 8.1% · P/E 12.0x · Gross margin 16.6%