Revenue distribution by sectors:

• Retail: 100% (2025)

TOP 3 markets:

• Poland: 95%
• Germany: 3%
• Czech Republic: 2%

Dino Polska S.A. is a leading company in the food retail sector, mainly operating in Poland. The majority of revenues are generated in the domestic market of Poland, reflecting its strong market position and focus on the local market. In recent years, Dino Polska has started to expand into neighboring markets such as Germany and the Czech Republic, as evidenced by the revenue shares of these countries. The expansion into these markets is part of the company's strategy to leverage growth potential outside of Poland.

Production Sites: Poland

Dino Polska S.A. mainly produces its products in Poland. The company operates several production facilities and logistics centers in the country to efficiently supply its supermarkets. This strategic placement enables Dino Polska to optimize supply chains and ensure the freshness of products in its stores.

The focus on domestic production also supports the local economy and allows for quick adaptation to market changes.

Revenue Growth: Estimated 10-12% annually (2025) Store Expansion: Planned opening of 300-350 new stores per year (2025)

Dino Polska S.A. is pursuing a growth strategy that strongly focuses on expanding its store network. The company plans to open between 300 and 350 new stores annually to further expand its presence in Poland. This strategy aims to increase market penetration and continuously boost revenue.

In addition, Dino Polska is investing in optimizing its supply chain and logistics to enhance efficiency and reduce costs. This is intended not only to strengthen margins but also to increase the company's competitiveness in the Polish market.

Another key focus is on improving the product offering and customer loyalty to enhance customer satisfaction and secure market share. Dino Polska is relying on an attractive price-performance ratio and a wide range of products tailored to meet the needs of local consumers.

Main Imported Raw Materials/Ingredients: Fresh food, processed food, beverages

Main Import Countries: Germany, Netherlands, Italy, Spain

Dino Polska S.A. is a leading retailer in Poland specializing in the sale of food and consumer goods. The company imports a variety of fresh and processed foods as well as beverages to diversify its range and offer customers a wide selection.

Germany and the Netherlands are important partners for the import of processed foods and beverages. Italy and Spain mainly supply fresh products such as fruits and vegetables. These countries are known for their high-quality agricultural products and provide Dino Polska with the opportunity to source quality goods at competitive prices.

Market share in Poland: 8.5% (2024)
Number of stores: Over 2,000 (2024)
Revenue growth: 20% (2024)

Dino Polska S.A. has established itself in recent years as one of the leading grocery retailers in Poland. With a market share of 8.5% in 2024, the company demonstrates a strong presence in the Polish market. The continuous expansion of the store network to over 2,000 locations further strengthens its position.

A key competitive advantage of Dino Polska lies in its business model, which focuses on smaller, locally anchored supermarkets. This enables high customer proximity and flexibility to respond to local needs. Additionally, the company benefits from efficient logistics processes and a strong private label strategy that contributes to margin stability.

The revenue growth of 20% in 2024 underscores the successful expansion and the ability to gain market share from larger international competitors. Analysts see further potential for Dino Polska in its continued expansion and supply chain optimization to strengthen its competitive position in the coming years.

Institutional Investor Share: approx. 55% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last year

The institutional investor share in Dino Polska S.A. is around 55%, indicating a strong trust from large investment funds and institutional investors in the company. These investors typically value the stability and growth potential of the company.

There were no significant insider transactions in the last year, suggesting that the management and other insiders are either satisfied with the current valuation of the company or do not expect any significant changes in the company's strategy or structure.

Market Share of Dino Polska S.A.: 12% (2025, estimated)
Major Competitors and Their Market Shares:

1. Biedronka (Jeronimo Martins): 25%
2. Lidl: 18%
3. Auchan: 10%
4. Carrefour: 8%
5. Kaufland: 7%
6. Tesco: 5%
7. Aldi: 4%

Dino Polska S.A. has established itself in recent years as one of the leading retailers in Poland. With an estimated market share of 12%, the company ranks behind major international chains like Biedronka and Lidl, which dominate the market.

Dino Polska's moat primarily lies in its strong regional presence and the ability to quickly open new stores, especially in rural areas often overlooked by larger chains. This strategy allows Dino to build a loyal customer base and differentiate itself from the competition.

However, compared to its competitors, Dino Polska has a less pronounced moat, as international chains like Biedronka and Lidl have a significant advantage due to their global purchasing power and wider product ranges. These companies can often offer better prices and a greater variety of products, making them attractive to a broad customer base.

In summary, while Dino Polska has a certain regional advantage, it has a weaker moat compared to major international chains. To remain competitive in the long term, Dino could benefit from diversifying its offerings and strengthening brand loyalty.

Revenue Growth: 18% (2024)
Store Growth: 20% (2024)
EBITDA Margin: 9.5% (2024)

Dino Polska S.A. recorded strong revenue growth of 18% in 2024, attributed to the continuous expansion of its store network. In the same year, the company expanded its store network by 20%, reflecting an aggressive growth strategy.

The EBITDA margin of 9.5% indicates that the company operates efficiently and is able to control its costs well while expanding. This margin is at the upper end of the industry, signaling strong operational performance.

Dino Polska S.A. benefits from a robust business model based on tapping into new markets and a strong presence in Poland. The continuous opening of new stores and the ability to operate efficiently in a competitive market bode well for positive future development.

Overall, the strong operational performance and continuous growth suggest that Dino Polska S.A. presents an attractive investment opportunity, especially for investors focusing on long-term growth.

Dividend payment: No dividend (as of 2025)

Dino Polska S.A. has not paid any dividends in the past and continues this trend in 2025. The company focuses on reinvesting its profits to support the growth and expansion of its store network in Poland.

This strategy has enabled Dino Polska to achieve a strong market position and grow continuously. Investors in Dino Polska should therefore focus more on the potential for capital gains rather than dividend yields.