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Polen Capital - Emerging Markets Growth's investment thesis on Dino Polska S.A. ($DNP.WA) — Q3 2025 | Buyside Digest

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$DNP.WANASDAQDino Polska S.A.

BULL

Polen Capital - Emerging Markets Growth—DNP.WA

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$32.03USD

-11.0% vs last month

$42.84Pitched

-25.2% since pitch

Market Cap$31.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Dino Polska is a rural-focused supermarket operator in Poland that underwent stock consolidation after a minor Q2 earnings miss. The company's fundamentals...

— Polen Capital - Emerging Markets Growth

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What other investors think about $DNP.WA, and what else Polen Capital - Emerging Markets Growth is buying.

Other pitches on $DNP.WA

Other investors who've written on Dino Polska S.A.

Diamond Hill InternationalBULL

Pitched Jun 30, 2023

Dino Polska has successfully gained market share in a highly inflationary climate by maintaining strict price discipline, appealing to consumers trading down to discounters. Management has prudently...

View all $DNP.WA pitches →