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Companies Basic Materials PCR.WA
PC
PCR.WA Warsaw Stock Exchange Specialty Chemicals

Pcr.Wa

$67,00
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
3,76 %
Op margin
5,7 %
ROE
4,5 %
Net margin
3,4 %
Debt / equity
0,40
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

PCR.WA is a specialty chemicals company that produces and sells chemical products, primarily serving industrial and commercial customers.

Business. PCR.WA is a specialty chemicals company that produces and sells chemical products, primarily serving industrial and commercial customers.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustrySpecialty Chemicals
ActivityChemicals
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target81,78

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
81,78
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
2 analysts · indicative
Ownership
not yet wired
Profitability
4,5 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning PCR.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to PCR.WA. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    PCR.WA is a specialty chemicals company that produces and sells chemical products, primarily serving industrial and commercial customers.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustrySpecialty Chemicals
    ActivityChemicals
    AI synthesis
    GENERATED

    PCR.WA has a liquidity ratio of 1.47, indicating a moderate ability to cover short-term liabilities with its current assets. The company's cash and equivalents amount to 83.87 million PLN, while its long-term debt stands at 544.70 million PLN, resulting in a negative net cash position after subtracting total debt. The debt-to-equity ratio of 0.4 suggests a relatively conservative capital structure, with equity financing playing a larger role than debt.

    In terms of profitability, PCR.WA's return on equity (ROE) is 4.53%, and its return on assets (ROA) is 2.67%. These figures are below the typical thresholds for high-performing specialty chemical firms, indicating that the company is generating relatively modest returns on its equity and asset base.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no material geographic diversification reported. This lack of diversification may expose the company to higher operational and market risks, particularly in the event of regional economic downturns or supply chain disruptions.

    PCR.WA's growth trajectory appears to be modest, with no significant revenue growth reported in the most recent financial period. The company's operating cash flow is 295.93 million PLN, but its free cash flow is negative at -23.14 million PLN, primarily due to capital expenditures of -151.52 million PLN. This suggests that the company is reinvesting heavily in its operations, which could support future growth but may also limit its ability to return capital to shareholders in the short term.

    The company's risk profile is characterized by medium liquidity risk and low dilution risk. The negative net cash position after subtracting total debt is a key liquidity flag, and the company has not indicated any immediate plans for equity dilution. However, the negative free cash flow and high capital expenditures may signal potential future liquidity pressures if operating cash flow does not improve.

    Recent events, including analyst estimates and recommendations, suggest a generally positive outlook for PCR.WA. The mean price target of 81.78 PLN and a mean recommendation of 1.50 (indicating a "buy" rating) reflect analyst confidence in the company's future performance. However, the absence of "hold" or "sell" ratings suggests a relatively narrow range of opinions among analysts.

    Key takeaways
    • PCR.WA has a conservative capital structure with a debt-to-equity ratio of 0.4, but its negative net cash position raises liquidity concerns.
    • The company's ROE of 4.53% and ROA of 2.67% are below industry benchmarks, indicating suboptimal returns on equity and assets.
    • PCR.WA's revenue is concentrated in a single business segment, increasing its exposure to market and operational risks.
    • The company is investing heavily in capital expenditures, which may support long-term growth but is currently reducing free cash flow.
    • Analysts have a generally positive outlook, with a mean price target of 81.78 PLN and a "buy" recommendation.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $67,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $1.36B
    Net cash
    -$460.8M
    Current ratio
    1.5
    Debt / equity
    0.4
    ROA
    2.7%
    ROE
    4.5%
    Cash conversion
    481.0%
    CapEx / revenue
    -8.4%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    6,13
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-07 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate6,13
    Revenueno estimateno estimate2,0B PLN
    Operating incomeno estimateno estimate180,5M PLN
    Full-year consensus mean (period as reported by source) · consensus in PLN. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution2 analysts
    Strong buy1
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target$81,78 · Median $81,78
    Low $79,70High $83,87
    Operating income · consensus180,5M PLN
    EPS surprise
    −49,6 %
    reported vs consensus · miss
    Revenue surprise
    −10,6 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$79,70
    Mean$81,78
    Median$81,78
    High$83,87
    Spot$67,00
    +22.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin5,7 %Below median
    Net Margin3,4 %Below median
    ROE4,5 %Above median
    Capex / Rev-8,4 %Below median
    D/E0,40Below median
    Cash Conv4,81Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • PCR.WA Market data — financials · 2026-05-28
    • PCC Rokita SA Market data — analyst estimates · 2026-05-28

    Ownership & reference

    Leadership

    • Alfred PelzerChairman of the Supervisory Board

    Insider activity

    — missing data

    Short positioning

    45shares short-91.4% vs prior
    1days to cover
    72.2%short of daily vol
    5fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    PCR.WACanonical
    Warsaw Stock Exchange · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage