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1. Company Snapshot

1.a. Company Description

MLP Group S.A., together with its subsidiaries, engages in the purchase, development, lease, and sale of real estate properties in Poland, Germany, Romania, and Austria.It manages residential and non-residential real estate properties; and constructs buildings, as well as offers construction services.The company also focuses on the development and operation of warehouse and office spaces.


The company operates 20 logistics parks.It primarily serves logistics companies, as well as companies from various industries, such as paper, cosmetics, household appliances, and automotive industries.The company was founded in 1995 and is based in Pruszków, Poland.


MLP Group S.A. is a subsidiary of Cajamarca Holland B.V.

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1.b. Last Insights on MLG

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1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (6.39%)

6. Segments

Rent from Investment Property

Expected Growth: 6.4%

The 6.4% growth in Rent from Investment Property from MLP Group S.A. is driven by increasing demand for logistics and warehouse spaces, strategic property acquisitions, and effective asset management. Additionally, the company's focus on e-commerce and last-mile delivery solutions, as well as its strong presence in key European markets, contribute to the growth.

Recharge of Utility Costs

Expected Growth: 4.83%

The 4.83% growth in recharge of utility costs from MLP Group S.A. is driven by increasing demand for energy-efficient solutions, expansion of renewable energy sources, and rising costs of raw materials. Additionally, regulatory changes and government incentives for sustainable practices have contributed to the growth.

Recharge of Service Charges

Expected Growth: 8.5%

The 8.5% growth in recharge of service charges from MLP Group S.A. is driven by increasing demand for digital payment solutions, expansion into new markets, and strategic partnerships. Additionally, the company's investment in technology and process automation has improved operational efficiency, leading to higher revenue growth.

Services Provided to Tenants

Expected Growth: 4.83%

MLP Group S.A.'s 4.83% growth in Services Provided to Tenants is driven by increasing demand for modern office spaces, expansion of business process outsourcing, and growing need for facility management services. Additionally, the company's strategic partnerships, investments in technology, and focus on sustainability also contribute to its growth.

Other

Expected Growth: 8.33%

MLP Group S.A.'s 8.33% growth is driven by increasing demand for its financial services, expansion into new markets, and strategic partnerships. Additionally, the company's focus on digital transformation, cost optimization, and innovative product offerings have contributed to its growth momentum.

Rental Income from Residential Units

Expected Growth: 4.83%

The 4.83% growth in Rental Income from Residential Units of MLP Group S.A. is driven by increasing demand for rental properties, fueled by Poland's growing economy and urbanization. Additionally, MLP's strategic focus on developing high-quality residential projects, effective cost management, and a strong asset management platform contribute to the segment's growth.

7. Detailed Products

Residential Rentals

MLP Group S.A. offers a wide range of residential rentals, including apartments, houses, and flats, catering to individuals and families.

Commercial Properties

The company provides commercial properties, including office spaces, retail units, and warehouses, suitable for businesses of all sizes.

Industrial and Logistics

MLP Group S.A. offers industrial and logistics facilities, including warehouses, production halls, and distribution centers, catering to various industries.

Land Development

The company provides land development services, including land acquisition, planning, and construction, for residential, commercial, and industrial projects.

Property Management

MLP Group S.A. offers property management services, including administration, maintenance, and rental management, for residential and commercial properties.

8. MLP Group S.A.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for MLP Group S.A. is moderate due to the presence of alternative investment products and services.

Bargaining Power Of Customers

The bargaining power of customers is low due to the company's strong brand reputation and diversified customer base.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate due to the company's dependence on a few key suppliers for certain services.

Threat Of New Entrants

The threat of new entrants is high due to the relatively low barriers to entry in the financial services industry.

Intensity Of Rivalry

The intensity of rivalry is high due to the presence of several established players in the financial services industry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 47.56%
Debt Cost 4.05%
Equity Weight 52.44%
Equity Cost 5.55%
WACC 4.83%
Leverage 90.68%

11. Quality Control: MLP Group S.A. passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
LSL Property Services

A-Score: 4.8/10

Value: 5.4

Growth: 2.3

Quality: 7.7

Yield: 5.6

Momentum: 2.0

Volatility: 5.7

1-Year Total Return ->

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Stock-Card
Helical

A-Score: 4.4/10

Value: 3.8

Growth: 1.6

Quality: 6.3

Yield: 5.0

Momentum: 4.0

Volatility: 6.0

1-Year Total Return ->

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Stock-Card
PATRIZIA

A-Score: 4.2/10

Value: 4.3

Growth: 1.2

Quality: 5.0

Yield: 6.9

Momentum: 2.5

Volatility: 5.0

1-Year Total Return ->

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Stock-Card
MLP

A-Score: 3.7/10

Value: 4.9

Growth: 5.7

Quality: 5.8

Yield: 0.0

Momentum: 1.0

Volatility: 4.7

1-Year Total Return ->

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Stock-Card
Jeudan

A-Score: 3.7/10

Value: 3.0

Growth: 2.9

Quality: 5.3

Yield: 1.9

Momentum: 1.5

Volatility: 7.3

1-Year Total Return ->

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Stock-Card
K-Fast Holding

A-Score: 2.7/10

Value: 6.6

Growth: 3.1

Quality: 3.4

Yield: 0.0

Momentum: 1.0

Volatility: 2.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

84.6$

Current Price

84.6$

Potential

-0.00%

Expected Cash-Flows