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1. Company Snapshot

1.a. Company Description

Zaklady Azotowe Pulawy S.A. manufactures and sells fertilizer and chemical products worldwide.Its fertilizers include ammonium nitrate under the PULAN name; Pulan Macro, a white to beige granular fertilizer; urea-ammonium nitrate solution under the UAN name; ammonium sulphate under the PULSAR name; urea-ammonium nitrate solution with sulphur under the UAN+S name; PULASKA, a solution of nitrogen fertilizer containing sulphur; and urea-ammonium sulfate under the PULGRAN S name.The company also offers chemical products, such as COOLANT, a dry ice; hydrogen peroxide; anhydrous ammonia, compressed hydrogen, liquefied carbon dioxide, and nitric acid that are used for various applications in the chemical industry; caprolactam used for industrial production of solid and liquid formulations; melamine for manufacturing a range of synthetic resins; LIKAM, an ammonia water solution that are used in power generation, tanning, agricultural, rubber, dye, organic, and glass industries, as well as for use in as pH control agent; NOXy, a urea water solution used in automotive industry; and PULNOx that is used as a reducing agent in vehicle emissions control technologies.


In addition, it provides packaging and foil products, including flat open sacks, big bag contribution, colored foils, flat foil belts, FSS foil tape with side folds, garbage bags, garden foils, LDPE, and stretch protective films.The company was founded in 1960 and is based in Pulawy, Poland.Zaklady Azotowe Pulawy S.A. is a subsidiary of Grupa Azoty S.A.

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1.b. Last Insights on ZAP

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1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.93%)

6. Segments

Agro

Expected Growth: 4.83%

Agro segment of Zaklady Azotowe Pulawy S.A. growth driven by increasing demand for fertilizers and crop protection products, expansion into new markets, and strategic partnerships. Additionally, investments in research and development, efficient production processes, and favorable government policies supporting the agricultural industry contribute to the 4.83% growth.

Energy

Expected Growth: 5.6%

Zaklady Azotowe Pulawy S.A.'s 5.6% energy growth is driven by increasing demand for fertilizers and chemicals, coupled with rising natural gas prices. Additionally, the company's focus on renewable energy sources, such as biogas and wind power, contributes to its growth. Furthermore, investments in energy-efficient technologies and cost-saving initiatives also support the segment's expansion.

Other Activities

Expected Growth: 4.83%

Zaklady Azotowe Pulawy S.A.'s 4.83% growth in Other Activities is driven by increasing demand for specialty chemicals, expansion into new markets, and strategic partnerships. Additionally, the company's focus on research and development has led to the introduction of new products, contributing to revenue growth.

Plastics

Expected Growth: 4.83%

The 4.83% growth of Plastics from Zaklady Azotowe Pulawy S.A. is driven by increasing demand for packaging materials, rising adoption of recyclable plastics, and growing production of automotive and construction materials. Additionally, the company's focus on innovation, cost optimization, and strategic partnerships contribute to its growth momentum.

7. Detailed Products

Ammonia

Zaklady Azotowe Pulawy S.A. produces anhydrous ammonia, a colorless gas with a pungent smell, used as a raw material in the production of fertilizers, pharmaceuticals, and other chemicals.

Urea

Zaklady Azotowe Pulawy S.A. produces urea, a white crystalline solid used as a fertilizer, feed supplement, and in the production of plastics and adhesives.

Ammonium Nitrate

Zaklady Azotowe Pulawy S.A. produces ammonium nitrate, a white crystalline solid used as a fertilizer, explosive, and in the production of pharmaceuticals and other chemicals.

Adipic Acid

Zaklady Azotowe Pulawy S.A. produces adipic acid, a white crystalline solid used in the production of nylon, polyurethane, and other industrial products.

Caprolactam

Zaklady Azotowe Pulawy S.A. produces caprolactam, a white crystalline solid used in the production of nylon, polyamide fibers, and other industrial products.

8. Zaklady Azotowe Pulawy S.A.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Zaklady Azotowe Pulawy S.A. is medium due to the availability of alternative products in the market.

Bargaining Power Of Customers

The bargaining power of customers is high due to the concentration of buyers in the market, giving them significant negotiating power.

Bargaining Power Of Suppliers

The bargaining power of suppliers is low due to the presence of multiple suppliers in the market, reducing their negotiating power.

Threat Of New Entrants

The threat of new entrants is medium due to the moderate barriers to entry in the market, including regulatory hurdles and capital requirements.

Intensity Of Rivalry

The intensity of rivalry is high due to the presence of several established players in the market, leading to intense competition.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 21.25%
Debt Cost 3.95%
Equity Weight 78.75%
Equity Cost 5.43%
WACC 5.11%
Leverage 26.98%

11. Quality Control: Zaklady Azotowe Pulawy S.A. passed 6 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
Rokita

A-Score: 6.1/10

Value: 7.8

Growth: 3.6

Quality: 4.2

Yield: 10.0

Momentum: 2.0

Volatility: 9.0

1-Year Total Return ->

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Tessenderlo

A-Score: 5.0/10

Value: 7.8

Growth: 2.3

Quality: 3.1

Yield: 3.8

Momentum: 5.5

Volatility: 7.7

1-Year Total Return ->

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Robertet

A-Score: 4.8/10

Value: 3.5

Growth: 7.1

Quality: 6.0

Yield: 1.2

Momentum: 1.0

Volatility: 9.7

1-Year Total Return ->

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Stock-Card
Zaklady Azotowe Pulawy

A-Score: 4.8/10

Value: 10.0

Growth: 3.0

Quality: 3.9

Yield: 1.9

Momentum: 3.5

Volatility: 6.3

1-Year Total Return ->

View Full Report
Stock-Card
Grupa Azoty Zaklady Chemiczne Police

A-Score: 3.3/10

Value: 7.5

Growth: 2.3

Quality: 1.6

Yield: 0.0

Momentum: 2.0

Volatility: 6.3

1-Year Total Return ->

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Stock-Card
Ercros

A-Score: 3.1/10

Value: 9.4

Growth: 1.2

Quality: 2.6

Yield: 1.9

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

49.6$

Current Price

49.6$

Potential

-0.00%

Expected Cash-Flows