
Makarony Polskie S.A. (MAK.WA)
ValueMarkers Composite Index
70% below intrinsic value ($17)
Makarony Polskie S.A. (MAK.WA) — VMCI valuation read
The headline on Makarony Polskie S.A. (MAK.WA) is a 70/100 VMCI score, set against a Consumer Defensive sector median of 50. That 20-point above-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value tailwind is in the data.
MAK.WA insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.
**Investor frame.** MAK.WA trades at 17.0x earnings, 6% below the Consumer Defensive median of 18.0x sets the value side. ROIC of 19.0% sits 9.0pp above the Consumer Defensive median (10.0%) sets the quality side. Net debt to EBITDA of 1.2x leaves covenant headroom sets the risk side, the three lines a value buyer reads first on MAK.WA.
MAK.WA fell 3.8% over the trailing 7 days, with a -4.4% read on a 30-day basis.
Makarony Polskie S.A., together with its subsidiaries, manufactures and sells a range of pastas for various consumers in Poland. The company offers pastas produced from durum wheat flour; regular wheat flour; and health-promoting food, such as pasta made from spelt, buckwheat, and rye flours, as well as vegetable pasta from leguminous plants, such as chickpeas, red lentils, or green peas. It also provides pasta products manufactured with or without eggs, including spirals, elbows, threads, shells, spaghetti, ribbons, etc. under the Makarony Polskie, Sorenti, Solare, Stoczek, Meska Rzecz, Tenczynek, Novelle, SoFood, and Abak brands. In addition, the company manufactures and sells meat and vegetable preserves, which include ready meals, pates, and canned lards; vegetable preserves comprising salads and pickles; and fruit preserves, such as jams under the Stoczek, Tenczynek, SoFood, and Men's Rzecz brand names. Further, it is involved in the intermediation of selling various products and products brought from external suppliers under the Novelle brand. The company also exports its products in Germany, Latvia, Romania, the Czech Republic, Serbia, the United States, Sweden, Belarus, Ukraine, Norway, Belgium, Lithuania, Estonia, and Moldova. Makarony Polskie S.A. is based in Rzeszów, Poland.
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