Analysts raise target for Pepco Group stock to PLN 45.92

Published on 10/20/2026 at 10:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Pepco expects FY26 net earnings growth above 60 percent and a EUR 400 million buyback. Pepco Group stock costs EUR 10.52 on October 20, 2026.

Capital returns and earnings

Analysts raised the Pepco Group target from PLN 43.81 to PLN 45.92 on October 15, 2026.
Pepco expects FY26 underlying net earnings growth above 60 percent and approved a EUR 400 million buyback on September 29, 2026.
Pepco Group stock traded at EUR 10.52 at 10:37 a.m. CEST at Lang & Schwarz on October 20, 2026.

Pepco Group, NL0015000AU7, Illustration mit AI erstellt.

Pepco Group (ISIN NL0015000AU7) is taking its FY26 earnings outlook above 60 percent growth while preparing a EUR 400 million buyback. The company update dated September 29, 2026 also put the stock at EUR 10.52 at Lang & Schwarz on October 20, 2026 at 10:37 a.m. CEST.

Analysts lift the valuation target

According to Simply Wall St on October 15, 2026, the analyst target for Pepco Group was raised to PLN 45.92 from PLN 43.81. The update reflects revised assumptions for revenue growth, profit margins and future valuation multiples.

The target change follows a company trading update that strengthened the operating case but also highlighted a margin trade-off. Pepco said clearance of older-season inventory supported fourth-quarter like-for-like revenue growth excluding fast-moving consumer goods of 9.5 percent, while reducing gross margin by 200 basis points against the prior year.

What does the buyback mean for earnings?

Pepco Group said on September 29, 2026 that FY26 revenue should exceed EUR 4.5 billion, with constant-currency growth of 8 percent at the top of its 6 to 8 percent guidance range. Underlying net earnings growth was expected to exceed 60 percent, compared with prior guidance above 50 percent, while unlevered free cash flow was expected to exceed EUR 350 million versus prior guidance of EUR 300 million.

Three milestones frame the update

On July 10, 2026, Pepco completed the sale of Dealz Poland, leaving a pure-play Pepco business. On August 17, 2026, it settled a EUR 400 million tender buyback involving 36,462,201 shares at PLN 47.52 per share. On September 29, 2026, the group approved a new multi-year buyback of up to EUR 400 million and raised its net earnings growth outlook above 60 percent.

Dates for results and strategy

Pepco's FY26 preliminary results are scheduled for December 9, 2026, followed by its Q1 FY27 trading update on January 14, 2027. The company also listed a Capital Markets Day in Warsaw for March 9, 2027.

Stock trades during the October session

Pepco Group operates discount stores across Europe and reported 4,260 stores as its expected FY26 year-end estate. The combination of higher earnings guidance, reduced share count and a fresh capital-return program gives the valuation discussion a clear numerical anchor.

Pepco Group stock was trading at EUR 10.52 at Lang & Schwarz on October 20, 2026 at 10:37 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Pepco Group stock.