Dino Polska S.A.

Capital Market Calendar Highlights Dividend Payments and Shareholder Meetings

The Polish capital market calendar for August 5-11, 2026, outlines key events including dividend payouts and shareholder meetings across various companies. On August 5, Mercator will distribute a dividend of PLN 1.64 per share, while PKO BP will pay PLN 6.14 per share. GPW and Unibep are scheduled for dividend payouts of PLN 3.40 and PLN 0.40 per share, respectively, on August 6. Additionally, extraordinary shareholder meetings will address changes in supervisory boards and corporate statutes for companies such as Ailleron, Panova, and Woodpecker. Dividend payouts continue into the following week with Atrem and UltGames distributing PLN 2.16 and PLN 1.00 per share, respectively.

Relevance to Dino Polska S.A.: This article highlights dividend trends and shareholder activities in the Polish market, which are relevant for Dino Polska S.A. as a publicly traded company on the Warsaw Stock Exchange (WSE), providing insights into broader market dynamics that may influence its financial strategies and investor relations.

Upcoming Corporate Events and Dividend Announcements on NewConnect

Several notable corporate events are scheduled on the NewConnect market between August 5 and August 11, 2026. Key highlights include extraordinary general meetings for BASEIG, VOOLT, LTGAMES, UNIFIED, and PGH, focusing on board changes, statute amendments, and share issuance. Additionally, dividend payouts are planned for EDITELPL and SWMANSION, with shareholders receiving 0.44 PLN and 1.67 PLN per share, respectively.

These developments reflect ongoing corporate governance adjustments and financial distributions across various companies, signaling dynamic activity within Poland's business landscape.

Relevance to Dino Polska S.A.: Monitoring corporate events and dividend trends on NewConnect provides insights into broader market dynamics, which could indirectly impact Dino Polska’s operations, investments, and financial strategies.

Upcoming Economic Events in Poland Highlight Key Industry Developments

Poland is set to host a series of significant economic events from August 5 to August 11, 2026, focusing on various sectors including leasing, renewable energy, and corporate financial performance. Notable highlights include:

• August 5: A press conference led by Deputy Prime Minister Krzysztof Gawkowski and Magdalena Gaj, CEO of Poczta Polska, discussing advancements in digital delivery systems.
• August 6: Conferences on leasing industry results and renewable energy auctions, with the Polish Association of Photovoltaics emphasizing the importance of upcoming autumn auctions for Poland's energy transition.
• August 7: Financial results presentations by major companies such as Synektik, PKN Orlen, Asseco Business Solutions, and MODIVO, shedding light on their performance in the first half of 2026.

These events reflect Poland's focus on technological innovation, energy transformation, and corporate growth, which are pivotal for the nation's economic trajectory.

Relevance to Dino Polska S.A.: The discussions on renewable energy and corporate financial performance align with Dino Polska's strategic interests in logistics investments and its sensitivity to economic trends impacting consumer demand and inflation.

DM BOŚ Revises Dino Polska Stock Valuation Amid Challenging Market Conditions

DM BOŚ analysts have adjusted their 12-month target price for Dino Polska S.A. shares to PLN 40.1, down from the previous valuation of PLN 54.7, while maintaining a "buy" recommendation. On the report's release date, Dino Polska's stock traded at PLN 31.66.

The report highlights a challenging second quarter of 2026, with like-for-like (LFL) sales growth estimated at 0%, the lowest in the current cycle. Analysts attribute this to weak absorption of fixed costs, intense price competition, and ongoing investments in shelf price reductions, which are expected to lead to a decline in EBITDA margin and negative year-on-year EBITDA dynamics. The macroeconomic environment was deemed particularly unfavorable during this period.

However, DM BOŚ forecasts an improvement starting in Q3 2026, driven by a gradual rebound in food price inflation, stronger LFL sales growth, and the restoration of operational leverage. Analysts believe Q2 2026 could mark a turning point, potentially creating a more attractive opportunity for investors to accumulate Dino Polska shares following the publication of financial results.

This analysis underscores Dino Polska's sensitivity to macroeconomic trends, competitive pricing strategies, and operational efficiency, which are critical factors for the company's performance in Poland's grocery retail sector.

Dino Polska Shares Surge Amidst Mixed Performance on Warsaw Stock Exchange

On Tuesday, Dino Polska S.A. emerged as one of the top-performing companies on the Warsaw Stock Exchange (WSE), with its stock price surging by 4.8% by mid-afternoon. This marks a significant rebound for the grocery retail giant, whose shares had declined by approximately 21% over the past six months. The broader WIG20 index fell by 0.3%, weighed down by losses in energy sector companies like Orlen and PGE, but gains in Dino Polska and PKO BP helped offset the market's overall decline.

Analysts noted that investor focus is shifting from geopolitical concerns to the upcoming Federal Reserve decision, which could influence global market trends in the coming weeks. Despite the mixed performance of other sectors, Dino Polska's strong showing highlights its resilience and potential for recovery in a challenging market environment.

Other retail sector players, such as Pepco and Żabka, also experienced gains, with Pepco's stock rising by over 3% amid news of a new share buyback program. However, the energy and banking sectors faced downward pressure, with companies like PGE and BNP Paribas experiencing notable declines.

Globally, markets showed mixed trends, with the FTSE 100 rising by 0.5%, while Germany's DAX fell by 0.3%. In the U.S., the Dow Jones Industrial Average rose by 0.7%, but the S&P 500 and Nasdaq Composite saw slight declines.

Relevance to Dino Polska S.A.: The article highlights Dino Polska's strong stock performance amidst a challenging market environment, reflecting investor confidence in the company's growth strategy and resilience in Poland's competitive grocery retail sector.

Dino Polska Expands Network with 148 New Stores in First Half of 2026

Dino Polska S.A., one of Poland's leading grocery retail chains, announced the opening of 148 new stores between January and June 2026. By the end of June, the total number of Dino stores reached 3,176, a significant increase from 2,835 stores at the same time last year. The total sales area of Dino stores also grew to 1,258,700 square meters, compared to 1,120,200 square meters a year earlier.

This expansion highlights Dino Polska's continued focus on growing its physical store network, a key driver of its business strategy and revenue growth.

Dino Polska to Invest Nearly PLN 300 Million in Nationwide Network of 24/7 Bottle Recycling Machines by 2026

Dino Polska S.A. has announced plans to allocate nearly PLN 300 million by 2026 to establish a nationwide network of 24/7 bottle recycling machines at its stores across Poland. The initiative, revealed in a press release, aims to enhance the company’s sustainability efforts and align with growing environmental awareness among consumers. The bottle recycling machines will be installed at Dino supermarkets, providing customers with a convenient way to recycle plastic and glass bottles while promoting eco-friendly practices.

This investment underscores Dino Polska’s commitment to innovation and environmental responsibility, while also strengthening its position as a leader in Poland’s grocery retail sector. The project is expected to complement the company’s existing infrastructure and attract environmentally conscious shoppers, further driving foot traffic and sales growth.

Relevance to Dino Polska S.A.: This initiative aligns with Dino Polska’s business profile by showcasing its focus on enhancing customer experience and investing in infrastructure, while also addressing broader trends in sustainability and consumer demand for eco-friendly solutions.

Polish Competition Authority Launches Investigation into Dino Polska and Partner Firms

The Polish Office of Competition and Consumer Protection (UOKiK) has initiated proceedings against Dino Polska S.A., four transportation companies servicing its distribution centers, and five managers, including three from Dino Polska. The investigation focuses on allegations of collusion that may have restricted competition in the labor market. According to UOKiK, the parties involved are suspected of engaging in practices that could have negatively impacted employment conditions and worker mobility.

The inquiry underscores the regulator's commitment to ensuring fair competition and protecting labor market dynamics. Dino Polska has yet to issue a detailed response to the allegations.

Relevance to Dino Polska S.A.: This development is significant as it directly involves Dino Polska's operations and management, potentially impacting its reputation and operational practices in the competitive grocery retail sector.

Dino Polska S.A. Announces Annual Shareholder Meeting and Reports Strong Financial Performance for 2025

Krotoszyn, Poland – May 26, 2026: Dino Polska S.A., one of Poland's leading grocery retail chains, has announced its Ordinary Shareholder Meeting, scheduled for June 22, 2026, at the company’s headquarters in Krotoszyn. The meeting will address key resolutions, including the approval of the 2025 financial statements, the distribution of net profit, and the discharge of duties for the Management and Supervisory Boards.

The company reported robust financial results for 2025, with standalone net profit reaching PLN 1.15 billion and consolidated net profit for the Dino Polska Group amounting to PLN 1.56 billion. Sales revenue for the Group surged by 14.9% year-on-year to PLN 33.63 billion, driven by the opening of 345 new stores, expanding the retail space by 13.1% to 1,200.3 thousand square meters. The company’s strategy of organic growth and investment in logistics infrastructure was highlighted as a key driver of its success.

During the meeting, the Supervisory Board will recommend allocating the entire 2025 net profit to supplementary capital to support further expansion and maintain financial stability. Additionally, the meeting will include discussions on the annual remuneration report and sustainability reporting, which were positively assessed by independent auditors.

Relevance to Dino Polska S.A. Business Profile

This article is relevant to Dino Polska S.A.'s business profile as it highlights the company's financial performance, growth strategy, and operational achievements in 2025, aligning with its focus on expanding its supermarket chain and maintaining financial stability.

Dino Polska Reports 14.8% Revenue Growth in Q1 2026 Amid Continued Expansion

Krotoszyn, Poland – May 14, 2026: Dino Polska S.A., one of Poland’s leading grocery retail chains, has reported a 14.8% increase in revenue for the first quarter of 2026, reaching PLN 8.44 billion compared to PLN 7.35 billion in the same period last year. The company’s growth was driven by the opening of 62 new stores, bringing its total store count to 3,094 with a combined sales area of 1.23 million square meters, a 13% year-on-year increase. Like-for-like (LfL) sales also grew by 4.4%, despite a challenging environment marked by food price deflation.

Dino Polska’s EBITDA rose by 6.1% to PLN 564.9 million, although the EBITDA margin slightly declined to 6.7% from 7.2% in Q1 2025. The company attributed this to its pricing strategy aimed at maximizing sales volumes and increased operational costs due to adverse weather conditions. Fresh products, including meat and poultry, accounted for 42.4% of total sales, reflecting the company’s focus on fresh and high-quality offerings.

In line with its sustainability goals, Dino Polska expanded its renewable energy initiatives, adding 62 new photovoltaic installations in Q1 2026, bringing the total to 2,918 stores equipped with solar panels. The total capacity of these installations increased by 16.6% year-on-year to 120.6 MW, generating 16.3 GWh of solar energy during the quarter.

Looking ahead, Dino Polska plans to maintain its rapid expansion, with a projected double-digit increase in new store openings and an estimated PLN 2.5 billion in capital expenditures for 2026. This includes investments in a new distribution center in Zawiercie and the expansion of production capacities at Agro-Rydzyna, its meat processing subsidiary. The company also plans to implement bottle and can recycling machines across its network, with an investment of PLN 250-300 million.

Despite the positive financial performance, Dino Polska faces challenges such as rising labor costs, food price deflation, and potential disruptions from geopolitical tensions, including the ongoing war in Ukraine and conflicts in the Middle East. However, the company remains optimistic about its ability to adapt and sustain growth through its scalable business model and strategic initiatives.

Relevance to Dino Polska S.A.: This article highlights Dino Polska’s financial performance, store expansion, and sustainability initiatives, which are core aspects of its business strategy and growth trajectory. It also addresses external factors influencing the company’s operations, aligning with its business profile.