Arlen shareholders sold their shares in the public offer of PLN 35 each. On Tuesday, for the same shares you had to pay up to PLN 38.50 on the stock exchange, i.e. the profit was 10 percent. It was a maximum of the day, then the shares lost a bit, but the profit still exceeds 8 percent, so it is at least solid.
The value of Arlen's public offer amounted to a total of PLN 270.9 million. The shareholder offering the shares was the Family Foundation, controlled by Andrzej Tabaczyński. Although the money from the issue did not go to the company, but to its shareholder, the one at the debut announced investment plans.
The market is perspective, because Donald Trump's hard position relative to NATO members forces them to increase defense expenditure to 5 percent. GDP. Some of the new money will certainly go to uniforms for the army.
Arlen Group last year As much as 40 percent She realized revenues on the production of uniforms and backpacks for the 3rd regional logistics base, and backpacks for the 4th logistics base – 17 percent. At the end of last year It had PLN 117 million in liquid funds, by PLN 46 million more year -on -year.
Takes over abroad
– We have two or three acquisition goals selected, but there are still other occasions. […] We have great appetites, but with acquisitions you have to be very careful – told reporters Andrzej Tabaczyński, founder and president of Arlen, on the occasion of the company's debut ceremony at the WSE.
As he said, in the case of one entity the company is already after initial talks.
– One goal is very close to the implementation, we have already discussed the price and methods of action – said the president, adding that a possible transaction would be financed from his own funds.
For Arlen, it is interesting, among others Company in Spain. – It is a family company that has huge competences and has no critical mass – said Tabaczyński.
The president announced that he was looking at companies about sales between EUR 6 and 10 million with EBITDA result of approx. EUR 1 million. The goal is foreign companies.
Price expectations in Poland are too high
– I don't need to buy anyone in Poland, price expectations are too high. I mean mainly abroad – he said.
Arlen also plans to further foreign expansion and acquire contracts in subsequent markets. Interesting for the company are, among others Baltic countries, German, English or Spanish markets.
The president announced that The company does not need to broadcast shares yethas its own funds and is not indebted. In the future, she could raise funds from increasing capitaldepending on the acquisition appetites.
In 2024, the Arlen group employing over 700 people had PLN 461.4 million in sales revenues, by 26 percent. More yaws. During this period, the group generated PLN 76.2 million EBITDA (operating profit increased by depreciation) and 48.3 million net profit falling on the owners of the parent, which increased by 51 percent, respectively. and 53 percent rdr.
President Tabaczyński announced that the company's results are characterized by seasonality. The fourth quarter is the best.
The Arlen group specializes in the production of specialized protective clothing and individual equipment elements intended for uniformed services. It is also a producer of specialist fabrics – mainly laminated and backpacking, for the production of protective clothing and individual equipment for uniformed services.
As part of the public offer, investors were assigned 7 million 740 thousand. action. The sale price was PLN 35 per item, which means that The value of the offer amounted to a total of PLN 270.9 million. Earlier, the maximum price of the share was set at PLN 38. 700,000 went to individual investors. shares, from the tranche of institutional investors, there were 7 million 40 thousand. action.
The factory was originally selling a total of 6.6 million series A,, up to 29.8 percent share capital, but with an option to increase by 1.14 million, i.e. a total of 34.97 percent. actions, which finally happened. Registration in the tranche of retail investors ended on June 11.
As reported, the Shareholder Seller undertook not to offer or sell the company's shares, subject to standard exceptions, for a period of 24 months from the date of the company's first shares on the WSE. Participants of the motivational program undertook to do so for a period of 12 months.
