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IZOBLOK S.A (IZB) Fair Value & Analysis

Consumer Cyclical · PL · Market cap 50.9M PLN

IS IZOBLOK S.A IZB · WAR
Price40.00 PLN
Fair Value88.04 PLN
Upside+120.1%
Quality53/100
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Evidence: Low Range 59.70 PLN – 116.38 PLN

Fair value as of: Jul 17, 2026

From 6 valuation models · updated today

Fair value updated Jul 17, 2026, revised from 197.94 PLN to 88.04 PLN (−55.5%) since Jun 24, 2026. Share price +1.5% over the past month.

Price vs Fair Value (12 months)

40.20 PLN 22.20 PLN Fair Value 88.04 PLN Jul 2025 Jul 2026

12‑month range 22.20 PLN – 40.20 PLN · fair‑value band 59.70 PLN – 116.38 PLN · the 40.00 PLN price screens below the 88.04 PLN fair value. As of Jul 17, 2026.

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Analysis

IZOBLOK S.A (IZB) currently trades at 40.00 PLN, while our model-based Fair Value estimate is 88.04 PLN, implying the stock looks roughly 120.1% undervalued today. We read business quality at 53/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.

Over the trailing twelve months, IZOBLOK S.A generated revenue of 316M PLN at a net margin of 2.0%. Revenue grew 20.1% year over year. It earns a return on equity of 6.4%. Net debt stands at 32.1M PLN. Fundamentals as of Jul 17, 2026

Our scenario range runs from 59.70 PLN (bear case) to 116.38 PLN (bull case); at 40.00 PLN, the current price sits below that range. The share trades near its 52-week high and 80% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -52% fair-value upside, at 120%, IZB screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 316M PLN
Revenue growth (YoY) +20.1%
Net margin 2.0%
Return on equity 6.4%
Free cash flow −23.7M PLN FY2025
P/E ratio 8.1
More key figures
Operating margin 6.6%
EPS (TTM) 4.97 PLN
EPS growth (YoY) +11.9%
Net debt 32.1M PLN FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 17, 2026. TTM = trailing twelve months.

About the company

IZOBLOK S.A. provides expanded polypropylene (EPP) components to the automotive industry worldwide. Its EPP products used in the automotive, logistics, HVAC, sports gear, household appliances, and other industries. The company also offers product and tool development, design, prototyping, moulding, and CNC machining services. The company was founded in 1988 and is based in Chorzów, Poland. IZOBLOK S.A. is a subsidiary of BEWi ASA.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

IZOBLOK S.A reported revenue of 301M PLN in FY2025 versus 160M PLN in FY2021, a compound +17.2%/yr. Reported net income was −1.9M PLN in FY2025.

Revenue +17.2%/yr
FY21 160M PLN
FY22 253M PLN
FY23 257M PLN
FY24 252M PLN
FY25 301M PLN
Net income
FY21 −24.8M PLN
FY22 5.6M PLN
FY23 11.3M PLN
FY24 13.9M PLN
FY25 −1.9M PLN

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Cite: Fair Value Calculator (2026). "IZOBLOK S.A Fair Value". https://www.fairvalue-calculator.com/stock/IZB

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Frequently asked questions

Is IZOBLOK S.A (IZB) undervalued?
As of Jul 17, 2026, our model estimates a fair value of 88.04 PLN versus a price of 40.00 PLN, about +120% (undervalued). Model-based estimate, not financial advice.
What is the fair value of IZB?
Our model-based fair value for IZOBLOK S.A is 88.04 PLN (as of Jul 17, 2026), built from audited fundamentals. The current price is 40.00 PLN.
What is the quality score of IZB?
IZOBLOK S.A has a Quality Score of 53/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of IZOBLOK S.A (IZB)?
IZOBLOK S.A reported trailing-twelve-month revenue of about 316M PLN (latest available figure, as of Jul 17, 2026).
What is the net profit margin of IZB?
The net profit margin of IZOBLOK S.A is about 2.0%, meaning it keeps roughly 2.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.