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onesano S.A (ONO) Fair Value & Analysis

Basic Materials · PL · Market cap 38.9M PLN

OS onesano S.A ONO · WAR
Price0.5900 PLN
Fair Value0.0900 PLN
Upside-84.8%
Quality41/100
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Expensive Growth
Loss-making · -31.5% net margin
negative free cash flow
Trails peers (2/9)
Narrow moat 10/100
Evidence: Low Range 0.0600 PLN – 0.1200 PLN Share as image

Fair value as of: Jul 13, 2026

From 1 valuation models · updated 28 days ago

Fair value updated Jul 13, 2026, revised from 0.2200 PLN to 0.0900 PLN (−59.1%) since Jun 24, 2026.

Below-average quality, and screening another 85% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (0.1200 PLN). The favourable scenario is already priced in.
  • Weak quality (41/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • A fairly wide model range (0.0600 PLN to 0.1200 PLN) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

2.44 PLN 0.5200 PLN Fair Value 0.0900 PLN Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

60‑month range 0.5200 PLN – 2.44 PLN · fair‑value band 0.0600 PLN – 0.1200 PLN · the 0.5900 PLN price screens above the 0.0900 PLN fair value. Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

onesano S.A (ONO) currently trades at 0.5900 PLN, while our model-based Fair Value estimate is 0.0900 PLN, implying the stock looks roughly 84.8% overvalued today. The Quality Score stands at 41/100 (below-average quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

Over the trailing twelve months, onesano S.A generated revenue of 13.2M PLN at a net margin of -31.5%. Revenue grew 54.7% year over year. It earns a return on equity of -68.1%. Net debt stands at 1.1M PLN. Fundamentals as of Jul 13, 2026

Our scenario range runs from 0.0600 PLN (bear case) to 0.1200 PLN (bull case); at 0.5900 PLN, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 41% below its 52-week high and 4% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -46% fair-value upside, at -85%, ONO screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
NCAV (Graham) 0.0400 PLN 0.0500 PLN 0.0700 PLN 50
All 1 models by family
Asset-Based
NCAV (Graham) 0.0400 PLN 0.0500 PLN 0.0700 PLN 50

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Key figures & financial health

Revenue (TTM) 13.2M PLN
Revenue growth (YoY) +54.7%
Net margin -31.5%
Return on equity -68.1%
Free cash flow −3.4M PLN FY2025
Operating margin -23.2%
More key figures
EPS (TTM) -0.0600 PLN
Net debt 1.1M PLN FY2025

Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 41/100

Of which business quality 41 · Market factors (momentum, volatility) 28

Profitability 38
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 4
Earnings quality: real cash, not paper profit
Fin. Strength 44
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 16
Price trend over the last 3–12 months (market factor)
52W Momentum 3
Distance to the 52-week high (market factor)
Net Issuance 40
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

onesano S.A. engages in the research and development in the areas of dietetics, animal nutrition, bioremediation, and agrotechnological processes in Poland. The company provides human dietary supplement products under the Estrovita brand.

Full company description

onesano S.A. engages in the research and development in the areas of dietetics, animal nutrition, bioremediation, and agrotechnological processes in Poland. The company provides human dietary supplement products under the Estrovita brand. It also offers Yarrowia Equinox; Yarrowia Canifelox; and dietary supplements, functional foods, and cosmetic raw materials. It sells its products through chain pharmacies, pharmaceutical wholesalers, drugstores, e-commerce, veterinary offices, zoological and veterinary wholesalers, animal feed and supplementary mixture producers, and contract manufacturers. The company was formerly known as Skotan SA and changed its name to onesano S.A. in March 2023. onesano S.A. was founded in 1995 and is based in Chorzów, Poland.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

onesano S.A reported revenue of 11.9M PLN in FY2025 versus 11.5M PLN in FY2021, a compound +1.0%/yr. Reported net income was −4.8M PLN in FY2025.

Growth Quality 17/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
11.9M PLN
Latest YoY
+11.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−0.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+2.7%
Avg. growth/yr (9Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+28.1%
Revenue +1.0%/yr
FY21 11.5M PLN
FY22 12.1M PLN
FY23 12.2M PLN
FY24 10.7M PLN
FY25 11.9M PLN
Net income
FY21 −1.2M PLN
FY22 −3.9M PLN
FY23 −6.4M PLN
FY24 −5.8M PLN
FY25 −4.8M PLN

ONO screens 85% overvalued. Compare with BASF SE →

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

Peer Group

Chemicals · 333 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 41 · Bottom 25%
Fair Value upside −85% · Bottom 25%
Return on assets -24% · Bottom 25%
Net margin (TTM) -31% · Bottom 25%
Operating margin (TTM) -23% · Bottom 25%
Revenue growth 55% · Top 25%

Valuation Multiples vs Chemicals median · lower = cheaper

P/B 2.15× · Pricier than median
P/S (TTM) 0.79× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 0
FUTURE 100 · sector 20
PAST 0 · sector 19
HEALTH 0 · sector 94
DIVIDEND 0 · sector 27

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
BASF SE BASN 1,034 MXN 532.13 MXN -49%
Ningxia Baofeng Energy Group 600989 ¥20.32 ¥20.17 -1%
Zhejiang Juhua Co 600160 ¥42.85 ¥23.35 -46%
PT Barito Pacific Tbk, BRPT 1,690 IDR 1,628 IDR -4%
LG Chem, Ltd 051910 260,500 KRW 587,755 KRW +126%
Formosa Chemicals & Fibre Corporation 1326 66.10 TWD 6.79 TWD -90%
PTT Global Chemical Public Company PTTGC 35.50 THB 18.21 THB -49%
542812 542812 ₹4,369 ₹791.05 -82%
Indorama Ventures Public Company IVL 24.50 THB 17.95 THB -27%
Navin Fluorine International Limited NAVINFLUOR ₹8,650 ₹2,146 -75%

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Frequently asked questions

Is onesano S.A (ONO) overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of 0.0900 PLN versus a price of 0.5900 PLN, about −85% (overvalued).
What is the fair value of ONO?
Our model-based fair value for onesano S.A is 0.0900 PLN (as of Jul 13, 2026), built from audited fundamentals. The current price is 0.5900 PLN.
What is the quality score of ONO?
onesano S.A has a Quality Score of 41/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of onesano S.A (ONO)?
onesano S.A reported trailing-twelve-month revenue of about 13.2M PLN (latest available figure, as of Jul 13, 2026).
What is the net profit margin of ONO?
The net profit margin of onesano S.A is about -31.5%, meaning it is currently running at a net loss. 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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