Company Polski Holding Nieruchomosci S.A.

Equities

PHN

PLPHN0000014

Real Estate Development & Operations

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Quarterly earnings - Rate of surprise

Sector Other Real Estate Development & Operations

Market Closed - Warsaw S.E. Other stock markets 06:30:09 2024-04-26 am EDT			5-day change	1st Jan Change
11.75 ^PLN	-0.42%		-0.84%	-16.07%

2023	Polski Holding Nieruchomosci S.A. Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2023	CI
2023	Polski Holding Nieruchomosci S.A. Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2023	CI

Polski Holding Nieruchomosci SA, formerly Grupa PHN SA, is a Poland-based holding company that is engaged in real estate development and operations. It operates a portfolio of approximately 180 properties, which are located across Poland in such cities and towns as, Warsaw, Wroclaw, Gdansk, Pruszkow, Parzniewo, Kolbaskowo, Lucmierz and Lewandow, among others. It possesses undeveloped land of a surface around 1,300 ha. The Group's principal activities include rental, sale and administration of retail, exhibition, office and advertising space, rental of warehouses, land investment, commercial real estate development, marketing and property management and others. It operates through subsidiaries, such as PHN 5 Sp z o o acquired another subsidiaries from the Company, such as Intraco SA, Dalmor SA, Budexpo Sp z o o,Andersia Business Centre Sp z o o and Wroclawskie Centrum Prasowe Sp z o o.

Number of employees: 635

PLN in Million	2021	Weight	2022	Weight	Delta
Construction 46.6 %	188	39.1 %	292	46.6 %	+55.27%
Lease 32.4 %	187	39.0 %	203	32.4 %	+8.54%
Development Activities 23.3 %	104	21.6 %	146	23.3 %	+40.29%
Transactions Between Segments -8.7 %	-16	-3.3 %	-55	-8.7 %	+243.40%
Other 6.4 %	17	3.5 %	40	6.4 %	+137.65%

PLN in Million	2021	Weight	2022	Weight	Delta
Poland 89.7 %	435	90.4 %	563	89.7 %	+29.45%
Germany 10.3 %	46	9.6 %	64	10.3 %	+40.31%

Managers	Title	Age	Since
Marcin Mazurek CEO	Chief Executive Officer	-	18-04-30
Kinga Sluzek BRD	Director/Board Member	-	16-06-21
Magdalena Kacprzak IRC	Investor Relations Contact	-	-
Szczepan Barszczewsk PRN	Corporate Officer/Principal	-	-
Piotr Przednowek PRN	Corporate Officer/Principal	-	18-03-01
Tomasz Sztonyk PRN	Corporate Officer/Principal	-	19-03-06
Adam Lesinski PRN	Corporate Officer/Principal	-	22-07-31

Members of the board	Title	Age	Since
Kinga Sluzek BRD	Director/Board Member	-	16-06-21
Izabela Felczak-Poturnicka CHM	Chairman	44	11-04-28
Pawel Majewski BRD	Director/Board Member	-	20-08-04
Grazyna Ciurzynska BRD	Director/Board Member	-	19-06-28
Boguslaw Przywora BRD	Director/Board Member	-	17-06-29
Artur Szostak BRD	Director/Board Member	-	18-12-11
Lukasz Puchalski BRD	Director/Board Member	-	19-06-26
Przemyslaw Stepak BRD	Director/Board Member	-	20-06-29
Krzysztof Turkowski BRD	Director/Board Member	-	20-12-17

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	51,217,313	14,374,325 ( 28.07 %)	0	28.07 %

Name	Equities	%	Valuation
Government of Poland 71.93 %	36,842,988	71.93 %	108 M zł
Allianz Polska PTE SA 9.962 %	5,102,442	9.962 %	15 M zł
Nationale-Nederlanden PTE SA 5.622 %	2,879,184	5.622 %	8 M zł
Generali PTE SA 2.611 %	1,337,392	2.611 %	4 M zł
Nordea PTE SA 1.026 %	525,465	1.026 %	2 M zł
Vienna PTE SA Vienna Insurance Group 1.025 %	524,840	1.025 %	2 M zł
UNIQA PTE SA 0.7943 %	406,812	0.7943 %	1 M zł
Goldman Sachs Towarzystwo Funduszy Inwestycyjnych SA 0.3827 %	195,985	0.3827 %	575 018 zł
Bankhaus Ellwanger & Geiger AG 0.1887 %	96,632	0.1887 %	283 517 zł
Opera TFI SA 0.1075 %	55,080	0.1075 %	161 604 zł

Polski Holding Nieruchomosci SA

al. Jana Pawla II 12

00-124, Warsaw

+48 22 850 9100

http://www.phnsa.pl

address Polski Holding Nieruchomosci S.A.(PHN)

Name	Category and Sector
Dalmor SA Dalmor SA Agricultural Commodities/MillingProcess Industries Dalmor SA is a Polish company that provides fishing and fish processing services, as well as distributes seafood. The private company is based in Gdynia, Poland. Dalmor was acquired by Wilbo SA on July 19, 2004, and ultimately controlled by the Government of Poland.	Agricultural Commodities/Milling
PHN SPV 2 Sp zoo PHN SPV 2 Sp zoo Real Estate DevelopmentFinance PHN SPV 2 Sp zoo provides real estate services and is ultimately controlled by the Government of Poland. The private company is based in Warsaw, Poland.	Real Estate Development
PHN SPV 12 Sp zoo PHN SPV 12 Sp zoo Real Estate DevelopmentFinance PHN SPV 12 Sp zoo is a Polish company that leases real estate properties. The private company is based in Warsaw, Poland. The company is a subsidiary ultimately controlled by the Government of Poland.	Real Estate Development
PHN SPV 15 Sp zoo PHN SPV 15 Sp zoo Real Estate DevelopmentFinance PHN SPV 15 Sp zoo provides real estate services and is ultimately controlled by the Government of Poland. The private company is based in Warsaw, Poland.	Real Estate Development
PHN SPV 33 Sp zoo PHN SPV 33 Sp zoo Real Estate DevelopmentFinance PHN SPV 33 Sp zoo is a private company based in Warsaw, Poland that specializes in renting offices and office spaces in the area. The Polish company has extensive experience in the industry and prioritize providing high-quality services. The company is a subsidiary ultimately controlled by the Government of Poland.	Real Estate Development
Parzniew Logistics Center 1 Sp zoo Parzniew Logistics Center 1 Sp zoo Miscellaneous Commercial ServicesCommercial Services Parzniew Logistics Center 1 Sp zoo engages in the provision of construction services. It also offers rental and management of real estate. The company was founded in 2015 and is headquartered in Warsaw, Poland.	Miscellaneous Commercial Services
PHN Wilanow Sp zoo PHN Wilanow Sp zoo Real Estate DevelopmentFinance PHN Wilanow Sp zoo engages in renting and management of real estate properties. The private company is located in Poland.	Real Estate Development
PHN SPV 10 PHN K Sp zoo SKA
PHN SPV 1 PHN K Sp zoo SKA
PHN Foksal PHN K Sp zoo SKA
PHN SPV 3 PHN K Sp zoo SKA
PHN SPV 7 PHN K Sp zoo SKA
PHN SPV 11 PHN K Sp zoo SKA
Ordona 1 Sp zoo
PHN SPV 14 PHN K Sp zoo SKA
PHN SPV 16 PHN K Sp zoo SKA
PHN SPV 17 PHN K Sp zoo SKA
PHN SPV 34 PHN K Sp zoo SKA
Warszawski Holding Nieruchomosci SA
PHN SPV 21 Sp zoo
PHN Property Management PHN K Sp zoo Sp K

Sell

Buy

Mean consensus

HOLD

Number of Analysts

Last Close Price

11.8 PLN

Average target price

12.2 PLN

Spread / Average Target

+3.39%

Consensus

Company calendar

Real Estate

Real Estate

Real Estate Operations

Real Estate Development & Operations

Other Real Estate Development & Operations

	1st Jan change	Capi.
POLSKI HOLDING NIERUCHOMOSCI S.A.	-16.07%	150M
MITSUI FUDOSAN CO., LTD.	+36.16%	27.29B
SUN HUNG KAI PROPERTIES LIMITED	-13.74%	26.65B
DLF LIMITED	+25.00%	26.56B
CHINA RESOURCES LAND LIMITED	-0.71%	23.73B
MITSUBISHI ESTATE CO., LTD.	+44.49%	22.46B
EMAAR PROPERTIES	+2.78%	19.61B
CHINA OVERSEAS LAND & INVESTMENT LTD.	+1.45%	18.04B
SUMITOMO REALTY & DEVELOPMENT CO., LTD.	+28.54%	16.12B
CK ASSET HOLDINGS LIMITED	-14.80%	14.69B

Other Real Estate Development & Operations