LPP (LPP) Investor presentation summary

Strong and profitable growth trajectory

• Achieved PLN 23.1 bn in revenues and PLN 5.4 bn EBITDA in 2025, with 16.2% and 22.2% CAGR respectively from 2015-2025.

• E-commerce accounts for 28% of revenues, with a 23% EBITDA margin and 3,748 stores across 46 countries.

• Market capitalization reached PLN 36.5 bn, with regular dividend payments and a record share price of PLN 24,280 in April 2026.

• Outperformed peers in growth and valuation, maintaining high profitability and attractive P/E ratios.

Business model and operational efficiency

• Operates two business models: value-focused Sinsay and mainstream heritage brands, with Sinsay showing higher gross margins and faster payback.

• E-commerce growth outpaces the market, with a 55% CAGR since 2015 and strong omnichannel integration.

• Highly automated logistics network with expansion plans to reach 1,000 ths m² by 2027, reducing delivery times and costs.

• Technological advancements include AI-powered customer experience, logistics automation, and a robust contact center.

Sinsay as a growth engine

• Sinsay combines fashion brand appeal with value pricing, supported by a seamless omnichannel ecosystem.

• Omnichannel customers shop 4-5x more often, with 45% of online orders picked up in stores and high app engagement.

• Sinsay stores deliver high profitability, with an average payback period of 17 months and 98% of stores contributing positive EBITDA.

• Sinsay app is the most downloaded fashion app in Poland, driving 83% of Sinsay sales in 2025.

• Market potential for up to 10,000 Sinsay stores, with current presence in 22 countries and rapid expansion planned.