2025 Q4 -tulosraportti
89 päivää sitten
‧22 min
2,00 NOK/osake
Viimeisin osinko
3,61%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 379 | - | - | ||
| 1 638 | - | - | ||
| 9 | - | - | ||
| 10 952 | - | - | ||
| 1 256 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·10 t sittenOh no, this report will be a disaster.
·4 t sittenAsked Chat GPT what you think about Orkla's quarterly report on May 20th: I think the market will be most concerned with three things when Orkla presents its Q1 figures on May 20th: 1. Volume development – not just price growth 2. Margins in Snacks (cocoa is still an issue) 3. Capital allocation – buybacks, dividends, and further portfolio actions The company has actually had quite good operational development throughout 2025, but much of the growth has been driven by price increases rather than strong volume growth. Management itself has said that stronger volume and cost efficiency are important areas for improvement going into 2026. What makes Orkla interesting right now is that the case has become a bit different than a few years ago. It's less of a "boring food conglomerate" and more of a Nordic brand/investment company with: * stable cash flows, * high exposure to defensive categories, * and significant hidden value in, among others, Jotun. Jotun is still extremely important. Several analysts point out that the market might not fully price in how profitable that ownership is. The negative short-term: * Cocoa and raw material costs can still pressure margins in Snacks. * The consumer in the Nordics is still a bit weak volume-wise. * The stock has already performed quite well relative to defensive consumption, so expectations are not low. The positive: * Orkla has become significantly tighter operationally. * Margin focus and portfolio clean-up seem to be working. * The balance sheet is strong, with continued room for buybacks and high payouts. Analyst expectations seem quite moderate ahead of the report. Consensus is around 17.6–17.9 billion in revenue for the coming quarters, and the market seems more "hold"-oriented than euphoric. My assessment: * If they deliver stable margins + OK volume, I think the stock can react positively. * If volumes are still weak and Snacks disappoints, I think the market will be more measured. * In the slightly longer term, I still think Orkla looks quite attractive as a defensive Nordic quality stock, especially if one believes interest rates will gradually come down again and investors seek stable cash flows.
·1 päivä sittenLet's hope it approaches 100, then it's just a matter of loading up with both hands🙂- ·3 päivää sittenWhat do we think will happen to Orkla when oil falls?
·2 päivää sittenIt is exciting what will happen with Orkla. The company could quickly come into play. It has previously been predicted that the company will be swallowed by a foreign company. The fact that Hagen passed away could be something that accelerates this. My advice is to hold onto the shares and be patient. 
6.5.6.5.Tämä julkaisu on poistettu.
·5.5. · MuokattuSometimes it might perhaps be just as wise not to say everything one thinks. Your post actually shows that you absolutely have no respect for other people.·6.5.I haven't said anything disrespectful towards Hagen… one is allowed to think a little.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
89 päivää sitten
‧22 min
2,00 NOK/osake
Viimeisin osinko
3,61%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10 t sittenOh no, this report will be a disaster.·4 t sittenAsked Chat GPT what you think about Orkla's quarterly report on May 20th: I think the market will be most concerned with three things when Orkla presents its Q1 figures on May 20th: 1. Volume development – not just price growth 2. Margins in Snacks (cocoa is still an issue) 3. Capital allocation – buybacks, dividends, and further portfolio actions The company has actually had quite good operational development throughout 2025, but much of the growth has been driven by price increases rather than strong volume growth. Management itself has said that stronger volume and cost efficiency are important areas for improvement going into 2026. What makes Orkla interesting right now is that the case has become a bit different than a few years ago. It's less of a "boring food conglomerate" and more of a Nordic brand/investment company with: * stable cash flows, * high exposure to defensive categories, * and significant hidden value in, among others, Jotun. Jotun is still extremely important. Several analysts point out that the market might not fully price in how profitable that ownership is. The negative short-term: * Cocoa and raw material costs can still pressure margins in Snacks. * The consumer in the Nordics is still a bit weak volume-wise. * The stock has already performed quite well relative to defensive consumption, so expectations are not low. The positive: * Orkla has become significantly tighter operationally. * Margin focus and portfolio clean-up seem to be working. * The balance sheet is strong, with continued room for buybacks and high payouts. Analyst expectations seem quite moderate ahead of the report. Consensus is around 17.6–17.9 billion in revenue for the coming quarters, and the market seems more "hold"-oriented than euphoric. My assessment: * If they deliver stable margins + OK volume, I think the stock can react positively. * If volumes are still weak and Snacks disappoints, I think the market will be more measured. * In the slightly longer term, I still think Orkla looks quite attractive as a defensive Nordic quality stock, especially if one believes interest rates will gradually come down again and investors seek stable cash flows.
- ·1 päivä sittenLet's hope it approaches 100, then it's just a matter of loading up with both hands🙂
- ·3 päivää sittenWhat do we think will happen to Orkla when oil falls?·2 päivää sittenIt is exciting what will happen with Orkla. The company could quickly come into play. It has previously been predicted that the company will be swallowed by a foreign company. The fact that Hagen passed away could be something that accelerates this. My advice is to hold onto the shares and be patient.
- 6.5.6.5.Tämä julkaisu on poistettu.·5.5. · MuokattuSometimes it might perhaps be just as wise not to say everything one thinks. Your post actually shows that you absolutely have no respect for other people.·6.5.I haven't said anything disrespectful towards Hagen… one is allowed to think a little.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 379 | - | - | ||
| 1 638 | - | - | ||
| 9 | - | - | ||
| 10 952 | - | - | ||
| 1 256 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 |
2025 Q4 -tulosraportti
89 päivää sitten
‧22 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 |
2,00 NOK/osake
Viimeisin osinko
3,61%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10 t sittenOh no, this report will be a disaster.·4 t sittenAsked Chat GPT what you think about Orkla's quarterly report on May 20th: I think the market will be most concerned with three things when Orkla presents its Q1 figures on May 20th: 1. Volume development – not just price growth 2. Margins in Snacks (cocoa is still an issue) 3. Capital allocation – buybacks, dividends, and further portfolio actions The company has actually had quite good operational development throughout 2025, but much of the growth has been driven by price increases rather than strong volume growth. Management itself has said that stronger volume and cost efficiency are important areas for improvement going into 2026. What makes Orkla interesting right now is that the case has become a bit different than a few years ago. It's less of a "boring food conglomerate" and more of a Nordic brand/investment company with: * stable cash flows, * high exposure to defensive categories, * and significant hidden value in, among others, Jotun. Jotun is still extremely important. Several analysts point out that the market might not fully price in how profitable that ownership is. The negative short-term: * Cocoa and raw material costs can still pressure margins in Snacks. * The consumer in the Nordics is still a bit weak volume-wise. * The stock has already performed quite well relative to defensive consumption, so expectations are not low. The positive: * Orkla has become significantly tighter operationally. * Margin focus and portfolio clean-up seem to be working. * The balance sheet is strong, with continued room for buybacks and high payouts. Analyst expectations seem quite moderate ahead of the report. Consensus is around 17.6–17.9 billion in revenue for the coming quarters, and the market seems more "hold"-oriented than euphoric. My assessment: * If they deliver stable margins + OK volume, I think the stock can react positively. * If volumes are still weak and Snacks disappoints, I think the market will be more measured. * In the slightly longer term, I still think Orkla looks quite attractive as a defensive Nordic quality stock, especially if one believes interest rates will gradually come down again and investors seek stable cash flows.
- ·1 päivä sittenLet's hope it approaches 100, then it's just a matter of loading up with both hands🙂
- ·3 päivää sittenWhat do we think will happen to Orkla when oil falls?·2 päivää sittenIt is exciting what will happen with Orkla. The company could quickly come into play. It has previously been predicted that the company will be swallowed by a foreign company. The fact that Hagen passed away could be something that accelerates this. My advice is to hold onto the shares and be patient.
- 6.5.6.5.Tämä julkaisu on poistettu.·5.5. · MuokattuSometimes it might perhaps be just as wise not to say everything one thinks. Your post actually shows that you absolutely have no respect for other people.·6.5.I haven't said anything disrespectful towards Hagen… one is allowed to think a little.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 379 | - | - | ||
| 1 638 | - | - | ||
| 9 | - | - | ||
| 10 952 | - | - | ||
| 1 256 | - | - |
Välittäjätilasto
Dataa ei löytynyt