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Orkla

Ylin-
Alin-
Vaihto-
2026 Q1 -tulosraportti
72 päivää sitten
2,00 NOK/osake
Viimeisin osinko
3,78%Tuotto/v

Tarjoustasot

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Datan lähde: Quartr
Seuraava tapahtuma
2026 Q2 -tulosraportti
20.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
20.5.
Vuosittainen yhtiökokous 2026
23.4.
2025 Q4 -tulosraportti
12.2.
2025 Q3 -tulosraportti
14.11.2025
2025 Q2 -tulosraportti
14.7.2025

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 9 t sitten
    ·
    Some thoughts on Orkla's acquisition of European Candy Group (CCI) I have only been an Orkla shareholder for about a year, so I don't know the company's acquisition history as well as many of you. Therefore, I have spent some time digging into this acquisition and trying to understand what Orkla has actually bought. I gladly welcome input if anyone knows the company or its history better. The first thing that struck me is that this might be the first major strategic move after Christer Kjos took over as chairman of the board. I know that such processes take time and involve both management and the board, but to me, this seems like a positive signal that Orkla is continuing the disciplined strategy they have been known for through many years. Some facts about the acquisition: • Purchase price (Enterprise Value): 207 million euro (approx. 2.4 billion NOK). • Revenue 2025: 94 million euro. • Expected revenue 2026: 110 million euro (+17 %). • Expected EBITDA 2026: 21 million euro. • EBITDA margin: approx. 19 %. • Orkla pays approximately 10x EBITDA, which seems like a reasonable price for a profitable growth company. CCI only accounts for about 1.5–2 % of Orkla's total revenue, so viewed in isolation, this is not an acquisition that changes the group overnight. Therefore, I don't think this is primarily about buying revenue. The interesting thing is that CCI has already produced selected BUBS products since 2025. Orkla is therefore not buying an unknown factory – they are buying a collaboration partner they already know well. As I understand it, Orkla gets four factories (three in the Netherlands and one in Germany), over 300 employees, and a production platform in the middle of Europe. Management has previously been clear that production capacity has been one of the limitations for further growth in BUBS. To me, this therefore looks more like a strategic acquisition of production capacity than a traditional company acquisition. The advantages may include: • Secure capacity for further growth in BUBS. • Shorter path to the large European markets. • Lower logistics and transport costs. • Better delivery reliability. • Faster international expansion without building new factories from scratch. I also find the timing interesting. After the board change, many have been waiting for signals about which direction Orkla will take next. If this acquisition is representative, I perceive that the company is continuing the same disciplined capital allocation, but at the same time is willing to invest aggressively when they find good strategic opportunities. How do others view this? Is this "just" a small acquisition of about 2 % of the group's revenue, or could this prove to be much more important because it lays the foundation for further international growth in BUBS?
    6 t sitten
    ·
    Agree with El Th. Production capacity and buy and sell in EUR
  • 9 t sitten
    ·
    «Orkla acquires Dutch confectionery producer The company is valued at 2.3 billion kroner.»
    3 t sitten
    ·
    Not exactly a bargain, but consistent with Orkla otherwise.
  • 3 päivää sitten
    ·
    Like if you think Q2 will affect Orkla negatively 📉
    2 päivää sitten
    Most likely it will be stable rather than positively.
  • 3 päivää sitten
    ·
    Consumer staples are a safe haven again https://www.google.com/finance/beta/quote/SP500-30:INDEXSP
  • 23.7.
    ·
    The Suez Canal may now be closed. This could affect Orkla very negatively. How far down will we go?
    25.7.
    ·
    Putting aside a little cash just in case
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

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
72 päivää sitten
2,00 NOK/osake
Viimeisin osinko
3,78%Tuotto/v

Uutiset

AI
Viimeisin
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
  • 9 t sitten
    ·
    Some thoughts on Orkla's acquisition of European Candy Group (CCI) I have only been an Orkla shareholder for about a year, so I don't know the company's acquisition history as well as many of you. Therefore, I have spent some time digging into this acquisition and trying to understand what Orkla has actually bought. I gladly welcome input if anyone knows the company or its history better. The first thing that struck me is that this might be the first major strategic move after Christer Kjos took over as chairman of the board. I know that such processes take time and involve both management and the board, but to me, this seems like a positive signal that Orkla is continuing the disciplined strategy they have been known for through many years. Some facts about the acquisition: • Purchase price (Enterprise Value): 207 million euro (approx. 2.4 billion NOK). • Revenue 2025: 94 million euro. • Expected revenue 2026: 110 million euro (+17 %). • Expected EBITDA 2026: 21 million euro. • EBITDA margin: approx. 19 %. • Orkla pays approximately 10x EBITDA, which seems like a reasonable price for a profitable growth company. CCI only accounts for about 1.5–2 % of Orkla's total revenue, so viewed in isolation, this is not an acquisition that changes the group overnight. Therefore, I don't think this is primarily about buying revenue. The interesting thing is that CCI has already produced selected BUBS products since 2025. Orkla is therefore not buying an unknown factory – they are buying a collaboration partner they already know well. As I understand it, Orkla gets four factories (three in the Netherlands and one in Germany), over 300 employees, and a production platform in the middle of Europe. Management has previously been clear that production capacity has been one of the limitations for further growth in BUBS. To me, this therefore looks more like a strategic acquisition of production capacity than a traditional company acquisition. The advantages may include: • Secure capacity for further growth in BUBS. • Shorter path to the large European markets. • Lower logistics and transport costs. • Better delivery reliability. • Faster international expansion without building new factories from scratch. I also find the timing interesting. After the board change, many have been waiting for signals about which direction Orkla will take next. If this acquisition is representative, I perceive that the company is continuing the same disciplined capital allocation, but at the same time is willing to invest aggressively when they find good strategic opportunities. How do others view this? Is this "just" a small acquisition of about 2 % of the group's revenue, or could this prove to be much more important because it lays the foundation for further international growth in BUBS?
    6 t sitten
    ·
    Agree with El Th. Production capacity and buy and sell in EUR
  • 9 t sitten
    ·
    «Orkla acquires Dutch confectionery producer The company is valued at 2.3 billion kroner.»
    3 t sitten
    ·
    Not exactly a bargain, but consistent with Orkla otherwise.
  • 3 päivää sitten
    ·
    Like if you think Q2 will affect Orkla negatively 📉
    2 päivää sitten
    Most likely it will be stable rather than positively.
  • 3 päivää sitten
    ·
    Consumer staples are a safe haven again https://www.google.com/finance/beta/quote/SP500-30:INDEXSP
  • 23.7.
    ·
    The Suez Canal may now be closed. This could affect Orkla very negatively. How far down will we go?
    25.7.
    ·
    Putting aside a little cash just in case
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

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Datan lähde: Quartr
Seuraava tapahtuma
2026 Q2 -tulosraportti
20.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
20.5.
Vuosittainen yhtiökokous 2026
23.4.
2025 Q4 -tulosraportti
12.2.
2025 Q3 -tulosraportti
14.11.2025
2025 Q2 -tulosraportti
14.7.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
72 päivää sitten

Uutiset

AI
Viimeisin
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: Quartr
Seuraava tapahtuma
2026 Q2 -tulosraportti
20.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
20.5.
Vuosittainen yhtiökokous 2026
23.4.
2025 Q4 -tulosraportti
12.2.
2025 Q3 -tulosraportti
14.11.2025
2025 Q2 -tulosraportti
14.7.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2,00 NOK/osake
Viimeisin osinko
3,78%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 9 t sitten
    ·
    Some thoughts on Orkla's acquisition of European Candy Group (CCI) I have only been an Orkla shareholder for about a year, so I don't know the company's acquisition history as well as many of you. Therefore, I have spent some time digging into this acquisition and trying to understand what Orkla has actually bought. I gladly welcome input if anyone knows the company or its history better. The first thing that struck me is that this might be the first major strategic move after Christer Kjos took over as chairman of the board. I know that such processes take time and involve both management and the board, but to me, this seems like a positive signal that Orkla is continuing the disciplined strategy they have been known for through many years. Some facts about the acquisition: • Purchase price (Enterprise Value): 207 million euro (approx. 2.4 billion NOK). • Revenue 2025: 94 million euro. • Expected revenue 2026: 110 million euro (+17 %). • Expected EBITDA 2026: 21 million euro. • EBITDA margin: approx. 19 %. • Orkla pays approximately 10x EBITDA, which seems like a reasonable price for a profitable growth company. CCI only accounts for about 1.5–2 % of Orkla's total revenue, so viewed in isolation, this is not an acquisition that changes the group overnight. Therefore, I don't think this is primarily about buying revenue. The interesting thing is that CCI has already produced selected BUBS products since 2025. Orkla is therefore not buying an unknown factory – they are buying a collaboration partner they already know well. As I understand it, Orkla gets four factories (three in the Netherlands and one in Germany), over 300 employees, and a production platform in the middle of Europe. Management has previously been clear that production capacity has been one of the limitations for further growth in BUBS. To me, this therefore looks more like a strategic acquisition of production capacity than a traditional company acquisition. The advantages may include: • Secure capacity for further growth in BUBS. • Shorter path to the large European markets. • Lower logistics and transport costs. • Better delivery reliability. • Faster international expansion without building new factories from scratch. I also find the timing interesting. After the board change, many have been waiting for signals about which direction Orkla will take next. If this acquisition is representative, I perceive that the company is continuing the same disciplined capital allocation, but at the same time is willing to invest aggressively when they find good strategic opportunities. How do others view this? Is this "just" a small acquisition of about 2 % of the group's revenue, or could this prove to be much more important because it lays the foundation for further international growth in BUBS?
    6 t sitten
    ·
    Agree with El Th. Production capacity and buy and sell in EUR
  • 9 t sitten
    ·
    «Orkla acquires Dutch confectionery producer The company is valued at 2.3 billion kroner.»
    3 t sitten
    ·
    Not exactly a bargain, but consistent with Orkla otherwise.
  • 3 päivää sitten
    ·
    Like if you think Q2 will affect Orkla negatively 📉
    2 päivää sitten
    Most likely it will be stable rather than positively.
  • 3 päivää sitten
    ·
    Consumer staples are a safe haven again https://www.google.com/finance/beta/quote/SP500-30:INDEXSP
  • 23.7.
    ·
    The Suez Canal may now be closed. This could affect Orkla very negatively. How far down will we go?
    25.7.
    ·
    Putting aside a little cash just in case
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

Ei dataa

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
----

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt