2026 Q2 - tulosraportti
65 päivää sitten
‧22 min
4,00 NOK/osake
Viimeisin osinko
4,13%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 900 | - | - | ||
| 2 100 | - | - | ||
| 4 136 | - | - | ||
| 2 008 | - | - | ||
| 5 449 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 20.8. | ||
2026 Q1 - tulosraportti 20.5. | ||
Vuosittainen yhtiökokous 2026 23.4. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 14.11.2025 |
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
·1 päivä sittenIs it just me, or has Orkla really invested in "shrink-flation" of the products on the grocery shelves lately. Grandiosa barely has any cheese left on it and the chips have gotten smaller and smaller. Is good for the company and us short-term, but dangerous in the long run as people switch over. We will see in the Q3 report if the gross profit has increased or the cost of goods sold has decreased. Also suspect that Orkla has lowered the prices of their products because they are very often on sale and price war between the grocery chains. Just my own thoughts and speculations, write what you think.
Interesting reflections, and I think you bring up a relevant issue 🙂 As several are pointing out, this probably applies to more manufacturers than just Orkla. When it comes to chips, one should also look at grams per bag and price per kilo before concluding that the content has been reduced. Looking at Orkla's Q2 figures, organic revenue in Orkla Foods fell by 1.3 %, where volume/mix contributed negatively with 2.3 %, while price increases contributed positively with 1.0 %. At the same time, underlying adjusted EBIT increased by 4 %. This shows that the company manages to improve profitability despite weaker volume development 🙂 The interesting part going forward will therefore be whether the margin improvements are due to permanent efficiencies and a better product mix, or if weaker demand will eventually press profitability. Frequent campaigns also do not necessarily mean that Orkla has reduced its selling prices, since grocery chains also influence the final price. I believe the Q3 report on November 6 will be important, especially the development in sales volume, organic growth, and margins. Orkla's strong brands remain a competitive advantage, but in the long term, the company must manage to combine profitability with stable or growing volumes. It will be exciting to follow 🙂
·19.10.Double bottom?
·19.10.Doesn't look too bright for the krone, considering the weakening towards Q3. Do people think this will have a big impact on Orkla's results?Good question, WillHN 🙂 I don't necessarily think a weaker krone is negative for Orkla overall. Here we must distinguish between currency effects on revenues and increased costs from importing raw materials, packaging and other input factors. In Q2, Orkla's reported revenue fell by 5.4 %, mainly influenced by negative currency translation effects, while the underlying EBIT growth in the consolidated portfolio companies was 2.5 %. This shows how much exchange rates can affect the reported figures without the underlying operations necessarily weakening correspondingly. Outo also makes a relevant point regarding Jotun, where Orkla owns 42.7 %. Jotun's profit contribution actually increased by 17 % in Q2, despite negative currency effects. A weaker krone can in isolation contribute positively when foreign results are converted to NOK. For Q3, it will therefore be interesting to follow developments in operating margins, volume growth and raw material costs, rather than focusing too much on the krone exchange rate alone. I believe Orkla's geographical spread provides a certain natural currency balance, even though increased import costs may pressure margins. Will be exciting to see what the Q3 numbers show 🙂
·18.10.Good numbers now in Q3, is almost as likely as many people filling their refrigerators before Christmas. This is a clear bottom this stock is at now. Struggling a bit to find the patience to wait, if they manage to push the price down to the 91 range again I am impressed.Orkla definitely has some challenges to solve, and Q3 will be important to see if the underlying growth picks up. In Q2, organic revenue growth was flat, while underlying EBIT increased by 2.5 %. At the same time, Jotun delivered strong results with 21 % growth in operating profit, currency-adjusted. This shows that there are still solid value drivers in the group 🙂 I believe volume development, margins, and cost control will be particularly decisive going forward. Orkla has also carried out significant share buybacks, which can support value creation per share over time. A drop towards 91 kroner can of course not be ruled out, but I would be cautious about concluding that the stock is a clear bottom before we see the Q3 figures. In the longer term, I believe it is fundamental earnings performance, not short-term price movements, that should weigh most heavily 🙂
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
65 päivää sitten
‧22 min
4,00 NOK/osake
Viimeisin osinko
4,13%Tuotto/v
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
- ·1 päivä sittenIs it just me, or has Orkla really invested in "shrink-flation" of the products on the grocery shelves lately. Grandiosa barely has any cheese left on it and the chips have gotten smaller and smaller. Is good for the company and us short-term, but dangerous in the long run as people switch over. We will see in the Q3 report if the gross profit has increased or the cost of goods sold has decreased. Also suspect that Orkla has lowered the prices of their products because they are very often on sale and price war between the grocery chains. Just my own thoughts and speculations, write what you think.Interesting reflections, and I think you bring up a relevant issue 🙂 As several are pointing out, this probably applies to more manufacturers than just Orkla. When it comes to chips, one should also look at grams per bag and price per kilo before concluding that the content has been reduced. Looking at Orkla's Q2 figures, organic revenue in Orkla Foods fell by 1.3 %, where volume/mix contributed negatively with 2.3 %, while price increases contributed positively with 1.0 %. At the same time, underlying adjusted EBIT increased by 4 %. This shows that the company manages to improve profitability despite weaker volume development 🙂 The interesting part going forward will therefore be whether the margin improvements are due to permanent efficiencies and a better product mix, or if weaker demand will eventually press profitability. Frequent campaigns also do not necessarily mean that Orkla has reduced its selling prices, since grocery chains also influence the final price. I believe the Q3 report on November 6 will be important, especially the development in sales volume, organic growth, and margins. Orkla's strong brands remain a competitive advantage, but in the long term, the company must manage to combine profitability with stable or growing volumes. It will be exciting to follow 🙂
- ·19.10.Double bottom?
- ·19.10.Doesn't look too bright for the krone, considering the weakening towards Q3. Do people think this will have a big impact on Orkla's results?Good question, WillHN 🙂 I don't necessarily think a weaker krone is negative for Orkla overall. Here we must distinguish between currency effects on revenues and increased costs from importing raw materials, packaging and other input factors. In Q2, Orkla's reported revenue fell by 5.4 %, mainly influenced by negative currency translation effects, while the underlying EBIT growth in the consolidated portfolio companies was 2.5 %. This shows how much exchange rates can affect the reported figures without the underlying operations necessarily weakening correspondingly. Outo also makes a relevant point regarding Jotun, where Orkla owns 42.7 %. Jotun's profit contribution actually increased by 17 % in Q2, despite negative currency effects. A weaker krone can in isolation contribute positively when foreign results are converted to NOK. For Q3, it will therefore be interesting to follow developments in operating margins, volume growth and raw material costs, rather than focusing too much on the krone exchange rate alone. I believe Orkla's geographical spread provides a certain natural currency balance, even though increased import costs may pressure margins. Will be exciting to see what the Q3 numbers show 🙂
- ·18.10.Good numbers now in Q3, is almost as likely as many people filling their refrigerators before Christmas. This is a clear bottom this stock is at now. Struggling a bit to find the patience to wait, if they manage to push the price down to the 91 range again I am impressed.Orkla definitely has some challenges to solve, and Q3 will be important to see if the underlying growth picks up. In Q2, organic revenue growth was flat, while underlying EBIT increased by 2.5 %. At the same time, Jotun delivered strong results with 21 % growth in operating profit, currency-adjusted. This shows that there are still solid value drivers in the group 🙂 I believe volume development, margins, and cost control will be particularly decisive going forward. Orkla has also carried out significant share buybacks, which can support value creation per share over time. A drop towards 91 kroner can of course not be ruled out, but I would be cautious about concluding that the stock is a clear bottom before we see the Q3 figures. In the longer term, I believe it is fundamental earnings performance, not short-term price movements, that should weigh most heavily 🙂
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 900 | - | - | ||
| 2 100 | - | - | ||
| 4 136 | - | - | ||
| 2 008 | - | - | ||
| 5 449 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 20.8. | ||
2026 Q1 - tulosraportti 20.5. | ||
Vuosittainen yhtiökokous 2026 23.4. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 14.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
65 päivää sitten
‧22 min
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 Q3 - tulosraportti 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 20.8. | ||
2026 Q1 - tulosraportti 20.5. | ||
Vuosittainen yhtiökokous 2026 23.4. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 14.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
4,00 NOK/osake
Viimeisin osinko
4,13%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 päivä sittenIs it just me, or has Orkla really invested in "shrink-flation" of the products on the grocery shelves lately. Grandiosa barely has any cheese left on it and the chips have gotten smaller and smaller. Is good for the company and us short-term, but dangerous in the long run as people switch over. We will see in the Q3 report if the gross profit has increased or the cost of goods sold has decreased. Also suspect that Orkla has lowered the prices of their products because they are very often on sale and price war between the grocery chains. Just my own thoughts and speculations, write what you think.Interesting reflections, and I think you bring up a relevant issue 🙂 As several are pointing out, this probably applies to more manufacturers than just Orkla. When it comes to chips, one should also look at grams per bag and price per kilo before concluding that the content has been reduced. Looking at Orkla's Q2 figures, organic revenue in Orkla Foods fell by 1.3 %, where volume/mix contributed negatively with 2.3 %, while price increases contributed positively with 1.0 %. At the same time, underlying adjusted EBIT increased by 4 %. This shows that the company manages to improve profitability despite weaker volume development 🙂 The interesting part going forward will therefore be whether the margin improvements are due to permanent efficiencies and a better product mix, or if weaker demand will eventually press profitability. Frequent campaigns also do not necessarily mean that Orkla has reduced its selling prices, since grocery chains also influence the final price. I believe the Q3 report on November 6 will be important, especially the development in sales volume, organic growth, and margins. Orkla's strong brands remain a competitive advantage, but in the long term, the company must manage to combine profitability with stable or growing volumes. It will be exciting to follow 🙂
- ·19.10.Double bottom?
- ·19.10.Doesn't look too bright for the krone, considering the weakening towards Q3. Do people think this will have a big impact on Orkla's results?Good question, WillHN 🙂 I don't necessarily think a weaker krone is negative for Orkla overall. Here we must distinguish between currency effects on revenues and increased costs from importing raw materials, packaging and other input factors. In Q2, Orkla's reported revenue fell by 5.4 %, mainly influenced by negative currency translation effects, while the underlying EBIT growth in the consolidated portfolio companies was 2.5 %. This shows how much exchange rates can affect the reported figures without the underlying operations necessarily weakening correspondingly. Outo also makes a relevant point regarding Jotun, where Orkla owns 42.7 %. Jotun's profit contribution actually increased by 17 % in Q2, despite negative currency effects. A weaker krone can in isolation contribute positively when foreign results are converted to NOK. For Q3, it will therefore be interesting to follow developments in operating margins, volume growth and raw material costs, rather than focusing too much on the krone exchange rate alone. I believe Orkla's geographical spread provides a certain natural currency balance, even though increased import costs may pressure margins. Will be exciting to see what the Q3 numbers show 🙂
- ·18.10.Good numbers now in Q3, is almost as likely as many people filling their refrigerators before Christmas. This is a clear bottom this stock is at now. Struggling a bit to find the patience to wait, if they manage to push the price down to the 91 range again I am impressed.Orkla definitely has some challenges to solve, and Q3 will be important to see if the underlying growth picks up. In Q2, organic revenue growth was flat, while underlying EBIT increased by 2.5 %. At the same time, Jotun delivered strong results with 21 % growth in operating profit, currency-adjusted. This shows that there are still solid value drivers in the group 🙂 I believe volume development, margins, and cost control will be particularly decisive going forward. Orkla has also carried out significant share buybacks, which can support value creation per share over time. A drop towards 91 kroner can of course not be ruled out, but I would be cautious about concluding that the stock is a clear bottom before we see the Q3 figures. In the longer term, I believe it is fundamental earnings performance, not short-term price movements, that should weigh most heavily 🙂
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 900 | - | - | ||
| 2 100 | - | - | ||
| 4 136 | - | - | ||
| 2 008 | - | - | ||
| 5 449 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt