Odfjell Drilling

Modern Fleet And Long-Term Contracts Will Secure Future Position

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Feb 25

Updated

03 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

76.6%

7D

5.7%

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1Y

76.6%

7D

5.7%

You can edit this narrative until Dec 4 7:10 PM. Then, changes will post as Updates.

Author's Valuation

NOK 106.1316.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 03 Dec 25

Fair value Increased 6.93%

ODL: Extended Backlog And Cash Dividend Will Support Higher Future Share Price

Analysts have raised their price target for Odfjell Drilling to approximately $106 from about $99, citing upgraded expectations for revenue growth, slightly higher profit margins, and a modestly lower discount rate. Together, these factors support a somewhat richer valuation multiple trajectory.

Shared on 19 Nov 25

Fair value Increased 4.37%

ODL: Cash Dividend And Lower Discount Rate Will Drive Share Price Higher

Analysts have raised their price target for Odfjell Drilling from NOK 95.10 to NOK 99.26. This reflects adjusted expectations for growth and profitability, despite lower forecast revenue expansion.

Shared on 21 Aug 25

Fair value Decreased 0.27%

Odfjell Drilling’s future P/E ratio has risen substantially, indicating materially lower near-term earnings expectations, while the consensus analyst price target is essentially flat, declining marginally from NOK95.36 to NOK95.10. What's in the News Special/Extraordinary Shareholders Meeting called to approve an amendment to the Executive Remuneration Policy, introducing a share option program for directors and granting share options to Simen Lieungh as Chair of the Board.

Shared on 01 May 25

Fair value Increased 11%

Shared on 23 Apr 25

Fair value Increased 0.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 2.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 4.05%

AnalystConsensusTarget has decreased discount rate from 10.3% to 9.0%.

Shared on 02 Apr 25

Fair value Increased 6.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 4.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.13%

AnalystConsensusTarget has increased revenue growth from 3.5% to 4.7%.

Shared on 13 Mar 25

Fair value Increased 4.62%

AnalystConsensusTarget has decreased revenue growth from 7.4% to 3.5%, decreased profit margin from 32.2% to 20.7%, increased future PE multiple from 8.1x to 15.2x and increased discount rate from 8.3% to 10.4%.

AnalystConsensusTarget Fair Value

NOK 106.13

16.6% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.64%

Energy Services revenue growth rate

0.13%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.70%

Calculation

US$193.02m

Earnings '28

x

16.29x

PE Ratio '28

=

US$3.14b

Market Cap '28

US$3.14b

Market Cap '28

/

239.81m

No. shares '28

=

US$13.11

Share Price '28

US$13.11 Share Price '28

Discounted to 2025 @ 7.70% p.a.

=

US$10.50

Fair Value '25

US$10.50 Fair Value '25

Converted to NOK @ 10.0771 USD/NOK Exchange Rate

=

NOK 105.81

Fair Value '25