Update shared on 28 Nov 2025
Fair value Decreased 0.91%Lerøy Seafood Group’s analyst price target has been revised downward by NOK 0.50 to NOK 54.67. Analysts cite more cautious outlooks reflected in recent research updates.
Analyst Commentary
Bullish Takeaways
- Bullish analysts note the company’s resilient performance within its core seafood segments, even in challenging market conditions.
- There is ongoing confidence in Lerøy Seafood Group’s operational efficiency, which is expected to support robust margins over the medium term.
- Analysts highlight the company’s strong balance sheet and disciplined capital allocation, which provide a solid foundation for long-term growth.
Bearish Takeaways
- Bearish analysts flag near-term earnings visibility as a concern, citing softer demand trends and persistent industry headwinds.
- Cautious sentiment surrounds the impact of recent price revisions on future valuation, raising uncertainty around upside potential.
- Execution risks remain, particularly regarding cost inflation and supply constraints that could challenge margin stability.
What's in the News
- Lerøy Seafood Group ASA announced production results for the third quarter of 2025, reporting a total harvest volume of salmon and trout at 59,100 GWT, up from 51,400 GWT in the same quarter of 2024 (Company Announcement).
- The reported harvest figures do not include volumes from Scottish Seafarms, which is Lerøy's joint venture operation (Company Announcement).
- Total wild catch volumes from Lerøy Havfisk reached 13,500 tonnes in the third quarter of 2025, compared to 13,300 tonnes in the third quarter of 2024. The cod catch for Q3 2025 was 1,200 tonnes, slightly lower than the 1,500 tonnes achieved in Q3 2024 (Company Announcement).
Valuation Changes
- Consensus Analyst Price Target has been reduced marginally from NOK 55.17 to NOK 54.67. This reflects a more cautious valuation outlook.
- Discount Rate has remained unchanged at 6.34%. This indicates consistent risk assumptions among analysts.
- Revenue Growth projections have increased from 8.46% to 9.26%, suggesting expectations for stronger sales momentum.
- Net Profit Margin estimates have edged up slightly from 9.36% to 9.38%. This points to marginally improved profitability forecasts.
- Future P/E (price-to-earnings) ratio has declined from 9.97x to 9.40x. This implies analysts now expect slightly lower earnings multiples for the company.
Disclaimer
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