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Orkla Community
OB:ORK Community
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Orkla
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Orkla
MR
MrMoneyMan
Community Contributor
Orkla's Potential for 13% Upside Amid Strategic Transformation
Vad är den ytterligare uppsidan i värderingen med en omstöpningsplan? Orkla befinner sig mitt i ett stort strategiskt skifte - att bryta upp sin konglomeratstruktur och fokusera på kärntillgångarna.
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NOK 130.00
FV
14.6% undervalued
intrinsic discount
15.07%
Revenue growth p.a.
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6
users have followed this narrative
4 months ago
author updated this narrative
Orkla
BO
Bonywall
Community Contributor
Market Position and Consumer Behaviour Changes Outweigh the Risks
Key Takeaways Strong market position and portfolio of leading brands continue to drive revenue growth. New strategic initiative and operating model, emphasizing organic growth within the company portfolio, along with value creation, optimization and streamlining of the portfolio, are expected to sustain future growth and enhance profitability.
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NOK 84.40
FV
31.5% overvalued
intrinsic discount
6.06%
Revenue growth p.a.
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2
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about 1 year ago
author updated this narrative
Orkla
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Sale Of Pierre Robert Group Will Simplify Future Operations
Key Takeaways Strategic focus on organic growth and divestment of non-core assets enhances profitability, operational efficiency, and net margins. Improved cash flow from operations reinforces balance sheet strength and potentially increases shareholder returns through higher dividends.
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NOK 108.20
FV
2.6% overvalued
intrinsic discount
2.34%
Revenue growth p.a.
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0
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23
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5 days ago
author updated this narrative
Your Valuation for
ORK
ORK
Orkla
Your Fair Value
NOK
Current Price
NOK 111.00
17.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
82b
2015
2018
2021
2024
2025
2027
2030
Revenue NOK 81.7b
Earnings NOK 6.8b
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