Update shared on 06 Nov 2025
Fair value Decreased 1.05%Analysts have revised Borregaard’s fair value target slightly downwards, from NOK 214.75 to NOK 212.50. They cite updated projections for profit margins and market conditions as influencing factors.
What's in the News
- The Norwegian Research Council has awarded NOK 15 million to Borregaard’s Biomer innovation initiative, supporting the development of bio-based alternatives to fossil-based polycarboxylates used in agriculture and industry (Regulatory Authority: Compliance).
- Borregaard experienced an unexpected facility outage at its Sarpsborg site, restricting the production of certain speciality cellulose grades and causing shipment delays. Production of other biorefinery products remained unaffected (Halt/Resume of Operations: Unusual Events).
- Borregaard recently held an Analyst/Investor Day, providing updates and strategic insights to stakeholders (Analyst/Investor Day).
Valuation Changes
- Consensus Analyst Price Target has decreased modestly from NOK 214.75 to NOK 212.50.
- Discount Rate has risen slightly, from 6.83% to 6.88%.
- Revenue Growth expectations have increased marginally, now at 5.83% compared to 5.79% previously.
- Net Profit Margin is projected to fall significantly, from 17.39% down to 12.70%.
- Future P/E ratio forecast has increased from 16.52x to 22.37x.
Disclaimer
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