Update shared on 09 Dec 2025
Narrative Update on ArcticZymes Technologies
Analysts have maintained their price target for ArcticZymes Technologies at NOK 32.00, reflecting largely unchanged assumptions on fair value, revenue growth, and profit margins, while only slightly adjusting the discount rate and future price to earnings expectations.
What's in the News
- ArcticZymes Technologies ASA has launched a share repurchase program starting November 25, 2025, allowing buybacks of up to 2,500,000 shares, or 4.90% of outstanding capital, with authorization valid until the 2026 AGM or June 30, 2026, whichever comes first (Key Developments).
- The buyback mandate, approved at the May 27, 2025 Annual General Meeting, sets a price range of NOK 1 to NOK 100 per share and follows a period in which the company held no treasury shares out of its 51,071,390 shares outstanding as of May 6, 2025 (Key Developments).
- ArcticZymes Technologies ASA has signed an exclusive European distribution agreement with Brenntag Specialties Pharma for its SAN-HQ and M-SAN enzyme products, strengthening its channel strategy and expanding market reach across Europe (Key Developments).
- The Brenntag partnership is expected to improve access to ArcticZymes salt-active nucleases for bioprocessing applications in fast-growing segments such as gene therapy, vaccine manufacturing, and advanced therapeutics, with both research and GMP-grade formats available to support scale up to commercial production (Key Developments).
Valuation Changes
- Fair Value: Unchanged at NOK 32.0 per share, indicating no revision to the core valuation outlook.
- Discount Rate: Risen slightly from 6.38% to 6.40%, reflecting a marginally higher required return.
- Revenue Growth: Effectively unchanged at about 20.42% per year, signaling a stable top line growth outlook.
- Net Profit Margin: Stable at roughly 30.92%, indicating no material change in long term profitability assumptions.
- Future P/E: Risen slightly from 33.08x to 33.10x, suggesting a modestly higher valuation multiple on projected earnings.
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