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AAK AB (publ.)
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AAK AB (publ.) Community
OM:AAK Community
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AAK AB (publ.)
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AAK AB (publ.)
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Plant-based Demand Will Unlock Premium Specialty Opportunities
Key Takeaways Strategic shift to value-added specialty oils and operational excellence initiatives set the stage for sustained margin and profit growth through innovation and efficiency gains. Local manufacturing expansion and strong ESG positioning drive diversification, premiumization, and future-proof AAK against evolving regulatory and market demands.
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SEK 380
FV
33.5% undervalued
intrinsic discount
3.50%
Revenue growth p.a.
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6 days ago
author updated this narrative
AAK AB (publ.)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Sustainable Plant-Based Trends And ESG Focus Will Unlock Future Markets
Key Takeaways Growing demand for sustainable, health-focused foods and stricter supply chain regulations strengthen AAK's market position, enabling premiumization and customer loyalty. Operational efficiency programs and innovation investments drive higher margins and earnings resilience, supported by strategic diversification across stable and expanding markets.
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SEK 312.75
FV
19.2% undervalued
intrinsic discount
1.15%
Revenue growth p.a.
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0
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12
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13 days ago
author updated this narrative
AAK AB (publ.)
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Falling Food Ingredients Volumes And Cost Pressures Will Test Margins
Key Takeaways Shifting consumer preferences, regulatory pressures, and rising input costs threaten revenue growth, margins, and long-term profitability. Increasing competition and reduced customer dependency risk weakening sales volumes, bargaining power, and diversification benefits.
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SEK 245
FV
3.1% overvalued
intrinsic discount
-1.28%
Revenue growth p.a.
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0
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20 days ago
author updated this narrative