Vår Energi ASA

Informe acción OB:VAR

Capitalización de mercado: NOK 116.9b

Vår Energi Resultados de beneficios anteriores

Pasado controles de criterios 5/6

Vår Energi ha aumentado sus beneficios a una tasa media anual de 6.1%, mientras que los beneficios de la industria de Oil and Gas han experimentado un crecimiento de 10.4% anual. Los ingresos han ido creciendo a una tasa media de 3.1% al año. La rentabilidad financiera de Vår Energi es de 70%, y sus márgenes netos son de 12.3%.

Información clave

6.08%

Tasa de crecimiento de los beneficios

6.12%

Tasa de crecimiento del BPA

Crecimiento de la industria Oil and Gas 39.67%
Tasa de crecimiento de los ingresos3.12%
Rentabilidad financiera70.01%
Margen neto12.26%
Próxima actualización de resultados21 Oct 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis Feb 17

We Think Vår Energi's (OB:VAR) Profit Is Only A Baseline For What They Can Achieve

The subdued stock price reaction suggests that Vår Energi ASA's ( OB:VAR ) strong earnings didn't offer any surprises...

Recent updates

Actualización de narrativa Jul 24

VAR: Merger With BlueNord And New Projects Will Drive Future Upside

Analysts have raised their fair value estimate for Vår Energi from NOK 46.21 to NOK 60.33, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations, alongside mixed recent rating changes on the stock. Analyst Commentary Recent research on Vår Energi reflects a mix of views, with some analysts pointing to balance sheet pressure linked to the BlueNord acquisition, while others highlight potential upside scenarios.
Artículo de análisis Jul 24

Vår Energi ASA Just Beat EPS By 55%: Here's What Analysts Think Will Happen Next

Shareholders of Vår Energi ASA ( OB:VAR ) will be pleased this week, given that the stock price is up 13% to kr49.30...
Actualización de narrativa Jul 10

VAR: Gjøa Hub Projects And Portfolio Shift Will Shape Balanced Outlook

Analysts have trimmed their average 12 month price target for Vår Energi to NOK 39.18 from NOK 40.71, reflecting slightly lower fair value assumptions, a modestly reduced future P/E outlook, and updated expectations for revenue growth and profit margins. Analyst Commentary Recent research on Vår Energi shows a mix of optimism and caution, with some firms adjusting targets and ratings as they refresh assumptions on valuation, growth prospects, and execution risks.
Actualización de narrativa Jun 26

VAR: Portfolio High Grading And New Wells Will Shape Balanced Outlook

The analyst price target for Vår Energi has been revised from about NOK 26 to roughly NOK 41, as analysts factor in updated assumptions around discount rates, profit margins, and future P/E, alongside a mix of recent rating changes and target tweaks from the Street. Analyst Commentary Recent research on Vår Energi reflects a mix of optimism and caution, with some firms upgrading their stance while others trim price targets.
Artículo de análisis Jun 18

Vår Energi (OB:VAR) Stock Could Be 11.7% Undervalued After Balder Next New Wells Decision

Vår Energi (OB:VAR) has approved a final investment decision for the Balder Next New Wells project in the North Sea, a new phase targeting 86 million barrels of oil equivalent tied to existing infrastructure. See our latest analysis for Vår Energi. At a share price of NOK43.31, Vår Energi has given investors a year to date share price return of 29.67%, while the 1 year total shareholder return of 43.42% and 3 year total shareholder return of 139.66% point to momentum that has been building...
Actualización de narrativa Jun 05

VAR: Project Execution And Steady Volumes Will Shape Balanced Future Returns

Analysts have nudged their average price target for Vår Energi higher to around NOK 49. This reflects a slightly higher assumed fair value and profit margin, set against more cautious revenue growth assumptions and a modestly higher discount rate after a mix of recent upgrades and one downgrade.
Actualización de narrativa Apr 18

VAR: Higher 2026 Volumes And Rising Production Targets Will Drive Returns

Analysts have adjusted the fair value estimate for Vår Energi to NOK 47.22 from NOK 44.72 as updated revenue growth, profit margin and forward P/E assumptions have shifted, alongside a slightly lower discount rate. Analyst Commentary Recent Street research on Vår Energi shows a mix of optimism and caution, with several price target revisions and rating changes that feed directly into how analysts think about valuation, execution risk and growth potential.
Actualización de narrativa Apr 03

VAR: Higher 2026 Volumes And Mixed Execution Risks Will Shape Returns

Analysts have raised the implied fair value for Vår Energi from NOK 38.93 to NOK 44.72, citing updated assumptions on growth, margins and future P/E multiples, as well as a mix of both higher and lower price targets in recent research. Analyst Commentary Recent research on Vår Energi shows a split view, with some analysts lifting price targets and ratings while others are taking a more cautious stance with downgrades and lower targets.
Actualización de narrativa Mar 18

VAR: 2026 Production Targets And Sector Headwinds Will Limit Upside

The updated analyst price target for Vår Energi implies an increase in estimated fair value to about NOK 39 from roughly NOK 38, supported by mixed but generally higher Street targets in a NOK 25 to NOK 44 range as analysts adjust for revised growth, profitability and sector views. Analyst Commentary Recent Street research on Vår Energi shows a split view, with some firms lifting price targets while others cut ratings and targets.
Actualización de narrativa Mar 04

VAR: Dividends And 2026 Production Plans Will Support Balanced Outlook

The analyst price target for Vår Energi has been revised from NOK 36.44 to NOK 37.52, with analysts citing updated sector views and mixed broker targets ranging from NOK 25 to NOK 40 as key factors behind the change. Analyst Commentary Recent research on Vår Energi reflects a split view, with some analysts lifting price targets and others moving to more cautious stances.
Artículo de análisis Feb 17

We Think Vår Energi's (OB:VAR) Profit Is Only A Baseline For What They Can Achieve

The subdued stock price reaction suggests that Vår Energi ASA's ( OB:VAR ) strong earnings didn't offer any surprises...
Artículo de análisis Feb 13

Vår Energi ASA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The analysts might have been a bit too bullish on Vår Energi ASA ( OB:VAR ), given that the company fell short of...
Nueva narrativa Jan 28

Future Production And Cost Risks Will Undermine Long Term Norwegian Shelf Ambitions

Catalysts About Vår Energi Vår Energi is an oil and gas producer focused on the Norwegian Continental Shelf with a diversified asset base, significant gas exports and an active program of development and exploration projects. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jan 27

VAR: Dividends And 2028 To 2029 Projects Will Support Balanced Outlook

Analysts have trimmed their price target on Vår Energi from about NOK 38.93 to around NOK 36.44, as updated sector views and a softer oil price outlook feed through to lower assumed fair value and P/E multiples, even while their models reflect adjusted expectations for revenue growth and profit margins. Analyst Commentary Recent research on Vår Energi points to a mixed view, with some focusing on long term sector positioning and others emphasizing valuation risk at current levels.
Actualización de narrativa Jan 12

VAR: Dividend And New Projects Will Support Stronger 2030 Production Profile

Narrative Update Analysts have nudged their price target on Vår Energi higher, with one recent update moving from NOK 33 to NOK 34. This reflects adjusted views on discount rates, revenue growth, profit margins and future P/E assumptions.
Actualización de narrativa Dec 15

VAR: Project Pipeline Will Lift 2030 Production 18% Above Market Estimates

Analysts have nudged their price target on Vår Energi slightly higher, reflecting an upward bias from NOK 33 to NOK 34 at the lower end, and a more bullish NOK 46 target, supported by expectations of a steadily expanding project pipeline and production profile through 2030. Analyst Commentary Recent research updates present a mixed but constructive picture, with price targets now clustered in the mid 30s to mid 40s.
Actualización de narrativa Nov 30

VAR: Production Will Surpass Market Estimates As Project Pipeline Delivers Through 2030

Analysts have slightly increased their price target for Vår Energi, raising it by NOK 0.17 to NOK 38.97. This change is attributed to generally more optimistic outlooks on the company’s project pipeline and future production growth estimates.
Actualización de narrativa Nov 16

VAR: Production Will Outperform Consensus As Project Pipeline Expands

The average analyst price target for Vår Energi has increased modestly from NOK 38.49 to NOK 38.80. This change reflects improved growth expectations and a lower perceived discount rate according to recent analyst research.
Actualización de narrativa Oct 31

VAR: Production Pipeline Expansion Will Drive Output Higher Through The Decade

Vår Energi's analyst price target has been revised slightly lower, dropping from NOK 39.15 to NOK 38.49, as analysts consider more measured expectations for revenue growth and profit margins. This comes despite an ongoing split in outlooks across the Street.
Actualización de narrativa Oct 17

Jotun FPSO And Johan Castberg Ramps Will Boost Industry Potential

Analysts have raised the fair value price target for Vår Energi from NOK 38.62 to NOK 39.15, citing a combination of improved profit margin outlooks and updated perspectives on the company's growth trajectory. Analyst Commentary Recent analyst coverage of Vår Energi presents a balanced perspective, with optimistic and cautious viewpoints shaping sentiment around the stock’s valuation, growth and execution potential.
Actualización de narrativa Oct 03

Jotun FPSO And Johan Castberg Ramps Will Boost Industry Potential

Vår Energi's fair value estimate has risen from NOK 37.05 to NOK 38.62. Analysts cite modest project pipeline growth and production estimates above market consensus as key drivers for the upward revision.
Actualización de narrativa Sep 16

Jotun FPSO And Johan Castberg Ramps Will Boost Industry Potential

A sharp increase in Vår Energi’s future P/E ratio, likely reflecting lower earnings expectations, has driven a slight decrease in the consensus analyst price target from NOK38.07 to NOK37.05. What's in the News Jotun FPSO reached peak production ahead of schedule, now producing over 80 kboepd gross, supporting ongoing development of the Balder field, with Balder Phase V and VI projects underway to maintain high output.
Actualización de narrativa Aug 28

Jotun FPSO And Johan Castberg Ramps Will Boost Industry Potential

Vår Energi's consensus analyst price target was largely unchanged despite a dramatic increase in its Future P/E, suggesting sharply reduced earnings expectations, with fair value now at NOK38.60. What's in the News Vår Energi provided production guidance, targeting around 430 kboepd in Q4 2025 and expecting to reach the mid-point of its 2025 full-year guidance (330–360 kboepd); 2026 guidance at 400 kboepd and 350–400 kboepd for 2027–2030.
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Nueva narrativa Feb 09

New Oil And Gas Projects Will Sustain Production Up To 400,000 Barrels Per Day Through 2030

Vår Energi expects production growth and strategic projects to boost long-term revenue and earnings through increased production capacity and low-cost operations.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Vår Energi. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

OB:VAR Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
30 Jun 2610,6671,308900
31 Mar 268,790699710
31 Dec 257,966780720
30 Sep 257,437581660
30 Jun 257,151611680
31 Mar 257,257619750
31 Dec 247,372265730
30 Sep 247,390577620
30 Jun 247,177601580
31 Mar 246,675491560
31 Dec 236,816602460
30 Sep 237,491970860
30 Jun 238,396731790
31 Mar 239,387701700
31 Dec 229,781936720
30 Sep 229,708671390
30 Jun 228,803877440
31 Mar 227,487918510
31 Dec 216,043654510
30 Sep 214,552-146330
31 Dec 202,869-1,627370
31 Dec 192,8362862490
31 Dec 182,5572751560
31 Dec 171,9231632630

Ingresos de calidad: VAR tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (12.3%) de VAR son superiores a los del año pasado (8.5%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: VAR ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 6.1% al año.

Acelerando crecimiento: El crecimiento de los beneficios de VAR en el último año (114.2%) supera su media de 5 años (6.1% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de VAR en el último año (114.2%) superó al de la industria Oil and Gas -8%.


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (70.01%) de VAR es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/28 07:32
Precio de las acciones al final del día2026/07/28 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Vår Energi ASA está cubierta por 20 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullABG Sundal Collier
Naisheng CuiBarclays
Lydia RainforthBarclays