Borregaard ASA

OB:BRG Rapport sur les actions

Capitalisation boursière : NOK 14.5b

Borregaard Croissance future

Future contrôle des critères 4/6

Borregaard devrait augmenter ses bénéfices et son chiffre d'affaires de 24% et de 4.9% par an respectivement. Le BPA devrait croître de de 24.1% par an. Le rendement des capitaux propres devrait être 16.2% dans 3 ans.

Informations clés

24.0%

Taux de croissance des bénéfices

24.09%

Taux de croissance du BPA

Chemicals croissance des bénéfices-4.5%
Taux de croissance des recettes4.9%
Rendement futur des capitaux propres16.24%
Couverture par les analystes

Low

Dernière mise à jour30 Apr 2026

Mises à jour récentes de la croissance future

Article d’analyse Jul 19

Analysts Are Updating Their Borregaard ASA (OB:BRG) Estimates After Its Second-Quarter Results

Shareholders might have noticed that Borregaard ASA ( OB:BRG ) filed its quarterly result this time last week. The...
Article d’analyse May 03

Borregaard ASA (OB:BRG) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Borregaard ASA ( OB:BRG ) just released its latest quarterly results and things are looking bullish. Results were good...
Article d’analyse Feb 01

Borregaard ASA (OB:BRG) Just Released Its Yearly Earnings: Here's What Analysts Think

It's been a good week for Borregaard ASA ( OB:BRG ) shareholders, because the company has just released its latest...

Recent updates

Mise à jour du récit Apr 21

BRG: Dividend Support And Volume Outlook Will Underpin Future Upside

Analysts have trimmed the Borregaard fair value estimate by NOK 1.0 to NOK 198.6. This reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E following mixed recent research, including a lower price target and a downgrade alongside a separate upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent upgrade signals confidence that current pricing already reflects much of the previous caution baked into Borregaard's shares.
Mise à jour du récit Apr 07

BRG: Dividend Support And Updated Volume Guidance Will Drive Future Upside

Narrative Update The analyst price target for Borregaard has been adjusted slightly from NOK 200 to around NOK 199.60, as analysts update their models with a lower discount rate, largely unchanged growth and margin assumptions, and a modestly higher future P/E, following a mix of recent upgrades and target cuts in Street research. Analyst Commentary Recent Street research around Borregaard has been mixed, with one upgrade and at least two cautious views.
Mise à jour du récit Mar 23

BRG: Dividend Support And Stable Earnings Profile Will Drive Future Upside

Analysts kept the fair value estimate for Borregaard steady at NOK 200, with only very small tweaks to inputs like the discount rate, revenue growth, profit margin, and future P/E, reflecting recent price target cuts and more cautious views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the unchanged NOK 200 fair value estimate as a sign that the long term earnings and cash flow assumptions remain intact despite recent target cuts.
Mise à jour du récit Mar 08

BRG: Dividend Support And Niche Margin Resilience Will Drive Future Upside

Analysts have trimmed their Borregaard price targets, with one key house cutting its view by NOK 45. This reflects a more cautious stance that also feeds into slightly lower assumed discount rates and P/E multiples in updated models.
Mise à jour du récit Feb 22

BRG: Dividend And Margin Resilience Will Support Higher Future Fair Value

Analysts have trimmed their Borregaard price targets, with one cut of NOK 45 reflecting slightly higher discount rates and only marginal tweaks to long term revenue growth, profit margins and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable that only marginal adjustments to long term revenue growth, profit margins and future P/E assumptions are needed, which suggests they still view the core earnings profile as intact.
Article d’analyse Feb 08

Borregaard (OB:BRG) Is Increasing Its Dividend To NOK4.75

Borregaard ASA ( OB:BRG ) will increase its dividend from last year's comparable payment on the 27th of April to...
Mise à jour du récit Feb 08

BRG: Dividend Policy And Higher Margins Will Support Future Fair Value

Analysts have reduced their fair value estimate for Borregaard from NOK 211.40 to NOK 200.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E following recent research, including a downgrade from SEB Equities. Analyst Commentary Bullish Takeaways Bullish analysts see the revised fair value of NOK 200.00 as still implying room for execution on revenue growth and margins, even after accounting for a higher discount rate and more cautious P/E assumptions.
Article d’analyse Feb 03

Is Now The Time To Look At Buying Borregaard ASA (OB:BRG)?

Borregaard ASA ( OB:BRG ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Mise à jour du récit Jan 23

BRG: Government Support And Bio Project Will Continue To Underpin Fair Value

Analysts have trimmed their fair value estimate for Borregaard slightly from NOK 212.50 to about NOK 211.40, reflecting modest adjustments to the discount rate, revenue growth, profit margin and forward P/E inputs. Valuation Changes Fair Value Estimate has been adjusted slightly from NOK 212.50 to about NOK 211.40.
Mise à jour du récit Jan 08

BRG: Government Support And Bio Project Will Support Fairly Valued Outlook

Analysts have kept their fair value estimate for Borregaard steady at NOK 212.50, with only slight technical adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E feeding into the updated price target rationale. Valuation Changes Fair Value: The fair value estimate is unchanged at NOK 212.50, with no modification to the central valuation point.
Mise à jour du récit Dec 19

BRG: Government Support And Bio Project Will Support Stable Future Outlook

Analysts have marginally raised their price target on Borregaard to NOK 212.50, citing slightly lower discount rate assumptions while keeping revenue growth, profit margin, and future P E expectations essentially unchanged. What's in the News Norwegian Research Council awards Borregaard NOK 15 million for its Biomer innovation project, supporting development of bio based alternatives to fossil based polycarboxylates used in agriculture, industry, and household products (Norwegian Research Council) Biomer project to leverage Borregaard’s Sarpsborg biorefinery and wood chemistry expertise to convert Norwegian bioresources into greener polymers with a significantly lower environmental footprint (Norwegian Research Council) Valuation Changes The fair value estimate remains unchanged at NOK 212.50 per share, indicating no revision to the overall intrinsic value assessment.
Mise à jour du récit Dec 05

BRG: Government Support And Stable Outlook Will Offset Temporary Production Disruption

Analysts have nudged their price target on Borregaard slightly higher to NOK 212.50, reflecting marginally lower discount rate assumptions and continued expectations for steady revenue growth, profit margins, and valuation multiples. What's in the News NOK 15 million in funding from the Norwegian Research Council will support Borregaard’s Biomer project, which aims to develop bio based alternatives to fossil based polycarboxylates used across agriculture, industry, and household products (Regulatory Authority: Compliance).
Mise à jour du récit Nov 21

BRG: Recent Government Support Will Strengthen Outlook Amid Temporary Production Disruption

Analysts have maintained Borregaard's price target at NOK 212.50. This reflects continued confidence in the company’s financial outlook, despite only marginal adjustments to key assumptions.
Mise à jour du récit Nov 06

BRG: Rising Bio-Based Support Will Drive Long-Term Upside Momentum

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.
Mise à jour du récit Oct 23

Analysts Adjust Borregaard Price Target and Valuation Following Recent Updates and Ongoing Developments

Analysts have slightly lowered their price target for Borregaard from NOK 217.50 to NOK 214.75. This change is due to minor adjustments in discount rate and valuation metrics after reviewing updated forecasts.
Article d’analyse Sep 17

Borregaard (OB:BRG) Is Experiencing Growth In Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Article d’analyse Sep 02

We Think Borregaard (OB:BRG) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Jul 19

Analysts Are Updating Their Borregaard ASA (OB:BRG) Estimates After Its Second-Quarter Results

Shareholders might have noticed that Borregaard ASA ( OB:BRG ) filed its quarterly result this time last week. The...
Article d’analyse Jun 10

If EPS Growth Is Important To You, Borregaard (OB:BRG) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Article d’analyse May 03

Borregaard ASA (OB:BRG) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Borregaard ASA ( OB:BRG ) just released its latest quarterly results and things are looking bullish. Results were good...
Article d’analyse Apr 04

Here's Why Borregaard ASA's (OB:BRG) CEO Compensation Is The Least Of Shareholders Concerns

Key Insights Borregaard to hold its Annual General Meeting on 10th of April CEO Per Sørlie's total compensation...
Article d’analyse Mar 19

There's Reason For Concern Over Borregaard ASA's (OB:BRG) Price

With a price-to-earnings (or "P/E") ratio of 21.5x Borregaard ASA ( OB:BRG ) may be sending very bearish signals at the...
User avatar
Nouveau récit Feb 02

BioSolutions Expansion And Environmental Initiatives Will Benefit Future Operations

Focus on high-value products and specialization in BioSolutions and BioMaterials aims to improve product mix and enhance net margins.
Article d’analyse Feb 01

Borregaard ASA (OB:BRG) Just Released Its Yearly Earnings: Here's What Analysts Think

It's been a good week for Borregaard ASA ( OB:BRG ) shareholders, because the company has just released its latest...
Article d’analyse Jan 24

Returns Are Gaining Momentum At Borregaard (OB:BRG)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Article d’analyse Nov 21

Borregaard ASA's (OB:BRG) Business Is Yet to Catch Up With Its Share Price

Borregaard ASA's ( OB:BRG ) price-to-earnings (or "P/E") ratio of 22.5x might make it look like a strong sell right now...
Article d’analyse Sep 21

Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Aug 31

Borregaard (OB:BRG) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Article d’analyse Jul 23

Borregaard ASA's (OB:BRG) Share Price Not Quite Adding Up

With a price-to-earnings (or "P/E") ratio of 23.1x Borregaard ASA ( OB:BRG ) may be sending very bearish signals at the...
Article d’analyse Jun 22

Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Jun 07

Calculating The Fair Value Of Borregaard ASA (OB:BRG)

Key Insights The projected fair value for Borregaard is kr223 based on 2 Stage Free Cash Flow to Equity Borregaard's...
Article d’analyse Apr 05

This Is Why We Think Borregaard ASA's (OB:BRG) CEO Might Get A Pay Rise Approved By Shareholders

Key Insights Borregaard's Annual General Meeting to take place on 11th of April CEO Per Sørlie's total compensation...
Article d’analyse Apr 05

This Is Why We Think Borregaard ASA's (OB:BRG) CEO Might Get A Pay Rise Approved By Shareholders

Key Insights Borregaard to hold its Annual General Meeting on 11th of April Salary of kr4.12m is part of CEO Per...
Article d’analyse Feb 12

These 4 Measures Indicate That Borregaard (OB:BRG) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Jan 27

There's Reason For Concern Over Borregaard ASA's (OB:BRG) Price

When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") below 11x, you may consider...
Article d’analyse Jan 06

Investors Will Want Borregaard's (OB:BRG) Growth In ROCE To Persist

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Article d’analyse Nov 03

Calculating The Intrinsic Value Of Borregaard ASA (OB:BRG)

Key Insights Borregaard's estimated fair value is kr155 based on 2 Stage Free Cash Flow to Equity Current share price...
Article d’analyse Oct 19

Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Sep 26

Is Now The Time To Put Borregaard (OB:BRG) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d’analyse Sep 07

Borregaard (OB:BRG) Is Investing Its Capital With Increasing Efficiency

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...

Prévisions de croissance des bénéfices et des revenus

OB:BRG - Estimations futures des analystes et données financières antérieures (NOK Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20288,9171,1529391,7574
12/31/20278,4691,0837291,6015
12/31/20267,8448766541,5233
3/31/20267,6825515491,304N/A
12/31/20257,7136205631,356N/A
9/30/20257,6248305001,251N/A
6/30/20257,7748854681,219N/A
3/31/20257,6788746411,380N/A
12/31/20247,6178233571,068N/A
9/30/20247,4788135521,269N/A
6/30/20247,2438006941,404N/A
3/31/20247,2578395941,269N/A
12/31/20237,1328708961,563N/A
9/30/20237,2979357751,361N/A
6/30/20237,3359376071,147N/A
3/31/20237,116906434918N/A
12/31/20226,881892271735N/A
9/30/20226,557810299778N/A
6/30/20226,234782340844N/A
3/31/20226,0017635721,120N/A
12/31/20215,8056928751,431N/A
9/30/20215,6977119711,491N/A
6/30/20215,5286127561,266N/A
3/31/20215,3754807101,250N/A
12/31/20205,328436383886N/A
9/30/20205,224353233758N/A
6/30/20205,203372310837N/A
3/31/20205,18539310528N/A
12/31/20195,063417N/A697N/A
9/30/20195,048459N/A479N/A
6/30/20194,959455N/A525N/A
3/31/20194,818465N/A571N/A
12/31/20184,785476N/A558N/A
9/30/20184,703486N/A664N/A
6/30/20184,642506N/A750N/A
3/31/20184,699555N/A729N/A
12/31/20174,618566N/A780N/A
9/30/20174,591599N/A982N/A
6/30/20174,604609N/A957N/A
3/31/20174,515582N/A1,232N/A
12/31/20164,492555N/A1,081N/A
9/30/20164,416540N/A1,004N/A
6/30/20164,383495N/A863N/A
3/31/20164,270433N/A576N/A
12/31/20154,164386N/A563N/A
9/30/20154,081346N/A507N/A
6/30/20154,015344N/A536N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BRG ( 24% par an) est supérieure au taux d'épargne ( 3.3% ).

Bénéfices vs marché: Les bénéfices de BRG ( 24% par an) devraient croître plus rapidement que le marché Norwegian ( 10.1% par an).

Croissance élevée des bénéfices: Les bénéfices de BRG devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de BRG ( 4.9% par an) devrait croître plus rapidement que le marché Norwegian ( 2.2% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BRG ( 4.9% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de BRG devrait être faible dans 3 ans ( 16.2 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/15 01:50
Cours de l'action en fin de journée2026/05/15 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Borregaard ASA est couverte par 5 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullABG Sundal Collier
Andres Castanos-MollorBerenberg
Elliott Geoffrey JonesDanske Bank