Elkem ASA

OB:ELK Rapport sur les actions

Capitalisation boursière : NOK 10.4b

Elkem Croissance future

Future contrôle des critères 4/6

Elkem devrait augmenter ses bénéfices et son chiffre d'affaires de 52.6% et de 7.2% par an respectivement. Le BPA devrait croître de de 63.3% par an. Le rendement des capitaux propres devrait être 9.7% dans 3 ans.

Informations clés

52.6%

Taux de croissance des bénéfices

63.34%

Taux de croissance du BPA

Chemicals croissance des bénéfices-3.2%
Taux de croissance des recettes7.2%
Rendement futur des capitaux propres9.67%
Couverture par les analystes

Low

Dernière mise à jour11 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit May 15

ELK: Equity Raise And Biocarbon Project Will Support Future Upside

Elkem's updated analyst price target has shifted from NOK 33.29 to NOK 31.34, reflecting analysts' refreshed assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Elkem has filed a follow on equity offering of NOK 299.999997 million, offering 11,111,111 ordinary shares at NOK 27 per share through a rights offering (Key Developments).
Mise à jour du récit Apr 25

ELK: New Three Division Structure And Workforce Cuts Will Support Upside

Analysts have made a small upward revision to Elkem's price target, moving it from NOK 33.14 to NOK 33.29. This reflects updated assumptions around revenue growth, profit margins and future P/E expectations.
Mise à jour du récit Apr 10

ELK: New Three Division Structure And Cost Cuts Will Drive Upside

The analyst price target for Elkem has moved slightly higher to NOK33.14 from NOK32.83, with analysts citing adjustments in the assumed discount rate, revenue growth, profit margin, and future P/E to support the change. What's in the News Elkem is introducing a new corporate structure with three divisions: Elkem Silicon, Elkem Foundry Alloys and Elkem Carbon.
Mise à jour du récit Mar 24

ELK: New Structure And Cost Cuts Will Support Future Upside

Analysts have kept their Elkem price target steady at NOK 32.83. They cite essentially unchanged assumptions for the discount rate, revenue growth, profit margin and future P/E as the basis for reaffirming their view.
Mise à jour du récit Mar 10

ELK: Safety Actions And Stable Earnings Assumptions Will Support Upside Potential

Analysts have kept their fair value estimate for Elkem unchanged at NOK 32.83, with only small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E, which feed into an updated price target narrative. What's in the News An extraordinary general meeting on 9 March 2026 approved an amendment to Section 4 of Elkem ASA's articles of association, confirming share capital at NOK 1,505,514,210 divided into 301,102,842 shares with a nominal value of NOK 5 each (Key Developments).
Mise à jour du récit Feb 23

ELK: Safety Actions And Earnings Assumptions Will Shape A Balanced Outlook

The analyst price target for Elkem has been adjusted from NOK 31.85 to NOK 32.83. Analysts cite updated assumptions across the discount rate, revenue growth, profit margin and forward P/E as the key drivers behind this change.
Mise à jour du récit Feb 09

ELK: Safety Reforms After Saint Fons Incident Will Support Upbeat Outlook

Narrative Update on Elkem Analysts have kept their fair value estimate for Elkem steady at NOK 31.85. They explain the unchanged price target by slightly adjusting their assumptions for discount rate, revenue growth, profit margin and future P/E expectations, rather than changing their overall view of the company’s valuation.
Mise à jour du récit Jan 25

ELK: Safety Incident And Minor Assumption Shifts Will Shape Balanced Outlook

Analysts have raised their fair value estimate for Elkem to €31.85 from €31.80, citing small adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions. What's in the News On 22 December 2025, an explosion occurred at a pilot workshop at the Elkem Silicones site in Saint Fons, Lyon, France, resulting in one employee losing his life and three others being injured (company report).
Mise à jour du récit Jan 10

ELK: Medical Materials Push And Ferrosilicon Cuts Will Shape Balanced Outlook

Analysts now estimate Elkem's fair value at €31.80 per share, slightly higher than the previous estimate of €31.00, citing small adjustments to their discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Explosion at Elkem's Saint Fons silicones pilot workshop in Lyon on 22 December 2025 resulted in one fatality and three injuries, with management cooperating with local authorities and providing psychological support to employees (Key Developments).
Mise à jour du récit Dec 25

ELK: Medical Materials Expansion And Ferrosilicon Curtailments Will Shape Measured Outlook

Analysts have raised their price target on Elkem to NOK 31.00 from NOK 29.80, reflecting updated assumptions of a slightly lower discount rate but higher future earnings multiples, despite somewhat softer expectations for revenue growth and profit margins. What's in the News Elkem ASA launched SILBIONE LSR Select EC 70, a next generation medical grade liquid silicone rubber engineered for wearable and diagnostic devices, combining high electrical conductivity, certified biocompatibility and enhanced process control (company announcement).
Mise à jour du récit Dec 11

ELK: Medical Materials Expansion And Production Cuts Will Shape Balanced Outlook

Analysts have modestly raised their price target on Elkem to NOK 29.80, citing slightly lower perceived risk reflected in a reduced discount rate, while keeping growth, margin, and valuation assumptions broadly unchanged. What's in the News Elkem launched SILBIONE LSR Select EC 70, a next generation medical grade liquid silicone rubber designed for wearable and diagnostic devices, featuring high electrical conductivity, certified biocompatibility, and enhanced process control for precision healthcare applications (Key Developments).
Mise à jour du récit Nov 27

ELK: New Medical-Grade Product Launch and Market Risks Will Shape Outlook

Analysts have maintained Elkem's fair value price target at NOK 29.80, citing stable underlying financial metrics and a slightly reduced discount rate as the basis for their decision. What's in the News Elkem ASA launched SILBIONE LSR Select EC 70, a next-generation medical-grade liquid silicone rubber designed for wearable and diagnostic devices.
Mise à jour du récit Nov 13

ELK: Upcoming Medical Material Launch Will Support Increased Market Confidence

Narrative Update on Elkem: Analyst Price Target Revision Analysts have maintained their fair value estimate for Elkem at NOK 29.80. This reflects steady confidence in the company despite minor adjustments to key assumptions such as profit margin and growth projections.
Mise à jour du récit Oct 29

Medical-Grade Silicone Launch and Production Cuts Will Balance Future Prospects

Analysts have raised their price target for Elkem from NOK 29.32 to NOK 29.80. This change reflects minor adjustments to their expectations for growth, discount rates, and profit margins.
Mise à jour du récit Oct 15

Silicones Review And Carbon Capture R&D Will Improve Competitiveness

Elkem's analyst consensus price target has been raised from $27.92 to $29.32, reflecting analysts' expectations of slightly improved revenue growth and a lower discount rate that drives upward fair value adjustments. Valuation Changes The consensus analyst price target has increased from NOK 27.92 to NOK 29.32.
Mise à jour du récit Sep 25

Silicones Review And Carbon Capture R&D Will Improve Competitiveness

Elkem's slight improvement in net profit margin has supported an upward revision of the consensus analyst price target from NOK26.40 to NOK27.92. What's in the News Elkem and NTE signed a long-term power purchase agreement for 300 GWh/year renewable power delivery (2028-2037) in Norway’s NO4 area.
Article d’analyse Sep 20

Earnings Tell The Story For Elkem ASA (OB:ELK)

With a price-to-earnings (or "P/E") ratio of 23.4x Elkem ASA ( OB:ELK ) may be sending very bearish signals at the...
Article d’analyse Jul 09

Is Now The Time To Look At Buying Elkem ASA (OB:ELK)?

While Elkem ASA ( OB:ELK ) might not have the largest market cap around , it received a lot of attention from a...
Article d’analyse Jun 17

Does Elkem (OB:ELK) Have A Healthy Balance Sheet?

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 May 07

Shareholders Shouldn’t Be Too Comfortable With Elkem's (OB:ELK) Strong Earnings

Strong earnings weren't enough to please Elkem ASA's ( OB:ELK ) shareholders over the last week. We did some digging...
Article d’analyse Apr 29

Elkem (OB:ELK) Will Want To Turn Around Its Return Trends

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 Mar 24

Is It Too Late To Consider Buying Elkem ASA (OB:ELK)?

Elkem ASA ( OB:ELK ), might not be a large cap stock, but it saw a significant share price rise of 36% in the past...
User avatar
Nouveau récit Feb 09

Carbon Capture Initiatives Will Strengthen ESG Positioning And Brand Value

Expansion in China and targeted operational improvements aim to boost EBITDA, enhancing revenue and earnings growth.
Article d’analyse Feb 05

Investors Still Aren't Entirely Convinced By Elkem ASA's (OB:ELK) Revenues Despite 26% Price Jump

The Elkem ASA ( OB:ELK ) share price has done very well over the last month, posting an excellent gain of 26%. While...
Article d’analyse Jan 23

Here's Why Elkem (OB:ELK) Is Weighed Down By Its Debt Load

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Article d’analyse Dec 19

Market Still Lacking Some Conviction On Elkem ASA (OB:ELK)

You may think that with a price-to-sales (or "P/S") ratio of 0.3x Elkem ASA ( OB:ELK ) is definitely a stock worth...
Article d’analyse Nov 02

There May Be Reason For Hope In Elkem's (OB:ELK) Disappointing Earnings

Soft earnings didn't appear to concern Elkem ASA's ( OB:ELK ) shareholders over the last week. Our analysis suggests...
Article d’analyse Oct 27

Elkem ASA Just Missed EPS By 51%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for Elkem ASA ( OB:ELK ), which a week ago released some disappointing...
Article d’analyse Sep 04

Little Excitement Around Elkem ASA's (OB:ELK) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 0.4x Elkem ASA ( OB:ELK ) is definitely a stock worth...
Article d’analyse Aug 07

The Returns On Capital At Elkem (OB:ELK) Don't Inspire Confidence

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Article d’analyse Jul 17

Elkem ASA Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Elkem ASA ( OB:ELK ) investors will be delighted, with the company turning in some strong numbers with its latest...
Article d’analyse Jun 11

These 4 Measures Indicate That Elkem (OB:ELK) Is Using Debt In A Risky Way

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

Elkem ASA's (OB:ELK) Revenues Are Not Doing Enough For Some Investors

Elkem ASA's ( OB:ELK ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a strong buy right now compared...
Article d’analyse May 11

Elkem ASA's (OB:ELK) Intrinsic Value Is Potentially 24% Below Its Share Price

Key Insights The projected fair value for Elkem is kr15.80 based on 2 Stage Free Cash Flow to Equity Current share...
Article d’analyse Apr 22

Analysts Have Made A Financial Statement On Elkem ASA's (OB:ELK) First-Quarter Report

Elkem ASA ( OB:ELK ) just released its latest first-quarter report and things are not looking great. It was a pretty...
Article d’analyse Apr 09

What Does Elkem ASA's (OB:ELK) Share Price Indicate?

Elkem ASA ( OB:ELK ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in...
Article d’analyse Dec 15

Is Elkem (OB:ELK) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Oct 23

Why Elkem ASA (OB:ELK) Could Be Worth Watching

Elkem ASA ( OB:ELK ), might not be a large cap stock, but it saw significant share price movement during recent months...

Prévisions de croissance des bénéfices et des revenus

OB:ELK - Estimations futures des analystes et données financières antérieures (NOK Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202819,4091,6138732,5794
12/31/202718,5391,3086142,1444
12/31/202616,3105441,3072,4394
3/31/202616,306331-3611,672N/A
12/31/202516,535301-1,1831,176N/A
9/30/202516,901484-1,2331,578N/A
6/30/202516,980699-1,2431,702N/A
3/31/202517,4582,123-1,8201,165N/A
12/31/202417,8102,026-1,3682,030N/A
9/30/20248,3083,256-2,470965N/A
6/30/202411,9002,367-2,3201,953N/A
3/31/202416,0581,085-2,1202,696N/A
12/31/202321,1341,999-2,2192,769N/A
9/30/202336,5171,427-4024,959N/A
6/30/202339,8204,9291,1266,081N/A
3/31/202342,9887,8552,9877,513N/A
12/31/202245,0179,5615,1019,314N/A
9/30/202245,07310,6315,0168,989N/A
6/30/202242,6718,9564,3088,191N/A
3/31/202237,7336,6023,1156,676N/A
12/31/202133,0834,6281,6474,913N/A
9/30/202129,7792,7701,5414,377N/A
6/30/202126,8561,2948003,068N/A
3/31/202125,387672-2632,138N/A
12/31/202024,025239-2352,111N/A
9/30/202022,498150-5571,834N/A
6/30/202022,260460-5832,028N/A
3/31/202022,204616142,527N/A
12/31/201922,245855N/A1,839N/A
9/30/201922,8401,211N/A2,805N/A
6/30/201923,1381,921N/A3,178N/A
3/31/201924,2823,104N/A3,801N/A
12/31/201824,9683,337N/A4,460N/A
9/30/201825,2163,620N/A3,611N/A
6/30/201824,6803,077N/A3,583N/A
3/31/201822,9952,011N/A2,644N/A
12/31/201721,1331,211N/A2,256N/A
12/31/201614,045722N/A1,304N/A
12/31/201514,361809N/A1,820N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ELK ( 52.6% par an) est supérieure au taux d'épargne ( 3.3% ).

Bénéfices vs marché: Les bénéfices de ELK ( 52.6% par an) devraient croître plus rapidement que le marché Norwegian ( 9.7% par an).

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

Chiffre d'affaires vs marché: Le chiffre d'affaires de ELK ( 7.2% par an) devrait croître plus rapidement que le marché Norwegian ( 2% par an).

Croissance élevée des revenus: Le chiffre d'affaires de ELK ( 7.2% 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 ELK devrait être faible dans 3 ans ( 9.7 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 13:57
Cours de l'action en fin de journée2026/05/20 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

Elkem ASA est couverte par 9 analystes. 4 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
Sebastian SatzCitigroup Inc
Elliott Geoffrey JonesDanske Bank