Scatec ASA

Report azionario OB:SCATC

Capitalizzazione di mercato: NOK 16.6b

Scatec Gestione

Criteri Gestione verificati 3/4

Scatec Il CEO è Terje Pilskog, nominato in May2022, e ha un mandato di 4.08 anni. la retribuzione annua totale è NOK 9.47M, composta da 50.2% di stipendio e 49.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.34% delle azioni della società, per un valore di NOK 56.40M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 2.4 anni.

Informazioni chiave

Terje Pilskog

Amministratore delegato

NOK 9.5m

Compenso totale

Percentuale dello stipendio del CEO50.22%
Mandato del CEO4.1yrs
Proprietà del CEO0.3%
Durata media del management3.3yrs
Durata media del Consiglio di amministrazione2.4yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 06

SCATC: Long-Term PPAs And New Tunisian Solar Output Will Support Future Cash Flows

Analysts have revised their fair value estimate for Scatec from NOK 134.78 to NOK 129.89, as a higher discount rate offsets slightly firmer revenue growth, stronger profit margin assumptions and a lower future P/E. What's in the News Scatec issued new guidance for power production, targeting 1,150 GWh to 1,250 GWh for the second quarter of 2026 and 5,050 GWh to 5,450 GWh for the full year 2026.
Aggiornamento della narrazione Apr 30

SCATC: Long-Term PPAs And New Solar Projects Will Support Future Cash Flows

Analysts have lifted their price target on Scatec to NOK135 from about NOK130, citing updated assumptions that include a higher profit margin outlook, a lower future P/E multiple and adjusted revenue growth expectations. What's in the News Scatec and Aeolus reached commercial operations date for the 60 MW Tozeur solar power plant in Tunisia, alongside the 60 MW Sidi Bouzid plant.
Aggiornamento della narrazione Apr 16

SCATC: Long-Term PPAs And New Solar Build-Outs Will Support Future Cash Flows

Analysts have left their fair value estimate for Scatec broadly unchanged at around NOK 130 per share, with only slight model tweaks such as a small adjustment to the discount rate and future P/E driving the latest price target update. What's in the News Reached commercial operations for the 60 MW Sidi Bouzid solar plant in Tunisia, with the parallel 60 MW Tozeur plant moving toward COD in the first half of 2026.
Articolo di analisi Apr 03

Scatec's (OB:SCATC) Problems Go Beyond Weak Profit

Scatec ASA's ( OB:SCATC ) stock showed strength, with investors undeterred by its weak earnings report. Sometimes...
Aggiornamento della narrazione Apr 02

SCATC: Long-Term PPAs And New Solar Projects Will Support Future Cash Flows

Analysts have kept their fair value estimate for Scatec steady at NOK 129.57 per share, with only very small tweaks to inputs such as the discount rate and future P/E assumptions. As a result, the overall price target remains effectively unchanged.
Aggiornamento della narrazione Mar 18

SCATC: Long-Term PPAs And New Solar Projects Will Support Future Cash Flows

Scatec's analyst price target has been reaffirmed at NOK 129.57, with analysts pointing to largely unchanged fair value, discount rate, revenue growth, profit margin and forward P/E assumptions as support for maintaining their view. What's in the News Reached commercial operations for the 60 MW Sidi Bouzid solar plant in Tunisia, with the parallel 60 MW Tozeur project progressing toward COD.
Aggiornamento della narrazione Mar 04

SCATC: Long-Term PPAs And New Projects Will Support Future Cash Flows

Analysts have kept their Scatec price target broadly unchanged at around NOK 130, reflecting updated model inputs for discount rate, revenue growth, profit margin, and future P/E, without a clear shift in the overall valuation view. What's in the News Reached financial close and started construction of the 130 MW Barzalosa solar plant in Colombia, backed by a 15 year PPA with BTG Pactual Comercializadora de Energía that is expected to cover about 85% of output, with total capex of around US$121 million financed at roughly 70% leverage (Key Developments).
Aggiornamento della narrazione Feb 18

SCATC: Long-Term African PPAs And New Projects Will Support Future Cash Flows

Analysts have slightly reduced their Scatec price target from NOK130.13 to about NOK129.57. This reflects updated views that take into account a higher discount rate, a revised revenue growth profile, a lower profit margin outlook, and a higher assumed future P/E multiple.
Aggiornamento della narrazione Feb 03

SCATC: Long-Term African PPAs And Lower Risk Assumptions Will Support Future Cash Flows

Analysts now place Scatec's fair value at €130.13, up from €123.25, citing a lower assumed discount rate and a reduced future P/E multiple as the key drivers of the revised price target. What's in the News Scatec issued new production guidance for full year 2026, estimating proportionate power production of 5.2 to 5.6 TWh (Corporate guidance).
Aggiornamento della narrazione Jan 20

SCATC: Long-Term PPAs And New African Projects Will Support Future Cash Flows

Analysts have raised their fair value estimate for Scatec from NOK 121.14 to NOK 123.25, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News Signed a 25 year, USD denominated pay as produced PPA with the Egyptian Electricity Transmission Company for a 1.95 GW solar and 3.9 GWh BESS hybrid system in Egypt, plus two standalone BESS projects, described as the largest combined solar and storage installation in Africa and the largest investment in Scatec's history (Client Announcements).
Aggiornamento della narrazione Jan 06

SCATC: Long-Term Power Contracts Will Support Future Cash Flow Visibility

Analysts have lifted their price target for Scatec to NOK 121. This update reflects refreshed assumptions around discount rate, revenue growth, profit margin and future P/E that support the recent shift in Street research sentiment toward the stock.
Aggiornamento della narrazione Dec 22

SCATC: New Long-Term Power Contracts Will Support Future Cash Flow Visibility

Narrative Update on Scatec Analysts have raised their price target on Scatec to NOK 121, reflecting a more positive outlook supported by recent rating upgrades and confidence in the company’s long term growth and profitability profile. Analyst Commentary Bullish analysts view the recent upgrade and higher price target as a reflection of improving execution and a clearer path to long term value creation.
Aggiornamento della narrazione Dec 08

SCATC: New Long-Term Power Contracts Will Support Future Cash Flow Visibility

Analysts raised their 12 month price target for Scatec to NOK 121.14, a modest increase driven by slightly lower perceived risk and marginally improved long term profitability assumptions. Analyst Commentary Analysts highlight that the recent upgrade and target price reflect a more constructive view on Scatec’s risk profile and earnings trajectory, but they also caution that execution and market dynamics remain key swing factors for the valuation.
Aggiornamento della narrazione Nov 24

SCATC: New Power Contracts Will Drive Long-Term Earnings Momentum

Analysts have raised their price target for Scatec to NOK 121. This reflects increased confidence in the company's outlook following a reassessment of profit margins and future valuation metrics.
Aggiornamento della narrazione Nov 09

SCATC: New Long-Term Contracts Expected To Drive Earnings Momentum

Analysts have raised their price target on Scatec from NOK 120.83 to NOK 121.14. This reflects positive updates to the company’s revenue growth and profit outlook.
Aggiornamento della narrazione Oct 26

Expanded Emerging Market Projects Will Influence Profitability And Mitigate Regulatory Uncertainty

Narrative Update on Scatec Analysts have raised Scatec's price target from NOK 116 to NOK 120.83, citing improved profit margin forecasts and a recent upgrade to Buy as key factors supporting this higher valuation. Analyst Commentary Bullish Takeaways Bullish analysts cite the recent upgrade to Buy as a reflection of confidence in Scatec's strategic direction and improved outlook.
Articolo di analisi Oct 07

Do Scatec's (OB:SCATC) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Articolo di analisi Aug 27

Scatec's (OB:SCATC) Profits May Not Reveal Underlying Issues

Scatec ASA's ( OB:SCATC ) robust recent earnings didn't do much to move the stock. We think this is due to investors...
Aggiornamento della narrazione Aug 21

27 GW Renewables Pipeline May Boost Returns, But Financing And Regulatory Risks Could Impact Margins

Scatec’s fair value estimate has been revised upward primarily due to significantly higher consensus revenue growth forecasts, despite a lower net profit margin, resulting in the analyst price target increasing from NOK105.51 to NOK114.67. What's in the News Scatec provided FY2025 power production guidance of 4,000–4,300 GWh, slightly reduced due to curtailments in Brazil and Ukraine, with marginal EBITDA impact as most curtailments are refundable.
Articolo di analisi Jul 22

Why Investors Shouldn't Be Surprised By Scatec ASA's (OB:SCATC) Low P/E

Scatec ASA's ( OB:SCATC ) price-to-earnings (or "P/E") ratio of 7.4x might make it look like a buy right now compared...
Articolo di analisi Jun 12

At kr88.00, Is Scatec ASA (OB:SCATC) Worth Looking At Closely?

Scatec ASA ( OB:SCATC ), is not the largest company out there, but it led the OB gainers with a relatively large price...
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Nuova narrazione Feb 21

Cost Reductions In Solar PV Could Strengthen Future Prospects Despite Debt Risks

Reduced module and battery costs enhance potential net margins and future revenues for Scatec's renewable projects.
Articolo di analisi Jan 23

Scatec (OB:SCATC) Seems To Be Using A Lot Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Oct 31

Analysts' Revenue Estimates For Scatec ASA (OB:SCATC) Are Surging Higher

Scatec ASA ( OB:SCATC ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...
Articolo di analisi Oct 22

Scatec (OB:SCATC) Seems To Be Using A Lot Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Sep 14

Does Scatec (OB:SCATC) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Aug 24

Scatec's (OB:SCATC) Earnings Are Weaker Than They Seem

Last week's profit announcement from Scatec ASA ( OB:SCATC ) was underwhelming for investors, despite headline numbers...
Articolo di analisi Jul 16

Scatec (OB:SCATC) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Jun 19

Is Now An Opportune Moment To Examine Scatec ASA (OB:SCATC)?

Scatec ASA ( OB:SCATC ), is not the largest company out there, but it saw a significant share price rise of 38% in the...
Articolo di analisi Jun 04

An Intrinsic Calculation For Scatec ASA (OB:SCATC) Suggests It's 45% Undervalued

Key Insights Scatec's estimated fair value is kr156 based on 2 Stage Free Cash Flow to Equity Current share price of...
Articolo di analisi May 22

Why We're Not Concerned About Scatec ASA's (OB:SCATC) Share Price

With a median price-to-sales (or "P/S") ratio of close to 3.1x in the Renewable Energy industry in Norway, you could be...
Articolo di analisi Apr 10

Here's What To Make Of Scatec's (OB:SCATC) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Articolo di analisi Mar 13

Why Scatec ASA (OB:SCATC) Could Be Worth Watching

Scatec ASA ( OB:SCATC ), might not be a large cap stock, but it saw significant share price movement during recent...
Articolo di analisi Feb 03

Scatec (OB:SCATC) Is Posting Healthy Earnings, But It Is Not All Good News

Despite posting strong earnings, Scatec ASA's ( OB:SCATC ) stock didn't move much over the last week. We looked deeper...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Terje Pilskog rispetto agli utili di Scatec?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

NOK 56m

Dec 31 2025NOK 9mNOK 5m

NOK 978m

Sep 30 2025n/an/a

NOK 890m

Jun 30 2025n/an/a

NOK 3b

Mar 31 2025n/an/a

NOK 2b

Dec 31 2024NOK 8mNOK 4m

NOK 1b

Sep 30 2024n/an/a

NOK 2b

Jun 30 2024n/an/a

NOK 319m

Mar 31 2024n/an/a

NOK 676m

Dec 31 2023NOK 6mNOK 4m

NOK 628m

Sep 30 2023n/an/a

-NOK 176m

Jun 30 2023n/an/a

NOK 35m

Mar 31 2023n/an/a

-NOK 364m

Dec 31 2022NOK 5mNOK 3m

-NOK 1b

Sep 30 2022n/an/a

-NOK 829m

Jun 30 2022n/an/a

-NOK 953m

Mar 31 2022n/an/a

-NOK 763m

Dec 31 2021NOK 4mNOK 3m

NOK 388m

Sep 30 2021n/an/a

-NOK 316m

Jun 30 2021n/an/a

-NOK 504m

Mar 31 2021n/an/a

-NOK 695m

Dec 31 2020NOK 3mNOK 2m

-NOK 478m

Sep 30 2020n/an/a

NOK 68m

Jun 30 2020n/an/a

NOK 156m

Mar 31 2020n/an/a

NOK 229m

Dec 31 2019NOK 3mNOK 2m

-NOK 39m

Compensazione vs Mercato: La retribuzione totale di Terje ($USD 1.00M ) è circa la media per le aziende di dimensioni simili nel mercato Norwegian ($USD 1.04M ).

Compensazione vs guadagni: La retribuzione di Terje è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Terje Pilskog (55 yo)

4.1yrs
Mandato
NOK 9,468,000
Compensazione

Mr. Terje Pilskog serves as Chief Executive Officer of Scatec ASA since May 01, 2022. He serves as a Member of the Council at Stiftelsen Det Norske Veritas. Mr. Pilskog served as an Executive Vice Presiden...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Terje Pilskog
Chief Executive Officer4.1yrsNOK 9.47m0.34%
NOK 56.4m
Hans Hegge
Chief Financial Officer3.3yrsNOK 8.09mNessun dato
Pal Helsing
Executive Vice President of Operations2.4yrsNOK 6.37m0.0046%
NOK 764.9k
Siobhan Minnaar
Executive VP & General Counsel3.3yrsNOK 5.16m0.00073%
NOK 121.1k
Karianne Kristiansen
EVP of People & Organisation1.4yrsNOK 590.00kNessun dato
Roar Haugland
EVP of Asia & Sustainability16.4yrsNOK 5.30m0.051%
NOK 8.4m
Ann-Mari Lillejord
Executive Vice President of Latin America & Europe4.1yrsNOK 5.50m0.0071%
NOK 1.2m
Mohammed Amer
Executive Vice President of Green Hydrogen & Egypt2.8yrsNOK 6.16m0.00099%
NOK 164.3k
Alberto Gambacorta
Executive VP & GM for Sub-Saharan Africa1.4yrsNOK 4.16mNessun dato
Andreas Austrell
Senior Vice President of Investor Relationsno dataNessun dato0.0017%
NOK 285.4k
Meera Bhatia
Senior Vice President of External Affairs & Communicationsno dataNessun datoNessun dato
Yoichi Murakami
Senior Vice President of Business Developmentno dataNessun datoNessun dato
3.3yrs
Durata media
57yo
Età media

Gestione esperta: Il team dirigenziale di SCATC è considerato esperto (durata media dell'incarico 3.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Espen Gundersen
Independent Director4.2yrsNOK 586.00k0.0063%
NOK 1.0m
Jorgen Kildahl
Independent Chairman of the Board5.2yrsNOK 1.05m0.0063%
NOK 1.0m
Finn-Bjorn Ruyter
Directorless than a yearNessun datoNessun dato
Maria Tallaksen
Independent Director2.4yrsNOK 517.00k0.0033%
NOK 550.9k
Pal Kildemo
Independent Director2.4yrsNOK 588.00k0.0031%
NOK 519.3k
Kirstine Damkjaer
Directorless than a yearNessun datoNessun dato
Mette Krogsrud
Independent Director4.2yrsNOK 478.00k0.0037%
NOK 622.2k
2.4yrs
Durata media
58yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di SCATC non è considerato esperto (durata media del mandato 2.4 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/07 03:33
Prezzo dell'azione a fine giornata2026/06/05 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Scatec ASA è coperta da 11 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullABG Sundal Collier
Manuel PalomoBNP Paribas
Eivind GarvikCarnegie Investment Bank AB