Norsk Hydro ASA

OB:NHY 株式レポート

時価総額：NOK 227.4b

Norsk Hydro 将来の成長

Future 基準チェック /46

Norsk Hydro利益と収益がそれぞれ年間20.8%と2.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.9% 20.8%なると予測されています。

主要情報

20.8%

収益成長率

20.78%

EPS成長率

Metals and Mining 収益成長18.3%
収益成長率2.9%
将来の株主資本利益率12.93%
アナリストカバレッジ

Good

最終更新日25 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 16

NHY: Extrusion Restructuring And Dividend Policy Will Support Future Upside Re Rating

Analysts have trimmed their fair value estimate for Norsk Hydro to NOK 137.00 from about NOK 138.97. This reflects a mix of higher modeled revenue growth and profit margins, a slightly lower assumed future P/E, and recent mixed rating and price target changes across Citi, Goldman Sachs, JPMorgan, Morgan Stanley, Danske Bank, and others.
ナラティブの更新 • May 02

NHY: Mixed Ratings And Restructuring Actions Will Shape Future Risk Reward Balance

The updated analyst price target for Norsk Hydro has moved higher to NOK 104.18 from NOK 82.63. This reflects a recalibration of expectations as analysts weigh recent mixed rating changes against revised assumptions for revenue growth, profit margins and future P/E levels.
ナラティブの更新 • Apr 18

NHY: Extrusion Restructuring And Dividend Policy Will Support Future Re-Rating

Analysts have lifted the fair value estimate for Norsk Hydro from NOK 120 to about NOK 139. This reflects updated assumptions for higher revenue growth and profit margins, even as recent research shows a mix of upgraded price targets and fresh downgrades on concerns around downstream recovery and demand headwinds.
ナラティブの更新 • Apr 03

NHY: Extrusion Restructuring And Dividend Will Support Higher Future Earnings Multiples

Norsk Hydro's updated fair value estimate moves to NOK 120 from NOK 110, as analysts factor in slightly higher assumed revenue growth, modestly stronger profit margins, a lower discount rate, and a higher future P/E multiple, supported by a recent series of price target increases and rating upgrades across the Street. Analyst Commentary Recent research on Norsk Hydro shows a mixed set of opinions, but there has been a clear cluster of more constructive views alongside the latest fair value update.
ナラティブの更新 • Mar 20

NHY: Extrusion Restructuring And Dividend Plans Will Support Higher Future Earnings Multiples

Norsk Hydro’s analyst fair value estimate has been raised from NOK 102.0 to NOK 110.0, reflecting updated views on revenue growth, profit margins and forward P/E after a mix of recent target hikes and rating changes across the Street. Analyst Commentary Recent Street research on Norsk Hydro shows a split view, but with a clear cluster of bullish analysts lifting price targets and ratings as they reassess the company’s earnings power and valuation.
ナラティブの更新 • Mar 06

NHY: Restructuring And Upstream Exposure Will Shape Balanced Returns Ahead

The updated analyst price target for Norsk Hydro moves to NOK 82.63 from NOK 79.25, with the change broadly supported by recent Street research. Several firms increased their NOK-based targets, while others flagged demand and downstream recovery risks.
ナラティブの更新 • Feb 20

NHY: Extrusion Restructuring And Dividend Plans Will Support Future Earnings Multiples

Analysts have raised their fair value estimate for Norsk Hydro from NOK 99 to NOK 102. This reflects updated assumptions for revenue growth, margins and a lower future P/E, even as several recent broker downgrades highlight concerns around demand, currency and the pace of downstream recovery.
ナラティブの更新 • Feb 06

NHY: Restructuring And Hydropower Expansion Will Support Higher Future Earnings Multiples

Norsk Hydro's analyst price target has moved up to NOK 99. Analysts point to updated assumptions for the discount rate, revenue trajectory, profit margins and future P/E expectations to support the new level.
ナラティブの更新 • Jan 23

NHY: Restructuring And Hydropower Investment Will Shape Balanced Returns Ahead

Narrative Update Analysts have lifted their implied fair value estimate for Norsk Hydro from NOK 74.13 to NOK 79.25, reflecting higher Street price targets in the NOK 75 to NOK 99 range and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Street research on Norsk Hydro has leaned constructive in recent months, with several firms adjusting their price targets upward into the NOK 75 to NOK 99 range.
ナラティブの更新 • Jan 09

NHY: Restructuring And Hydropower Expansion Are Expected To Support Higher Multiples

Narrative Update The analyst price target for Norsk Hydro has moved to NOK 99 from NOK 79. Analysts attribute this change to updated views on long-term fair value, margins and future P/E support, as reflected in recent target increases across the Street.
ナラティブの更新 • Dec 25

NHY: Rising Aluminum Price Hopes Will Likely Prove Overly Optimistic

The analyst fair value estimate for Norsk Hydro has been raised from approximately NOK 46.0 to NOK 50.3. This change reflects analysts' upward revisions to price targets following continued Overweight and Outperform ratings, as well as a stronger outlook for profitability despite modestly weaker revenue growth assumptions. Analyst Commentary Recent research updates have generally reflected a constructive stance on Norsk Hydro, with multiple price target increases signalling confidence in the companys earnings resilience and balance sheet strength.
ナラティブの更新 • Dec 11

NHY: Cost Cuts And Hydropower Expansion Will Drive Balanced Returns Ahead

Norsk Hydro's analyst fair value estimate has been lifted to about NOK 74 from roughly NOK 72, as analysts point to a series of recent price target hikes across major banks. These reflect slightly stronger profit margin expectations and more supportive forward valuation multiples, despite modestly weaker revenue growth assumptions.
ナラティブの更新 • Nov 27

NHY: Cost Reductions And Power Investment Will Define Fair Performance Ahead

Norsk Hydro’s analyst price target has risen by NOK 2 to NOK 72.13, as analysts cite improved forecasts for fair value and revenue growth as the main drivers behind this update. Analyst Commentary Recent adjustments to Norsk Hydro’s price target reflect a mix of bullish optimism and cautious perspectives among market analysts.
分析記事 • Nov 15

Subdued Growth No Barrier To Norsk Hydro ASA's (OB:NHY) Price

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Metals and Mining industry in Norway, you could...
ナラティブの更新 • Nov 05

NHY: Future Cost Cuts and Margin Resilience Are Set to Shape Performance

The consensus analyst price target for Norsk Hydro has increased slightly from NOK 69 to approximately NOK 70.13. This change reflects updated expectations for the company's profit margins and ongoing positive sentiment from recent analyst reviews.
ナラティブの更新 • Oct 22

Analysts Raise Norsk Hydro Price Targets Amid Cost Cuts and Improved Profit Outlook

The analyst fair value estimate for Norsk Hydro has increased from NOK 66.87 to NOK 69.00. This change reflects analysts' improved outlook following multiple recent upward price target revisions by major firms.
ナラティブの更新 • Oct 08

Sustainable Metals Demand Will Transform Future Industry Landscape

The analyst price target for Norsk Hydro has increased modestly, with the consensus fair value estimate rising from NOK 65.93 to NOK 66.87. Analysts cite slightly improved profit margins and recent upward price target revisions despite lingering market uncertainty.
分析記事 • Aug 08

Why The 30% Return On Capital At Norsk Hydro (OB:NHY) Should Have Your Attention

OB:NHY 1 Year Share Price vs Fair Value Explore Norsk Hydro's Fair Values from the Community and select yours To find a...
分析記事 • Jun 30

Norsk Hydro ASA's (OB:NHY) P/E Is On The Mark

With a median price-to-earnings (or "P/E") ratio of close to 13x in Norway, you could be forgiven for feeling...
分析記事 • May 29

Is Norsk Hydro (OB:NHY) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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新しいナラティブ • Nov 13

Hydro's Renewable Pivot And Strategic Partnerships Power Greener Growth And Profitability

Execution of renewable projects and recycling focus positions Hydro for revenue growth by diversifying energy sources and capturing premium markets.

業績と収益の成長予測

OB:NHY - アナリストの将来予測と過去の財務データ ( )NOK Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028220,50616,42213,31827,20511
12/31/2027221,24218,78315,13328,65313
12/31/2026213,44917,82511,01623,53713
3/31/2026201,2666,1195,81017,440N/A
12/31/2025207,9716,71711,72923,311N/A
9/30/2025215,81410,99310,02821,921N/A
6/30/2025215,3569,59110,27922,878N/A
3/31/2025213,1859,6836,23519,416N/A
12/31/2024203,6365,7901,80115,356N/A
9/30/2024195,3331,341-1,44312,071N/A
6/30/2024189,945191-1,34312,504N/A
3/31/2024192,6303,2594,35318,436N/A
12/31/2023193,6193,5838,58222,220N/A
9/30/2023190,9406,37014,31227,311N/A
6/30/2023198,68413,57915,89928,240N/A
3/31/2023209,84719,64422,30033,228N/A
12/31/2022207,92924,11819,73329,337N/A
9/30/2022210,28630,98921,09929,347N/A
6/30/2022194,55225,16516,24123,247N/A
3/31/2022164,31716,0668,37514,687N/A
12/31/2021149,65312,1488,31014,330N/A
9/30/2021133,04412,0005,56311,015N/A
6/30/2021123,84910,86310,04515,458N/A
3/31/2021114,6347,4215,80010,993N/A
12/31/2020114,2914,0717,23312,760N/A
9/30/2020120,024-3,3796,68213,336N/A
6/30/2020130,025-4,5285,10312,467N/A
3/31/2020143,859-3,3494,54812,994N/A
12/31/2019149,833-1,811N/A12,550N/A
9/30/2019152,722-2,028N/A7,814N/A
6/30/2019154,970-19N/A6,897N/A
3/31/2019157,0482,174N/A5,815N/A
12/31/2018159,4354,256N/A7,025N/A
9/30/2018159,8838,448N/A12,480N/A
6/30/2018142,9179,735N/A12,856N/A
3/31/2018126,2539,112N/A15,668N/A
12/31/2017109,3098,783N/A14,347N/A
9/30/201791,8286,344N/A12,195N/A
6/30/201789,2035,391N/A11,555N/A
3/31/201785,0035,854N/A10,928N/A
12/31/201682,1156,388N/A10,018N/A
9/30/201681,3155,806N/A10,173N/A
6/30/201682,7353,398N/A12,290N/A
3/31/201684,7813,368N/A13,036N/A
12/31/201587,9322,020N/A14,373N/A
9/30/201589,1741,172N/A14,357N/A
6/30/201587,2783,085N/A11,081N/A

アナリストによる今後の成長予測

収入対貯蓄率: NHYの予測収益成長率 (年間20.8% ) は 貯蓄率 ( 3.3% ) を上回っています。

収益対市場: NHYの収益 ( 20.8% ) はNorwegian市場 ( 10.2% ) よりも速いペースで成長すると予測されています。

高成長収益: NHYの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: NHYの収益 ( 2.9% ) Norwegian市場 ( 2.2% ) よりも速いペースで成長すると予測されています。

高い収益成長: NHYの収益 ( 2.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: NHYの 自己資本利益率 は、3年後には低くなると予測されています ( 12.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/27 19:40
終値2026/05/27 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Norsk Hydro ASA 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
null nullABG Sundal Collier
Amos FletcherBarclays
Charlie ClarkBerenberg