AKVA group 향후 성장
Future 기준 점검 4/6
AKVA group (는) 각각 연간 18.6% 및 9.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.5% 로 예상됩니다.
핵심 정보
18.6%
이익 성장률
18.52%
EPS 성장률
| Machinery 이익 성장 | 24.3% |
| 매출 성장률 | 9.1% |
| 향후 자기자본이익률 | 20.50% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 01 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 24
AKVA: Review Of Alternatives Will Support Stronger Long Term Upside
Analysts have kept their NOK 145.0 price target for AKVA group unchanged, citing slightly adjusted assumptions for the discount rate and future P/E after recent research, including a downgrade from Pareto. What’s in the News for AKVA group AKVA group ASA announced a contract from Laxey EHF for design and delivery of a smolt facility at Westman Islands, Iceland, with a total estimated contract value of €28 million, covering three development phases.내러티브 업데이트 • Jun 05
AKVA: Earnings Guidance And Smolt Contract Will Support Stronger Long Term Upside
Analysts have lifted their fair value estimate for AKVA group from NOK 131 to NOK 145, reflecting updated assumptions on revenue growth, profit margins and a slightly lower future P/E multiple, even though recent Street research has included a downgrade. What's in the News AKVA group has issued earnings guidance for fiscal 2026, indicating an expected 20% step up in EBIT versus 2025.
내러티브 업데이트 • Apr 22
AKVA: Strategic Review And New Contract Will Support Measured Upside Potential
Analysts now set a higher price target for AKVA group at NOK 130 from NOK 115. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that together point to a somewhat richer valuation framework.내러티브 업데이트 • Apr 08
AKVA: RAS Contract And Reaffirmed 2027 Guidance Will Support Steady Outlook
Analysts are keeping their price target for AKVA group steady at NOK 115, citing adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E, which together support maintaining the current valuation level. What's in the News AKVA group ASA entered into a RAS contract with Ardal Aqua AS for the design and delivery of a smolt facility in Ardal, Rogaland, Norway, with planned production capacity of 6 million smolt per year at 100 grams and an estimated contract value of NOK 200 million (Key Developments).
내러티브 업데이트 • Mar 25
AKVA: New RAS Contract And 2027 Guidance Will Drive Upside
Analysts have lifted their price target for AKVA group from NOK 133 to NOK 145, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E, which adjust the risk and earnings profile used in their valuations. What's in the News AKVA group ASA entered into a RAS contract with Ardal Aqua AS for the design and delivery of a smolt facility in Ardal, Rogaland, Norway, with planned production capacity of 6 million smolt per year at 100 grams (Key Developments).내러티브 업데이트 • Mar 10
AKVA: New Smolt Facility Contract Will Support Stronger Long Term Earnings Potential
Analysts now set their AKVA group price target at NOK 131.0, up from NOK 113.5. This reflects updated assumptions around a slightly higher discount rate, more moderate revenue growth, a modestly stronger profit margin and a marginally higher future P/E multiple. What's in the News AKVA group ASA entered into a RAS contract with Ardal Aqua AS for the design and delivery of a smolt facility in Ardal, Rogaland, Norway, with planned production capacity of 6 million smolt per year at 100 grams (Key Developments).내러티브 업데이트 • Feb 24
AKVA: Reaffirmed 2027 Margin Guidance Will Support Future Earnings Upside
Analysts have lifted their price target on AKVA group from NOK 110 to NOK 115, citing updated model inputs that include adjusted revenue growth assumptions, a slightly different discount rate, a modestly higher profit margin outlook, and a revised forward P/E of 17.65x. What's in the News AKVA group ASA reaffirmed its earnings guidance for 2027, targeting minimum revenue of NOK 5b and an EBIT margin of 9% (company guidance).내러티브 업데이트 • Feb 09
AKVA: Updated Margin And P/E Assumptions Will Support Future Earnings Upside
Analysts have raised their price target on AKVA group from NOK 105.00 to NOK 110.00, citing updated inputs for revenue growth, profit margin, discount rate and future P/E assumptions. Valuation Changes Fair Value Estimate: Adjusted from NOK 105.00 to NOK 110.00, indicating a slightly higher assessed value per share.내러티브 업데이트 • Jan 26
AKVA: 2027 Margin And Revenue Guidance Will Support Future Earnings Upside
Analysts have kept their price target for AKVA group steady at NOK 105, citing small adjustments to the discount rate, revenue growth assumptions and profit margin forecasts, along with a slightly lower future P/E estimate, as the basis for reaffirming their view. What's in the News Management issued earnings guidance for 2025, stating confidence in delivering minimum revenue of NOK 4,000,000,000 and an EBIT margin of 6% for the year (company guidance).내러티브 업데이트 • Jan 11
AKVA: 2027 Margin And Revenue Guidance Will Support Stronger Earnings
Analysts have kept their fair value estimate for AKVA group steady at NOK 105.00, while modestly adjusting the discount rate, revenue growth, profit margin and future P/E assumptions to reflect updated views on risk, earnings potential and valuation. What's in the News AKVA group has issued earnings guidance for 2025, indicating confidence in delivering minimum revenue of NOK 4,000,000,000 with an EBIT margin of at least 6% (company guidance).내러티브 업데이트 • Dec 26
AKVA: Higher 2027 EBIT Margin Outlook Will Support Stronger Earnings
Analysts have raised their fair value estimate for AKVA group from NOK 80 to NOK 105, citing expectations for slightly faster revenue growth, improved profit margins and a higher justified future P/E multiple despite a modest uptick in the discount rate. What's in the News Issued new earnings guidance for 2025, targeting minimum revenue of NOK 4 billion and an EBIT margin of at least 6 percent (company guidance).내러티브 업데이트 • Dec 12
AKVA: Higher Margins And Buybacks Are Expected To Drive Upside
Analysts have raised their price target for AKVA group from NOK 122 to NOK 133, citing expectations of stronger profit margins despite moderating revenue growth and a slightly higher discount rate, along with a lower assumed future P/E multiple. What's in the News Issued new financial guidance, targeting minimum revenue of NOK 4 billion and an EBIT margin of 6% in 2025, and revenue of NOK 5 billion with a 9% EBIT margin in 2027 (corporate guidance).분석 기사 • Nov 15
AKVA group (OB:AKVA) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
AKVA group ASA's ( OB:AKVA ) robust earnings report didn't manage to move the market for its stock. We did some...내러티브 업데이트 • Sep 19
Digital And Land-Based Solutions Will Transform Global Salmon Production
The significant upward revision in AKVA group's price target is primarily driven by an increase in its forecasted future P/E multiple, raising the consensus fair value from NOK102.33 to NOK113.50. What's in the News AKVA group targets a minimum revenue of NOK 4.0 billion and an EBIT margin of 6% for 2025.분석 기사 • Jun 14
What AKVA group ASA's (OB:AKVA) P/S Is Not Telling You
It's not a stretch to say that AKVA group ASA's ( OB:AKVA ) price-to-sales (or "P/S") ratio of 0.8x right now seems...분석 기사 • May 16
We Think Some Shareholders May Hesitate To Increase AKVA group ASA's (OB:AKVA) CEO Compensation
Key Insights AKVA group to hold its Annual General Meeting on 22nd of May Salary of kr6.12m is part of CEO Knut Nesse's...분석 기사 • May 09
The Return Trends At AKVA group (OB:AKVA) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Apr 14
AKVA group's (OB:AKVA) Earnings Are Of Questionable Quality
AKVA group ASA ( OB:AKVA ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...분석 기사 • Apr 08
Is AKVA group (OB:AKVA) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Feb 19
AKVA group ASA (OB:AKVA) Just Reported And Analysts Have Been Lifting Their Price Targets
Last week, you might have seen that AKVA group ASA ( OB:AKVA ) released its yearly result to the market. The early...
새로운 내러티브 • Feb 11
Contract With Cermaq And Observe Technologies Acquisition Will Drive Digital And Land-Based Expansion
New contracts and acquisitions are expected to enhance AKVA's growth and profit margins in both Land Based and Digital segments.분석 기사 • Sep 13
Why Investors Shouldn't Be Surprised By AKVA group ASA's (OB:AKVA) 25% Share Price Plunge
AKVA group ASA ( OB:AKVA ) shareholders won't be pleased to see that the share price has had a very rough month...분석 기사 • Aug 10
AKVA group (OB:AKVA) Will Be Looking To Turn Around Its Returns
What financial metrics can indicate to us that a company is maturing or even in decline? More often than not, we'll see...분석 기사 • Apr 26
We Discuss Why AKVA group ASA's (OB:AKVA) CEO Compensation May Be Closely Reviewed
Key Insights AKVA group will host its Annual General Meeting on 2nd of May Total pay for CEO Knut Nesse includes...분석 기사 • Mar 15
Subdued Growth No Barrier To AKVA group ASA (OB:AKVA) With Shares Advancing 27%
AKVA group ASA ( OB:AKVA ) shareholders would be excited to see that the share price has had a great month, posting a...분석 기사 • Jan 10
Returns On Capital Signal Tricky Times Ahead For AKVA group (OB:AKVA)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Oct 03
We Think AKVA group (OB:AKVA) Has A Fair Chunk Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 5,605 | 364 | 275 | 462 | 3 |
| 12/31/2027 | 5,211 | 302 | 221 | 342 | 3 |
| 12/31/2026 | 4,633 | 211 | 70 | 210 | 3 |
| 3/31/2026 | 4,518 | 198 | 255 | 435 | N/A |
| 12/31/2025 | 4,391 | 184 | 300 | 474 | N/A |
| 9/30/2025 | 4,009 | 164 | 75 | 253 | N/A |
| 6/30/2025 | 3,908 | 189 | 167 | 347 | N/A |
| 3/31/2025 | 3,755 | 168 | 183 | 362 | N/A |
| 12/31/2024 | 3,526 | 130 | -37 | 152 | N/A |
| 9/30/2024 | 3,609 | 84 | 125 | 335 | N/A |
| 6/30/2024 | 3,416 | -7 | 40 | 248 | N/A |
| 3/31/2024 | 3,342 | -13 | -94 | 113 | N/A |
| 12/31/2023 | 3,431 | -18 | 37 | 258 | N/A |
| 9/30/2023 | 3,374 | -20 | -100 | 84 | N/A |
| 6/30/2023 | 3,397 | -109 | 73 | 238 | N/A |
| 3/31/2023 | 3,364 | -171 | 27 | 213 | N/A |
| 12/31/2022 | 3,339 | -131 | 53 | 221 | N/A |
| 9/30/2022 | 3,427 | -88 | 118 | 263 | N/A |
| 6/30/2022 | 3,325 | 19 | -54 | 79 | N/A |
| 3/31/2022 | 3,250 | 76 | -38 | 79 | N/A |
| 12/31/2021 | 3,120 | 11 | -20 | 61 | N/A |
| 9/30/2021 | 3,042 | 13 | 83 | 160 | N/A |
| 6/30/2021 | 3,109 | 35 | 52 | 136 | N/A |
| 3/31/2021 | 3,139 | 45 | 342 | 424 | N/A |
| 12/31/2020 | 3,172 | 91 | 243 | 347 | N/A |
| 9/30/2020 | 3,049 | -2 | 169 | 299 | N/A |
| 6/30/2020 | 3,014 | 4 | 204 | 365 | N/A |
| 3/31/2020 | 2,951 | 7 | -144 | 4 | N/A |
| 12/31/2019 | 3,051 | 15 | N/A | 211 | N/A |
| 9/30/2019 | 3,148 | 118 | N/A | 203 | N/A |
| 6/30/2019 | 3,013 | 105 | N/A | 98 | N/A |
| 3/31/2019 | 2,842 | 94 | N/A | 198 | N/A |
| 12/31/2018 | 2,579 | 90 | N/A | 154 | N/A |
| 9/30/2018 | 2,410 | 99 | N/A | 95 | N/A |
| 6/30/2018 | 2,257 | 96 | N/A | 141 | N/A |
| 3/31/2018 | 2,167 | 104 | N/A | 211 | N/A |
| 12/31/2017 | 2,088 | 100 | N/A | 87 | N/A |
| 9/30/2017 | 1,980 | 65 | N/A | 187 | N/A |
| 6/30/2017 | 1,850 | 48 | N/A | 139 | N/A |
| 3/31/2017 | 1,721 | 36 | N/A | 94 | N/A |
| 12/31/2016 | 1,603 | 28 | N/A | 212 | N/A |
| 9/30/2016 | 1,499 | 43 | N/A | 112 | N/A |
| 6/30/2016 | 1,500 | 52 | N/A | 153 | N/A |
| 3/31/2016 | 1,493 | 57 | N/A | 166 | N/A |
| 12/31/2015 | 1,425 | 57 | N/A | 96 | N/A |
| 9/30/2015 | 1,386 | 58 | N/A | 85 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: AKVA 의 연간 예상 수익 증가율(18.6%)이 saving rate(3.3%)보다 높습니다.
수익 vs 시장: AKVA 의 연간 수익(18.6%)이 Norwegian 시장(10%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: AKVA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: AKVA 의 수익(연간 9.1%)이 Norwegian 시장(연간 2.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: AKVA 의 수익(연간 9.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: AKVA의 자본 수익률은 3년 후 20.5%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/14 16:56 |
| 종가 | 2026/07/14 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
AKVA group ASA는 3명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ola Trovatn | DNB Carnegie |
| Mindaugas Cekanavicius | Norne Securities AS |
| Henrik Knutsen | Pareto Securities |