Elkem ASA

OB:ELK 주식 리포트

시가총액: NOK 11.2b

Elkem 경영진

경영진 기준 점검 2/4

Elkem CEO는 Helge Aasen, Jun2021 에 임명되었습니다 의 임기는 4.92 년입니다. 총 연간 보상은 NOK15.18M, 54% 급여 및 46% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 NOK2.17M 가치에 해당하는 회사 주식의 0.019% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 10.6 년과 5.7 년입니다.

핵심 정보

Helge Aasen

최고경영자

NOK 15.2m

총 보수

CEO 급여 비율54.04%
CEO 재임 기간4.9yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간10.6yrs
이사회 평균 재임 기간5.7yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Helge Aasen의 보수는 Elkem의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

NOK 331m

Dec 31 2025n/an/a

NOK 301m

Sep 30 2025n/an/a

NOK 484m

Jun 30 2025n/an/a

NOK 699m

Mar 31 2025n/an/a

NOK 2b

Dec 31 2024NOK 15mNOK 8m

NOK 2b

Sep 30 2024n/an/a

NOK 3b

Jun 30 2024n/an/a

NOK 2b

Mar 31 2024n/an/a

NOK 1b

Dec 31 2023NOK 12mNOK 7m

NOK 2b

Sep 30 2023n/an/a

NOK 1b

Jun 30 2023n/an/a

NOK 5b

Mar 31 2023n/an/a

NOK 8b

Dec 31 2022NOK 17mNOK 6m

NOK 10b

Sep 30 2022n/an/a

NOK 11b

Jun 30 2022n/an/a

NOK 9b

Mar 31 2022n/an/a

NOK 7b

Dec 31 2021NOK 9mNOK 3m

NOK 5b

Sep 30 2021n/an/a

NOK 3b

Jun 30 2021n/an/a

NOK 1b

Mar 31 2021n/an/a

NOK 672m

Dec 31 2020NOK 244kn/a

NOK 239m

Sep 30 2020n/an/a

NOK 150m

Jun 30 2020n/an/a

NOK 460m

Mar 31 2020n/an/a

NOK 616m

Dec 31 2019NOK 17mNOK 5m

NOK 855m

보상 대 시장: Helge의 총 보수(USD1.64M)는 Norwegian 시장에서 비슷한 규모 기업의 평균(USD1.03M)보다 높습니다.

보상과 수익: Helge의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Helge Aasen (62 yo)

4.9yrs
재임 기간
NOK 15,182,000
보수

Mr. Helge Aasen serves as Chief Executive Officer at Elkem ASA since October 18, 2021 and served as its Director since December 1, 2019 until June 2021 and has been its Interim Chief Executive Officer sinc...


리더십 팀

이름직위재임 기간보수지분
Helge Aasen
Chief Executive Officer4.9yrsNOK 15.18m0.019%
NOK 2.2m
Morten Viga
Chief Financial Officer19.8yrsNOK 6.84m0.013%
NOK 1.5m
Havard Moe
Senior Vice President of Technology18.3yrsNOK 5.01m0.0029%
NOK 318.1k
Katja Lehland
Senior Vice President of Human Resources15.3yrsNOK 5.82m데이터 없음
Inge Grubben-Stroemnes
Senior Vice President of Elkem Foundry Alloys17.8yrsNOK 6.44m0.010%
NOK 1.1m
Luiz Simao
Senior Vice President of Elkem Silicon5.8yrsNOK 5.39m0.0063%
NOK 698.7k
Morten Voll
Senior Vice President of Strategy & Business Development3.3yrsNOK 5.84m0.0029%
NOK 329.3k
Tom Preststulen
Managing Partnerno data데이터 없음데이터 없음
Odd-Geir Lyngstad
Vice President of Finance & Investor Relationsno data데이터 없음데이터 없음
Izaias Entringer
Senior Vice President of Elkem Carbonless than a year데이터 없음데이터 없음
10.6yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: ELK의 경영진은 노련하고 경험이 풍부합니다(평균 재임 10.6 년).


이사회 구성원

이름직위재임 기간보수지분
Marianne Johnsen
Interim Independent Chairman7.1yrsNOK 565.00k데이터 없음
Richard Aa
Directorno data데이터 없음데이터 없음
Terje Hanssen
Employee Representative Director16.3yrsNOK 456.00k데이터 없음
Marianne Faeroyvik
Employee Representative Director9.7yrsNOK 456.00k0.0014%
NOK 157.4k
Thomas Eggan
Employee Representative Director4.3yrsNOK 456.00k데이터 없음
Christian Must
Directorless than a year데이터 없음데이터 없음
Astrid Hilde
Directorless than a year데이터 없음데이터 없음
5.7yrs
평균 재임 기간
60.5yo
평균 나이

경험이 풍부한 이사회: ELK의 이사회경험이 있음으로 간주됩니다(평균 재임 5.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 05:50
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Elkem ASA는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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