ODL Share Price Performance
NOK 0
-63.20 (-100.00%)
Price NOK 0
Fair ValueNOK 113.91
Share Pricen/a
Narrative Update • May 18
Odfjell Drilling Ltd. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 22 Fair Values set on narratives written by author
ODL Community Narratives
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Fair Value
·Fair Value NOK 113.91 27.6% undervalued intrinsic discount
North Sea Dependence Will Impede Performance Though Upgrades Could Help
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Fair Value
·Fair Value NOK 115.17 28.4% undervalued intrinsic discount
Modern Offshore Rigs Will Capture Booming Asian And African Demand
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1users have followed this narrative
AN
Fair Value
·Fair Value NOK 115.97 28.9% undervalued intrinsic discount
Modern Fleet And Long-Term Contracts Will Secure Future Position
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Modern Offshore Rigs Will Capture Booming Asian And African Demand
A shortage of offshore rigs gives Odfjell Drilling unusual pricing power, and its modern fleet could stay busy as energy-hungry countries in Asia and Africa keep demand strong. But the business leans heavily on a few regions and major customers, and a faster shift away from oil and gas could hit future work and funding.Read more
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NOK 115.17
28.4% undervalued intrinsic discount
Fair Value
Revenue
2.71% p.a.
Profit Margin
25.76%
Future PE
13.69x
Price in 2029
NOK 145.69
North Sea Dependence Will Impede Performance Though Upgrades Could Help
Key Takeaways Shrinking demand for offshore drilling, tighter regulations, and client concentration risk threaten future revenues and increase operational uncertainty for Odfjell Drilling. Required fleet upgrades, oversupplied markets, and weak international demand are set to compress margins and challenge earnings sustainability.Read more
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NOK 113.91
27.6% undervalued intrinsic discount
Fair Value
Revenue
3.89% p.a.
Profit Margin
17.68%
Future PE
20.58x
Price in 2029
NOK 142.87
Modern Fleet And Long-Term Contracts Will Secure Future Position
Key Takeaways Fully modernized fleet and minimal upcoming capital spending support higher free cash flow and improved profit margins. Strong long-term contracts and persistent energy demand ensure stable revenues, while industry supply constraints favor higher day rates and sustained earnings growth.Read more
AN
NOK 115.97
28.9% undervalued intrinsic discount
Fair Value
Revenue
4.74% p.a.
Profit Margin
23.66%
Future PE
14.85x
Price in 2029
NOK 145.94
Trending Discussion
Recently Updated Narratives
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ODL: Higher Margin Outlook Will Support A More Disciplined Future Earnings Multiple
Fair Value: NOK 115.17 28.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
ODL: Dividend Support Will Underpin Returns Despite Recent Rating Downgrades
Fair Value: NOK 113.91 27.6% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
ODL: Extended Backlog And Cash Dividend Will Support Future Share Price Upside
Fair Value: NOK 115.97 28.9% undervalued intrinsic discount
12 fair values setusers have set this as their fair value
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Snowflake Analysis
Odfjell Drilling Ltd. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 18, 2026
- 0.87
- 100.00%
- 21.31%
- 65.8%
About ODL
- Founded
- 1914
- Employees
- 1642
- CEO
- WebsiteView website
Odfjell Drilling Ltd. owns and operates mobile offshore drilling units primarily in Norway and Namibia. The company operates through two segments, Own Fleet and External Fleet. It also offers management services to other owners of drilling units, such as operational management, regulatory requirements management, marketing, contract negotiations and client relations, and operation and mobilization preparation services. The company was founded in 1914 and is based in Aberdeen, the United Kingdom.
