ODF Share Price Performance
NOK 0
-108.80 (-100.00%)
Price NOK 0
Fair ValueNOK 118.38
Share Pricen/a
Narrative Update • May 27
Odfjell SE Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 35 Fair Values set on narratives written by author
ODF Community Narratives
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Fair Value
·Fair Value NOK 118.38 2.0% undervalued intrinsic discount
Sustainable Shipping And Terminal Expansion Will Create Future Opportunities
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Fair Value
·Fair Value NOK 146.46 20.8% undervalued intrinsic discount
Modern Fleet Renewal And Terminal Expansion Will Capture Chemical Trade
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1users have followed this narrative
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Fair Value
·Fair Value NOK 83.35 39.2% overvalued intrinsic discount
Trade Disruptions And Regulation Will Impair Profits Yet Efficiency Offsets
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Trade Disruptions And Regulation Will Impair Profits Yet Efficiency Offsets
Key Takeaways Geopolitical risks and volatile commodity markets threaten Odfjell's revenue growth and expose it to cyclical demand swings in chemical shipping. Rising environmental regulations, high debt, and reliance on lower-margin cargoes could pressure margins and constrain future fleet investments.Read more
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NOK 83.35
39.2% overvalued intrinsic discount
Fair Value
Revenue
2.1% p.a.
Profit Margin
8.28%
Future PE
9.09x
Price in 2029
NOK 105.65
Sustainable Shipping And Terminal Expansion Will Create Future Opportunities
Odfjell is betting that cleaner ships and smarter fleet upgrades can cut fuel use and win better-paying work as shipping rules tighten. At the same time, bigger terminals and smoother logistics could make earnings steadier—but a shift toward lower-profit cargo and heavy spending needs could still bite.Read more
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NOK 118.38
2.0% undervalued intrinsic discount
Fair Value
Revenue
3.04% p.a.
Profit Margin
12.01%
Future PE
8.88x
Price in 2029
NOK 150.45
Modern Fleet Renewal And Terminal Expansion Will Capture Chemical Trade
Key Takeaways Strategic fleet renewal and cost-advantaged vessel acquisitions position Odfjell for accelerated growth, elevated returns, and earnings outperformance versus competitors. Energy-saving technologies, flexible fleet deployment, and terminal network expansion provide transformative cost reductions, higher resilience, and long-term pricing power.Read more
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NOK 146.46
20.8% undervalued intrinsic discount
Fair Value
Revenue
4.08% p.a.
Profit Margin
18.46%
Future PE
6.49x
Price in 2029
NOK 185.59
Trending Discussion
Recently Updated Narratives
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ODF: Fleet Renewal And Higher Required Returns Will Likely Restrain Future P/E Multiple
Fair Value: NOK 83.35 39.2% overvalued intrinsic discount
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ODF: Hold Downgrade And Fleet Renewal Will Shape Future Return Potential
Fair Value: NOK 118.38 2.0% undervalued intrinsic discount
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ODF: Revised Assumptions And Dividend Outlook Will Support Future Upside Potential
Fair Value: NOK 146.46 20.8% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
Odfjell SE Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 20, 2026
- 1.93
- 39.92%
- 13.85%
- 70.3%
About ODF
- Founded
- 1914
- Employees
- 2300
- CEO
- WebsiteView website
Odfjell SE engages in the provision of services for the transportation and storage of bulk liquid chemicals, acids, edible oils, and other specialty products in Norway. It operates through Chemical Tankers and Tank Terminals segments. The company owns and operates chemical tankers that offer global and regional transportation; and tank terminals, which provide storage of various chemicals and petroleum products. As of April 10, 2026, it operates chemical tanker fleet of 72 vessels, including 38 owned, 9 bareboat, 22 time chartered, and 3 pool vessels. The company's terminal network consists of 311 tanks with 464,460 cubic meters of storage capacity. It operates in the United States, Brazil, North America, South America, the Netherlands, Saudi Arabia, South Africa, Europe, China, the Middle East, Asia, and Africa. Odfjell SE was incorporated in 1914 and is headquartered in Bergen, Norway.
