ODF Share Price Performance
NOK 0
-100.40 (-100.00%)
Price NOK 0
Fair ValueNOK 128.74
Share Pricen/a
Odfjell SE Stock Price
- 3 Narratives written by author
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- 35 Fair Values set on narratives written by author
ODF Community Narratives
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Fair Value
·Fair Value NOK 128.74 9.9% 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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Fair Value
·Fair Value NOK 103.99 11.6% overvalued intrinsic discount
Trade Disruptions And Regulation Will Impair Profits Yet Efficiency Offsets
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Sustainable Shipping And Terminal Expansion Will Create Future Opportunities
Key Takeaways Investments in sustainable shipping technology and disciplined fleet renewal are lowering costs and boosting both operating margins and competitive positioning. Expansions and upgrades at Odfjell Terminals are expected to drive more stable revenues and improve margins through integrated logistics and higher throughput.Read more
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NOK 128.74
9.9% undervalued intrinsic discount
Fair Value
Revenue
3.68% p.a.
Profit Margin
13.29%
Future PE
8.4x
Price in 2029
NOK 162.85
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
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 103.99
11.6% overvalued intrinsic discount
Fair Value
Revenue
3.71% p.a.
Profit Margin
7.89%
Future PE
11.18x
Price in 2029
NOK 131.88
Trending Discussion
Recently Updated Narratives
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ODF: Hold Downgrades Will Set Up Future Re Rating Opportunity
Fair Value: NOK 128.74 9.9% 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
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ODF: Execution Risks And Margin Pressure Will Likely Restrain Future P/E Multiple
Fair Value: NOK 103.99 11.6% overvalued intrinsic discount
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Snowflake Analysis
Odfjell SE Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 06, 2026
- 1.96
- 40.69%
- 13.93%
- 64.8%
About ODF
- Founded
- 1914
- Employees
- 2374
- 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.
Recent ODF News & Updates
ODF: Softer Fair Value And Hold Downgrades Will Shape A More Cautious Outlook
The analyst price target for Odfjell has been reset lower to NOK 114, with analysts pointing to slightly softer fair value estimates and modest tweaks to revenue growth, profit margin and forward P/E assumptions as key reasons for the adjustment. Analyst Commentary Recent research updates on Odfjell have shifted to a more neutral stance, with the latest moves pointing to a Hold view around the NOK 114 price target.
