ODL Share Price Performance
NOK 85.30
35.20 (70.26%)
13.7% undervalued intrinsic discount
NOK 98.80
Fair Value
Price NOK 85.30
AnalystHighTarget NOK 98.80
AnalystConsensusTarget NOK 99.26
AnalystLowTarget NOK 67.30
Fair ValueNOK 98.80
Share Pricen/a
Odfjell Drilling Ltd. Stock Price
- 3 Narratives written by author
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- 17 Fair Values set on narratives written by author
ODL Community Narratives
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Fair Value NOK 98.8 13.7% undervalued intrinsic discount
Modern Offshore Rigs Will Capture Booming Asian And African Demand
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Fair Value NOK 99.26 14.1% undervalued intrinsic discount
Modern Fleet And Long-Term Contracts Will Secure Future Position
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Fair Value NOK 64.85 31.5% overvalued intrinsic discount
North Sea Dependence Will Impede Performance Though Upgrades Could Help
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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
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NOK 99.26
14.1% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
1.98% p.a.
Profit Margin
19%
Future PE
16.88x
Price in 2028
NOK 123.65
Modern Offshore Rigs Will Capture Booming Asian And African Demand
Key Takeaways Tight rig supply and record operational execution are driving strong pricing power, supporting upside surprises in revenue, margins, and earnings growth potential. Modern fleet and operational efficiency enhance client relationships and utilization, positioning the company for sustained high margins and increased dividend capacity.Read more
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NOK 98.8
13.7% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
6.62% p.a.
Profit Margin
31.81%
Future PE
9.73x
Price in 2028
NOK 124.95
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 64.85
31.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
3.1% p.a.
Profit Margin
19.24%
Future PE
11.77x
Price in 2028
NOK 82.04
Trending Discussion
Recently Updated Narratives
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ODL: Cash Dividend And Lower Discount Rate Will Drive Share Price Higher
Fair Value: NOK 99.26 14.1% undervalued intrinsic discount
10 followersusers have followed this narrative
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AN
North Sea Dependence Will Impede Performance Though Upgrades Could Help
Fair Value: NOK 64.85 31.5% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Modern Offshore Rigs Will Capture Booming Asian And African Demand
Fair Value: NOK 98.8 13.7% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Odfjell Drilling Ltd. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 0.60
- 100.00%
- 16.60%
- 38.9%
About ODL
- Founded
- 1914
- Employees
- 1647
- CEO
- WebsiteView website
Odfjell Drilling Ltd. engages in owning and operating mobile offshore drilling units primarily in Norway and Namibia. The company operates through Own Fleet and External Fleet segments. 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. Odfjell Drilling Ltd. operates as a subsidiary of Odfjell Partners Holding Ltd.
