Stock Analysis

Orica Investment Narrative Recap

To be a shareholder in Orica, you need to believe in the company’s ability to grow earnings through the integration of recent acquisitions, digital solutions, and sustainability initiatives, despite operating in a highly regulated sector.

The appointment of Vik Bansal as Chair Elect, with his extensive background in industrial operations, stands out among recent company announcements. His addition to the board could support Orica’s response to regulatory scrutiny and ongoing integration of acquisitions.

On the other hand, investors should also be mindful of how potential supply constraints could ...

Read the full narrative on Orica (it's free!)

Orica's outlook anticipates A$8.6 billion in revenue and A$691.8 million in earnings by 2028. This implies a 2.7% annual revenue growth and an increase in earnings of A$593.7 million from the current A$98.1 million.

Uncover how Orica's forecasts yield a A$22.56 fair value , a 5% upside to its current price.

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Exploring Other Perspectives

ASX:ORI Community Fair Values as at Oct 2025
ASX:ORI Community Fair Values as at Oct 2025

Simply Wall St Community fair value estimates for Orica span from A$22.56 to A$47.44 based on two independent perspectives. While these projections may reflect optimism about acquisition benefits, you can compare these differing viewpoints to inform your own assessment.

Explore 2 other fair value estimates on Orica - why the stock might be worth over 2x more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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About ASX:ORI

Orica

Manufactures, distributes, and sells commercial blasting systems, explosives, mining and tunnelling support systems, and various chemical products and services in Australia, Peru, Canada, the United States, and internationally.

Adequate balance sheet with moderate growth potential.

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