Aker Solutions (OB:AKSO) Gains Exclusive Rights to BIOCCUS Projects in Sweden After Nordbex Agreement

• On October 13, 2025, Nordbex announced it had signed a memorandum of understanding with Aker Solutions to deliver Nordbex 1, Sweden’s first replicable BIOCCUS carbon capture facility, and granted Aker Solutions exclusive rights on future plants 2 and 3.
• This agreement positions Aker Solutions to play a critical role in expanding carbon capture technology in Sweden, setting a potential template for further BIOCCUS projects in the region.
• We will examine how Aker Solutions’ exclusive access to upcoming BIOCCUS projects may influence its investment narrative in clean technology.

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Aker Solutions Investment Narrative Recap

To own shares in Aker Solutions, you generally need to believe in its ability to drive growth through clean energy contracts, especially in carbon capture and offshore wind, while managing the cost and complexity of legacy renewables projects. The Nordbex BIOCCUS agreement highlights Aker Solutions’ growing role in decarbonization, but its effect on near-term earnings or the most pressing risk, cost pressures and uncertainties from legacy renewables contracts, seems limited until operational results show clear margin improvement.

Among recent announcements, the award for the Northern Lights Phase 2 carbon capture expansion stands out as closely related to the Nordbex news. Both reinforce the company’s position in large-scale, mission-critical CCS projects, showing momentum behind one of the key catalysts: contract wins that could underpin future revenue streams and reinforce Aker Solutions’ transition to lower-carbon segments.

In contrast, the continuing challenges with legacy renewables projects could still limit margin upside that investors should be aware of and…

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

Aker Solutions' narrative projects NOK35.0 billion in revenue and NOK1.6 billion in earnings by 2028. This requires a -15.2% yearly revenue decline and a decrease in earnings of NOK0.6 billion from NOK2.2 billion today.

Uncover how Aker Solutions' forecasts yield a NOK33.88 fair value, a 26% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community range from NOK33.88 to NOK99.76 per share. While many see contract catalysts ahead, opinions remain split given ongoing risks around project execution and legacy renewables costs, consider how your view aligns with these divergent perspectives.

Explore 4 other fair value estimates on Aker Solutions - why the stock might be worth just NOK33.88!

Build Your Own Aker Solutions Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Aker Solutions research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Aker Solutions research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Aker Solutions' overall financial health at a glance.

No Opportunity In Aker Solutions?

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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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