Will Higher Salmon and Trout Harvests Reframe Lerøy Seafood Group's (OB:LSG) Expansion Narrative?

• Lerøy Seafood Group ASA recently announced its third quarter 2025 production results, reporting a total harvest volume of 59,100 GWT for salmon and trout, which is up from 51,400 GWT in the same period last year, excluding Scottish Seafarms.
• This operational update highlights continued growth in harvest volumes, with increases in salmon and trout production providing further evidence of the company’s capacity expansion initiatives.
• We'll assess how the stronger salmon and trout harvest volumes may influence Lerøy Seafood Group's ongoing investment narrative and long-term outlook.

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Lerøy Seafood Group Investment Narrative Recap

To be a shareholder in Lerøy Seafood Group, you need to believe in the company’s ability to grow production volumes through operational efficiency and innovation while navigating volatile seafood markets. Lerøy’s latest update, showing continued increases in salmon and trout harvests, offers some encouragement for near-term growth prospects, but does not fundamentally change the major short-term catalyst of stable or rising salmon prices, nor does it materially offset the key risk of margin pressure from cost inflation and pricing weakness.

Among recent developments, Lerøy’s NOK 500 million green bond issuance in late September stands out for its relevance. Securing new capital at favorable rates could support ongoing investments in technology and capacity expansion, underpinning their efficiency ambitions, a core driver if higher harvest volumes are to translate into improved margins amid fluctuating input costs and market prices. On the other hand, investors should continue to watch for...

Read the full narrative on Lerøy Seafood Group (it's free!)

Lerøy Seafood Group's outlook projects NOK41.1 billion in revenue and NOK4.4 billion in earnings by 2028. Achieving this requires a 7.4% annual revenue growth rate and a NOK3.1 billion increase in earnings from the current NOK1.3 billion.

Uncover how Lerøy Seafood Group's forecasts yield a NOK57.33 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Five fair value estimates from the Simply Wall St Community for Lerøy Seafood Group range from NOK39.73 to NOK261.03, reflecting broad investor disagreement. Despite production gains, risks like cost inflation and soft seafood prices remain top-of-mind for many market participants, so exploring multiple viewpoints is essential.

Explore 5 other fair value estimates on Lerøy Seafood Group - why the stock might be worth over 5x more than the current price!

Build Your Own Lerøy Seafood Group 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 Lerøy Seafood Group research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Lerøy Seafood Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Lerøy Seafood Group's overall financial health at a glance.

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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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