Borregaard ASA

OB:BRG Aktierapport

Börsvärde: NOK 14.9b

Borregaard Tidigare resultatutveckling

Tidigare kriterier kontrolleras 2/6

Borregaard har ökat intäkterna med en genomsnittlig årlig takt på 2.3%, medan Chemicals -branschen såg intäkterna växer på 0.2% årligen. Intäkterna har varit växande med en genomsnittlig takt på 7.1% per år. Borregaard s avkastning på eget kapital är 8.4% och den har en nettomarginal på 7.2%.

Viktig information

2.32%

Tillväxttakt i vinsten

2.27%

Tillväxttakt för EPS

Chemicals Tillväxt i branschen32.60%
Intäkternas tillväxttakt7.05%
Avkastning på eget kapital8.38%
Nettomarginal7.17%
Nästa resultatuppdatering16 Jul 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Uppdatering av berättelse Apr 21

BRG: Dividend Support And Volume Outlook Will Underpin Future Upside

Analysts have trimmed the Borregaard fair value estimate by NOK 1.0 to NOK 198.6. This reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E following mixed recent research, including a lower price target and a downgrade alongside a separate upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent upgrade signals confidence that current pricing already reflects much of the previous caution baked into Borregaard's shares.
Uppdatering av berättelse Apr 07

BRG: Dividend Support And Updated Volume Guidance Will Drive Future Upside

Narrative Update The analyst price target for Borregaard has been adjusted slightly from NOK 200 to around NOK 199.60, as analysts update their models with a lower discount rate, largely unchanged growth and margin assumptions, and a modestly higher future P/E, following a mix of recent upgrades and target cuts in Street research. Analyst Commentary Recent Street research around Borregaard has been mixed, with one upgrade and at least two cautious views.
Uppdatering av berättelse Mar 23

BRG: Dividend Support And Stable Earnings Profile Will Drive Future Upside

Analysts kept the fair value estimate for Borregaard steady at NOK 200, with only very small tweaks to inputs like the discount rate, revenue growth, profit margin, and future P/E, reflecting recent price target cuts and more cautious views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the unchanged NOK 200 fair value estimate as a sign that the long term earnings and cash flow assumptions remain intact despite recent target cuts.
Uppdatering av berättelse Mar 08

BRG: Dividend Support And Niche Margin Resilience Will Drive Future Upside

Analysts have trimmed their Borregaard price targets, with one key house cutting its view by NOK 45. This reflects a more cautious stance that also feeds into slightly lower assumed discount rates and P/E multiples in updated models.
Uppdatering av berättelse Feb 22

BRG: Dividend And Margin Resilience Will Support Higher Future Fair Value

Analysts have trimmed their Borregaard price targets, with one cut of NOK 45 reflecting slightly higher discount rates and only marginal tweaks to long term revenue growth, profit margins and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable that only marginal adjustments to long term revenue growth, profit margins and future P/E assumptions are needed, which suggests they still view the core earnings profile as intact.
Analysartikel Feb 08

Borregaard (OB:BRG) Is Increasing Its Dividend To NOK4.75

Borregaard ASA ( OB:BRG ) will increase its dividend from last year's comparable payment on the 27th of April to...
Uppdatering av berättelse Feb 08

BRG: Dividend Policy And Higher Margins Will Support Future Fair Value

Analysts have reduced their fair value estimate for Borregaard from NOK 211.40 to NOK 200.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E following recent research, including a downgrade from SEB Equities. Analyst Commentary Bullish Takeaways Bullish analysts see the revised fair value of NOK 200.00 as still implying room for execution on revenue growth and margins, even after accounting for a higher discount rate and more cautious P/E assumptions.
Analysartikel Feb 03

Is Now The Time To Look At Buying Borregaard ASA (OB:BRG)?

Borregaard ASA ( OB:BRG ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Uppdatering av berättelse Jan 23

BRG: Government Support And Bio Project Will Continue To Underpin Fair Value

Analysts have trimmed their fair value estimate for Borregaard slightly from NOK 212.50 to about NOK 211.40, reflecting modest adjustments to the discount rate, revenue growth, profit margin and forward P/E inputs. Valuation Changes Fair Value Estimate has been adjusted slightly from NOK 212.50 to about NOK 211.40.
Uppdatering av berättelse Jan 08

BRG: Government Support And Bio Project Will Support Fairly Valued Outlook

Analysts have kept their fair value estimate for Borregaard steady at NOK 212.50, with only slight technical adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E feeding into the updated price target rationale. Valuation Changes Fair Value: The fair value estimate is unchanged at NOK 212.50, with no modification to the central valuation point.
Uppdatering av berättelse Dec 19

BRG: Government Support And Bio Project Will Support Stable Future Outlook

Analysts have marginally raised their price target on Borregaard to NOK 212.50, citing slightly lower discount rate assumptions while keeping revenue growth, profit margin, and future P E expectations essentially unchanged. What's in the News Norwegian Research Council awards Borregaard NOK 15 million for its Biomer innovation project, supporting development of bio based alternatives to fossil based polycarboxylates used in agriculture, industry, and household products (Norwegian Research Council) Biomer project to leverage Borregaard’s Sarpsborg biorefinery and wood chemistry expertise to convert Norwegian bioresources into greener polymers with a significantly lower environmental footprint (Norwegian Research Council) Valuation Changes The fair value estimate remains unchanged at NOK 212.50 per share, indicating no revision to the overall intrinsic value assessment.
Uppdatering av berättelse Dec 05

BRG: Government Support And Stable Outlook Will Offset Temporary Production Disruption

Analysts have nudged their price target on Borregaard slightly higher to NOK 212.50, reflecting marginally lower discount rate assumptions and continued expectations for steady revenue growth, profit margins, and valuation multiples. What's in the News NOK 15 million in funding from the Norwegian Research Council will support Borregaard’s Biomer project, which aims to develop bio based alternatives to fossil based polycarboxylates used across agriculture, industry, and household products (Regulatory Authority: Compliance).
Uppdatering av berättelse Nov 21

BRG: Recent Government Support Will Strengthen Outlook Amid Temporary Production Disruption

Analysts have maintained Borregaard's price target at NOK 212.50. This reflects continued confidence in the company’s financial outlook, despite only marginal adjustments to key assumptions.
Uppdatering av berättelse Nov 06

BRG: Rising Bio-Based Support Will Drive Long-Term Upside Momentum

Analysts have revised Borregaard’s fair value target slightly downwards, from NOK 214.75 to NOK 212.50. They cite updated projections for profit margins and market conditions as influencing factors.
Uppdatering av berättelse Oct 23

Analysts Adjust Borregaard Price Target and Valuation Following Recent Updates and Ongoing Developments

Analysts have slightly lowered their price target for Borregaard from NOK 217.50 to NOK 214.75. This change is due to minor adjustments in discount rate and valuation metrics after reviewing updated forecasts.
Analysartikel Sep 17

Borregaard (OB:BRG) Is Experiencing Growth In Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Analysartikel Sep 02

We Think Borregaard (OB:BRG) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Jul 19

Analysts Are Updating Their Borregaard ASA (OB:BRG) Estimates After Its Second-Quarter Results

Shareholders might have noticed that Borregaard ASA ( OB:BRG ) filed its quarterly result this time last week. The...
Analysartikel Jun 10

If EPS Growth Is Important To You, Borregaard (OB:BRG) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysartikel May 03

Borregaard ASA (OB:BRG) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Borregaard ASA ( OB:BRG ) just released its latest quarterly results and things are looking bullish. Results were good...
Analysartikel Apr 04

Here's Why Borregaard ASA's (OB:BRG) CEO Compensation Is The Least Of Shareholders Concerns

Key Insights Borregaard to hold its Annual General Meeting on 10th of April CEO Per Sørlie's total compensation...
Analysartikel Mar 19

There's Reason For Concern Over Borregaard ASA's (OB:BRG) Price

With a price-to-earnings (or "P/E") ratio of 21.5x Borregaard ASA ( OB:BRG ) may be sending very bearish signals at the...
User avatar
Ny berättelse Feb 02

BioSolutions Expansion And Environmental Initiatives Will Benefit Future Operations

Focus on high-value products and specialization in BioSolutions and BioMaterials aims to improve product mix and enhance net margins.
Analysartikel Feb 01

Borregaard ASA (OB:BRG) Just Released Its Yearly Earnings: Here's What Analysts Think

It's been a good week for Borregaard ASA ( OB:BRG ) shareholders, because the company has just released its latest...
Analysartikel Jan 24

Returns Are Gaining Momentum At Borregaard (OB:BRG)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Analysartikel Nov 21

Borregaard ASA's (OB:BRG) Business Is Yet to Catch Up With Its Share Price

Borregaard ASA's ( OB:BRG ) price-to-earnings (or "P/E") ratio of 22.5x might make it look like a strong sell right now...
Analysartikel Sep 21

Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Aug 31

Borregaard (OB:BRG) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysartikel Jul 23

Borregaard ASA's (OB:BRG) Share Price Not Quite Adding Up

With a price-to-earnings (or "P/E") ratio of 23.1x Borregaard ASA ( OB:BRG ) may be sending very bearish signals at the...
Analysartikel Jun 22

Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysartikel Jun 07

Calculating The Fair Value Of Borregaard ASA (OB:BRG)

Key Insights The projected fair value for Borregaard is kr223 based on 2 Stage Free Cash Flow to Equity Borregaard's...
Analysartikel Apr 05

This Is Why We Think Borregaard ASA's (OB:BRG) CEO Might Get A Pay Rise Approved By Shareholders

Key Insights Borregaard's Annual General Meeting to take place on 11th of April CEO Per Sørlie's total compensation...
Analysartikel Apr 05

This Is Why We Think Borregaard ASA's (OB:BRG) CEO Might Get A Pay Rise Approved By Shareholders

Key Insights Borregaard to hold its Annual General Meeting on 11th of April Salary of kr4.12m is part of CEO Per...
Analysartikel Feb 12

These 4 Measures Indicate That Borregaard (OB:BRG) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel Jan 27

There's Reason For Concern Over Borregaard ASA's (OB:BRG) Price

When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") below 11x, you may consider...
Analysartikel Jan 06

Investors Will Want Borregaard's (OB:BRG) Growth In ROCE To Persist

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysartikel Nov 03

Calculating The Intrinsic Value Of Borregaard ASA (OB:BRG)

Key Insights Borregaard's estimated fair value is kr155 based on 2 Stage Free Cash Flow to Equity Current share price...
Analysartikel Oct 19

Here's Why Borregaard (OB:BRG) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Sep 26

Is Now The Time To Put Borregaard (OB:BRG) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysartikel Sep 07

Borregaard (OB:BRG) Is Investing Its Capital With Increasing Efficiency

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...

Fördelning av intäkter och kostnader

Hur Borregaard tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

OB:BRG Intäkter, kostnader och resultat (NOK Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 267,6825511,5530
31 Dec 257,7136201,5530
30 Sep 257,6248301,4410
30 Jun 257,7748851,4410
31 Mar 257,6788741,4410
31 Dec 247,6178231,4410
30 Sep 247,4788131,3590
30 Jun 247,2438001,3590
31 Mar 247,2578391,3590
31 Dec 237,1328701,3590
30 Sep 237,2979351,2040
30 Jun 237,3359371,2040
31 Mar 237,1169061,2040
31 Dec 226,8818921,2040
30 Sep 226,5578101,1580
30 Jun 226,2347821,1580
31 Mar 226,0017631,1580
31 Dec 215,8056921,1580
30 Sep 215,6977111,1420
30 Jun 215,5286121,1420
31 Mar 215,3754801,1420
31 Dec 205,3284361,1420
30 Sep 205,2243531,0980
30 Jun 205,2033721,0980
31 Mar 205,1853931,0980
31 Dec 195,0634171,0980
30 Sep 195,0484591,0830
30 Jun 194,9594551,0830
31 Mar 194,8184651,0830
31 Dec 184,7854761,0830
30 Sep 184,7034861,0250
30 Jun 184,6425061,0250
31 Mar 184,6995551,0250
31 Dec 174,6185661,0250
30 Sep 174,5915999550
30 Jun 174,6046099550
31 Mar 174,5155829550
31 Dec 164,4925559550
30 Sep 164,4165408870
30 Jun 164,3834958870
31 Mar 164,2704338870
31 Dec 154,1643868870
30 Sep 154,0813468130
30 Jun 154,0153448130

Kvalitetsintäkter: BRG har inkomster av hög kvalitet.

Växande vinstmarginal: BRG s nuvarande netto vinstmarginaler (7.2%) är lägre än förra året (11.4%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: BRG s intäkter har ökat med 2.3% per år under de senaste 5 åren.

Accelererande tillväxt: BRG s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: BRG hade negativ intäktstillväxt ( -37% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Chemicals ( -1% ).


Avkastning på eget kapital

Hög ROE: BRG s avkastning på eget kapital ( 8.4% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 20:31
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Borregaard ASA bevakas av 5 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
null nullABG Sundal Collier
Andres Castanos-MollorBerenberg
Elliott Geoffrey JonesDanske Bank