Borregaard ASA

OB:BRG Stok Raporu

Piyasa değeri: NOK 14.6b

Borregaard Yönetim

Yönetim kriter kontrolleri 3/4

Borregaard CEO'su Tom Foss-Jacobsen, Aug2025 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı NOK 8.00M olup, şirket hissesi ve opsiyonları dahil olmak üzere 46.7% maaş ve 53.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.032% ine doğrudan sahiptir ve bu hisseler NOK 4.64M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6.3 yıl ve 8.1 yıldır.

Anahtar bilgiler

Tom Foss-Jacobsen

İcra Kurulu Başkanı

NOK 8.0m

Toplam tazminat

CEO maaş yüzdesi46.72%
CEO görev süresiless than a year
CEO sahipliği0.03%
Yönetim ortalama görev süresi6.3yrs
Yönetim Kurulu ortalama görev süresi8.1yrs

Son yönetim güncellemeleri

Analiz Makalesi 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...

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO Tazminat Analizi

Tom Foss-Jacobsen'un ücretlendirmesi Borregaard'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

NOK 551m

Dec 31 2025NOK 8mNOK 4m

NOK 620m

Sep 30 2025n/an/a

NOK 830m

Jun 30 2025n/an/a

NOK 885m

Mar 31 2025n/an/a

NOK 874m

Dec 31 2024NOK 6mNOK 3m

NOK 823m

Sep 30 2024n/an/a

NOK 813m

Jun 30 2024n/an/a

NOK 800m

Mar 31 2024n/an/a

NOK 839m

Dec 31 2023NOK 6mNOK 3m

NOK 870m

Sep 30 2023n/an/a

NOK 935m

Jun 30 2023n/an/a

NOK 937m

Mar 31 2023n/an/a

NOK 906m

Dec 31 2022NOK 5mNOK 3m

NOK 892m

Sep 30 2022n/an/a

NOK 810m

Jun 30 2022n/an/a

NOK 782m

Mar 31 2022n/an/a

NOK 763m

Dec 31 2021NOK 5mNOK 3m

NOK 692m

Sep 30 2021n/an/a

NOK 711m

Jun 30 2021n/an/a

NOK 612m

Mar 31 2021n/an/a

NOK 480m

Dec 31 2020NOK 3mNOK 2m

NOK 436m

Sep 30 2020n/an/a

NOK 353m

Jun 30 2020n/an/a

NOK 372m

Mar 31 2020n/an/a

NOK 393m

Dec 31 2019NOK 3mNOK 2m

NOK 417m

Tazminat ve Piyasa: Tom 'ın toplam tazminatı ($USD 862.78K ) Norwegian pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 1.03M ).

Tazminat ve Kazançlar: Tom şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Tom Foss-Jacobsen (56 yo)

less than a year
Görev süresi
NOK 8,002,786
Tazminat

Mr. Tom Erik Foss-Jacobsen serves as Chief Executive Officer of Borregaard ASA since August 01, 2025 and had been its Executive Vice President of BioSolutions since May 27, 2019 until August 01, 2025 and s...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Tom Foss-Jacobsen
Chief Executive Officerless than a yearNOK 8.00m0.032%
NOK 4.6m
Per Lyngstad
Chief Financial Officer28.3yrsNOK 4.67m0.063%
NOK 9.2m
Ole Jakobsen
Executive VP of Manufacturing & Technology1.3yrsNOK 4.83m0.035%
NOK 5.1m
Rolf Heggen
General Counsel13.3yrsNOK 4.30m0.028%
NOK 4.1m
Dag Aasbø
Senior Vice President of Public Affairs & Sustainability18.3yrsNOK 3.67m0.057%
NOK 8.4m
Kari Strande
Senior VP of Human Resources1.3yrsNOK 5.25m0.0048%
NOK 694.1k
Gisle Johansen
Executive Vice President of Speciality Cellulose & Fine Chemicals19.3yrsNOK 4.54m0.022%
NOK 3.3m
Kristin Misund
Senior Vice President of R&D and Business Development7yrsNOK 3.74m0.070%
NOK 10.2m
Liv Longva
Senior Vice President of Procurement & Strategic Sourcing6.3yrsNOK 3.60m0.014%
NOK 2.0m
Knut-Harald Bakke
Executive Vice President of BioSolutionsless than a yearNOK 6.32m0.0026%
NOK 372.5k
Pal Ramberg
Director of Investor Relationsless than a yearVeri yokVeri yok
Lotte Kvinlaug
Investor Relations Officerno dataVeri yokVeri yok
6.3yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş

Deneyimli Yönetim: BRG 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Margrethe Hauge
Independent Director8.1yrsNOK 461.50k0.0041%
NOK 593.7k
Helge Aasen
Independent Chairman8.1yrsNOK 801.50k0.0045%
NOK 654.8k
Terje Andersen
Independent Director13.6yrsNOK 526.00k0.0044%
NOK 635.9k
Bente Klausen
Board Observer13.6yrsNOK 105.00k0.0019%
NOK 270.7k
Ragnhild Eide
Employee Representative Director13.6yrsNOK 314.00k0.0039%
NOK 560.2k
Roy Appelgren
Board Observer13.6yrsNOK 105.00k0.0038%
NOK 550.1k
Tove Andersen
Independent Director8.1yrsNOK 485.00k0.011%
NOK 1.6m
Arundel Kristiansen
Employee Representative Director5.8yrsNOK 314.00k0.0026%
NOK 371.1k
Magnus Ankarstrand
Directorless than a yearVeri yokVeri yok
8.1yrs
Ortalama Görev Süresi
60yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BRG 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/27 18:35
Gün Sonu Hisse Fiyatı2026/05/27 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Borregaard ASA 5 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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