Orkla ASA
OSE:ORK

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Orkla ASA Logo
Orkla ASA
OSE:ORK
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Price: 109 NOK 2.06% Market Closed
Market Cap: 109.2B NOK

Orkla ASA
Investor Relations

Orkla ASA, headquartered in Oslo, Norway, is a conglomerate with a diversified operational scope that primarily focuses on branded consumer goods. With its roots tracing back to 1654 in the form of a mining company, Orkla has evolved significantly over the centuries. Today, its business model revolves around acquiring and nurturing household brands, particularly in the food and beverage sector, with a strong presence in the Nordic region, the Baltics, and selected areas in Central Europe and India. The company has also expanded into personal care, snacks, confectionery, and health products, leveraging a keen understanding of consumer preferences to sustain its growth. What differentiates Orkla in the competitive landscape is its strategic emphasis on sustainability and innovation, ensuring that its offerings not only resonate with consumer demands but also align with global sustainability trends.

Through a deft orchestration of acquisitions and organic growth, Orkla not only ensures a robust portfolio but also secures a substantial distribution network across varied markets. This allows the company to capitalize on economies of scale and scope, enhancing its operational efficiency and market presence. By focusing on local brand loyalty and adapting its products to fit regional tastes, Orkla effectively captures a significant share of consumer spending. The breadth of its product range, coupled with effective marketing and distribution strategies, translates into consistent revenue streams. Furthermore, its commitment to continuous product development and diversification into adjacent categories helps mitigate market fluctuations, ensuring long-term profitability and growth. This approach has positioned Orkla as a resilient player in the consumer goods industry, adapting to shifts in market dynamics while maintaining a steadfast focus on delivering value.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 14, 2025
AI Summary
Q3 2025

Organic Growth: Orkla delivered 4.4% organic growth in Q3, driven by positive volume contributions, despite mixed performance across portfolio companies.

Profitability: Adjusted EBIT increased by 1.1%, and adjusted earnings per share rose 9% to NOK 1.85.

Jotun Outperformance: Jotun continued its strong results with double-digit EBIT growth in local currencies, supported by higher volumes and gross margin, ahead of previous guidance.

Share Buyback: Orkla announced a NOK 4 billion share buyback program to run from November 2025 through December 2026.

Orkla India IPO: Completed the IPO of Orkla India, which will remain a core holding and provide additional financial flexibility.

Input Costs: Raw material price trends remain polarized; costs are expected to stabilize in 2025 except for cocoa, with a neutral outlook overall.

Segment Performance: Orkla Foods faced temporary ERP-related disruptions now resolved, while Orkla Snacks saw price-driven growth but volume declines due to high cocoa prices.

Capital Allocation: Net debt stands at NOK 17.7 billion, with a robust balance sheet maintained.

Key Financials
Organic Growth
4.4%
Volume Mix Contribution
1.3%
EBIT Adjusted
NOK 2 billion
Adjusted Earnings Per Share
NOK 1.85
Operating Revenue
NOK 17.9 billion
Profit from Associates
NOK 603 million
Profit Before Tax
NOK 2 billion
Year-to-date Cash Flow from Operations
NOK 4.8 billion
Net Debt
NOK 17.7 billion
EBIT Adjusted Margin (Trailing 12M)
10.3%
Organic Growth Orkla Snacks
7.5%
Organic Growth Orkla Food Ingredients
8.3%
Organic Growth Orkla Health
2.5%
Organic Growth Orkla Foods
0.8%
Organic Growth Orkla India
4.3%
Share Buyback Program
NOK 4 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. Nils Kloumann Selte
President & CEO
No Bio Available
Ms. Camilla Tellefsdal Robstad
Executive Vice President of Legal & Compliance
No Bio Available

Contacts

Address
OSLO
Oslo
Drammensveien 149
Contacts
+4722544000.0
www.orkla.no