Orkla ASA

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Orkla ASA engages in the distribution of branded consumer goods to the grocery, out of home, specialized retail, pharmacy, and bakery sectors. It operates through the following segments: Orkla Foods Europe, Orkla Food Ingredients, Orkla Confectionery & Snacks, Orkla Health, Orkla India, Orkla Home & Personal Care, The European Pizza Company, Orkla House Care, Health and Sports Nutrition Group, Pierre Robert Group, Lilleborg, and Headquarters and Business Services. The Orkla Foods Europe segment offers local branded products to consumers in the Nordics, Baltics, and Central Europe. The Orkla Food Ingredients segment supplies ingredients to a broad range of customers in the bakery, ice cream, and plant-based markets. The Orkla Confectionery & Snacks segment provides local brands of snacks, confectionery, and biscuit in the Nordic and Baltic regions. The Orkla Health segment consists of business units with home markets in the Nordic region, the UK, the Baltics, Poland and Spain, in addition to exporting a substantial percentage of its products outside its home markets. The Orkla India segment includes MTR and Eastern brands in the states of Karnataka, Kerala, and Andhra Pradesh. The Orkla Home & Personal Care segment offers cleaning and personal care products for the consumer market in the Nordics. The The European Pizza Company segment consists mainly of franchise pizza outlets in European countries. The Orkla House Care segment offers painting tools and accessories to both do-it-yourselfers and professional painters. The Health and Sports Nutrition Group segment sells through e-commerce platforms, the B2B distribution brand Fitness Market, in addition to selling through grocery chains in Sweden and Norway. The Pierre Robert Group segment sells basic textiles and woollen garments in Norway, Finland, and Sweden. The Lilleborg segment provides hygiene and cleaning solutions to professional and industrial customers in Norway. The Headquarters and Business Services segment includes corporate functions as well as business services companies that provide information technology, procurement, and financial services. The company was founded on February 27, 1918 and is headquartered in Oslo, Norway.

Orkla's 3Q24 results confirm long-term stability but low growth, with strong EPS and EBIT growth, and improved cash conversion and leverage. Despite good performance, Orkla's valuation now exceeds 100 NOK/share, leading me to maintain a "Hold" rating and consider trimming above 110 NOK. Orkla's diverse segments, including Jotun and Foods, show mixed results, with price increases driving revenue rather than volume growth.

Orkla: Might Be Time To Rotate

Orkla ASA (OTCPK:ORKLY) Q3 2024 Results Conference Call October 29, 2024 3:00 AM ET Company Participants Annie Bersagel - Head, IR Nils Selte - President and CEO Arve Regland - CFO Annie Bersagel Good morning, and welcome to Orkla's presentation of third quarter results. My name is Annie Bersagel, and I'm the new Head of Investor Relations.

Orkla ASA (ORKLY) Q3 2024 Earnings Call Transcript

Apple Hospitality REIT

Ares Capital

Enel SpA

EPR Properties

Honda

ING Groep NV

Kraft Heinz

Mercedes-Benz Group AG

Altria

NextEra Energy

Northwest Natural Gas

Pfizer

TotalEnergies SE

Telefonica Brasil

Verizon

Screening for mid to large-caps, high (>2%) dividends, attractive or neutral rated, >5yr dividend history, positive cash flow stocks as of 8/12/24 data from YCharts revealed 52 potential buy to hold candidates. The resulting list targets investors who “want to simply focus on profitable stocks without the fuss and bother of anything but an annual review and rebalance”. This inquiry will persist for months until a dozen or two truly qualified buy to hold qualifiers are determined from this ongoing search among large, well-established low-volatility and unsinkable companies.

52 Maybe Buy And Hold Stocks From August Dogcatcher Research

Orkla ASA (OTCPK:ORKLY) Q2 2024 Earnings Conference Call July 15, 2024 2:00 AM ET Company Participants Kari Lindtvedt - Head, IR Nils Selte - President and CEO Arve Regland - CFO Conference Call Participants Kari Lindtvedt Good morning, and welcome to the presentation of Orkla's Second Quarter Results. My name is Kari Lindtvedt.

Orkla ASA (ORKLY) Q2 2024 Earnings Call Transcript

Orkla ASA (OTCPK:ORKLY) Q1 2024 Results Conference Call May 3, 2024 2:00 AM ET Company Participants Kari Lindtvedt - Head-Investor Relations Nils Selte - President and Chief Executive Officer Harald Ullevoldsæter - Chief Financial Officer Kari Lindtvedt Good morning. Welcome to the presentation of Orkla's first quarter results.

Orkla ASA (ORKLY) Q1 2024 Earnings Call Transcript

Orkla ASA (ORKLY) Q4 2023 Earnings Call Transcript

Orkla ASA (OTCPK:ORKLY) Q3 2023 Results Conference Call October 26, 2023 2:00 AM ET Company Participants Kari Lindtvedt - Head, IR Nils Selte - President and CEO Harald Ullevoldsæter - CFO Øyvind Torpp - Investment Executive Kari Lindtvedt Good morning, and welcome to the presentation of Orkla's Third Quarter Results. My name is Kari Lindtvedt, I'm Head of Investor Relations.

Orkla ASA (ORKLY) Q3 2023 Earnings Call Transcript

Orkla ASA (OTCPK:ORKLY) Q2 2023 Results Conference Call July 14, 2023 2:00 AM ET Company Participants Kari Lindtvedt - Head, IR Nils Selte - President and CEO Harald Ullevoldsæter - CFO Kari Lindtvedt [Technical Difficulty] Presentation of Orkla's Second Quarter Results. My name is Kari Lindtvedt, I'm Head of Investor Relations.

Orkla ASA (ORKLY) Q2 2023 Earnings Call Transcript

Orkla ASA (OTCPK:ORKLY) Q1 2023 Results Earnings Conference Call May 9, 2023 2:00 AM ET Company Participants Kjetil Sørum - Investor Relations Manager Nils Selte - President and Chief Executive Officer Harald Ullevoldsæter - Executive Vice President, Finance and Chief Financial Officer Conference Call Participants Operator Good morning, everyone. Welcome to Orkla's Presentation of First Quarter 2023.

Orkla ASA (ORKLY) Q1 2023 Earnings Call Transcript

Orkla recently reported their 1Q23 report. The results were very good in relation to expectations, leading to significant outperformance. Some would say the company now deserves a higher target and a "BUY". Me, I become interested in Orkla under 70 NOK. At over 80 NOK, it's starting to look expensive.

Orkla Outperformed In Early 2023 - But It's Time To Be Cautious

Orkla is a fairly simple overall thesis on a good food company found in Scandinavia, but with operations across the world. I've covered the company for years at this point. Orkla is a very simple thesis. It's basically a "Buy below X", and "Sell above Y", and those targets being very well-established based on valuations and forecasts.

Orkla: A Simple Thesis With A 'Buy' Rating

Orkla ASA (OTCPK:ORKLY) Q4 2022 Earnings Conference Call February 14, 2023 2:00 AM ET Company Participants Kari Lindtvedt - Head, IR Nils Selte - President and CEO Harald Ullevoldsæter - CFO Conference Call Participants Kari Lindtvedt Good morning. Welcome to the presentation of Orkla's Fourth Quarter Results.

Orkla ASA (ORKLY) Q4 2022 Earnings Call Transcript

I've written about Orkla before - not that often, but a few times. Orkla is a company that needs to be bought at extreme discounts. It has a tendency to trade between relatively narrow ranges of valuation, and its portfolio and fundamentals rarely change, being family-owned.

Revisiting Orkla - It May Be Interesting Here

Orkla ASA (OTCPK:ORKLY) Q3 2022 Earnings Conference Call October 27, 2022 2:00 AM ET Company Participants Kari Lindtvedt - SVP, IR Nils Selte - Group President & Chief Executive Officer Harald Ullevoldsæter - Chief Financial Officer Conference Call Participants Operator Good morning, and welcome to the presentation of Orkla's Third Quarter Results. My name is Kari Lindtvedt, I'm Head of Investor Relations.

Orkla ASA (ORKLY) Q3 2022 Earnings Call Transcript

Orkla ASA (OTCPK:ORKLY) Q2 2022 Earnings Conference Call July 14, 2022 2:00 AM ET Company Participants Kari Lindtvedt - SVP, IR Nils Selte - Group President & Chief Executive Officer Harald Ullevoldsæter - Chief Financial Officer Conference Call Participants Kari Lindtvedt Good morning, and welcome to the presentation of Orkla's Second Quarter Results. My name is Kari Lindtvedt, I'm Head of Investor Relations.

Orkla ASA (ORKLY) CEO Nils Selte on Q2 2022 Results - Earnings Call Transcript

AP Moller - Maersk A/S

Atlas Copco AB

Carlsberg AS

Coloplast A/S

Orsted AS

Equinor

LM Ericsson Telefon

Mowi ASA

Norsk Hydro ASA

Nokia

Novo Nordisk

Sampo Oyj

Sandvik AB

Stora Enso Oyj

Vestas Wind Systems A/S

Yara International ASA

A list of companies covering some of the world's strongest economies in Scandinavia. Diversification can take place not only across sectors but also across geographies, with opportunities here across pharma, logistics, oil, heavy industry, telecom, 5G, insurance, vehicles, conglomerates, and so forth.

The Scandinavian Shopping List In A Time Of Bargains

Orkla ASA (OTCPK:ORKLY) Q1 2022 Earnings Conference Call May 5, 2022 2:00 AM ET Company Participants Kari Lindtvedt - SVP, IR Nils Selte - Group President & CEO Atle Vidar Nagel-Johansen - EVP, Orkla's Branded Consumer Goods Business Conference Call Participants Kari Lindtvedt Good morning, and welcome to this presentation of Orkla's first Quarter results. My name is Kari Lindtvedt, I'm Head of Investor Relations.

Orkla ASA (ORKLY) CEO Nils Selte on Q1 2022 Results - Earnings Call Transcript

Orkla ASA (ORKLY) CEO Jaan Ivar Semlitsch on Q4 2021 Results - Earnings Call Transcript

Orkla ASA (ORKLY) CEO Jaan Ivar Semlitsch on Q3 2021 Results - Earnings Call Transcript

Orkla ASA (ORKLY) CEO Jaan Ivar Semlitsch on Q2 2021 Results - Earnings Call Transcript

It's been almost 2 years since mine, or anyone's last article on Orkla. The company is a consumer goods company focusing on brands with presence in the Nordics and Baltics. The company has had a decent run during the past 2 years, but hasn't beaten index. Certain trends are holding it back.

Orkla: Remember Nordic Groceries, For They Perform Well

Orkla ASA (ORKLY) CEO Jaan Ivar Semlitsch on Q1 2021 Results - Earnings Call Transcript

Orkla ASA (ORKLY) CEO Jaan Ivar Semlitsch on Q4 2020 Results - Earnings Call Transcript

Orkla ASA's (ORKLY) CEO Jaan Ivar Semlitsch on Q3 2020 Results - Earnings Call Transcript

Reference is made to the stock exchange notice of 7 September 2020 regarding Shares for Employees 2020.

Orkla ASA: Mandatory notification of trade – Shares for employees 2020

News for Orkla ASA Stock (ORKLY)