Grieg Seafood ASA GSF

Hvad selskabet siger, at det forventer, og hvor ofte det har leveret på det.

Guidance i seneste rapport

• Full-year 2026 harvest volume guidance (Rogaland), increased (FY 2026)
  “We have increased our full-year harvest guidance from 30 000 tonnes to 31 000 tonnes, reflecting strong seawater production and well-performing biology entering the second half of 2026” (s. 16)
• Expected harvest in second half of 2026 (H2 2026)
  “Expect harvest of 17 200 tonnes in the second half of 2026, with Q3 2026 estimated at 9 800 tonnes and Q4 2026 estimated at 7 400 tonnes” (s. 16)
• Expected harvest in Q3 2026 (Q3 2026)
  “Q3 2026 estimated at 9 800 tonnes” (s. 16)
• Expected harvest in Q4 2026 (Q4 2026)
  “Q4 2026 estimated at 7 400 tonnes” (s. 16)
• Farming cost per kg for full year 2026, reiterated (FY 2026)
  “Farming cost for the full year 2026 is reiterated at NOK 67.5 per kg” (s. 16)
• Full-year 2026 capex estimate, reduced (FY 2026)
  “Full year estimate is reduced from NOK 150 million to NOK 105 million” (s. 16)
• Rogaland maintenance and replacement capex, reduced (FY 2026)
  “driven primarily by reduced maintenance and replacement capex in Rogaland from NOK 104 million to NOK 60 million” (s. 16)
• Sales and VAP segment expected to contribute positively in second half (H2 2026)
  “we expect the Sales and VAP activities to contribute positively in the second half of 2026” (s. 16)
• Contract share of harvest volume expected to remain at approximately the same level (remainder of 2026)
  “The contract share for H1 2026 was 30% and is expected to remain at approximately the same level for the remainder of the year.” (s. 14)
• Equity ratio covenant requirement increases (end of 2026)
  “The covenant requirement will increase to 30% at the end of 2026 and will remain at that level throughout the first half of 2027.” (s. 15)
• Share of feed price increase to be offset through optimization initiatives (Q3 2026)
  “Offsetting 50% of the feed price increase going into Q3 2026 through targeted optimization initiatives” (s. 4)
• Farming cost expected to improve significantly through rest of year and into 2027 (remainder of 2026 and 2027)
  “we expect a significant improvement through the remainder of the year and into 2027” (s. 6)
• Salmon prices expected to increase for the remainder of the year (remainder of 2026)
  “we expect that prices will increase for the remainder of the year due to strong demand and limited supply growth” (s. 22)
• Capital allocation strategy to be reassessed (end of 2026)
  “The capital allocation strategy will be reassessed at the end of 2026.” (s. 7)

Forventninger mod udfald

Beløb i NOK millioner. Hvert udfald tæller fra den dag, rapporten med det faktiske tal blev offentliggjort, sådan som en backtest ser det. Hold musen over et nøgletal for rapportens egne ord; klik på datoen eller det faktiske tal for at åbne rapporten på den rigtige side.

Forventninger tæller kun, når de nævner et år eller kvartal og et tal, rapporterne viser: omsætning, driftsresultat, marginer, EPS samt nøgletal for bank og forsikring. Læst af en AI-model og kan være forkert. Ikke investeringsrådgivning.