Lerøy Seafood Group ASA LSG

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

Guidance i seneste rapport

• Lerøy Aurora harvest guidance 2026, increased from 49 000 GWT (FY 2026)
  “the harvest guidance for 2026 is increased to 52 000 GWT (was 49 000 GWT).” (s. 10)
• Lerøy Midt harvest guidance 2026, unchanged (FY 2026)
  “Harvest guidance for 2026 is unchanged at 73 000 GWT.” (s. 11)
• Lerøy Sjøtroll harvest guidance 2026, reduced from 73 000 GWT (trout around 32 000 GWT) (FY 2026)
  “harvest guidance for 2026 has been reduced to 70 000 GWT (was 73 000 GWT), of which trout is expected to represent around 32 000 GWT.” (s. 12)
• Scottish Sea Farms harvest guidance 2026 on a 100% basis, unchanged (FY 2026)
  “harvest guidance for 2026 is unchanged at 43 000 tonnes GWT on a 100% basis.” (s. 13)
• Wild Catch segment operational EBIT 2026, increased from NOK 350-400 million (FY 2026)
  “a similar estimation today indicates operational EBIT for the year in the range of NOK 400-450 million.” (s. 20)
• Total estimated capex 2026 (FY 2026)
  “Total estimated capex 1 700” (s. 7)
• Market Operations operational EBIT in H2 2026 expected broadly in line with H2 2025 (H2 2026)
  “operational EBIT in H2 2026 is, as of today, expected to be broadly in line with H2 2025.” (s. 20)
• Long-term ambition for Market Operations operational EBIT (2030)
  “the long-term ambition of NOK 2.0 billion in operational EBIT by 2030 remains unchanged.” (s. 20)
• Long-term revenue goal (2030)
  “the long-term goal of NOK 50 billion in revenues by 2030.” (s. 7)
• Group Farming costs expected lower in H2 2026 than H1 2026 (H2 2026)
  “As of today, the Group expects lower Farming costs in H2 2026 than in H1 2026.” (s. 20)
• Lerøy Aurora cost level: Q3 2026 marginally higher than Q2; full-year 2026 in line with 2025 (FY 2026)
  “The full-year cost level for 2026 is expected to be in line with 2025.” (s. 10)
• Lerøy Midt cost level in 2026 expected lower than 2025 (FY 2026)
  “The cost level in 2026 is expected to be lower than in 2025.” (s. 11)
• Lerøy Sjøtroll farming cost for 2026 expected below 2025; sequential decline in Q3 and Q4 (FY 2026)
  “For 2026 as a whole, farming cost is expected to be below 2025.” (s. 12)

Forventninger mod udfald

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