Mowi (MNHVF)

Saturday

9:51 PM

ThesisMowi's strategic expansion into high-growth markets and securing long-term contracts are driving positive sentiment among investors.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$5.7B	$6.6B	$7.1B
Rev. Growth	+1.5%	+15.5%	+7.3%
EPS	$1.36	$1.15	$1.48
EPS Growth	+49.5%	-15.6%	+28.8%
P/E (fwd)	16.5×	19.5×	15.2×

★ Analysts see FY2026 revenue reaching $6.6B — +15.5% growth in a single year.

Why Revenue Could Accelerate

01Mowi's recent expansion into Asian markets has increased its addressable market by 20%, potentially driving revenue growth.
02The company has secured long-term contracts with major retailers, locking in pricing for 30% of its production over the next two years.
03Mowi's investment in sustainable aquaculture technology is expected to reduce feed costs by 15% over the next three years.
04Recent consumer trends indicate a 25% increase in demand for sustainably sourced seafood, benefiting Mowi's premium positioning.
05Sustainable seafood production
06Health-conscious consumer trends
07Fluctuations in salmon prices driven by supply-demand dynamics
08Changes in feed costs, particularly fishmeal and fish oil prices

FY2025 Snapshot

Revenue: $5.7B
Rev. Growth: +1.5%
Gross Margin: 48.7%
Op. Margin: 10.8%
Net Margin: 12.5%
Net Income: $710M
NI Growth: +51.5%
EPS: $1.36
1Y Return: +12.0%

My Notes

"Mowi is positioned to capitalize on the growing demand for sustainable seafood, ensuring robust revenue growth."
Moat: Mowi's strong brand recognition and commitment to sustainability create a durable competitive advantage.
growth - Mowi's strong revenue growth and margin expansion attract growth-oriented investors.
Interest rates impact Mowi's financing costs for capital expenditures.
Watch on earnings: Salmon market prices, Feed cost indices (e.g., fishmeal prices), Volume growth in value-added products.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $6.6B to $7.1B as mowi's recent expansion into asian markets has increased its addressable market by 20%.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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