
Orkla ASA (ORKLY) Q4 2025 Earnings Call Transcript
Orkla ASA (ORKLY) Q4 2025 Earnings Call Transcript
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Orkla ASA (ORKLY) Q4 2025 Earnings Call Transcript

Orkla Asa (OTCMKTS:ORKLY - Get Free Report) and Icahn Enterprises (NASDAQ: IEP - Get Free Report) are both multi-sector conglomerates companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, valuation, institutional ownership, earnings, dividends, analyst recommendations and profitability. Earnings and Valuation This table compares Orkla

Orkla ASA (OTCPK:ORKLY) Q3 2025 Earnings Call November 14, 2025 2:30 AM EST Company Participants Annie Bersagel - Senior Vice President of Investor Relations Nils Selte - President & CEO Arve Regland - EVP & CFO Conference Call Participants Hakon Nelson - Kepler Cheuvreux, Research Division Ole Westgaard - DNB Carnegie, Research Division Petter Nystrøm - ABG Sundal Collier Holding ASA, Research Division Hakon Fuglu - SEB, Research Division Presentation Annie Bersagel Senior Vice President of Investor Relations Good morning, and welcome to the presentation of Orkla's third quarter results. My name is Annie Bersagel and I'm the Head of Investor Relations and Communications.

Orkla ASA (OTCPK:ORKLY) Q2 2025 Earnings Conference Call July 14, 2025 2:30 AM ET Company Participants Annie Golden Bersagel - Senior Vice President of Investor Relations Arve Regland - EVP & CFO Nils Kloumann Selte - President & CEO Conference Call Participants Callum Elliott - Sanford C. Bernstein & Co., LLC.

Orkla ASA (OTCPK:ORKLY) Q1 2025 Earnings Call May 9, 2025 2:30 AM ET Company Participants Annie Bersagel - Head, Investor Relations and Communications Nils Selte - President and Chief Executive Officer Arve Regland - Executive Vice President and Chief Financial Officer Conference Call Participants Petter Nystrom - ABG Håkon Nelson - Kepler Ole Martin Westgaard - DNB Annie Bersagel Good morning and welcome to the presentation of Orkla's First Quarter Results. My name is Annie Bersagel, and I'm the Head of Investor Relations and Communications.

Orkla's strategic shift to focus on core business and divest non-core assets has led to a 66% stock appreciation over the past year. The sale of hydropower assets and Pierre Robert Group resulted in an extraordinary dividend, with plans for stable and growing future dividends. Operational efficiency has led to better profitability and strong cash flows despite modest top-line growth.Orkla is guiding 8–10% EBIT growth and 1.5–2.0 pp EBIT margin improvement over the next two years.

Orkla ASA (OTCPK:ORKLY) Q4 2024 Earnings Conference Call February 13, 2025 2:00 AM ET Company Participants Annie Bersagel - Head of Investor Relations and Communications Nils Selte - President and Chief Executive Officer Arve Regland - Chief Financial Officer Conference Call Participants Eirik Rafdal - Carnegie Petter Nystrom - ABG Sundal Collier Annie Bersagel Good morning, and welcome to Orkla's presentation of Fourth Quarter Results. My name is Annie Bersagel, and I'm the new Head of Investor Relations and Communication.

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 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.

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.

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) 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 (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 (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 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 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 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.

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.

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.