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Orkla (ORK) investor relations material
Orkla SEB Nordic Seminar presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and strategy
Focuses on brands and consumer-oriented industries with a diversified portfolio of ten companies and significant market value and revenue in 2024.
Strategic priorities for 2023-2026 include driving organic value, reducing portfolio complexity, and executing value-adding structural transactions.
Targets annual total shareholder return (TSR) of 12-14% for 2024-2026.
Portfolio and market position
Holds leading positions in food, snacks, health, home care, and paint sectors, with major interests in Jotun, Orkla Foods, and Orkla Food Ingredients.
Portfolio companies generated significant revenues in 2024, with Jotun and Orkla Foods as top contributors.
Geographic revenue split shows a strong Nordic and European base, with meaningful exposure to emerging markets, especially through Jotun.
Financial performance and targets
Reported 2024 revenue of NOK 70.7 billion and net profit of NOK 6.1 billion, with a 10-year average TSR of 11%.
Underlying EBIT (adj.) growth target of 6.9% and EBIT (adj.) margin target of 11.8% for 2023-2026.
Demonstrated resilient growth in revenue and EBIT (adj.) over recent years, with increasing earnings and cash flow per share.
Next Orkla earnings date
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