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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.
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SEB Nordic Seminar presentation summary8 Jan, 2026

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.

Update on 'Transform or exit' portfolio companies?
Progress towards 2026 portfolio company targets?
Expected impact of NOK 4bn share buyback?
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Frequently asked questions

Orkla ASA is an industrial conglomerate that serves consumers in the Nordic region, Baltic region, and selected markets in Central Europe and India. Orkla’s business segments are Branded Consumer Goods, Materials, Financial Investments and Other Operations. Orkla’s primary focus is on branded consumer goods, which accounted for about 80 percent of its 2015 sales. The company is headquartered in Oslo, Norway.

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