LSG Leroy Seafood Group ASA

Lerøy Seafood Group ASA: Årsrapport for 2023

Lerøy Seafood Group ASA: Årsrapport for 2023

         

Vedlagt følger årsrapport for Lerøy Seafood Group ASA for 2023. Som del av konsernets integrerte rapportering inneholder årsrapporten en oversikt over fokusområder, måleindikatorer og mål innen miljø, samfunnsmessig og finansiell bærekraft (ESG).

Årsrapporten er også vedlagt i et maskinlesbart format i tråd med ESEF (European Single Electronic Format). 

Styret har foreslått et utbytte til utbetaling i 2024 på NOK 2,50 per aksje. Det vises til egen børsmelding med relevante datoer.

Denne opplysningen er informasjonspliktig etter verdipapirhandelloven §5-12.

 

Vedlegg



EN
30/04/2024

Underlying

LSGLeroy Seafood Group ASA

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Reports on Leroy Seafood Group ASA

Alexander Aukner
  • Alexander Aukner
BMK BENCHMARK HOLDINGS
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MAS MÅSØVAL
05/16/24 May 16, 2024 1 EN
Alexander Aukner
  • Alexander Aukner
Free Trial
LSG Leroy Seafood G...

Lerøy Seafood (Hold, TP: NOK55.00) - Progress with new technology

Q1 operating EBIT of NOK842m was c4% below our estimate, but 3% above consensus. New shielding and submersible technologies are reported to work well, with strong biological performance in Q1. The company guides for costs in line to slightly higher than in 2023, and while the 2024 harvest guidance was maintained, 2025 was cut 5kt from Sjøtroll. We have reduced our 2024e EPS by 6.0%, but increased 2025–2026e by 0.5–3.6%. We have downgraded to HOLD (BUY), with a raised target price of NOK55 (52).

LSG LEROY SEAFOOD GROUP ASA
05/16/24 May 16, 2024 1 EN
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
LSG Leroy Seafood G...

Looks increasingly worth the wait

'24e-'25e EBIT (core) largely unchanged post Q1. Investments gradually translating into better operations. '24e-'25e P/E 12x-10x; BUY reiterated, TP of NOK 65.

LSG LEROY SEAFOOD GROUP ASA
05/15/24 May 15, 2024 1 EN
Alexander Aukner
  • Alexander Aukner
Free Trial
LSG Leroy Seafood G...

Lerøy Seafood (Buy, TP: NOK52.00) - Q1 in line and operational progres...

Q1 operating EBIT was NOK842m, 4% below our estimate, but 3% above consensus. Farming EBIT fell shy of expectations, while wildcatch and VAP were above. Operational performance in farming stated to go well, with good growth and biology in all regions, helped by shielding technologies. The 2024 harvest guidance was unchanged at 175kt (consensus: 161–167kt). We expect consensus 2024e EPS to come up 0–2% and the stock 2–5% on improved sentiment regarding an operational turnaround.

LSG LEROY SEAFOOD GROUP ASA
05/15/24 May 15, 2024 1 EN
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
LSG LEROY SEAFOOD GROUP ASA
05/15/24 May 15, 2024 1 EN

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