SALM SalMar ASA

SalMar - Q1 2025 Trading update

SalMar - Q1 2025 Trading update

Konsolidert slaktevolum for Q1 2025 ble:

Oppdrett Midt-Norge: 21,1

Oppdrett Nord-Norge: 19,3

SalMar Ocean: 1,2

Icelandic Salmon: 1,1

Totalt: 42,7

Alle tall i 1 000 tonn sløyd vekt. 

Som kommunisert ved forrige kvartalspresentasjon i februar, har fokuset vært å bygge biomasse i perioden. Derfor er det meste av volumet slaktet sent i kvartalet, og videre har det vært behov for å slakte fisk som følge av fiskevelferd.

Rapport for Q1 2025 vil bli offentliggjort tirsdag 20. mai 2025 klokken 06:30 CEST, og den påfølgende presentasjonen vil være tilgjengelig via norsk webcast klokken 08:00 CEST og engelsk webcast (opptak) klokken 10:00 CEST.

 

For mer informasjon, kontakt:

Håkon Husby

Head of Investor Relations

Tel: +47 936 30 449

Email:

Denne opplysningen er informasjonspliktig etter verdipapirhandelloven §5-12



EN
08/04/2025

Underlying

SALMSalMar ASA

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Reports on SalMar ASA

Alexander Aukner
  • Alexander Aukner
Free Trial
SALM SALMAR ASA

SalMar (Buy, TP: NOK650.00) - Minor model adjustments

We have updated our estimates for the volumes in the recent Q1 trading update and a back-end-loaded harvest profile in the quarter, with a higher share of downgrades. We expect operating EBIT of NOK997m for the quarter, c16% below consensus of NOK1,188m. We do not consider these changes to be material, and we have not changed our BUY recommendation. We reiterate our NOK650 target price. The full Q1 report is due at 06:30 CET on 20 May.

04/23/25 April 23, 2025 1 EN
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Simon Brun
04/23/25 April 23, 2025 1 EN
Alexander Aukner
  • Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
MAS MÅSØVAL
04/22/25 April 22, 2025 1 EN
Alexander Aukner
  • Alexander Aukner
Free Trial
LSG Leroy Seafood G...
AUSS Austevoll Seafo... ... (+13)

Time to revisit

The unfolding trade war has led us to cut our global 2025–2027e demand and trim our spot price estimates. The negative price effect is partly countered by reduced mortality boosting volumes and lowering costs, leading to net EPS cuts of 11–2%. Given the sector’s solid track record in adapting to past crises and recent share-price declines, we see a significantly improved risk/reward and have a positive stance on the sector. We have upgraded Mowi, Bakkafrost, and Grieg Seafood to BUY (HOLD).

LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
MAS MÅSØVAL
04/22/25 April 22, 2025 1 EN
 PRESS RELEASE
Free
SALM SALMAR ASA

SalMar - Merger with Wilsgård AS and resolution to increase the share ...

SalMar - Merger with Wilsgård AS and resolution to increase the share capital Frøya, 22 April 2025 SalMar ASA (“SalMar”) refers to the stock exchange notice published on 18 February 2025 regarding SalMar and Wilsgård Sea Service AS’s intention to develop the ownership in Wilsgård AS (“Wilsgård”), including through a consolidation with the SalMar group. The boards of Wilsgård, SalMar Farming AS, a wholly-owned subsidiary of SalMar, (“SalMar Farming”) and SalMar have today approved a merger plan for a triangular merger pursuant to Chapter 13 of the Norwegian Public Limited Liability Compani...

April 22, 2025 1 EN

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