AKVA Group ASA (LTS:0DIP)
kr 132 -5 (-3.65%) Market Cap: 4.80 Bil Enterprise Value: 6.17 Bil PE Ratio: 24.77 PB Ratio: 3.47 GF Score: 68/100

Q3 2025 Akva Group ASA Earnings Call Transcript

Nov 7, 2025 / 09:00 AM GMT
Release Date Price: kr85

Key Points

Positve
  • AKVA Group ASA (STU:3QI) reported its best third quarter ever with a solid revenue of 1.1 billion and an EBIT of 89 million.
  • The company has seen a 20% increase in revenue year-on-year, marking its best financial performance to date.
  • Order intake is expected to be strong in Q4, providing a solid foundation for continued revenue growth into 2026.
  • AKVA Group ASA (STU:3QI) is a technology innovator and first mover in several areas, including automated feeding and deep farming.
  • The company has a strong global presence with significant investments in land-based and digital platforms, positioning it well for future growth.
Negative
  • Order intake for Q3 was on the soft side, indicating potential challenges in maintaining momentum.
  • The company expects a soft closing for the year in Q4 due to seasonality in its sea-based business.
  • There are industry barriers such as fish health issues, high mortality, and regulatory constraints that have hindered growth.
  • The leverage ratio increased from 2.3 to 2.62 in Q3, indicating higher financial risk.
  • The company's net interest-bearing debt increased by 35 million in the quarter, driven by increased net working capital.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AKVA.OL - Akva Group ASA
Q3 2025 Akva Group ASA Earnings Call
Nov 07, 2025 / 09:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good morning and very much welcome to the Q3 presentation for our APA Group.

I will do the introduction and the highlights. Ronnie Meinern, the CFO, will do the financial performance, and then followed by a Q&A session. So please post any questions you might have and our moderator will read your question.

The highlights for the third quarter, solid quarterly revenue of 1.1 billion and EBIT of 89 million.

Just into the 4th quarter, early October, we were awarded the RAS contract from Tuchlandsvik ARA, with estimated contract value of 220 million knock.

Waor intake is expected to be strong in Q4, providing a solid foundation for continued revenue growth into 2026.

ACFA is
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot