Salmon Evolution ASA (OSL:SALME)

Q1 2026 Salmon Evolution ASA Earnings Call Transcript

May 6, 2026 / 06:00 AM GMT

Release Date Price: kr4.72 (-2.68%)

Transcript

Key Points

Positve

Phase two is now operational, marking a significant milestone and enabling a ramp-up in production.
The company delivered a record high harvest volume of 1,765 tons gutted in the first quarter, in line with guidance.
Operational improvements, such as new feed and updated protocols, have led to better water quality and feeding efficiency.
The company has a solid capital structure following successful refinancing and equity raise, providing a strong financial platform.
Phase two is expected to significantly increase capacity, strengthen margins, and position the company for future growth.

Negative

Salmon prices were softer than expected during the quarter, impacting revenue.
Biomass growth was temporarily impacted by changes in feed and operating protocols.
The budget for phase two is tight, necessitating an additional 5% contingency buffer.
Cash flow from operations was negative in the quarter due to a build-up in trade receivables.
The company has stopped issuing quarterly guidance, which may lead to uncertainty for investors.

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

SALME.OL - Salmon Evolution ASA
Q1 2026 Salmon Evolution ASA Earnings Call
May 06, 2026 / 06:00AM GMT

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Presentation
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