Atria är en livsmedelskoncern. Under koncernen återfinns ett flertal aktörer där de mer kända inkluderar Sibylla, Lithells och Ridderheims. Dotterbolagens verksamhet innefattar tillverkning av leverpastej, kött- och kycklingprodukter, samt diverse färdigprodukter. Verksamheten bedrivs på global nivå, främst koncentrerad till Norden, Baltikum och Ryssland. Bolaget grundades 1903 och har sitt huvudkontor i Seinäjoki.
Ahead of Atria's Q2 report, we make only minor estimate revisions and derive a DCF- and multiples-based fair value range of EUR 18.3-22.3 (18.1-22.1). We believe the Finnish grocery market has continued on a slightly positive trajectory, while the company...
Atria's Q1 was solid with adjusted EBIT beating LSEG Data & Analytics consensus by 6%. Higher subsidies supported the development in Estonia, while an avian influenza-driven shortage of poultry impacted sales and earnings negatively in Sweden. Ahead ...
Atria reported Q1 adjusted EBIT of EUR 13.9m, 6% above LSEG Data & Analytics consensus. However, beat appears to be driven by EUR 1.2m animal welfare subsidies in Estonia. Q1 net sales of EUR 450m were up 7% y/y and came 3% above consensus. Sweden and...
The Finnish grocery market remained stable in Q1, but we note the potential for material cost inflation in 2026 amid the Middle East crisis. We expect logistics costs to increase from Q2, while price adjustments would likely only be possible from Q3,...