Lerøy Seafood Group ASA/Nkr LSG

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About Lerøy Seafood Group ASA

Lerøy Seafood Group ASA is a Norwegian seafood company that operates primarily in the aquaculture and seafood processing industry. The company engages in the farming, processing, packaging, and distribution of seafood products, with a strong emphasis on salmon and trout. Established in 1899, Lerøy has a long history of seafood production and has expanded its operations to include value-added products and services. The company is headquartered in Bergen, Norway, and has a global presence, exporting products to numerous international markets. Its strategic strengths include vertically integrated operations and a commitment to sustainable and efficient production practices.
Ticker
Nkr LSG
Primary listing
XOSL
Employees
6,000
Headquarters
Bergen, Norway

LSG Metrics

BasicAdvanced
kr 25B
35.14
kr 1.21
0.60
kr 2.50
5.88%

Bulls say / Bears say

Farming biology is improving, with high survival, falling costs and lower expected cost per kilo in 2026. The cost programme should also cushion the expected rise in feed costs in 2027. (Inderes)
The salmon market could become more supportive in the second half of 2026, as supply growth slows while demand continues to rise in key markets. A tighter market would give Lerøy more scope to improve prices and margins. (Inderes)
Wild Catch is providing a stronger earnings offset: Lerøy raised its 2026 operational EBIT guidance for the segment to NOK400–450 million from NOK350–400 million. Group operating cash flow also rose to NOK1.35 billion in the second quarter, supporting financial flexibility. (Inderes)
Core earnings weakened in the second quarter: operational EBIT fell 16% year on year to NOK574 million, while salmon and trout harvest volume fell 8%. Market Operations EBIT also dropped to NOK269 million from NOK351 million, showing that the integrated model has not yet protected group margins. (Inderes)
Production remains exposed to biological and input-cost shocks. Very low sea temperatures reduced expected growth at Lerøy Sjøtroll, while management expects higher feed costs in 2027 and says less favourable contracts and a stronger Norwegian krone hurt first-half profitability. (Salmon Business, Inderes)
The shares may offer only a limited valuation cushion if the recovery is delayed. A recent review put the price near NOK43.30 against a NOK49.50 fair-value estimate, while also noting a P/E above both the European food-sector and peer averages. (Simply Wall St News)
Data summarised monthly by Lightyear AI. Last updated on 17 Sept 2026.
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Market data provided by CBOE Europe and Deutsche Börse.