0.90%
14.43%
11.49%
18.78%
32.91%
-23.84%
-5.92%
AI Spotlight on LSG
Company Description
Lerøy Seafood Group ASA produces, processes, markets, sells, and distributes seafood products worldwide.It operates in three segments: Wildcatch; Farming; and Value-Added Processing, Sales and Distribution.The company offers smoked and gravad salmon, and trout products; farmed and wild catch whole fishes; fillets and portions; ready to eat and ready to cook products; fish blocks and cubes; breaded products; pre-fried fish burgers and patties; crustaceans and molluscs; seaweeds; and other products.
Lerøy Seafood Group ASA markets its products primarily under the Norway Seafoods, Arctic Supreme, Fjord trout, Aurora Salmon, Fossen, Sea Eagle, Lerøy, and M?r brands to shops, restaurants, canteens, and hotels.The company was founded in 1899 and is headquartered in Bergen, Norway.Lerøy Seafood Group ASA is a subsidiary of Austevoll Seafood ASA.
Market Data
| Last Price | 56.3 |
| Change Percentage | 0.90% |
| Open | 55.8 |
| Previous Close | 55.8 |
| Market Cap ( Millions) | 33525 |
| Volume | 743656 |
| Year High | 56.85 |
| Year Low | 39.4 |
| M A 50 | 51.1 |
| M A 200 | 48.71 |
Financial Ratios
| FCF Yield | 3.27% |
| Dividend Yield | 4.44% |
| ROE | 10.32% |
| Debt / Equity | 60.96% |
| Net Debt / EBIDTA | 192.43% |
| Price To Book | 1.83 |
| Price Earnings Ratio | 17.4 |
| Price To FCF | 30.62 |
| Price To sales | 1.09 |
| EV / EBITDA | 9.84 |
News
- Jan -07 - Lerøy Seafood Group ASA: Trading update Q4 2024
- Nov -15 - Leroy Seafood Group ASA (LYSFF) Q3 2024 Earnings Call Highlights: Record Web Sales Amidst Price ...
- Nov -14 - Lerøy Seafood Group ASA: Continued biological progress amid low salmon prices
- Oct -09 - Leroy Seafood Group ASA (LYSFF) Q2 2024 Earnings Call Highlights: Strong Operational ...
- Aug -21 - Lerøy Seafood Group ASA: Continued progress in biological performance
- Jun -24 - Norwegian salmon giants facing UK price-fixing claim
- May -15 - Lerøy Seafood Group ASA: Progress in biological performance. Promising shielding technology enhances fish welfare.
- Feb -28 - Lerøy Seafood Group ASA: Record revenue in 2023. Progress towards targets for 2025.
- Jan -25 - Lerøy Seafood Group ASA rejects the European Commission's preliminary assessment
- Jan -05 - Lerøy Seafood Group ASA: Trading update Q4 2023
- Nov -15 - Lerøy Seafood Group ASA: Q3 2023 Results
- Oct -23 - Lerøy Seafood Group ASA: Approval of base prospectus for listing of green bonds
- Aug -23 - Lerøy Seafood Group ASA: Q2 2023 Results
- May -23 - Lerøy Seafood Group ASA: Ordinary General Shareholders Meeting held
- May -16 - Lerøy Seafood Group ASA: Q1 2023 Results
- May -04 - Lerøy Seafood Group ASA: Annual report for 2022 in machine-readable format (ESEF)
- May -02 - Lerøy Seafood Group ASA: Key information relating to the cash dividend to be paid by Lerøy Seafood Group ASA
- May -02 - Lerøy Seafood Group ASA: Notice of General Shareholders' Meeting
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Value-Added Processing, Sales and Distribution
Expected Growth : 4 %
What the company do ?
Value-Added Processing, Sales and Distribution from Lerøy Seafood Group ASA involves processing, packaging, and distributing seafood products to customers, adding value through quality control, logistics, and marketing.
Why we expect these perspectives ?
Lerøy Seafood Group ASA's 4% growth in Value-Added Processing, Sales and Distribution is driven by increasing demand for sustainable and premium seafood products, strategic acquisitions, and efficient supply chain management. Additionally, the company's focus on product innovation, strong customer relationships, and effective cost control measures contribute to its growth momentum.
Segment n°2 -> Wild Catch
Expected Growth : 3 %
What the company do ?
Wild Catch from Lerøy Seafood Group ASA refers to sustainably sourced, wild-caught seafood products, ensuring freshness and quality from the ocean to the plate.
Why we expect these perspectives ?
Wild Catch from Lerøy Seafood Group ASA's 3% growth is driven by increasing demand for sustainable and eco-labelled seafood, coupled with the company's strategic expansion into new markets, particularly in Asia. Additionally, investments in efficient fishing practices and processing technologies have improved yields and reduced costs, contributing to the segment's growth.
Segment n°3 -> Farming
Expected Growth : 5 %
What the company do ?
Lerøy Seafood Group ASA's farming segment involves breeding and cultivating various fish species, such as salmon and trout, in land-based and sea-based facilities.
Why we expect these perspectives ?
Lerøy Seafood Group ASA's farming segment growth is driven by increasing global demand for sustainable seafood, strategic acquisitions, and expansion into new markets. Additionally, investments in technology and sustainable farming practices have improved efficiency and reduced costs, enabling the company to capitalize on growing market trends.
Segment n°4 -> Elimination/Unallocated
Expected Growth : 2 %
What the company do ?
Elimination/Unallocated in Lerøy Seafood Group ASA refers to the consolidation of inter-company transactions and unallocated costs, eliminating the effects of internal sales and purchases.
Why we expect these perspectives ?
Lerøy Seafood Group ASA's Elimination/Unallocated segment growth of 2% is driven by increased operational efficiency, reduced administrative costs, and improved intercompany eliminations. Additionally, the company's focus on sustainable and responsible operations has led to cost savings and improved profitability.
Lerøy Seafood Group Asa Products
| Product Range | What is it ? |
|---|---|
| Fresh Salmon | Fresh salmon fillets, gutted and scaled, with a high-quality texture and flavor, suitable for various cooking methods. |
| Frozen Salmon | Individually quick-frozen salmon fillets, maintaining their nutritional value and flavor, suitable for long-term storage. |
| Smoked Salmon | Delicately smoked salmon fillets, with a rich flavor and smooth texture, ideal for canapés, salads, or as a topping. |
| Value-Added Products | Pre-marinated, seasoned, or breaded seafood products, ready for cooking, offering convenience and flavor. |
| Shrimp | Sustainably sourced, frozen, or fresh shrimp, available in various sizes and species, suitable for various cooking methods. |
| Other Seafood | A variety of seafood products, including cod, haddock, and mussels, available fresh or frozen. |
Lerøy Seafood Group ASA's Porter Forces
Threat Of Substitutes
The threat of substitutes for Lerøy Seafood Group ASA is medium due to the availability of alternative protein sources such as poultry, beef, and pork. However, the demand for seafood is increasing, and the company's focus on sustainability and quality helps to differentiate its products.
Bargaining Power Of Customers
The bargaining power of customers is low due to the fragmented nature of the seafood market and the lack of concentration among buyers. Lerøy Seafood Group ASA has a diverse customer base, which reduces its dependence on individual customers.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium due to the concentration of suppliers in the seafood industry. However, Lerøy Seafood Group ASA's vertical integration and long-term contracts with suppliers help to mitigate this risk.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the seafood industry, including the need for significant capital investment and regulatory compliance. Lerøy Seafood Group ASA's established brand and market position also make it difficult for new entrants to gain traction.
Intensity Of Rivalry
The intensity of rivalry is high due to the competitive nature of the seafood industry. Lerøy Seafood Group ASA faces competition from other major players in the industry, and the company's focus on sustainability and quality helps to differentiate its products and maintain its market position.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 32.27% |
| Debt Cost | 8.31% |
| Equity Weight | 67.73% |
| Equity Cost | 8.31% |
| WACC | 8.31% |
| Leverage | 47.64% |
Lerøy Seafood Group ASA : Quality Control
Lerøy Seafood Group ASA passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| TATE.L | Tate & Lyle PLC, together with its subsidiaries, provides ingredients and solutions to the food, beverage, and other industries in the United States, the United Kingdom, other European countries, and … |
| AAK.ST | AAK AB (publ.) develops and sells plant-based oils and fats worldwide. It offers food ingredients for the bakery, dairy, foodservice, and special nutrition industries; chocolate and confectionery, including cocoa butter … |
| EMMN.SW | Emmi AG, together with its subsidiaries, develops, produces, and markets a range of dairy and fresh products primarily in Switzerland, North and South America, Africa, Asia/Pacific, and the rest of … |
| SZU.DE | Südzucker AG produces and sells sugar products in Germany and internationally. It operates through five segments: Sugar, Special Products, CropEnergies, Starch, and Fruit. The Sugar segment produces and sells sugar, … |
| GLB.L | Glanbia plc operates as a nutrition company worldwide. The company manufactures and sells sports nutrition and lifestyle nutrition products in various formats, including powders, ready-to-eat bars and snacking foods, and … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Tate Lyle
A-Score
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Südzucker
A-Score
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Lerøy Seafood
A-Score
1-Year Total Return ->
4
AAK
A-Score
1-Year Total Return ->
5
Emmi
A-Score
1-Year Total Return ->
6
