Added to YB: 2025-09-19
Pitch date: 2025-09-17
MOWI.OL [bullish]
Mowi ASA
+7.79%
current return
Author Info
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Company Info
Mowi ASA, a seafood company, produces and sells Atlantic salmon products worldwide. It operates through three segments: Feed, Farming, and Sales & Marketing.
Market Cap
NOK 9.7B
Pitch Price
NOK 216.54
Price Target
654.00 (+180%)
Dividend
3.09%
EV/EBITDA
11.22
P/E
28.77
EV/Sales
2.16
Sector
Food Products
Category
growth
Mowi (MOWI) — The Salmon Compounder
MOWI.OL: World's largest Atlantic salmon producer w/ 545k GWT 2025 guidance, targeting >650k by 2029 (+25% growth vs 2% industry). Cost leadership at €5.39/kg (lowest since 2022), saving €49M/quarter. Record Q2 volumes 133k GWT (+21% YoY). Structural supply-demand imbalance (2% supply vs 5% demand growth). Risks: biology, 47% tax rate, price cycles.
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