Added to YB: 2025-11-11
Pitch date: 2025-11-07
ORSTED.CO [bullish]
Ørsted A/S
+15.73%
current return
Author Info
Fjord Alpha shares deep dives on Northern European mid-caps targeting 20%+ CAGR. Private investor with Nordic roots. 25 years in-market. Independent and long-term, looking for non-consensus ideas the market is not pricing. Sign up for the newsletter.
Company Info
Ørsted A/S, together with its subsidiaries, owns, develops, constructs, and operates offshore and onshore wind farms, solar farms, energy storage and renewable hydrogen facilities, and bioenergy plants.
Market Cap
DKK 155.3B
Pitch Price
DKK 119.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.10
P/E
-54.77
EV/Sales
3.45
Sector
Independent Power and Renewable Electricity Producers
Category
turnaround
Ørsted Q3'25: It is windy - but now a buy!
ORSTED.CO: Q3 net loss DKK 1.7B from US impairments but balance sheet fortress built via DKK 60B rights issue + Apollo's DKK 39B Hornsea 3 deal validates assets/farm-down model. Maintained DKK 24-27B EBITDA guidance despite operational miss. Reset to Europe-first strategy post-US political friction. 20.6% 5yr CAGR target meets 20% threshold - BUY.
Read full article (3 min)