Added to YB: 2026-02-12
Pitch date: 2026-02-10
ORSTED.CO [neutral]
Ørsted A/S
-1.55%
current return
Author Info
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Company Info
Ørsted A/S, together with its subsidiaries, owns, develops, constructs, and operates offshore and onshore wind farms, solar farms, and energy storage and combined heat and power (CHP) plants.
Market Cap
DKK 197.0B
Pitch Price
DKK 154.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.99
P/E
78.50
EV/Sales
3.09
Sector
Independent Power and Renewable Electricity Producers
Category
turnaround
Ørsted (ORSTED Denmark): balance sheet repaired, pipeline funded and early signs of a more stable long‑term trajectory
ORSTED.CO (update): Balance sheet repaired via DKK 60bn raise + DKK 46bn divestments; FFO/net debt 43% vs 13% YoY. 8.2 GW under construction, 6 projects commissioning by 2028 drive organic growth. 25% workforce cut = DKK 2bn savings. US execution risks (Revolution Wind 87%, Sunrise Wind 45% complete) but manageable. Dividends resume 2026. More selective on tenders, focus on value vs volume.
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