Added to YB: 2026-03-20
Pitch date: 2026-01-23
ORIOLA.HE [bullish]
Oriola Oyj
-15.89%
current return
Author Info
No bio for this author
Company Info
Oriola Oyj engages in the wholesale of pharmaceuticals and health products in Sweden, Finland, and internationally.
Market Cap
EUR 183.4M
Pitch Price
EUR 1.21
Price Target
2.97 (+192%)
Dividend
7.07%
EV/EBITDA
-12.24
P/E
-6.60
EV/Sales
0.05
Sector
Health Care Providers and Services
Category
value
Oriola Oyj - $ORIOLA.HE
ORIOLA.HE: Finnish drug distributor at €1.17/share vs €2.97 fair value (154% upside). Getting: €1.01/sh Kronans Apotek stake, €0.08/sh Doktor.se stake, €0.26/sh net cash, core distribution biz generating €0.24/sh LTM levered FCF. Duopoly in Sweden/Finland w/ ~45% mkt share. Jan '26: announced strategy review, buybacks & divestment plans. Normalized €30M FCF @ 10% yield = €300M EV. Mispriced due to past M&A missteps, lack of coverage, orphaned post-index removal.
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