Added to YB: 2026-05-08
Pitch date: 2026-05-05
ORIOLA.HE [bullish]
Oriola Oyj
-1.87%
current return
Author Info
No bio for this author
Company Info
Oriola Oyj provides healthcare and wellbeing products primarily in Sweden and Finland. It also offers vitamins, food and food supplements, sports nutrients, wound care, beauty, and makeup related products.
Market Cap
EUR 185.6M
Pitch Price
EUR 0.91
Price Target
N/A
Dividend
6.85%
EV/EBITDA
247.77
P/E
-9.22
EV/Sales
0.09
Sector
Health Care Providers and Services
Category
value
Oriola $ORIOLA.HE Investment Thesis
ORIOLA.HE: Leading pharma distributor in Sweden/Finland w/ >40% market share in regulated duopoly. Core biz at 15-20% EBITDA margins, ~€35M adj EBITDA. Trades 2.6x EV/EBITDA, 30-35% FCF yield vs peers at 14-15x. €80M net cash, activist pushing buybacks/JV resolution. Mispriced on loss-making Kronans Apotek JV masking strong core.
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