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Orkla
Orkla (ORK) investor relations material
Orkla Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Organic growth for Q4 2025 was 4.5% year-over-year, with underlying adjusted EBIT for consolidated portfolio companies up 17% and adjusted EPS of NOK 1.74, reflecting strong operational performance and margin improvement.
Jotun delivered 28% underlying operating profit growth, and Orkla Snacks achieved 16% EBIT adjusted growth in Q4, with all major portfolio companies except Foods contributing positively.
The Board proposes a total dividend of NOK 6 per share for 2025, including an extra NOK 2.2, and a NOK 4 billion share buyback program is ongoing.
Strategic progress included the IPO of Orkla India, sale of Hydro Power assets, and further portfolio simplification.
Full-year 2025 saw organic growth of 3.5%, underlying EBIT (adj.) growth of 7%, and cash conversion of 101%.
Financial highlights
Q4 2025 operating revenues were NOK 18,775 million, up 2% year-over-year; adjusted EBIT was NOK 1,977 million, up 12%.
Adjusted EPS reached NOK 1.74, up 24% year-over-year; profit before tax rose 24% to NOK 2,140 million.
Cash flow from operations was NOK 7.8 billion for 2025, with cash flow before capital allocation at NOK 6.9 billion.
Net debt stood at NOK 14.2 billion, equal to 1.4x EBITDA (0.9x excluding Orkla Food Ingredients).
Profit from associates and JVs was NOK 505 million, up 36% year-over-year, mainly from Jotun.
Outlook and guidance
Jotun expects sales growth to outpace the market in 2026, but margin pressure from competition and negative currency effects is anticipated.
Portfolio companies are targeting 8–10% CAGR in underlying adjusted EBIT and 1.5–2.0 pp margin improvement through 2026.
Orkla Snacks anticipates favorable input cost development in 2026, while Orkla Health expects continued negative impact from cod liver oil price trends.
Inflation in key input costs (meat, marine, berries, cocoa) is expected to persist into 2026.
Portfolio companies are developing strategy plans for 2027–2030, focusing on volume growth and cost efficiency.
Capital allocation strategy for 2027-2030
Group margin strategy amid diverse input costs
Sustainable drivers of target outperformance
Jotun's margin outlook given competition
Orkla Foods' 2026 input cost inflation outlook
BUBS U.S. rollout impact on Orkla Snacks EBIT
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Next Orkla earnings date
Q1 202620 May, 2026
Orkla
Next Orkla earnings date
Q1 202620 May, 2026
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Frequently asked questions
Orkla ASA is an industrial conglomerate that serves consumers in the Nordic region, Baltic region, and selected markets in Central Europe and India. Orkla’s business segments are Branded Consumer Goods, Materials, Financial Investments and Other Operations. Orkla’s primary focus is on branded consumer goods, which accounted for about 80 percent of its 2015 sales. The company is headquartered in Oslo, Norway.
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