contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


atria-solid-q1-with-good-top-line-momentum-in-finland-nordea

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Atria is a food group. The group includes several players, the better known of which include Sibylla, Lithells and Ridderheims. The subsidiaries' operations include the production of liver pâté, meat and chicken products, and various finished products. The operations are conducted on a global level, mainly concentrated in the Nordic countries, the Baltics and Russia. The company was founded in 1903 and has its headquarters in Seinäjoki.

Rauli & Pauli Corporation have released a company report on Atria   Despite inflationary pressures, we believe Atria’s earnings will remain approximately at the level of the comparison period this year. Following the share price decline, the company’s valuation (e.g., 2026 P/E and EV/EBIT 9x) has, in our view, dropped to the attractive side. A dividend yield of approximately 5% and continued earnings growth next year also support the expected return. Due to forecast changes, we are lowering our target price to 16 euros (prev. 17.5e), but upgrading our recommendation to Accumulate (prev. Reduce).                    Inderes              Atria: Arvostus painui edulliseksi, vaikka inflaatio koettelee - Inderes    Kurssilaskun myötä yhtiön arvostus (esim. 2026 P/E ja EV/EBIT 9x ) on painunut mielestämme edullisen puoleiseksi.

@henrielo has conducted an analysis of Atria.  Regarding exports, Ala-Fossi highlights Japan’s antibiotic-free pork as a positive factor, through which the company has gained a foothold in exports. Similarly, the company has long-term customer relationships for the same product in South Korea. The product is in demand and carries a small premium, though global price levels still have an impact. Some items have been dropped from exports to China, but there is good demand for chicken feet, for example. Subheadings:  Things are happening at Atria Sweden Atria Finland is the profit engine The CEO is satisfied with the Estonian team The market developed positively in the early part of the year Summary                    SalkunRakentaja – 28 Apr 26              Analyysi: Atria etenee Ruotsissa - uusia strategisia siirtoja    Atria vahvistaa asemaansa Ruotsissa: jo toinen yrityskauppa kahden vuoden sisällä ja Sibylla-klassikot ruokakauppoihin.

Here is, of course, the new company report on Atria from Rauli and Pauli  Atria’s Q1 results were close to our expectations, and the company reiterated its guidance for full-year earnings improvement. However, we believe that accelerating inflation will weigh on the results, which is why we slightly lowered our forecasts for this year. In our view, the stock is neutrally valued (e.g., 2026 P/E 11x), and the expected return remains subdued. We reiterate our reduce recommendation and lower our target price to EUR 17.5 (prev. EUR 18.5) following the lower forecasts and the dividend detachment.                   Inderes              Atria Q1'26: Kustannusinflaatio kiihtyy Q2:lla - Inderes    Uskomme kiihtyvän inflaation painavan tulosta, minkä vuoksi laskimme hieman tämän vuoden ennusteitamme.

And here are Rauli’s quick comments on the results.  Atria published a slightly stronger Q1 report than we expected, as both revenue and adjusted profit exceeded our forecasts. The positive earnings surprise was built on the strong profitability development in Sweden and Estonia, while in the Finnish unit, cost inflation and oversupply in the meat market weighed on the result. The result was supported by higher subsidy payments in Estonia compared to the reference period, without which the result would have been in line with our forecast. The company reiterated its guidance forecasting earnings growth for the current year. Overall, we consider the report to be relatively neutral, especially considering the rising costs.                   Inderes – 23 Apr 26              Atria Q1'26 -pikakommentti: Lievästi odotettua parempaa - Inderes    Ruotsin ja Viron vahva tuloskehitys nosti oikaistun liikevoiton 13,9 miljoonaan euroon yli ennusteemme.

Here are Rauli’s preview comments as Atria reports its Q1 results on Thursday, April 23.  We expect the company’s net sales to have continued to grow, driven especially by poultry and ready-to-eat meals, following the strong momentum at the end of 2025. We estimate that adjusted operating profit will improve slightly from the comparison period, although an increase in administrative expenses and general cost pressure may limit margin improvement.                   Inderes – 21 Apr 26              Atria Q1'26 -ennakko: Siipikarja ja valmisruoat siivittänevät kasvua - Inderes    Odotamme suunnilleen vertailukauden tasoista tulosta.

Here are Nordea’s latest thoughts regarding Atria   The Finnish grocery market remained stable in Q1, but we note the potential for material cost inflation in 2026 amid the Middle East crisis. We expect logistics costs to increase from Q2, while price adjustments would likely only be possible from Q3, we believe. Given Atria’s strong market position, we believe the company can push through the majority of raw material increases to prices, but geopolitical tensions and possible interest rate increases could burden consumer confidence. Our DCF- and multiples-based fair value range remains intact, at EUR 17.7-21.6.                    Inderes              Atria: Cost inflation could emerge in 2026 - Nordea - Inderes    The Finnish grocery market remained stable in Q1, but we note the potential for material cost inflation in 2026 amid the Middle East crisis. We expect logistics costs to increase from Q2, while...

Pauli has issued a new company report on Atria.  In our view, the threat of inflation caused by the war in Iran could weaken the profitability of the food industry in the 1-2 year horizon. Atria has given an upward-trending profit guidance for 2026, which we still considered relatively risk-free in February, but as inflation tightens, the uncertainty surrounding the profit guidance could also increase. We made small short-term forecast calculations, which, together with the increased share price, weigh on the stock’s return-risk ratio. We lower our recommendation to Reduce (previously Add) and our target price to EUR 18.5 (previously EUR 19.0).                   Inderes              Atria: Inflaatio voi hidastaa tuloskasvua - Inderes    Edellisen inflaatioshokin yhtiö hallitsi hienosti, mutta inflaation kiihtyminen on silti ylimääräinen haaste yhtiölle ja koko toimialalle.

Atria

Atria reported Q1 adjusted EBIT of EUR 13.9m, 6% above LSEG Data & Analytics consensus. However, beat appears to be driven by EUR 1.2m animal welfare subsidies in Estonia. Q1 net sales of EUR...

Atria reported Q1 adjusted EBIT of EUR 13.9m, 6% above LSEG Data &amp; Analytics consensus. However, beat appears to be driven by EUR 1.2m animal welfare subsidies in Estonia. Q1 net sales of EUR 450m were up 7% y/y and came 3% above consensus. Sweden and Denmark &amp; Estonia beat our EBIT estimates while, despite strong retail sales, Finland missed due to over supply of imported meat and general cost increases. Cash flow from operations was soft at EUR -5m (EUR 18m a year ago), burdened by seasonal increase of working capital. Atria reiterated its guidance and expects 2026 adjusted EBIT to improve from EUR 69.9m in 2025. Consensus has modelled EUR 72m, or 3% increase. Following the solid Q1, we expect only minor consensus revisions while note Atria's comments of increasing cost pressures in the food supply chain.

Atria: Solid Q1 with good top line momentum in Finland - Nordea

Atria: Solid Q1 with good top line momentum in Finland - Nordea