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
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

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
    }
    ... 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-we-are-in-line-with-consensus-for-q4-nordea

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

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.

Here is Pauli’s pre-earnings report on Atria, which will publish its financial statement bulletin on Thursday, February 12th.  Atria will report its 2025 financial statement bulletin on Thursday, February 12th, at approximately 8:00 am. We expect Q4 to have proceeded in fairly stable fashion. We consider it possible that the company will enter 2026 with cautious guidance, as we do not see significant short-term earnings growth drivers, considering, among other things, the relatively weak domestic consumer confidence. The company is working on significant strategic investments for 2026-27, the benefits of which we believe will be weighted towards later years. We lower our recommendation to Reduce (prev. Accumulate) and raise the target price to EUR 16.0 (prev. EUR 15.5).                   Inderes              Atria Q4'25 -ennakko: Lyhyen aikavälin tuloskehitys voi jäädä laimeaksi -...    Kotimaan kysyntä on varovaista ja strategisten investointien potentiaali realisoituu myöhemmin.

@henrielo interviewed Atria’s CEO Kai Gyllström                    SalkunRakentaja – 22 Dec 25              Videohaastattelu: Atria voitti amerikkalaisosakkeet – kuka on Kai Gyllström?    Atrian viiden vuoden osaketuotto päihittää S&P 500 -indeksin. Samaan aikaan yhtiön liiketoiminta kehittyy hyvin.                             00:40 Who is Kai Gyllström?  01:30 Passionate home cook  03:30 Extensive international work experience  05:30 Juha Gröhn and Seppo Paatelainen laid the groundwork  06:00 Nurmo’s unique integrated factory  07:40 ”Skilled management teams in the group and country organizations”  09:00 Professors train Atria’s management  11:10 Significant operations and production in four countries  12:20 ”Local production is an asset”  14:10 Sköllersta and Sölversborg are the largest units in Sweden  15:20 Meat exports to Europe and the Far East  17:30 The Finnish government aims to double food exports  18:50 Atria wants to grow cross-border exports  21:30 The importance of domestic origin varies by product group  22:40 ”Animal welfare is at a high level in Finland”  24:30 Large energy investments are essential in reducing carbon emissions  26:00 What does net revenue management mean?  28:10 ”If there’s a strategy, it must also be resourced”  31:10 Atria has an extensive international brand portfolio  32:00 Background of the success in Estonia: Maks & Moorits  35:30 Development of key figures 2020-2024 and new targets  37:20 Investments focus on poultry and ready-to-eat meals  38:20 M&A strategy: smaller acquisitions are more interesting than one big one  39:00 Becoming market leader overnight in Swedish fresh ready-to-eat meals  40:40 Background of the strategy: growth in demand for ready-to-eat meals and poultry continues  42:30 The strategy’s four big moves  43:20 ”The name of our strategy is Together”  45:00 Two new functions: Industrial operations and Product export  46:40 Health trends and alternative proteins are under the microscope  50:25 ”If an Atria product isn’t in the store, I might go to another store”  51:10 Atria’s five-year stock return beats the S&P 500 index  52:50 Market cap to revenue ratio is one-third of Kesko’s —

Here are Pauli’s comments on Atria’s modernization investment in Sweden.  We view the modernization of meat product production primarily as a lifecycle investment, but it also supports growth opportunities through a broader product range. The scale of the investment is large on the scale of Atria Sweden, but nonetheless clearly smaller compared to Atria Finland’s major projects. The Swedish business has improved its profitability in recent years, partly supported by significant production investments. The profitability impact of the latest investment was not detailed more specifically in the press release.                   Inderes              Atria: Merkittävä modernisaatioinvestointi Ruotsiin - Inderes    Atria tiedotti keskiviikkona investoivansa 23 MEUR lihavalmisteiden jalostukseen Ruotsissa Sköllerstan tehtaalla. Investointi sisältää uuden jatkuvatoimisen tuotantolinjan sekä laajennuksen ja päivityksen tuotantoalueelle.

China eases anti-dumping tariffs on pork imported from the EU after concluding a year-long investigation. The new tariffs are clearly lower than before and will come into effect immediately for several European exporters. This follows the previously mentioned trade dispute between the EU and China. China is the EU’s largest buyer of pork, so the decision should ease things for Atria…  https://www.cnbc.com/2025/12/16/china-lowers-anti-dumping-tariffs-on-european-pork-exporters-.html

@Karo_Hamalainen interviewed Atria’s CEO Kai Gyllström about the company’s goings-on.               Atria’s financial performance has been in a tailwind in recent years, and the stock price has followed the earnings development. The business environment, however, does not look particularly rosy, as in Atria’s traditional core, pork and beef, demand curves are sloping downwards. The game in a mature and even declining market is an efficiency game. In large volumes, every saved cent or tenth of a percentage point is a gain. The margin is tight, as on the other hand, concentrated retail and Finnish consumers who are careful with their money do not offer easy profits. Atria is fighting back, among other things, by streamlining its processes and combing through the pricing of every product according to the net revenue management operating model. Atria seeks growth from poultry and ready meals, in both of which demand provides a tailwind. Especially in Sweden, Atria’s second most important operating country, they are experiencing strong growth. A 165 million poultry plant was opened in Nurmo last year, and an investment program for ready meal production, worth approximately 110 million euros, is currently underway. In addition to factory investments, Atria is investing relatively more in product development and marketing in these areas, and potential acquisitions will also target poultry or ready meals. Itikka-osuuskunta and Lihakunta together own clearly over half of Atria’s shares and nearly 90 percent of the votes. The cooperatives’ self-defined most important task is to ‘manage the interests of their members and ensure their perspective is present in the Atria corporate family’. So, presumably, to guarantee demand and a good price for producers’ meat. From the perspective of Atria’s minority investor, not a single cent more than necessary should be paid for raw materials, nor should a single gram of meat be bought beyond what is needed. How do these interests align? “We operate like any listed company,” Kai Gyllström replies. “We are measured by operating profit, earnings per share, growth, and employee well-being. The metrics are related to profitable growth.” In cooperation with: Atria

@henrielo:nkin capital markets analysis would be here.  Key new messages on Friday, November 21, 2025, were that the food company Atria will stick to its current domestic markets in Finland, Sweden, Denmark, and Estonia in the coming years, meaning the company is not opening new domestic markets. Similarly, the company will mainly remain in its current product areas – however, it will also explore the production of alternative protein. ”We still have a lot to gain in the product categories and markets where we currently operate,” CEO Kai Gyllström summarized the management team’s conclusion during the strategy process. Subheadings:  New units support strategy implementation Four big moves Financial targets tougher than before Acquisitions target profitable smaller entities Responsibility work is a key part of the strategy   NOTE. The author owns shares in the company.  IR-ikkuna (IR Window) is SalkunRakentaja’s and Sijoittaja.fi’s corporate partners’ channel for background and analytical articles, as well as other interesting investor information. The article is part of a commercial collaboration with the company. The article does not contain investment recommendations.                   SalkunRakentaja – 26 Nov 25              CMD-analyysi: Atria tiivistää yhteistyötä – hakee kasvua myös yrityskaupoilla    Atrian pääomamarkkinapäivän keskeiset uutiset liittyivät siihen, missä ja miten pohjoiseurooppalainen elintarvikeyhtiö toimii tulevaisuudessa.

Here are Paul’s comprehensive comments on Atria’s CMD.  Atria held a Capital Markets Day on Friday, November 21st, where the company unveiled a new strategy and new financial targets. In our opinion, the new strategy is comprehensive and ambitious, although it is naturally largely based on already known growth investments in convenience food and poultry. Our current forecasts for the company’s earnings development are quite moderate (2026-30e EBIT growth of 3% p.a. vs. the company’s organic target of 7% p.a. relative to our 2025 forecast), compared to which we primarily see room for improvement in the strategy. We see the strategy as relatively low-risk, as the company has, for example, a rather narrow focus regarding acquisitions and stated that the organization will not be expanded to new markets but will concentrate on developing operations in existing countries. Our forecasts, which are more moderate than the targets, take into account the rather tight competitive environment in the industry, and especially the historically soft competitiveness of the Swedish and Danish businesses. The Capital Markets Day presentation and materials can be viewed here and a more concise summary of the new strategy can be watched in the CEO’s video interview.                   Inderes              Atria CMD: Konkreettisia suuntaviivoja tuloskasvuun - Inderes    Suurin osa tavoitellusta tuloskasvusta syntyy kasvusegmentteihin investoimalla sekä ydinsegmenttejä optimoimalla.

Atria

Ahead of Atria's Q4 report, we maintain our estimates intact. Following the first signs of improving Finnish retail and foodservice market conditions, we expect a solid Q4 from Atria. We model...

Ahead of Atria's Q4 report, we maintain our estimates intact. Following the first signs of improving Finnish retail and foodservice market conditions, we expect a solid Q4 from Atria. We model 3% y/y sales growth and 10% y/y adjusted EBIT growth to EUR 14.6m. Atria is advancing its investment programme with announced EUR 23m investment into Sweden and is clearly putting more focus on growth. Q4 EBIT will be burdened by EUR 6m non recurring costs (with EUR 5m cash impact) related to demolition of old facilities. Atria expects EUR 0.5m positive annual EBIT impact from the exit. We expect dividend of EUR 0.80 per share, slightly ahead of LSEG Data &amp; Analytics consensus at EUR 0.76. For 2026E, we model 4% adjusted EBIT improvement to EUR 73m, in line with consensus. We expect the company to give a conservative guidance, in line with last two years. Despite high bovine prices, pig prices have continued to decline and should balance raw material inflation, we believe. Furthermore, the company should be able to improve performance in Estonia following African Swine Fever cases in 2025.