Added to YB: 2026-03-20
Pitch date: 2026-01-23
ORIOLA.HE [bullish]
Oriola Oyj
-23.92%
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 1.17
Price Target
2.97 (+233%)
Dividend
6.85%
EV/EBITDA
247.77
P/E
-9.22
EV/Sales
0.09
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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