Added to YB: 2026-05-08
Pitch date: 2026-05-05
ORIOLA.HE [bullish]
Oriola Oyj
-0.66%
current return
Author Info
No bio for this author
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Company Info
Oriola Oyj engages in the wholesale of pharmaceuticals and health products in Sweden, Finland, and internationally.
Market Cap
EUR 168.6M
Pitch Price
EUR 0.91
Price Target
N/A
Dividend
7.69%
EV/EBITDA
-10.81
P/E
-7.01
EV/Sales
0.06
Sector
Health Care Providers and Services
Category
value
Show full summary:
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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