Added to YB: 2026-07-16
Pitch date: 2026-07-14
DELIA.OL [bullish]
Dellia Group ASA
+4.07%
current return
Author Info
No bio for this author
Company Info
Dellia Group ASA, through its subsidiaries, operates as a branded consumer goods company in Norway, Sweden, Denmark, Finland, Iceland, the United Kingdom, Germany, France, the Netherlands, Italy, Switzerland, Portugal, Spain, and China.
Market Cap
NOK 1.2B
Pitch Price
NOK 28.50
Price Target
N/A
Dividend
2.10%
EV/EBITDA
10.60
P/E
19.13
EV/Sales
1.47
Sector
Food Products
Category
special_situation
Dellia Group: Making Dried Mango Cool Again – A high growth company at a Single-Digit Forward P/E
DELIA.OL (new position): Norwegian dried-fruit snack brand (Sunshine Delights), 50% Nordic share, Q1 rev +76%, FY25 +140%, 7.7% net margin, dividend payer. Trades ~7-9x fwd P/E vs fair 17x, ~41% annual return over 3yr. Strategic review w/ inbound M&A interest. Risks: margin compression, low moat, Kirirom integration, thin microcap.
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