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    AAK AB (publ.) (OM:AAK) Could Be 20% Undervalued On Its Cost Saving Plan

    Simply Wall St·09/09/2026 22:27:47
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    AAK AB (publ.) (OM:AAK) has drawn investor attention after recent share price moves, with the stock closing at SEK 205.4. The shift invites a closer look at how the business now lines up against its fundamentals.

    Recent trading tells a mixed story for AAK AB (publ.). The share price has edged higher over the past month; however, it remains down sharply on a 90 day and year to date basis, while multi year total shareholder returns are still positive. This suggests that sentiment has cooled recently even though the longer track record remains intact.

    Scan how AAK AB (publ.) compares with other consumer-focused businesses under pressure and see which tickers are bouncing back fastest in our curated 252 high quality undervalued stocks list.

    Bulls see AAK AB (publ.) as a solid plant based ingredients specialist that has been marked down too far. Bears view the recent share price drop as a warning. Which side does the current valuation support?

    Most Popular Narrative: 20.2% Undervalued

    On the most followed view of AAK AB (publ.), a fair value of SEK 257.44 sits well above the latest close at SEK 205.4. That gap puts the focus on what needs to go right operationally to close it.

    The company's operational optimization programs, including deep dives, production process enhancements, procurement excellence, and the "Fit-to-Win" cost performance initiative, are expected to structurally increase efficiency and deliver SEK 300m in annualized cost savings by mid-2026, with incremental earnings and EBITDA margin improvement as additional program benefits are realized.

    Read the complete narrative.

    Want to see what sits behind that cost saving target and the margin lift it supports? The narrative leans on measured revenue growth, firmer profitability, and a richer earnings multiple. Curious which assumptions really move the fair value line for AAK AB (publ.).

    Result: Fair Value of SEK 257.44 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    Still, for AAK AB (publ.), sustained volume pressure in Bakery and Chocolate & Confectionery Fats, or tighter palm-related ESG rules, could quickly challenge that fair value story.

    Find out about the key risks to this AAK AB (publ.) narrative.

    Next Steps

    Sentiment around AAK AB (publ.) is split right now, so move quickly, get into the numbers yourself, and see what you think. To understand why some investors are still optimistic about its key strengths, review the 5 key rewards

    Looking for more investment ideas beyond AAK AB (publ.)?

    If AAK AB (publ.) has sharpened your focus on valuation and fundamentals, do not stop here. Broaden your watchlist with a few targeted stock ideas.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.