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    How Schouw’s New 2025 EBIT Outlook At Aktieselskabet Schouw (CPSE:SCHO) Has Changed Its Investment Story

    Simply Wall St·12/14/2025 11:11:51
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    • Aktieselskabet Schouw & Co. recently issued consolidated guidance for 2026, projecting 2025 revenue of roughly DKK 16,000 million to DKK 17,000 million and EBIT of DKK 1,100 million to DKK 1,200 million.
    • This fresh earnings outlook gives investors a clearer read on the conglomerate’s profit expectations across its aquaculture feed, industrial and materials businesses.
    • Next, we’ll explore how this updated DKK 1,100–1,200 million EBIT outlook interacts with Schouw’s existing investment narrative and earnings assumptions.

    Find companies with promising cash flow potential yet trading below their fair value.

    Aktieselskabet Schouw Investment Narrative Recap

    To own Schouw, you need to believe in its ability to grow earnings across aquaculture feed and industrial subsidiaries while keeping costs and capital discipline under control. The new DKK 1,100 to 1,200 million EBIT outlook for 2025 does not materially change the near term focus on execution in softer end markets or the key risk from structurally rising labor and compliance costs in Europe.

    The most closely related recent development is Schouw’s revised 2025 guidance on 12 November 2025, which had already narrowed revenue expectations toward the lower end of the prior range. The fresh consolidated outlook now helps investors reconcile that more cautious baseline with group level ambitions, sharpening the context for catalysts like BioMar volume growth and efficiency improvements at Borg Automotive and GPV.

    Yet against this clearer profit outlook, investors still need to be aware of how persistent European labor cost inflation could...

    Read the full narrative on Aktieselskabet Schouw (it's free!)

    Aktieselskabet Schouw's narrative projects DKK37.4 billion revenue and DKK1.6 billion earnings by 2028. This requires 2.7% yearly revenue growth and an earnings increase of about DKK700 million from DKK907.0 million today.

    Uncover how Aktieselskabet Schouw's forecasts yield a DKK708.33 fair value, a 14% upside to its current price.

    Exploring Other Perspectives

    CPSE:SCHO 1-Year Stock Price Chart
    CPSE:SCHO 1-Year Stock Price Chart

    Two members of the Simply Wall St Community currently place Schouw’s fair value between DKK 708 and DKK 1,385, reflecting very different expectations. When you weigh those against rising labor and regulatory pressures in Europe, it underlines why many investors compare several viewpoints before forming a view on the company’s earnings resilience.

    Explore 2 other fair value estimates on Aktieselskabet Schouw - why the stock might be worth just DKK708.33!

    Build Your Own Aktieselskabet Schouw Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Aktieselskabet Schouw research is our analysis highlighting 4 key rewards that could impact your investment decision.
    • Our free Aktieselskabet Schouw research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Aktieselskabet Schouw's overall financial health at a glance.

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    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.