contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


orthex-growth-efforts-will-eventually-bear-fruit

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Thomas Westerholm

Orthex is a Finnish manufacturer and supplier of household products. The company offers products such as plastic storage boxes, cutting boards, pots, bowls and other kitchen accessories. The majority of the range is accessed digitally via the company's e-commerce platform, and the products are also offered through licensed retailers. The largest operations are found in the Nordic market.

The winners of Finland’s Most Responsible Product competition have been selected in three categories. This year, the selections highlighted products that, among other things, reduce the need for virgin raw materials and resource use, as well as products with a long lifespan. Home and leisure: Orthex Paulina Self-Watering Pot “We participated in Finland’s Most Responsible Product competition because we believe that responsibly manufactured products deserve to be seen, and the competition provided a good platform for that,” says Hanna Kukkonen, Chief Marketing and Sustainability Officer at Orthex Group. “The win brings important visibility to our product and increases customer trust that responsibility is an important value for us.”                   www.ostavastuullisesti.fi              Tee kestävämpiä valintoja helposti    Asiantuntijoiden kuratoimia vastuullisia tuotteita ja palveluita sekä vinkkejä kestävään elämäntapaan.

Profitability last quarter was a positive surprise. I have been thinking that when raw material price pressure continues downwards, demand recovers, and marketing efforts do not necessarily need to be made at the same cost (there were already indications of this in Q3), then suddenly we are quite close to the EBITA target, or even >15%. From Clas Ohlson’s latest sales report. Highlighting the CEO’s comment that sales in Finland, in particular, surprised positively. Sweden has had a more buoyant trend for a longer time. Storage solutions are one of Clas Ohlson’s prioritized product categories.                    Clas Ohlson’s sales increased in October compared to the previous year              Clas Ohlson’s sales increased in October compared to the previous year

Good question! If I interpret it correctly, that graph illustrates the price development of a plastic polymer raw material index in Europe. Orthex purchases raw materials at contract prices, not on spot markets, which means the company’s prices do not fluctuate as wildly, and the predictability of availability and quality is generally better. I don’t know all the plastic raw materials that this index tracks, but generally, they correlate quite well with each other. Typically, contract prices follow faster-moving spot prices with a delay, but this year we have not yet seen a similar drop in contract prices relevant to Orthex. Looking ahead to next year, based on supply and demand dynamics, I would nevertheless guess that we will continue to see pressure on plastic raw material prices and that contract prices will follow suit. If we consider the sources of demand for plastic raw materials in Europe, two key and still weak sectors are the construction and automotive industries. I understand that some recovery is noticeable, especially in the German construction industry, but we are far from fireworks. At the same time, I could imagine that due to US import tariffs, Asian plastic raw materials will find their way to Europe more than usual next year instead of America, which would increase supply despite a weak demand outlook. I cannot access the news on the page without a subscription, but I think these headlines in the news feed probably reflect the mood among plastic raw material manufacturers quite well.

I took a look at the development of plastic prices, and it caught my eye how the price has been falling for several months in a row since the beginning of this year. I also assume that the continuous drop in oil prices has supported the decrease in plastic prices. Plastixx – data & charts 		 		– Plastics Information Europe, Is this data relevant to the raw material used by Orthex?

Alex was presenting about his company as an investment opportunity at the Investor Days.                    Inderes              Orthex as an Investment | Investor Day Nov. 24, 2025 - Inderes    Time: 24.11.2025 klo 16.00 Alexander Rosenlew, CEO, talks about Orthex as an investment.

Yesterday, we filmed a Swedish-language CEO interview with Alexander, and I took the opportunity to inquire about a topic that has been discussed on the forum: glass food storage solutions. Alexander mentioned that the company already has a small glass-based food storage series, but generally, it hasn’t gained significant traction (I had personally missed/forgotten this). The manufacturing of glass-based products requires significant investments, and additionally, the emissions generated during their production and freight-related emissions due to their weight are challenging. The company has outsourced the manufacturing of this product group, and generally, glass-based product manufacturing capacity seems to be very limited in Europe. However, based on this, I interpret that the company has the readiness to expand its glass-based product offering if consumers were to broadly shift in this direction. Finally, I must also admit that glass storage solutions have increased in our home as well.  Otherwise, the interview contained a lot of repetition of topics already covered in Finnish-language interviews. However, Alexander seemed very pleased with the appointment of the new European Sales Director, and especially that individuals can be grown into larger roles within the company. More resources are also being allocated to growth in Germany. I eagerly await the day when we get tools for automatic transcription and translation of such videos, so that these too become more widely usable than they are now.                   Inderes              Orthex: Högre ambitioner än vad som uppnåtts  - Inderes    Time: 18.11.2025 klo 17.30 Analytiker Thomas Westerholm intervjuar Orthex VD Alexander Rosenlew. I intervjun sammanfattar Rosenlew det innevarande året.

Our glass jars have also increased significantly. I was just thinking about the breakage problem last week, why aren’t these glass jars coated with plastic? There would be microplastic-free food inside and impact resistance outside

Orthex

The revenue of Orthex, a manufacturer of everyday consumer goods, returned to clear growth in Q4, setting the stage for further earnings growth. In our view, the company's production facilities are capable of supporting a much higher revenue load than today, which means that revenue growth has the potential to increase the already high returns on capital.

<p>The revenue of Orthex, a manufacturer of everyday consumer goods, returned to clear growth in Q4, setting the stage for further earnings growth. In our view, the company's production facilities are capable of supporting a much higher revenue load than today, which means that revenue growth has the potential to increase the already high returns on capital. </p> 

	2023	24e	25e
Revenue	85.9	90.8	96.6
growth-%	2.2 %	5.6 %	6.4 %
EBIT (adj.)	10.0	12.3	13.5
EBIT-% (adj.)	11.7 %	13.6 %	14.0 %
EPS (adj.)	0.35	0.47	0.53
Dividend	0.21	0.25	0.27
Dividend %	3.9 %	5.4 %	5.8 %
P/E (adj.)	15.5	9.8	8.7
EV/EBITDA	7.9	6.0	5.3

Orthex: Growth efforts will eventually bear fruit

Key Estimate Figures2024-04-21

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