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
    }
  }
}


atria-solid-q2-guidance-remains-conservative-nordea

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Atria is a food group. The group includes several players, the better known of which include Sibylla, Lithells and Ridderheims. The subsidiaries' operations include the production of liver pâté, meat and chicken products, and various finished products. The operations are conducted on a global level, mainly concentrated in the Nordic countries, the Baltics and Russia. The company was founded in 1903 and has its headquarters in Seinäjoki.

@henrielo: Here’s the capital market analysis as well.  Key new messages on Friday, November 21, 2025, were that food company Atria will stick to its current domestic markets in Finland, Sweden, Denmark, and Estonia in the coming years, meaning the company is not opening new domestic markets. Likewise, the company will mainly remain in its current product areas – however, it is also exploring the production of alternative protein. “We still have quite a lot to gain in the product categories and markets where we are currently present,” CEO Kai Gyllström summarized the management team’s conclusion during the strategy process. Subheadings:  New units support strategy implementation Four big moves Financial targets tougher than before Acquisitions target profitable smaller entities Sustainability work is a key part of the strategy   NOTE. The author owns shares in the company.  IR-ikkuna is a channel for corporate partners of SalkunRakentaja and Sijoittaja.fi for background and analytical articles, as well as other interesting investor information. The article is part of a commercial collaboration with the company. The article does not contain investment recommendations.                   SalkunRakentaja – 26 Nov 25              CMD-analyysi: Atria tiivistää yhteistyötä – hakee kasvua myös yrityskaupoilla    Atrian pääomamarkkinapäivän keskeiset uutiset liittyivät siihen, missä ja miten pohjoiseurooppalainen elintarvikeyhtiö toimii tulevaisuudessa.

Here are Paul’s comprehensive comments on Atria’s CMD.  Atria held a Capital Markets Day on Friday, November 21st, where the company unveiled a new strategy and new financial targets. In our opinion, the new strategy is comprehensive and ambitious, although it is naturally largely based on already known growth investments in convenience food and poultry. Our current forecasts for the company’s earnings development are quite moderate (2026-30e EBIT growth of 3% p.a. vs. the company’s organic target of 7% p.a. relative to our 2025 forecast), compared to which we primarily see room for improvement in the strategy. We see the strategy as relatively low-risk, as the company has, for example, a rather narrow focus regarding acquisitions and stated that the organization will not be expanded to new markets but will concentrate on developing operations in existing countries. Our forecasts, which are more moderate than the targets, take into account the rather tight competitive environment in the industry, and especially the historically soft competitiveness of the Swedish and Danish businesses. The Capital Markets Day presentation and materials can be viewed here and a more concise summary of the new strategy can be watched in the CEO’s video interview.                   Inderes              Atria CMD: Konkreettisia suuntaviivoja tuloskasvuun - Inderes    Suurin osa tavoitellusta tuloskasvusta syntyy kasvusegmentteihin investoimalla sekä ydinsegmenttejä optimoimalla.

And here is the promised CEO interview.  Atria presented its new strategy at the company’s Capital Markets Day. At the core of the strategy is to optimize efficiency, especially concerning red meat and meat products. The largest growth investments, in turn, are directed towards growing market segments: ready meals and poultry. Atria’s CEO Kai Gyllström tells more in an interview with analyst Pauli Lohi.                   Inderes              Atria CMD: Investointeja kasvaviin segmentteihin - Inderes    Aika: 21.11.2025 klo 15.20 Atria esitteli uuden strategiansa yhtiön pääomamarkkinapäivässä. Strategian ytimessä on pyrkiä optimoimaan tehokkuutta erityisesti punaisen lihan ja lihavalmisteiden osalta. Suurimmat kasvupanostukset puolestaan suunnataan...                             Topics: 00:00 Introduction  00:13 New strategy  01:15 Synergies between countries  02:11 Nurmo factory investments  02:34 Atria’s strengths  03:46 Challenges in red meat  04:41 Acquisitions as part of the new strategy  06:18 How to achieve financial targets?  07:53 Why is Atria an attractive investment?

Atria’s CMD starts in half an hour, and its webcast can be followed live here. The CEO’s interview will be published later today.

Here are Pauli’s preliminary comments as Atria presents its new strategy at its Capital Markets Day this Friday  Atria will present its new strategy, announced in September, at its Capital Markets Day on Friday, 21.11. from 10-13. The strategy partly includes familiar continuity, such as pursuing growth in poultry and convenience foods, supported by the industry’s largest industrial investments. As a new interesting theme, we see the pursuit of international synergies, which deviates from the industry’s traditional operating model based on local production. Actions aimed at strengthening the Swedish and Danish businesses are also of interest, even though these countries have less weight in the group’s turnover.                   Inderes              Atria CMD-ennakko: Skaala ja investoinnit kilpailukyvyn keskiössä - Inderes    Kasvu pohjautuu sekä tuttuihin elementteihin (siipikarja ja valmisruoka) että uusiin aloitteisiin, kuten maiden välisten synergioiden kehittämiseen.

The same products, customers, and consumers rock both boats

An interesting phenomenon is that when Atria publishes a good interim report, HkFoods rises.

Atria

Atria reported Q2 adjusted EBIT of EUR 17.6m, 7% above LSEG Data & Analytics consensus. Q2 net sales of EUR 460m were up 1% y/y and came 1% above consensus. All segments beat our EBIT estimates...

Atria reported Q2 adjusted EBIT of EUR 17.6m, 7% above LSEG Data &amp; Analytics consensus. Q2 net sales of EUR 460m were up 1% y/y and came 1% above consensus. All segments beat our EBIT estimates, led by Sweden. Operating cash flow was EUR 42m (EUR 47m a year ago). The company notes easing of downward pressure in the Finnish market where only poultry products have grown in H1. In Estonia, the company has been affected  by African swine fewer which had EUR 0.6m negative impact on adjusted  EBIT in Q2. Atria maintained its guidance intact and expects 2025 adjusted EBIT to decline from EUR 65.4m in 2024. Consensus has modelled EUR 64.7m, or 1% decline. Following the solid Q2, we continue to view the guidance as conservative, especially given early signs of improving market conditions. Initially, we expect consensus to make only minor positive estimate revisions.