Lerøy Seafood Group ASA: Havbruk negativt påvirket av lave laksepriser, men god inntjening i VAPS&D
12.11.2025 06:30:00 CET | GlobeNewswire by notified | Pressemelding
-Operasjonelt driftsresultat i tredje kvartal 2025 ble NOK 15 millioner som reflekterer et krevende kvartal for Havbruk med lave laksepriser og utfordrende biologi drevet av høye sjøtemperaturer. Ser vi året under ett, er likevel utviklingen i Havbruk god. Segment Videreforedling, salg og distribusjon (VAPS&D) leverer et svært godt resultat i kvartalet, sier konsernleder i Lerøy Seafood Group, Henning Beltestad.
HAVBRUK: GOD BIOLOGI SÅ LANGT I ÅR, TROSS ET KREVENDE TREDJE KVARTAL
Operasjonelt driftsresultat i tredje kvartal 2025 endte på NOK -306 millioner i havbrukssegmentet.
-Spotprisen for laks var i tredje kvartal kr 8 pr kg lavere enn samme periode i fjor. Som tidligere kommunisert, er kostnad per kg høyere enn forrige kvartal, drevet av høye sjøtemperaturer og et høyt lusepress. Dette resulterer i et svakt kvartal for Havbruk, men ser vi utviklingen i et lengre perspektiv har vi en god retning. De tiltak vi har iverksatt gir tydelige forbedringer, fortsetter konsernlederen.
VAPS&D: SISTE 12 MÅNEDER ER INNTJENINGEN PÅ LINJE MED AMBISIØST MÅL
Segmentets operasjonelle driftsresultat endte på rekordhøye NOK 410 millioner i tredje kvartal 2025. Det innebærer at 12 måneders rullerende operasjonelt driftsresultat er i tråd med det ambisiøse målet på NOK 1.250 millioner, annonsert i 2022.
-Dette segmentet fortsetter den gode utviklingen. Vi ser høy etterspørsel etter verdikjeden vår og har en flott utvikling i Asia hvor vi nå bygger marked, sier konsernlederen.
VILLFANGST: FORTSATT STERK PRISUTVIKLING
-Tredje kvartal er lavsesong innen villfangst, og operasjonelt driftsresultat er på NOK 3 millioner. De rekordhøye torskeprisene fortsetter og kompenserer for nedgangen i fangstvolum. Det er utsikter til ytterligere reduksjon av allerede lave torskekvoter i 2026. Det er imidlertid indikasjoner på at kvoten vil stige igjen fra 2027, forteller Beltestad.
UTSIKTER FOR 2026: LAVERE KOST PR KG I 2026 OG VIDERE VEKST I VAPS&D
-Dette har vært et blandet kvartal for oss, men i et lengre perspektiv har vi en positiv utvikling. Vi venter at kost pr kg innen havbruk vil bli lavere i 2026 enn i 2025. Vi ser også et mer balansert laksemarked i 2026, etter at den rekordhøye tilbudsveksten i 2025 stabiliserer seg, påpeker Beltestad.
Forventet slaktevolum for vår virksomhet i Norge for 2025 holdes uendret på 195.000 GWT, og det forventes 195,000 GWT også i 2026. Inkludert vår andel av Scottish Seafarms forventes et volum på 217.500 GWT i 2026 mot 211.800 GWT i 2025.
-Jeg er urokkelig i troen på fremtidens Lerøy og ser frem til å videreutvikle selskapet sammen med våre ansatte i årene som kommer, avslutter Beltestad.
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