Denmark's Rockwool 2025 profit hit by Russian business loss

Rockwool A/S

04/02/2026 13:05

Overview

Denmark insulation maker's 2025 revenue rose 1.1% in local currencies

Company's 2025 profit fell due to 392 MEUR Russian business loss

Investments focused on new factories and digitalisation initiatives

Outlook

Revenue expected to grow 2-4% in 2026 in local currencies

EBIT margin forecasted between 13-14% for 2026

Investment level projected around 650 MEUR, excluding acquisitions

Result Drivers

RUSSIAN BUSINESS LOSS - Rockwool recognized a 392 MEUR loss from value adjustment related to its Russian business in 2025

PRODUCTION INCIDENTS - Earnings were impacted by a production-related incident in Switzerland and lower Russian performance

INVESTMENTS - Investments focused on new factories in the US and India, a new production line in Romania, and digitalisation

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
EUR 967 mln
Q4 EBIT
EUR 113 mln
Q4 EBITDA
EUR 199 mln
Q4 EBITDA Margin
3.20%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the construction materials peer group is "buy"

Wall Street's median 12-month price target for Rockwool A/S is DKK240.00, about 11.9% above its February 3 closing price of DKK214.45

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNEc8K9wy

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)