Denmark's Schouw impairs Borg Automotive goodwill due to market challenges

Schouw & Co.

27/01/2026 18:31

Removes reference to "preliminary" from bullets 1 and 2 of Overview

Overview

Denmark conglomerate expects 2025 revenue of DKK 34.1 bln, compared to most recently expected DKK 33.7 to DKK 34.7 billion

2025 EBITDA expected at DKK 2,875 mln, within its guidance range

Company impaired Borg Automotive goodwill by DKK 300 mln due to market challenges

Outlook

Schouw expects 2026 revenue between DKK 33.0 bln and DKK 35.5 bln

Company anticipates 2026 EBITDA between DKK 2,900 mln and DKK 3,200 mln

BioMar's 2026 revenue guidance confirmed at DKK 16.0-17.0 bln

Result Drivers

BIOMAR PERFORMANCE - BioMar's revenue and EBITDA in line with expectations, contributing positively to Schouw's overall results

BORG AUTOMOTIVE CHALLENGES - Borg Automotive recorded EBITDA close to zero due to market challenges and one-off losses, leading to a DKK 300 mln goodwill impairment

STABLE PERFORMANCE - GPV, HydraSpecma, Fibertex Personal Care, and Fibertex Nonwovens delivered revenue and EBITDA within or slightly above guidance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
DKK 34.10 bln
FY EBITDA
DKK 2.88 bln


Analyst Coverage

The one available analyst rating on the shares is "strong buy"

The average consensus recommendation for the fishing & farming peer group is "buy."

Wall Street's median 12-month price target for Schouw & Co A/S is DKK700.00, about 5.4% above its January 27 closing price of DKK664.00

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

Press Release: ID:nGNE5qCXjz

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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.)