Core Insights - Lerøy Seafood Group reported solid operations and good biological performance in Q4 2025, with an operational EBIT of NOK 758 million, driven by strong contributions from Farming and the Value-Added Processing, Sales and Distribution (VAP S&D) segment [1] Farming Segment - The farming segment achieved an operational EBIT of NOK 564 million in Q4 2025, slightly lower than the same period last year, but salmon and trout prices improved significantly towards the end of the quarter [2] - Biological performance in the farming segment was better than expected, and costs declined quarter-on-quarter, leading to a favorable biological situation entering 2026 [2] VAP S&D Segment - The VAP S&D segment delivered an operational EBIT of NOK 317 million in Q4 2025, marking a 15% increase compared to the same period last year [3] - The operational EBIT for the entire year 2025 reached NOK 1,290 million, surpassing the ambitious target of NOK 1.25 billion set in 2022 [3][4] Wild Catch Segment - The wild catch segment reported an operational EBIT of NOK -29 million in Q4 2025, a decline from NOK 6 million in the same quarter last year, due to lower catch volumes and high raw material prices impacting margins [5] Outlook for 2026 - For 2026, Lerøy expects a decrease in cost per produced kilo in farming compared to 2025, with a guided harvest volume in Norway remaining at 195,000 GWT and a total expected volume of 216,500 GWT including Scottish Sea Farms [6] - Continued good biological development is anticipated to result in high harvest volumes, which may initially lower salmon prices but is expected to be positive for long-term earnings [7]

Core Points - Lerøy Seafood Group ASA will present its Q4 2025 results on February 24, 2026, at 08:00 CET in Oslo [1] - The presentation will be conducted in Norwegian and will include a Q&A session, with seafood served from 07:45 CET [1] - A live broadcast of the presentation will be available for those who wish to follow in Norwegian and submit questions [1] - The quarterly report and presentation will be published at 06:30 CET on the same day [1] - An English recording of the presentation will be accessible from 12:00 CET on the company's investor relations website [2] - This information complies with the disclosure requirements of the Norwegian Securities Trading Act [2]

Group 1: Company Performance - Mowi reported record annual sales of €5.73 billion ($6.80 billion) in 2025, driven by high harvest volumes of 559,000 tonnes [1] - The fourth-quarter volumes reached 152,000 tonnes, marking a seasonal high for the company [1] - The CEO stated that Mowi expects to harvest 605,000 tonnes in 2026, representing an annual growth of 8.3%, significantly higher than the expected industry growth of 1% [2] Group 2: Market Conditions - Salmon prices increased in the final quarter of 2025, concluding a year characterized by low prices due to a 12% growth in supply [2] - Mowi reported that there is currently 8.7% more fish in the sea compared to the same time last year, positioning the company well for further growth [2] Group 3: Operational Achievements - Mowi's downstream processing business achieved operational EBIT of €197 million and processed volumes of 265,000 tonnes [3] - The company noted a reduction in farming costs by €197 million, with expectations for further decreases in 2026 [4] Group 4: Strategic Developments - Mowi's acquisition of an increased stake in Nova Sea was approved by the European Commission, raising its interest from 49% to 95% [4]

Group 1 - The company will publish its consolidated financial statement for the year 2025 after the closing of markets on February 26th, 2026 [1] - An online meeting for investors and market participants will be held on the same day at 16:30 (GMT) to present and discuss the results [2] - The meeting will be webcast live in Icelandic on the company's websites, with further information and access details to be provided prior to the meeting [2]

In the company’s earnings forecast, which was presented in the first half of the year, it was projected that the group’s normalized profit before tax would be in the range of EUR 7.5–9.5 million for the year 2025. However, during management’s work on the 12‑month management accounts, it has become evident that the results will be higher than previously estimated in the earnings forecast. According to the management accounts, normalized profit before tax is now expected to be in the range of EUR 10–10.5 mill ...

格隆汇2月2日｜据国联水产消息，2月2日，由湛江市政府牵头组织的"广货行天下湛品进星城"活动在长 沙启幕，国联水产多款明星预制水产单品亮相。在本次活动招商推介会现场，湖南文和友小龙虾有限公 司等七家湖南企业客户与国联水产成功达成签约合作，销售总金额近五亿元。 ...

Core Viewpoint - Lerøy Seafood Group ASA is hosting its Capital Markets Days on March 2 and 3, 2026, to engage with investors, analysts, and stakeholders [1] Group 1: Management Presentations - Management will outline the Group's strategic priorities, targets for 2030, operational developments, and capital allocation priorities during presentations at the headquarters in Bergen, Norway on March 2 [2] - A live webcast will be available for those unable to attend in person, including a Q&A session for digital question submissions [2] Group 2: Tour of Operations - Participants will have the opportunity to join a guided tour of Lerøy's salmon and trout operations at Lerøy Sjøtroll in Austevoll on March 3 [3] Group 3: Participation Details - The management presentations will start at 13:00 on March 2, with lunch served from 12:00 [4] - Common transportation will be provided from Lerøy's headquarters to Lerøy Sjøtroll on March 2, with return transportation to Bergen on March 3 [4] - Interested participants must complete a request form for physical attendance by February 2, with limited capacity for in-person participation [5]

Core Insights - Norway achieved record seafood export sales in 2025, with total exports reaching 2.8 million tonnes valued at Nkr181.5 billion ($17.9 billion), marking a 4% increase from 2024 [1] - Salmon exports were the primary contributor, with 1,414,909 tonnes exported worth Nkr124.7 billion, a 2% increase in value from 2024 [1] Export Markets - The US accounted for 9% of total exports, the highest share since 1989, although tariffs introduced in April and August raised duties on Norwegian seafood to 15% or more [2] - Exports to the US surged by 55% in Q1 2025 compared to Q1 2024 but saw a 1% decline in Q4 2025 [2] - Poland remained the largest single market in Europe for the 12th consecutive year, despite Europe's share of export sales in value terms decreasing from 67% to 63% [4] Growth in Specific Markets - China experienced the highest value growth, with exports rising 59% to Nkr12.3 billion, moving from sixth to third place in 2025 [4] - Salmon exports to China were valued at Nkr8.1 billion, with volumes increasing by 99% year-on-year to 90,906 tonnes [4][5] - The volume of salmon exported to China was twice as high as the previous year, driven by strong demand and a shift in purchasing patterns [5] Other Seafood Categories - Trout farming also performed well, with Norway exporting 86,903 tonnes of trout worth Nkr7.4 billion in 2025, reflecting a 16% increase in volume and a 10% increase in value [5]

Group 1 - Captain Fresh has put its IPO application on hold to expedite the closure of an acquisition, reportedly of Spanish tuna company Frime [1][2] - The company has received regulatory approval for the acquisition and is in the final steps of the transaction, which is expected to significantly enhance its global market position [2][3] - Captain Fresh has stated that its IPO roadmap remains unaffected and it is committed to its original listing timelines, planning to file a fresh IPO once the acquisition is completed [3] Group 2 - In the first six months of its 2026 financial year, Captain Fresh has substantially surpassed its previous full-year EBITDA and PAT, indicating significant margin expansion and a path of profitable growth [4] - Founded in 2020, Captain Fresh has evolved from a technology-driven platform to a branded seafood player, with a portfolio that includes shrimp, salmon, crab, and lobster [4][5] - The company has made several acquisitions, including CenSea and Ocean Garden, which have expanded its product offerings and market reach [5][6]

The blue economy, it is not just about ports and policies. The blue economy is about families. It's about generations of families that have worked time and time again to build this beautiful economy.A vital piece that we here on the coast feel a closeness to is seafood. Seafood is intertwined with so many aspects of our daily lives. Think about your community celebrations.Everybody's probably been to seafood festivals, crab festivals, oyster festivals, or your family celebrations. You go to seafood boils. T ...