Reported Q: Q1 2024 Rev YoY: -2.6% EPS YoY: -40.7% Move: -0.44%
Mowi ASA
MOWI.OL
Kr.227.40 -0.44%
Exchange OSL Sector Consumer Defensive Industry Agricultural Farm Products
Q1 2024
Published: Mar 31, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for MOWI.OL

Reported

Report Date

Mar 31, 2024

Quarter Q1 2024

Revenue

1.33B

YoY: -2.6%

EPS

0.32

YoY: -40.7%

Market Move

-0.44%

Previous quarter: Q4 2023

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Earnings Highlights

  • Revenue of $1.33B down 2.6% year-over-year
  • EPS of $0.32 decreased by 40.7% from previous year
  • Gross margin of 49.7%
  • Net income of 167.60M
  • ""We expect a lower cost level for Mowi Farming when we enter the second half of the year."" - Ivan Vindheim
MOWI.OL
Mowi ASA

Executive Summary

Mowi ASA reported robust operational revenues of EUR 1.33 billion in Q1 2024, though the quarter was marked by significant biological challenges primarily in Norway. Seasonal factors influenced both revenue and costs, leading to a recorded operating profit of EUR 201 million. Management highlighted the impact of adverse winter conditions and jellyfish-related issues on harvest volumes, which totalled 96,500 tonnes, falling short of guidance. Despite these challenges, demand for salmon of European origin remains strong, hinting at potential recovery as conditions improve. Investors are encouraged by management's proactive measures, including a new vaccination strategy and expectations for reduced feed costs in the forthcoming quarters, setting a foundation for a stronger second half of 2024.

Key Performance Indicators

Revenue
Decreasing
1.33B
QoQ: -5.08% | YoY: -2.59%
Gross Profit
Decreasing
660.20M
49.72% margin
QoQ: -15.61% | YoY: -14.07%
Operating Income
Decreasing
248.60M
QoQ: 3.33% | YoY: -35.48%
Net Income
Decreasing
167.60M
QoQ: -5.15% | YoY: -39.80%
EPS
Decreasing
0.32
QoQ: -91.69% | YoY: -40.74%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q4 2024 1,500.20 0.42 +7.2% View
Q3 2024 1,441.70 0.09 +6.3% View
Q2 2024 1,334.00 0.07 -1.9% View
Q1 2024 1,327.90 0.32 -2.6% View
Q4 2023 1,399.00 3.85 +5.5% View