DELLIA GROUP ASA NK 1

Dellia reported Q2 revenue up 5.4% to NOK 167.1m and a record sell-through of 5.8m units in Nordic grocery stores. Gross margin improved to 41.1%, but EBIT margin fell to 5.3% due to higher operating costs. Management cut the Nordics forecast for 2026 from NOK 810m to NOK 650m and sees Europe (including Germany, Benelux, UK) as the next growth driver; the impact of new listings is expected mainly in 2027. The stock barely reacted and traded near its 52-week low. » More on de.investing.com

Dellia reached revenue of NOK 240m in Q1 2026 (+76% YoY) with an EBIT of NOK 20m (+32%) and an EBIT margin adjusted for air freight costs of 13%. The company sold 5.5m consumer packs, holds NOK 237.1m in liquidity and improved operating cash flow to -NOK 8.7m. Dellia forecasts EPS of USD 2.68 for 2026 and USD 4.18 for 2027 and revenue forecasts of USD 113.26 and USD 160.2, plans portfolio expansions and increased marketing spending. Risks remain supply chain disruptions, currency fluctuations, intensified competition and delays in the Kirirom acquisition. » More on de.investing.com

Dellia Group reports Q4 2025 EPS of 2.7 (expectation 3.7) and revenue of 174.5 million (expectation 187 million), with both metrics well below forecasts. The stock fell about 9.8% after the figures. Despite the setback, the company reported annual revenue growth of 140% to 640 million. One‑off costs such as airfreight and operational challenges weighed on profitability; management is sticking to the growth strategy and its existing forecasts for FY+1 and FY+2 and points to the acquisition of the Kirirom plant to expand capacity. » More on de.investing.com