Atria reported Q4 adjusted EBIT of EUR 14.0m, 3% below LSEG Data & Analytics consensus. Q4 net sales of EUR 477m were up 7% y/y and came 5% above consensus. Denmark & Estonia missed our estimate slightly which we believe reflects challenges with ASF. The company notes strong retail sales in Finland and Sweden while in Sweden, foodservice business strengthened clearly. Dividend proposal of EUR 0.75 came largely in line with consensus expectations. Atria expects 2026 adjusted EBIT to improve from EUR 69.9m in 2025. Consensus has modelled EUR 73m, or 5% increase. Following the solid Q4, and especially the 2026 guidance, we expect consensus to raise its estimates to the tune of 5-10%.
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