Atria: 2025 guidance raised to improving adjusted EBIT - Nordea

Atria raised its 2025 guidance today. The company now expects its adjusted EBIT to to be higher in 2025 (up from “to be lower”) from EUR 65.4m. We and LSEG Data & Analytics consensus have anticipated the increase. We have model EUR 66.6m adjusted EBIT in 2025E, i.e. 2% increase (consensus EUR 66.3m). The company notes strong sales development in Q3 while notes ongoing uncertainties due to Chinese tariffs on pork exports and possible impacts from Estonian African swine fever cases. In addition, we note the company has taken out outlook comments of sluggish retail sales in Finland and impact from weakened consumer confidence in H2. Initially, we expect some mid-to-high-single digits upside to consensus following the positive profit warning.

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