Results: Dellia Group ASA Exceeded Expectations And The Consensus Has Updated Its Estimates
The investors in Dellia Group ASA's (OB:DELIA) will be rubbing their hands together with glee today, after the share price leapt 28% to kr24.00 in the week following its quarterly results. Dellia Group's revenues suffered a catastrophic miss, falling 32% short of forecasts, at kr167m. Statutory earnings per share however performed much better, hitting kr0.20, 159% above forecast. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
Following the latest results, Dellia Group's two analysts are now forecasting revenues of kr818.4m in 2026. This would be a decent 11% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to dive 38% to kr0.71 in the same period. In the lead-up to this report, the analysts had been modelling revenues of kr815.4m and earnings per share (EPS) of kr0.67 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.
Check out our latest analysis for Dellia Group
The consensus price target fell 32% to kr35.00, suggesting the increase in earnings forecasts was not enough to offset other the analysts concerns.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that Dellia Group's revenue growth is expected to slow, with the forecast 22% annualised growth rate until the end of 2026 being well below the historical 68% growth over the last year. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 7.7% annually. So it's pretty clear that, while Dellia Group's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
The Bottom Line
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Dellia Group's earnings potential next year. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have analyst estimates for Dellia Group going out as far as 2028, and you can see them free on our platform here.
That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 2 warning signs with Dellia Group , and understanding these should be part of your investment process.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.