OTLY Oatly Group AB American Depositary Shares Loading... : Bullish and Bearish Analyst Opinions
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06:32
Sep 11
Sep 11
Oatly turnaround, China carve-out, $22 fair value
Author argues Oatly has been turned around under CEO Flatin, with gross margin more than tripling, revenue up ~20% FY22-FY25, positive adjusted EBITDA, and raised FY guidance to 8-10% growth driven by volume. Catalysts are a potential Greater China carve-out (~$200M) to pay down high-interest convertible debt, expected to complete by year-end, and North American launches of Matcha, Coconut, Churros and Popcorn flavors in Q3/Q4. Author's DCF yields a $22 fair value versus ~$12 price, with FCF positive by FY27. Main risks are ~$475M net debt including $330M of 9.25% convertibles due 2028, execution risk on the growth playbook, and possible dilution.
HIGH
02:04
Jun 09
Jun 09
Executives overseeing Oatly's Chinese operations are considering buying out the business.
Executives overseeing Oatly's Chinese operations are considering buying out the business, according to sources.
About OTLY Analyst Coverage
Buzzberg tracks OTLY (Oatly Group AB American Depositary Shares) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: u/WallDirect8507, Bloomberg.