Oatly Group AB ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
31.9%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$918.9Mnext fiscal year
FY EPS (est.)
-$2.50next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Growth (YoY) Quarterly1,560.0%Target: 3% to 5% constant currency revenue growth for FY 2026
Adjusted EBITDA Quarterly5MTarget: $25 million to $35 million for FY 2026
Gross Profit Margin Quarterly3,340.0%Target: Continued expansion via supply chain efficiencies and fixed-cost absorption
Free Cash Flow Quarterly-11.7MTarget: Structurally positive free cash flow over the long term (no positive FCF expected for full-year 2026)
Watch Items
- Strategic Review of Greater China SegmentTrigger: Completion of strategic review or potential carve-out/sale of the segment in 2026Action: Evaluate impact on overall EBITDA margins, balance sheet cash, and valuation multiples if the loss-making segment is sold.
- Middle East Conflict Supply Chain HeadwindsTrigger: Escalation of fuel-linked shipping, logistics, and packaging costs weighing on Q2 2026 marginsAction: Monitor gross margin compression in Q2 and assess the effectiveness of working capital and efficiency levers deployed by management.
- JAB Holding / Platin S.a r.l. Shareholder InvolvementTrigger: Olivier Goudet's 10.3% stake through Platin S.a r.l. driving operational changesAction: Assess potential pressure on management to reduce costs, improve margins, or position the company for a strategic buyout/vertical integration.
Research as of 20 Jun 2026