contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Oriola is a pharmaceutical group with a particular focus on the distribution of pharmaceuticals to other players in the industry. The company offers services to pharmacies and other pharmaceutical companies, which includes, for example, negotiations with suppliers and distribution of products. The largest operations are in the Nordic and Baltic regions. The headquarters are located in Espoo.

I looked at this Pharmacy Tax Proposal from the government from a few sources. I can’t really assess the effects on Oriola with certainty, but for example, in this article, it is implied that pharmacy operations are not being liberalized, but the 20 most popular over-the-counter medicines would be available for free sale (i.e., in supermarkets). Against this background, I personally don’t believe that Kesko would be in a buying mood regarding Oriola. As mentioned, it may be that I understand the cause and effect relationships far too poorly.                   demokraatti.fi – 19 Nov 25              Yliopiston Apteekki: ”Kilpailua vääristävää apteekkiveroesitystä täytyy korjata”    Apteekkariliitto ja Yliopiston Apteekki vaativat korjauksia hallituksen esitykseen, jossa hallitus esittää muun muassa leikkauksia lääketaksaan ja muutoksia progressiiviseen apteekkiveroon.  Perustuslakivaliokunta tyrmäsi eilen hallituksen...

In fact, the location of the new distribution center will be confirmed immediately after the change negotiations are concluded. Decisions cannot be made before said negotiations have taken place.

Here are Rauli’s comments regarding Oriola preparing for a new distribution center.  Oriola announced yesterday that it would initiate change negotiations with the entire staff of its Espoo office regarding the construction of a new distribution center in Järvenpää. However, the investment itself has not yet been decided, nor has the company published more detailed information about it. The renewal or construction of a new distribution center has been known, and in our forecasts, the investment is scheduled for 2027-28. Thus, the announcement does not cause any need for changes to our forecasts at this stage.                   Inderes              Oriola valmistautuu investoimaan uuteen jakelukeskukseen Suomessa - Inderes    Oriola kertoi eilen käynnistävänsä koko Espoon toimipisteensä henkilöstön kanssa muutosneuvottelut liittyen uuden jakelukeskuksen rakentamiseen Järvenpäähän.

Now I’m worried because it was mentioned that “The renewal of the distribution center and the IT system update are significant projects for Oriola”. The previous IT system update was botched really badly, hopefully something was learned from it, or it might just be a faint memory now.

Rauli has prepared a new company report on Oriola after the Q3 results were

Rauli already got to interview Oriola’s CEO Katarina Gabrielson.                    Inderes              Oriola Q3'25: Positiivista kehitystä (eng.) - Inderes    Aika: 30.10.2025 klo 13.39 Oriolan tulos ylitti hieman odotukset sekä omissa toiminnoissa että Kronansissa. Ohjeistus paranevasta oikaistusta käyttökatteesta toistettiin ja yhtiö on 1 MEUR vertailukautta edellä. Oriolan toimitusjohtaja Katarina...                             Topics: 00:00 Introduction  00:11 Q3 development  00:36 Distribution segment brought profit improvement  01:22 Swedish market is growing  01:43 Wholesale segment saw growth without profit improvement  02:35 Investments  02:54 Joint venture better this time  03:56 Entry of an activist investor  04:35 Free cash flow has been volatile  05:29 Guidance remained unchanged

Rauli has already commented on Oriola’s Q3 results.  Oriola’s result improved slightly more than we expected, both in its own operations and in the joint venture Kronans. The full-year guidance for improving adjusted operating profit was reiterated as expected, and after nine months, the company is 1 MEUR ahead of the comparison period. The result brings slight upward pressure to our forecasts.                   Inderes              Oriola Q3’25 -pikakommentti: Positiivista kehitystä sekä omissa toiminnoissa...    Oriolan tulos parani hieman odotuksiamme enemmän sekä sen omissa toiminnoissa että yhteisyritys Kronansissa. Koko vuoden ohjeistus paranevasta oik. käyttökatteesta toistettiin odotetusti.

Oriola

Oriola More cautious stance on Wholesale profitability Oriola reports its Q2 results on July 18th. Performance in Q1 was fairly good but mixed. While the Distribution-segment continued to show...

Oriola More cautious stance on Wholesale profitability Oriola reports its Q2 results on July 18th. Performance in Q1 was fairly good but mixed. While the Distribution-segment continued to show good growth and volume driven profitability improvements the Wholesale-segment saw weaker profitability through front-loaded growth investments. We have slightly lowered our estimates for profitability in the Wholesale-segment ahead of Q2, anticipating a more gradual pick up. On group level we expect invoicing to grow by 8% y/y and a similar growth in adj. EBITDA. We estimate a slight improvement in the profitability of Kronans Apotek, which coupled with anticipated ERP and warehouse management related investments puts our net earnings estimate fairly in line with the comparison period. Continuing to expect good growth and steady profitability Apart from shifting our expectations for the profitability of the Wholesale-segment to gradually pick up towards Q4, our full year estimates remain intact. We expect the impact of earlier new customer onboardings to keep growth at above market levels in the Distribution-segment, and the Wholesale-segment to show a similar growth pace driven by growth investments. We expect a approx. 6% y/y increase in adj. EBITDA, mainly through volume growth in the Distribution-segment, with margin improvement expected to be limited, in line with company guidance of growth in adj. EBITDA. ACCUMULATE with a TP of EUR 1.15 Changes made to our estimates reflect an anticipated more gradual pace of recovery in the profitability of the Wholesale segment, while long-term views remain intact. We retain our ACCUMULATE-rating and target price of EUR 1.15.