Aktieselskabet Schouw & Co. — Cyborg Score 7/10

Strong
Industrial Conglomerate / Diversified Manufacturing

Strategic Profile

The company's businesses have leading positions in their fields of operations with ambitious growth and profit targets. Schouw transforms leading Danish industrial businesses through value-creating, active and long-term ownership. The portfolio is positioned to benefit from structural growth trends in aquaculture, sustainable remanufacturing, and industrial electronics.

Cyborg Score Rationale

The company achieved its best quarter in 145 years of history with record revenue of 10.5 billion DKK and operating earnings of 909 million DKK. Diversified portfolio across growth markets with strong operational execution and recent capacity expansions support solid fundamentals.

Top Insights

  • BioMar is one of the world's largest producers of quality feed for industrialized fish and shrimp farming, operating in the fastest-growing food production industry with 50% of fish and shrimp for food already from aquaculture.
  • Borg Automotive's remanufactured auto parts generate 82% lower greenhouse gas emissions, 79% less energy consumption, and 76% lower resource consumption compared to new parts.
  • The company employed an average of 15,662 employees across its portfolio.
  • As of August 2025, the company has a market capitalization of approximately $2.15 billion USD.

Named Competitors

  • Aquaculture Feed — Integrated aquaculture and feed producers
  • Nonwovens Manufacturing — Global nonwovens producers
  • EMS Manufacturing — Electronic manufacturing services providers

Recent Developments

  • (Q3 2023) Record quarterly revenue of 10.5 billion DKK and EBITDA of 909 million DKK achieved
  • (2024) Successful integration of Ymer Technology's wind division by HydraSpecma for future growth
  • (2025) Continued strong operational momentum with multiple capacity expansion projects underway

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