Mowi ASA — Cyborg Score 8/10

Strong
Aquaculture / Seafood / Salmon Farming

Strategic Profile

The group has a share of 25 to 30% of the global salmon and trout market, making it the world's largest company in the sector. Mowi recently entered into a strategic partnership with Skretting/Nutreco for feed production, making Mowi an even better salmon farming company. Smart Farming technologies are being implemented to improve productivity and costs, with a digitalization plan called Mowi 4.0 to transform the value chain.

Cyborg Score Rationale

Mowi reported record-high revenues of EUR 1.59 billion and operational EBIT of EUR 213 million in Q4 2025, ending the year by setting multiple new records. The company's vertically-integrated model, market dominance, and sustainability leadership create competitive moats, though commodity pricing pressures and regulatory challenges in aquaculture remain headwinds.

Top Insights

  • Record 2025 financial performance with EUR 1.59B Q4 revenue and EUR 213M operational EBIT demonstrates pricing power despite commodity pressures
  • Full vertical integration from genetics to consumer products creates sustainable competitive advantages and pricing control throughout value chain
  • Strategic Skretting partnership enhances feed efficiency and positions Mowi as more integrated value-chain player
  • Ranked #1 sustainable protein producer by Coller FAIRR Index three consecutive years, differentiating brand amid growing ESG investor demand

Named Competitors

  • Cermaq — Global salmon farming and seafood company
  • Salmar — Norwegian salmon farming and processing
  • LEROY Seafood — Salmon farming and value-added seafood

Recent Developments

  • (December 2025) Strategic partnership with Skretting/Nutreco for feed formulation and production
  • (May 2025) Launch of Norwegian Salmon Fjord Burgers at select Sam's Club stores in US
  • (2025) Achieved record full-year revenues and EBIT, continuing multi-year growth trajectory

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