Dividends are coming…
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The dividend yield (0.08) can be considered reasonable (4.6% for a share bought at the current price). If the capital return is realized at the maximum level of 0.07, the investor would accrue €0.15/share (8.6% at the current share price). Share buybacks also permanently increase the share value, although the impact materializes over a long-term horizon.
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Here are Pauli’s quick comments on HK’s Q4 results. 
HKFoods reported its Q4 results this morning. Revenue grew in higher-margin channels but decreased as planned in industrial sales. Profitability slightly exceeded our forecasts. The company provided upward-trending guidance for 2026 – as expected. The dividend proposal was also higher than our forecasts, including the possibility of an additional distribution later. Overall, in our view, the report leaned moderately to the positive side.
Pauli interviewed HKFoods’ CEO Juha Ruohola regarding Q4
Topics:
00:00 Start
00:13 Drivers behind the strong Q4 performance
01:05 Development of the sales mix
01:57 Demand situation
02:35 Earnings growth
03:36 Beef price development
05:25 Profit distribution policy
06:40 Private label regulation