El Niño is tightening its grip in 2026, putting harvests, food prices and power systems under strain. That kind of disruption can punish some stocks and create new openings for others linked to agricultural technology and climate resilient farming. This article walks through three stocks exposed to these weather shocks, explains how the news may affect their prospects and helps you decide whether they belong on your watchlist.
The three stocks that follow are just a starting sample. The full screen surfaced 20 more companies with equally compelling agricultural technology and climate resilient farming narratives that are not covered here. To go straight to the broader opportunity set, use the Agricultural Technology & Climate-Resilient Farming screener to identify and analyze the highest conviction ideas that fit your own criteria.
Norconsult (OB:NORCO)
Norconsult is a Nordic consultancy that helps design and plan buildings, infrastructure and energy systems. It fits this screener because its engineering work often includes water management, irrigation and climate adaptation projects that support climate resilient farming. Revenue is spread across Norway head office at about NOK 3.9b, Norway regions at NOK 3.2b, Sweden at NOK 2.2b, consulting segments at NOK 1.4b, renewable energy at NOK 1.1b and Denmark at NOK 0.9b. The company is valued at roughly NOK 11.8b.
Norconsult provides exposure to the long term need for climate ready infrastructure, as governments and utilities respond to extreme weather such as the current El Niño by investing in water, energy and rural resilience projects. The company reports a record order book and double digit growth in its renewable energy segment, while also carrying high returns on equity that suggest disciplined project selection. At the same time, reliance on Nordic public sector spending, margin pressure from rising wages and the challenge of integrating acquisitions mean execution quality is important. For investors assessing whether Norconsult’s growing pipeline and planned 2026 dividend adequately compensates for those risks, the details of the investment case will matter.
Norconsult’s record order book and renewable energy growth story may appear straightforward at first glance. The real puzzle is how those projects interact with its balance sheet strength and future margins. Get the Norconsult financial health report
Andritz (WBAG:ANDR)
Andritz is a global industrial group that supplies machinery and services for pulp and paper, metals, hydropower and environmental technologies, which can include resource efficient systems used in large scale food, biomass and agro processing. Most revenue comes from Pulp & Paper at about €3.0b, followed by Hydro Power at about €1.8b, Metals at about €1.7b and Environment & Energy at about €1.5b. The company has a market value of roughly €7.9b.
Andritz provides exposure to the picks and shovels side of climate resilient farming through equipment that helps customers process biomass, manage water and cut energy use as El Niño strains crops and power grids. The key attractions are a record order backlog, rising service revenue and exposure to long term themes such as hydropower and green hydrogen. The trade off is reliance on cyclical industrial spending, currency swings and the risk that acquisitions or restructuring in Pulp & Paper and Metals may not deliver the expected margin improvement. For investors seeking exposure to climate related infrastructure with both potential upside and execution risk, Andritz merits closer examination.
Andritz’s record backlog and rising service mix hint at an earnings profile many investors may still be underestimating. Use the analysis report for Andritz to see whether that strength masks one crucial swing factor investors often overlook.
AKVA group (OB:AKVA)
AKVA group supplies the hardware, software and services that make fish farming more controlled and data driven. This ties directly into climate resilient food production as El Niño and warming oceans put pressure on wild stocks. Most revenue comes from Sea Based technology at about NOK 3.0b, followed by Land Based systems at about NOK 1.4b and Digital solutions at about NOK 152 million, and the company has a market value of roughly NOK 5.0b.
AKVA group provides exposure to aquaculture technology that aims to make salmon farming cleaner, more efficient and less exposed to weather shocks, with sensor based systems and land based facilities aligned to the climate resilient farming theme. Recent contract wins, rising digital and service income and guidance for at least NOK 5b of 2027 revenue indicate a business oriented toward long term seafood demand, while high debt and modest margins underline the risk side of the story. For investors willing to weigh that trade off, the mix of participation in a niche protein market, a sizeable order book and a valuation that some models view as discounted may be worth considering.
AKVA group’s push into sensor based systems and land based facilities could be reshaping its long term growth story. Run the analyst forecasts for AKVA group before deciding whether that order book fully offsets the balance sheet risk that is hiding in plain sight.
Seeking Alternatives Before The Crowd?
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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