Holmen AB (CHIX:HOLMBs)

kr 372 (0%) Market Cap: 58.56 Bil Enterprise Value: 57.24 Bil PE Ratio: 19.72 PB Ratio: 1.00 GF Score: 70/100

Q1 2025 Holmen AB Earnings Call Transcript

May 8, 2025 / 07:00 AM GMT

Release Date Price: kr384

Transcript

Key Points

Positve

Holmen AB (FRA:HL9C) reported a strong financial position with a net debt of roughly 10% of equity after paying a dividend of SEK 1.9 billion.
The company achieved a return on capital employed of 20% in the first quarter, consistent with its 10-year average of 19%.
The board and paper division performed well, contributing significantly to the company's positive results.
Holmen AB (FRA:HL9C) benefited from unusually low energy costs in Q1, which positively impacted the board and paper division.
The company announced a share buyback program, which is seen as a positive move for shareholders, allowing them to own more forest per share at an attractive price.

Negative

Market conditions are uncertain and challenging, with the company noting a weak demand environment for both board and paper.
The energy division faced low profitability due to extremely low electricity prices in northern Sweden.
Holmen AB (FRA:HL9C) experienced temporary lower harvesting in its forest division, affecting operating profit.
The wood products market is facing uncertainty, with high sawlog prices in southern Sweden and potential tariffs impacting future pricing.
The company anticipates overcapacity in the board and paper markets due to new capacity coming online and uncertain demand.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HOLMb.ST - Holmen AB
Q1 2025 Holmen AB Earnings Call
May 08, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everybody and welcome to the interim report presentation for the Holman Group. My name is Henry Fuelon, and this is not Anders Jahal. This is Stephan Lorian. He's been with the company for actually quite many years before, and then you were away working for LKB and back now as CFO. And And Jahal, who you know really well, most of you at least, he has more free role as Vice President of the company. So we will do the presentation together in sli, roughly the same way as Anders and I used to do it, and then, after the presentation, we are happy to take any questions you might have.

So Stefan, let's start.

1st quarter A good result from us.

Again, not the least thanks to a really good performance from board and paper

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