Q1 2025 Kemira Oyj Earnings Call Transcript
Key Points
- Kemira Oyj (KOYJF) maintained solid profitability with an EBITDA margin of 19.1% despite a softer market environment.
- The company's local business model provides resilience against direct tariff impacts, contributing to stable performance.
- Water solutions and fiber essentials divisions showed volume growth, highlighting the robustness of these segments.
- Kemira Oyj (KOYJF) announced several growth investments, including a joint venture with IFF for bio-based materials and capacity increases in Thailand.
- The company received approval for a dividend increase to EUR0.74 per share, indicating confidence in financial stability.
- Market uncertainty increased, particularly affecting demand in the packaging and hygiene solutions area.
- Organic revenue slightly declined in Q1, driven by negative growth in the packaging and hygiene solutions division.
- Sales volumes and prices declined in the packaging and hygiene solutions segment, with significant market softness in China and North America.
- Contract manufacturing volumes in water solutions were below expectations, impacting fixed cost absorption and profitability.
- The company faces challenges in implementing price increases in the packaging and hygiene solutions area due to market softness.
Good morning everyone, and warm welcome to Kemira's Q1 2025 results webcast.
My name is Mikko Pohjala from Kemira's IR, and I'm here today with our President and CEO, Antti Salminen; as well as our CFO, Petri Castren.
We have today published our Q1 results, and we had solid profitability in a softer market environment. And we start with the presentation. Antti will cover the main points of the quarter, and after that, Petri will cover the financials.
And after that, we'll obviously go to the Q&A session. And you can submit your questions either via the teleconference or then via the webcast tool, and I will then moderate.
With this short intro, I'll hand it over to our President and CEO, Antti.
Good morning on my behalf as well. And as Mikko said, reporting on our quarter one results which were solid in terms of profitability in a softer market environment,
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