Full Year 2025 Mayr-Melnhof Karton AG Earnings Call Transcript

Mar 17, 2026 / 09:00 AM GMT

Transcript

Key Points

Positve

Mayr-Melnhof Karton AG (MNHFF) increased its adjusted operating profit by 15% on a like-for-like basis in 2025.
The company added approximately €70 million to its previous year's results, showcasing strong financial performance.
The Fit for Future program is expected to deliver more than €250 million in savings by 2027, up from the initial forecast of €150 million.
The food and premium packaging divisions continue to perform solidly, with positive future development anticipated.
The company has signed long-term contracts in the GLP-1 weight reduction segment, supporting future growth.

Negative

Increased energy prices and transport costs are expected to negatively impact Q1 and Q2 results.
The market faces overcapacity issues, particularly in the board and paper area, which could pressure margins.
The company is experiencing volume declines in both the food and pharma packaging segments.
There are concerns about the impact of geopolitical tensions, such as the Middle East conflict, on supply chains and costs.
The company has incurred substantial restructuring costs, which may continue in the near term.

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

MMKV.VI - Mayr-Melnhof Karton AG
Full Year 2025 Mayr-Melnhof Karton AG Earnings Call
Mar 17, 2026 / 09:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning ladies and gentlemen, and welcome to the annual results 2025 call of Meyer Mehnhof cartoon 80.

At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation.

Let me now turn the floor over to your host, Stefan Park.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good morning and welcome on the part of MM Group. I'm Stefan Swetzpog heading Investor relations and corporate communication here.

It's a great pleasure to have you joining this Q&A conference

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.