Elopak ASA (OSL:ELO)
kr 34.55 +0.70 (+2.07%) Market Cap: 9.28 Bil Enterprise Value: 13.91 Bil PE Ratio: 13.58 PB Ratio: 2.31 GF Score: 89/100

Q2 2025 Elopak ASA Earnings Call Transcript

Aug 14, 2025 / 07:00AM GMT
Release Date Price: kr48 (-2.83%)

Key Points

Positve
  • Elopak ASA (STU:9J7) reported a solid EBITA result of 15.8%, indicating strong profitability.
  • The company experienced a revenue growth of 2.4%, driven by continued development in the Americas and the opening of a new plant in Little Rock.
  • Elopak ASA (STU:9J7) announced a change in dividend policy to pay out twice a year, with a declared dividend of EUR3 cents to be paid in October.
  • The company is making significant strides in sustainability, introducing innovations like the natural whiteboard and recycled polymer to reduce CO2 footprint.
  • The Purefill filling machine, a modular and efficient system, is entering the market successfully, with positive feedback from customers like Fanna.
Negative
  • The company faces intense competition in the rolled-fed market, leading to volume losses in Europe.
  • There are delays in ramping up new customers in the US, impacting the expected timeline for operational performance.
  • Elopak ASA (STU:9J7) reported lower net income from joint ventures due to currency softening and increased competition in Mexico.
  • The company's equipment sales, while increasing revenue, have limited margins, affecting overall profitability.
  • The ramp-up of the new US plant has incurred additional costs, impacting short-term financial performance.
Operator

Good morning everyone and welcome to the 2nd quarter 2025 results presentation for Elopak ASA.

My name is Erika Honsberg and I am the investor relations and treasury officer.

Today's presentation will be held by our CEO Thomas Cermandi and our CFO, Bent Oxelsson, and will last for about 30 minutes, followed by a Q&A session where the people here in the audience and the people watching online will be able to ask questions.

So with that introduction, I will hand it over to you Thomas.

Thomas KÃ;rmendi
Elopak ASA - CEO

¶ -

Good morning.

Thank you, Erica. Good morning to everyone here in Oslo and everywhere else you may be watching this webcast.

We are presenting Q2 and we are happy actually to present yet another strong result for Elopak, both in terms of our development, strategic development, but also in terms of our profitability.

So let's go through it and just to set the scene.

For those of you who are not so familiar with us, we are in the world of sustainable packaging.

Already have an account? Log in
Get the full story
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...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot