Q2 2025 Rottneros AB Earnings Call Transcript

Aug 12, 2025 / 10:00 AM GMT

Release Date Price: $22.97

Transcript

Key Points

Positve

Rottneros AB (LTS:0H0L) reported a sequential improvement in EBITDA for the second quarter compared to the first quarter of 2025.
The company successfully closed a rights issue in July, raising approximately 300 million Swedish crowns, which strengthened its financial position.
Rottneros AB (LTS:0H0L) has seen a positive operating cash flow due to decreased working capital.
The company has initiated a cost reduction program expected to save 35 to 40 million Swedish crowns annually.
There is a growing demand for renewable fibers, which is expected to benefit Rottneros AB (LTS:0H0L) in the long term.

Negative

High raw material costs continue to be a significant challenge, impacting profitability.
The market for pulp, paper, and board remains uncertain due to global trade issues and oversupply.
Rottneros AB (LTS:0H0L) had to write down the value of assets in its mill by 140 million Swedish crowns, affecting EBIT.
Lower prices in both US dollars and Swedish crowns have led to a drop in invoicing.
The company faces a 15% tariff increase in the US market, impacting competitiveness.

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

RROS.ST - Rottneros AB
Q2 2025 Rottneros AB Earnings Call
Aug 12, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi and welcome to Rod Nero's 2nd quarter Report 2025. With us to present, we have CEO Leonard Eberle and CFO Monica Pasanen. If you have questions for the company, you can write them in the form to your right, and with that, I give the word to you, Leonardt.

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Unidentified_2 [2]
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Thank you very much, Tim, and hello everybody to our second quarter report and the first half of 2025. A bit later than usual, but still in summer and summer certainly has come back to Sweden with sun and warm weather.

But enough about the weather and more about Rodneyro and our results

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