Half Year 2025 Stora Enso Oyj Earnings Call Transcript

Jul 23, 2025 / 08:00AM GMT

Release Date Price: $11.05

Transcript

Key Points

Positve

Stora Enso Oyj (SEOAY) achieved positive adjusted EBIT across all operational segments for the second consecutive quarter, despite challenging market conditions.
Sales increased by 5% year-on-year to EUR2.4 billion, driven by high demand for food products and packaging solutions.
The company successfully reduced its operating working capital to sales ratio to 7%, a decrease of 2 percentage points year-on-year.
Stora Enso Oyj (SEOAY) reached a significant milestone by agreeing to divest 12.4% of its Swedish forest land, enhancing financial flexibility and reducing debt.
The strategic focus on Renewable Packaging is supported by recent investments, including the Oulu Consumer Board ramp-up and the acquisition of Junnikkala, positioning the company for sustainable value creation.

Negative

The ongoing ramp-up of the Oulu Consumer Board line negatively impacted adjusted EBIT by approximately EUR50 million in the second quarter.
Consumer demand remained at relatively low levels, influenced by geopolitical uncertainty and weak market conditions in board and pulp markets.
The Biomaterials segment faced challenging market conditions with weaker pulp demand and lower prices, impacting sales and adjusted EBIT.
High wood costs persisted, offsetting some of the benefits from lower energy, logistics, and chemicals costs.
The strategic review of the Swedish forest assets introduces uncertainty regarding the future structure and potential separation of the Forest business.

Jutta Mikkola

Stora Enso Oyj - Senior Vice President of Investor Relations

Hello and welcome to Stora Enso's second-quarter 2025 results presentation.

My name is Jutta Mikkola. I'm the Head of Investor Relations. I'm joined by Hans Sohlstrom, President and CEO of Stora Enso; and CFO, Niclas Rosenlew.

The title of today's presentation is solid business performance in a volatile demand environment. The agenda will begin with key highlights and strategic focus areas presented by Hans. Then, Niclas will review the company's financial performance, and then Hans will conclude with a summary of key takes and focus for 2025.

Thank you for joining us today and I will now hand over to Hans Sohlstrom.

Hans Sohlstrom

Ahlstrom Oyj - President, Chief Executive Officer

Thank you, Jutta.

During the second quarter of 2025, we continued to make good progress in building a stronger and more competitive Stora Enso. While market conditions remain challenging, we focused on the areas within our control. Driving efficiencies, in-sourcing

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