Q1 2026 Stora Enso Oyj Earnings Call Transcript

May 7, 2026 / 08:00 AM GMT

Release Date Price: $9.09

Transcript

Key Points

Positve

Stora Enso Oyj (SEOAY) reported resilient results with sales of EUR 2.4 billion and EBIT of EUR 159 million, despite challenging market conditions.
The company is making progress with its strategic priorities, including innovation, quality, and sustainability, as evidenced by its award-winning sustainable packaging solutions.
Stora Enso Oyj (SEOAY) is preparing to separate its Swedish forest assets into a new publicly listed company, which is expected to enhance value creation.
The company has identified EUR 500 million to EUR 700 million of value creation initiatives to support margin expansion over the next two to four years.
Stora Enso Oyj (SEOAY) has significantly reduced its greenhouse gas emissions, with a 62% reduction in scope 1 and 2 emissions compared to the 2019 base year.

Negative

Market conditions remain challenging with low demand and pricing pressure in some business segments.
The ramp-up of the new consumer board line at Oulu is impacting short-term profitability and is expected to continue affecting results into the second quarter.
Negative FX effects and some price and mix changes have offset positive contributions from lower wood costs.
Restructuring-related one-off items and higher working capital have negatively impacted cash flow in the first quarter.
The geopolitical uncertainty and low consumer confidence are affecting demand for Stora Enso Oyj (SEOAY)'s products.

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

STERV.HE - Stora Enso Oyj
Q1 2026 Stora Enso Oyj Earnings Call
May 07, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone.

My name is Jutta Mikkola and as the Head of Investor Relations, I'm delighted to welcome you to our first quarter results presentation.

With me today is our President and CEO Hans Ulstrem and our CFO Niklas Rosenlev.

This quarter, our main theme was Focus on our own actions drives results.

This highlights the decisions and actions we took last year and the momentum we are bringing into this year.

Hans will start with key highlights and strategic focus areas. And after that, Niklas will take you through our performance and results.

We'll wrap it up with the key main takeaways.

Once we're finished like usual, we will open the floor for your questions. So thank you

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