Half Year 2025 Mayr-Melnhof Karton AG Earnings Call Transcript

Aug 21, 2025 / 08:00 AM GMT

Release Date Price: €80.4 (-2.07%)

Transcript

Key Points

Positve

Mayr-Melnhof Karton AG (WBO:MMK) reported a 29% increase in adjusted operating profit in the first half of 2025.
The company's board and paper division delivered significant earnings uplift due to the 'Fit for Future' profit improvement program.
The sale of Troup was completed on schedule, resulting in a preliminary one-off income of €127 million, allowing the company to focus on its core business of consumer packaging.
The company received an A rating from CDP in the climate category and maintained leadership positions in forests and water security categories.
Mayr-Melnhof Karton AG (WBO:MMK) launched a share buyback program, repurchasing around 436,000 shares, representing 2.2% of all outstanding shares.

Negative

The pharma and healthcare packaging division experienced mixed market dynamics, with growth in the US but a slight decline in Europe.
The European carton board market is moving sideways, and the uncoated fine paper market experienced a sharp downturn.
The company expects markets to remain soft with persisting overcapacities, especially in virgin carton board.
Annual maintenance standstills and a cold outage in Poland are expected to have a financial impact of approximately €40 million, affecting second-half earnings.
Earnings in the second half of the year are expected to be lower than in the first half due to the absence of TANN's contribution and maintenance impacts.

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

MMKV.VI - Mayr-Melnhof Karton AG
Half Year 2025 Mayr-Melnhof Karton AG Earnings Call
Aug 21, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome everyone to the announcement of our 2025 half year results.

I'm really pleased to report a 29% increase in adjusted operating profit in the first half.

And this strong performance was primarily driven by our board and paper division.

Which delivered a significant earnings uplift due to our profit improvement program fit for the future at two major mills in a difficult market.

And in light of this success, we have now launched the Fit for Future program on a group-wide scale to deliver a structural and sustainable improvement in earnings quality.

And we are confident that this program will enable us to achieve structural sustainable profit improvements of over â¬150

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