Stora Enso Oyj Class A · OMXHEX:STEAV
Stora Enso Oyj Class A — Shareholder Meeting (2019)
25 slides from Stora Enso Oyj Class A's shareholder meeting presentation, 2019
Slide 1: CEO's report
CEO’s report Karl-Henrik Sundström
Slide 2: Small changes make a big impact
Small changes make a big impact Stora Enso Annual General Meeting 2019
Slide 3: Stora Enso – well positioned for the future
Stora Enso – well positioned for the future BIO DEGRATION & LESS WASTE WASTE ACCUMULATION UNSUSTAINABLE REDUCED CONSUMPTION ABUNDANT To a bioeconomy future RESOURCES CLIMATE EFFECTS CARBON EMISSIONS FINITE RENEWABLE RESOURCES MATERIALS From a fossil world Stora Enso Annual General Meeting 2019
Slide 4: Everything that's made from fossil-based materials today can be made from a tree tomorrow
Everything that’s made from fossil-based materials today can be made from a tree tomorrow.
Slide 5: Stora Enso progress 2018
Stora Enso progress 2018 EUR 10.5 billion sales EUR 1.3 billion operational EBIT 15.5% Return On Capital Employed Proposed increased dividend by 22% A leader in the bioeconomy Stora Enso Annual General Meeting 2019
Slide 6: Full year results 2014–2018
Full year results 2014–2018 EUR million 2014 2015 2016 2017 2018 Sales 10 213 10 040 9 802 10 045 10 486 Operational EBIT 810 915 884 1 004 1 325 Operational EBIT margin 7.9% 9.1% 9.0% 10.0% 12.6% Operational ROCE 9.5% 10.6% 10.2% 11.9% 15.5% Cash flow from operations 1 139 1 556 1 633 1 492 1 365 C
Slide 7: Full year results 2014–2018
Full year results 2014–2018 EUR million 2014 2015 2016 2017 2018 Sales 10 213 10 040 9 802 10 045 10 486 Operational EBIT 810 915 884 1 004 1 325 Operational EBIT margin 7.9% 9.1% 9.0% 10.0% 12.6% Operational ROCE 9.5% 10.6% 10.2% 11.9% 15.5% Cash flow from operations 1 139 1 556 1 633 1 492 1 365 C
Slide 8: Strategic targets
Strategic targets Years 2014–2018 Group targets 2014 2015 2016 2017 2018 Status Dividend To distribute 50% of EPS over the cycle EUR 0.30 EUR 0.33 EUR 0.37 EUR 0.41 EUR 0.50* Growth** To grow faster than the relevant market 0.9% (YoY) 4.6% (YoY) 3.1% (YoY) 8.5% (YoY) 5.9%*** (YoY) Net debt to operat
Slide 9: Transformation journey continues
Transformation journey continues 2018: Growth businesses 71% of sales and 82% of operational EBIT Sales 2006 Sales 2018 2% -3% 30% 71% 21% 25% 29% Consumer Board 12% Packaging Solutions* 13% 70% Biomaterials 15% Wood Products 16% Paper** Other & eliminations Operational EBIT 2006 Operational EBIT 20
Slide 10: We take the lead in innovation in our industry
We take the lead in innovation in our industry EUR million Stora Enso Annual General Meeting 2019
Slide 11: Accelerating renewable growth with new products and services
Accelerating renewable growth with new products and services % of sales from new products and services 16,0 15 In 2018 14,0 9% of our sales came 12,0 from new products and services 10,0 9 8,0 7 Long-term 6,0 target 15% of our sales is expected 4,0 3,6 to come from new products and services 2,0 1,5 0
Slide 12: Our drivers for accelerating growth
Our drivers for accelerating growth High-quality Value added services in Intelligent containerboards corrugated packaging Biocomposites packaging Next generation liquid Building components Future bio-based and food packaging and systems Bio-barriers chemical intermediates Stora Enso Annual General M
Slide 13: Profitable growth
Innovation never happens in isolation Awarded as Finland’s most startup-friendly company TRÄ Group - innovative digital services for wooden buildings Screened ~500 digital start-ups DuraSense™ Profitable growth - deeper collaboration with 17 Husqvarna’s most innovative supplier Piloting MFC films Su
Slide 14: EUR 52 million TreeToTextile
EUR 52 million investment to increase dissolving pulp production TreeToTextile partnership to develop woodfibre-based textiles Stora Enso Annual General Meeting 2019
Slide 15: ECO RFID tag – a plastic-free and recyclable solution
ECO RFID tag – a plastic-free and recyclable solution
Slide 16: Biocomposites – in commercial phase
Biocomposites – in commercial phase 16 Stora Enso Annual General Meeting 2019
Slide 17: 1.15 million hectares of productive forest land to direct ownership in Sweden
1.15 million hectares of productive forest land to direct ownership in Sweden 17
Slide 18: Direct ownership of the forests in Sweden
Direct ownership of the forests in Sweden Stora Enso’s 49% holding Stora Enso’s Swedish Unit of Bergvik Skog in Sweden forests after transaction Financial impacts estimate for Stora Enso Ha (gross land) Ha (‘000) 1 133 1 388 • Bergvik Väst consolidated as a Ha (productive forest) Ha (‘000) 926 1 149
Slide 19: Forests, plantations, and land use
Forests, plantations, and land use We respect the local environment • Renewability requires sustainable forestry that keep forests healthy and productive. − Sustainably managed forests grow forever. • 89% of our wood comes from managed semi- natural forests, the rest from tree plantations. • We know
Slide 20: Stora Enso as a taxpayer
Stora Enso as a taxpayer Close to EUR 1.3 billion total taxes paid EUR million in 2018 Finland Sweden Germany UK China Poland Belgium Austria Brazil Russia Other Total Primary activity Production Production Production Sales Production Production Production Production Production Production and sales
Slide 21: Winning in sustainability
Winning in sustainability Top-ranked in gender balance and gender Included on CDP’s Achieved the highest Ranked the most Ranked “Industry Leader equality by Equileap. Among the top ten Ranked best Included in 2018 Climate A List, recognition level – sustainable listed 2018” in the Sustainable sustai
Slide 22: Taking the lead to combat global warming
Taking the lead to combat global warming Setting ambitious reduction targets for greenhouse gas emissions • Stora Enso was the first forest products company to have • Engagement targets for our suppliers externally approved science-based targets (SBT) to reduce its − 70% of our non-fibre suppliers i
Slide 23: When you want to know more
When you want to know more Read our Annual Report storaenso.com/annualreport2018 Stora Enso Annual General Meeting 2019
Slide 24: Group Leadership Team of Stora Enso
Group Leadership Team of Stora Enso Stora Enso Annual General Meeting 2019
Slide 25: Stora Enso progress 2018
Stora Enso progress 2018 EUR 10.5 billion sales EUR 1.3 billion operational EBIT 15.5% Return On Capital Employed Proposed increased dividend by 22% A leader in the bioeconomy Stora Enso Annual General Meeting 2019