Stora Enso Oyj Class A · OMXHEX:STEAV
Stora Enso Oyj Class A — Investor Day (November 2016)
19 slides from Stora Enso Oyj Class A's investor day presentation, Nov 17, 2016
Slide 1: Wood Products – accelerating growth
Wood Products – accelerating growth Jari Suominen, EVP, Wood Products
Slide 2: Do you know?
Do you know? We are the largest supplier of wooden construction We are the fourth material largest supplier of 16% of total Stora in Europe wooden construction Enso LTM sales material in the world (1 595 MEUR ) Year to date ROOC We have outperformed on targeted level of our Nordic peers on 18% opera
Slide 3: Accelerating growth
Accelerating growth • Leader in building components and systems − Target 750 MEUR sales − Annual growth 15% • Leader in digitalised business processes in our industry − World class comparison • Focus on value creation − Outperforming the industry since 2014 3 17 November 2016 Stora Enso CMD
Slide 4: The world is changing – unique opportunity for wood
The world is changing – unique opportunity for wood Population growth and urbanisation Global warming and eco awareness Digitalisation 4 17 November 2016 Stora Enso CMD
Slide 5: A fragmented global market with growth potential
A fragmented global market with growth potential Global Sawn Softwood: Market size: 300 million m3 Top European producers Market growth: 2-3% p.a. Million m3; % of European production est. 2015 Europe 100 (100%) Stora Enso 5 (5%) European new construction*: Schweighofer 3 (3%) Market size: EUR 676 b
Slide 6: Well positioned for further growth
Well positioned for further growth Northern Europe 19% Western Europe 13% North America 2% Central Europe 26% China & SE Asia 4% Japan 18% Middle East & North Africa 11% Australia 7% % share of Wood Products 2015 sales 6 17 November 2016 Stora Enso CMD
Slide 7: Our operations are well positioned in Europe
Our operations are well positioned in Europe Wood Products 4 Finland 3 800 2 Russia employees 3 800 2 Sweden 20 2 Estonia Production 1 Latvia units 20 EUR 1.6 billion 1 Lithuania 5.2 Mm3 1 Netherlands 1 Poland 1.6 Czech 2 1 Germany 3 Austria Sales to countries 60 X Number of mills 7 17 November 2016
Slide 8: Getting the right log is critical for profitability
Getting the right log is critical for profitability Customer demand Sawing pattern Log pricing Cutting Purchasing $ Demand flow Material flow 8 17 November 2016 Stora Enso CMD
Slide 9: From a classic sawn producer to a leading provider of innovative wood-based solutions
From a classic sawn producer to a leading provider of innovative wood-based solutions Classic sawn CLT (Cross Laminated LVL (Laminated Veneer Building Solutions Timber) Lumber) Industrial components Pellets Online services and Construction beams e-business 9 17 November 2016 Stora Enso CMD
Slide 10: Solid performance – on track for 18% ROOC target
Solid performance – on track for 18% ROOC target EBIT-% comparison ROOC-% 6% 20% Target: 18 % 5% 4% 16% 3% 12% 2% 8% 1% 0% 4% 2010 2011 2012 2013 2014 2015 -1% 0% -2% 2010 2011 2012 2013 2014 2015 2016Q3YTD Stora Enso WP Nordic competitors 10 17 November 2016 Stora Enso CMD
Slide 11: Transformation continues towards higher margin innovative solutions
Transformation continues towards higher margin innovative solutions Sales 2006 Sales 2015 Target 2021 15% 24% >35 % % share of Wood Classic sawn Building Components and System Products sales 11 17 November 2016 Stora Enso CMD
Slide 12: Robust pipeline of growth
Robust pipeline of growth Future growth options 1st and 2nd Growth in BCS Building System CLT 3, Up to 75 000m3 Murow Beams Honkalahti Imavere pellets upgrade Building Beam 60 000 m3 115 000 t Prepared move Systems by Zdirec pellets of Sollenau Stora Enso 65 000 t -150 000 m3 3rd Building LVL CLT Sy
Slide 13: Building Systems driving growth
Building Systems driving growth Residential multi storey panel construction Residential multi storey modular construction 13 17 November 2016 Stora Enso CMD
Slide 14: New ways of improving efficiency through digitalisation – supply chain MySupply
New ways of improving efficiency through digitalisation – supply chain “MySupply” 14 17 November 2016 Stora Enso CMD
Slide 15: New ways of improving efficiency through digitalisation – Forest categorisation & log value
New ways of improving efficiency through digitalisation – Forest categorisation & log value Cloud Calculation Buyer takes pictures Pictures to cloud service ProCalc data - Value of logs • Quality class • Value for sawmills Pricing proposal for buyer Results 15 17 November 2016 Stora Enso CMD
Slide 16: Wood Products end-to-end Digitalisation
Intelligent products Digital customer interaction Market information Scan each single product Markets Products Industries Automate, robotise and Customers mobilise production Competitors Supplier Wood Products Product demand forecast based on market end-to-end Digitalisation Simulate production, bas
Slide 17: Accelerating growth
Accelerating growth • Leader in building components and systems − Target 750 MEUR sales − Annual growth 15% • Leader in digitalised business processes in our industry − World class comparison • Focus on value creation − Outperforming the industry since 2014 17 17 November 2016 Stora Enso CMD
Slide 18: Disclaimer
Disclaimer It should be noted that Stora Enso and its business are exposed to various risks and uncertainties and certain statements herein which are not historical facts, including, without limitation those regarding expectations for market growth and developments; expectations for growth and profi
Slide 19: Thank you!
storaenso THE RENEWABLE MATERIALS COMPANY