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

  1. Slide 1: Wood Products – accelerating growth

    Wood Products – accelerating growth Jari Suominen, EVP, Wood Products

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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

  16. 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

  17. 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

  18. 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

  19. Slide 19: Thank you!

    storaenso THE RENEWABLE MATERIALS COMPANY

Stora Enso — Investor Day (November 2016) on 6ix