Stora Enso Oyj Class A · OMXHEX:STEAV
Stora Enso Oyj Class A — Investor Day (November 2018)
16 slides from Stora Enso Oyj Class A's investor day presentation, Nov 7, 2018
Slide 1: Well positioned for further profitable growth
Well positioned for further profitable growth Gilles van Nieuwenhuyzen EVP, Packaging Solutions division
Slide 2: We are a strong regional and global partner
We are a strong regional and global partner 1 Innovation centre 3 containerboard mills 10 DesignStudios 4 rigid box plants 17 corrugated box plants Design experts Material experts 1 255 MEUR +4% Packing process experts sales 2017 Q3 YoY 2018 Intelligent packaging experts Renewable and recyclable raw
Slide 3: E-commerce is driving growth in packaging…
E-commerce is driving growth in packaging… E-commerce packaging by Corrugated packaging growth materials in E-commerce (Global market value share, 2017) • ~15% CAGR (2017–2021) 1% 3% 15% • ~33 BEUR market value globally and ~6 BEUR in Europe in 2021 • ~13 BEUR market value added 80% in E-commerce se
Slide 4: …our successful collaboration with online retailer Zalando
…our successful collaboration with online retailer Zalando 4 7 November 2018 Stora Enso CMD
Slide 5: Sustainability is a growth driver for fibre-based packaging
Sustainability is a growth driver for fibre-based packaging Plastic waste engages consumers Companies are taking action By 2025, Tesco wants all its packaging to be recyclable or compostable and its total packaging weight to be halved compared to 2007. Carrefour is the first French retailer to commi
Slide 6: Positive market fundamentals particularly in virgin fibre
Positive market fundamentals particularly in virgin fibre Trends fuel growth in corrugated .. and demand for containerboard Virgin fibre containerboard market fundamentals • High barriers to entry • Scarce access to virgin fibre raw materials • Balanced capacity additions Recycled fibre containerboa
Slide 7: Strong performance and record high Q3 profit
Strong performance and record high Q3 profit Operations divested: - Corenso in December 2014 - Komárom packaging plant in September 2015 7 7 November 2018 * LTM = Last twelve months Stora Enso CMD
Slide 8: We have a clear Packaging Solutions strategy…
We have a clear Packaging Solutions strategy… Grow in attractive product Innovate and create customer Drive operational, supply chain segments value and sourcing excellence Digitalisation Customer New products, services Operations End-to-end supply chain Back office engagement and business models 8
Slide 9: …with a roadmap for profitable growth
…with a roadmap for profitable growth Delivered since 2015 Announced activities Future growth and innovation • Varkaus Mill conversion • Study of Oulu mill conversion • Continuous innovations • Heinola Mill upgrade • Corrugated growth investments in • Containerboard focused growth • E-commerce portf
Slide 10: Oulu Mill – Significant potential for kraftliner
Oulu Mill – Significant potential for kraftliner • Feasibility study to convert to board grades ongoing • Building on successful Varkaus conversion • Target to meet customer demand for high quality kraftliner products • Room to grow in large kraftliner market − 31 Mt total market size − 2–3% annual
Slide 11: Strong position and growth in our home box markets
Strong position and growth in our home box markets Key box segments: Food Retail Industrial goods E-commerce Consumer electronics Key box markets: Nordics (#1) Poland & Baltics (#2) Russia (#5) China (#3)* 0.7 BEUR 1.9 BEUR 2.4 BEUR 1.8 BEUR 1–2% CAGR 3–5% CAGR 3% CAGR 7% CAGR *Position in rigid box
Slide 12: Stora Enso named Husqvarna's most innovative supplier
Stora Enso named Husqvarna’s most innovative supplier Long term collaboration between New packaging for chain saws Stora Enso and Husqvarna Group reduces cost and CO2 emissions Motivation for the award: Stora Enso invests for the long term in competence, resources and proactive involvement in order
Slide 13: New sustainable RFID tag technology, ECO TM
New sustainable RFID tag technology, ECOTM Innovation in RFID technology • Sustainable materials: Renewable and recyclable paper substrate replacing plastic inlay • High reliability and performance: ECOTM RFID tag passes all industry tests • Cost efficient: Simplified manufacturing process and label
Slide 14: Well positioned for further profitable growth
Well positioned for further profitable growth • Strong financial track record • Attractive growth opportunities • Taking innovation to next level in products and services 14 7 November 2018 Stora Enso CMD
Slide 15: 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 16: THE RENEWABLE MATERIALS COMPANY
THE RENEWABLE MATERIALS COMPANY