Valmet Corp · OMXHEX:VALMT
Valmet — Shareholder Meeting (March 2025)
27 slides from Valmet's shareholder meeting presentation, Mar 26, 2025
Slide 1: President and CEO's review
President and CEO’s review President and CEO Thomas Hinnerskov Annual General Meeting 2025
Slide 2: Thomas Hinnerskov
Thomas Hinnerskov “Valmet has an impressive, more than 225 years long industrial history and legacy. We will continue developing the company based on this strong foundation. I feel honored to be part of the company and lead the organization of more than 19,000 talented and dedicated Valmeteers aroun
Slide 3: Content
Content 1 Who we are 2 Year 2024 in brief 3 Guidance for 2025 4 4 Dividend proposal 3 March 26, 2025 © Valmet | AGM 2025, CEO Review
Slide 4: Who we are
Who we are
Slide 5: Valmet is a global technology business, our success is driven by our people
Valmet is a global technology business, our success is driven by our people North America EMEA >19,000 2,497 employees 11,188 employees employees China 2,388 employees >110 service centers South America 76 1,519 employees production units Asia-Pacific 1,718 employees 34 R&D centers 5 March 26, 2025
Slide 6: Executive Team
Executive Team Thomas Hinnerskov Katri Hokkanen Anu Pires Janne Pynnönen Olli Hänninen President and CEO CFO SVP, Human Resources, SVP, Operational SVP, Strategy Interim SVP, Marketing, Communications and Development Sustainability Business lines Aki Niemi Emilia Torttila-Miettinen Sami Riekkola Pet
Slide 7: Unique offering combining process technologies, services and automation
Unique offering combining process technologies, services and automation Global customer base across various process industries Market’s widest offering combining process technologies, services and automation, consisting of automation systems and flow control solutions Strong focus on innovatio
Slide 8: We have strong market positions
We have strong market positions Process technologies Process technologies Board and Tissue Pulp and Energy Market position Market position Pulp Energy #1–2 #1 #1–3 8 March 26, 2025 © Valmet | AGM 2025, CEO Review
Slide 9: We have strong market positions
We have strong market positions Services Services Market position #1–2 9 March 26, 2025 © Valmet | AGM 2025, CEO Review
Slide 10: We have strong market positions
We have strong market positions Automation Automation Automation Flow Control Systems Market position Market position Pulp and paper Industrial gases Pulp and Energy and paper process #1–2 #1–2 Refining & Chemicals #1–2 #2–4 Top 10 10 March 26, 2025 © Valmet | AGM 2025, CEO Review
Slide 11: Valmet's Climate Program – Forward to a carbon neutral future
Valmet’s Climate Program – Forward to a carbon neutral future We have published our first sustainability statement according to the Corporate Sustainability Reporting Directive (CSRD) as part of the Board of Directors’ Report Valmet collaborates with suppliers and customers to drive decarbonizat
Slide 12: A solid foundation for the next strategic chapter
A solid foundation for the next strategic chapter • Work to renew our strategy was initiated at the end of 2024 and the renewed strategy will be communicated by June 5th, 2025, when the Capital Markets Day is planned to take place • The aim of the strategy renewal is to define our future growth area
Slide 13: Year 2024 in brief
Year 2024 in brief
Slide 14: Valmet in 2024
Valmet in 2024 Orders Orders received Order backlog received EUR EUR 5,837 million EUR 4,452 million EUR 1,915 million million Net sales Comparable EBITA EUR EUR 5,359 million EUR 609 million million Comparable EBITA Employees margin 19,310 11.4% 14 March 26, 2025 © Valmet | AGM 2025, CEO Review
Slide 15: Valmet in 2024
Valmet in 2024 Net sales Orders received Order backlog EUR EUR EUR 5,837 million EUR 4,452 million 1,900 million million Net sales Comparable EBITA EUR EUR 5,359 million EUR 609 million million Comparable EBITA Employees margin 19,310 11.4% 15 March 26, 2025 © Valmet | AGM 2025, CEO Review
Slide 16: Valmet in 2024
Valmet in 2024 Comparable EUR Orders received Order backlog EBITA (excl. Other) million EUR 5,837 million EUR 4,452 million EUR EUR 331 million Net sales Comparable EBITA million EUR 5,359 million EUR 609 million Comparable EBITA Employees margin 19,310 11.4% 16 March 26, 2025 © Valmet | AGM 2025, C
Slide 17: 2024 key financial figures
2024 key financial figures EUR million 2024 2023 Change Orders received 5,837 4,955 18% Order backlog1 4,452 3,973 12% Net sales 5,359 5,532 -3% Comparable EBITA 609 619 -2% % of net sales 11.4 % 11.2 % 0.2 pp EBITA 557 605 -8% Operating profit (EBIT) 449 507 -11 % % of net sales 8.4% 9.2% -0.8 pp A
Slide 18: We launched Valmet DNAe, the next generation Distributed Control System
We launched Valmet DNAe, the next generation Distributed Control System
Slide 19: The acquisition of Process Gas Chromatography strengthened our automation offering
The acquisition of Process Gas Chromatography strengthened our automation offering with world-class solutions and services 19
Slide 20: We acquired Demuth, a Brazilian company specializing in wood handling solutions
We acquired Demuth, a Brazilian company specializing in wood handling solutions for the pulp industry 26 March 2025 20
Slide 21: Selected to supply a complete pulp mill to Arauco in Brazil
We are proud to have been selected to supply a complete pulp mill with full-scope automation and flow control solutions to Arauco in Brazil • Mill area: 300 hectares The world’s largest • Pulp: 3.5 million tonnes / year pulp mill project • Steel: 110 000 tonnes 21 March 26, 2025 © Valmet | AGM 2025,
Slide 22: Guidance for 2025
Guidance for 2025
Slide 23: Guidance for 2025
Guidance for 2025 Valmet estimates that net sales in 2025 will remain at the previous year's level in comparison with 2024 (EUR 5,359 million) and Comparable EBITA in 2025 will remain at the previous year's level in comparison with 2024 (EUR 609 million). 23 March 26, 2025 © Valmet | AGM 2025, CEO R
Slide 24: Dividend proposal
Dividend proposal
Slide 25: Dividend proposal
Dividend proposal Dividend policy Dividend payout at least 50% of net profit Board of Directors’ proposal to the Annual General Meeting EUR 1.35 dividend per share, which represents 89% payout ratio The dividend shall be paid in two installments. 25 March 26, 2025 © Valmet | AGM 2025, CEO Revi
Slide 26: I am looking forward to the opportunities that lie ahead
“I am looking forward to the opportunities that lie ahead. I am confident that Valmet will continue to thrive and reach new heights.”
Slide 27: FORWARD
FORWARD