Stora Enso Oyj Class A · OMXHEX:STEAV
Stora Enso Oyj Class A — Investor Day (May 2015)
17 slides from Stora Enso Oyj Class A's investor day presentation, May 28, 2015
Slide 1: CV – Gilles van Nieuwenhuyzen
CV – Gilles van Nieuwenhuyzen Executive Vice President, Packaging Solutions Experience from driving results in large multinationals • President Enablers Division, Danisco/DuPont, 2010-2014 • Managing Director, Executive Interim Management, 2008-2010 • Division President, Purac, CSM (now Corbion), 20
Slide 2: Division Packaging Solutions
Division Packaging Solutions Gilles van Nieuwenhuyzen EVP Stora Enso Packaging Solutions London, 28 May 2015 The renewable materials company
Slide 3: Disclaimer
Disclaimer It should be noted that certain statements herein which are not Group’s targeted customers, success of the existing and future historical facts, including, without limitation those regarding collaboration arrangements, changes in business strategy or expectations for market growth and dev
Slide 4: Containerboard: from commodity to differentiated supplier
Containerboard: from commodity to differentiated supplier A holistic approach to creating value for customers High quality virgin and ... combined with high quality recycled fiber based services containerboards... Rightweighting / Rightgrading Technical Customer Service eFlow supply chain services R
Slide 5: Key segments
Key segments Food (31%) Beverages (9%) Consumer Electronics (7%) Household & Furniture Industrial (31%) External Converters Retail (5%) (5%) (12%) The renewable materials company
Slide 6: Packaging Solutions provides offerings in containerboard and corrugated packaging
Packaging Solutions provides offerings in containerboard and corrugated packaging Recycled fibre Converter / Online retail Corrugator Forest Brand owner / Containerboard Producer mgmt Converter / Retail Corrugator Consumer Containerboard Corrugated packaging Stora Enso • SC / RCP Fluting • Corrugate
Slide 7: Packaging Solutions business fundamentals
Packaging Solutions business fundamentals Containerboard Corrugated Virgin Recycled packaging Boxes incl design Offering Full portfolio of containerboards services Converters and Brand Converters and Brand Brand owners and Customers owners owners retailers Geographic span Global Regional Local Capit
Slide 8: Strong financial track record with room to grow
Strong financial track record with room to grow Sales 2010 – 2014* EBITDA / EBITDA-margin 2010 – 2014* (MEUR) (MEUR) 1 100 200 18% 180 16% 1 000 160 14% 140 900 12% 120 800 100 10% 2010 2011 2012 2013 2014 2010 2011 2012 2013 2014 ROOC 2010 – 2014* Production 2010 – 2014* (Kt (M sqm) 16% 1 100) 1 10
Slide 9: Trends shaping our industry create new opportunities
Trends shaping our industry create new opportunities Opportunities based on trends Recycled fiber Competitive advantage for our deterioration containerboards Growth in retail Shift in power creating new customers Growth in online Shift in consumption creates new demand shopping growth Intelligence i
Slide 10: Containerboard expansion into kraftliners through conversion of Varkaus
Containerboard expansion into kraftliners through conversion of Varkaus with attractive margins New production of kraftliners Business transformation • From declining fine paper (280kton) to growing kraftliners (390kton) • EBITDA margin >15% Appealing story • Attractive demand growth for kraftliners
Slide 11: Strengthening Stora Enso position in Containerboard
Strengthening Stora Enso position in Containerboard Containerboard capacity position Competitive assets complemented with from #10 to #6 in Europe new Varkaus investment 1 Smurfit Kappa High volume • Large scale machines in all product areas 2 SAICA Technological differentiation 3 DS Smith • Ostrole
Slide 12: Leading position in our corrugated packaging markets
Leading position in our corrugated packaging markets Market shares in corrugated packaging focus markets Year 2014, M sqm Packaging Solutions Regional break-down Our markets 8 900 mn sqm No.1 Nordics CEE Russia 1000 M sqm 3 800 M sqm 4 100 M sqm • Stora Enso is the largest player overall • The marke
Slide 13: Well positioned to capture growth markets
Well positioned to capture growth markets • Higher growth rates in most +2,6% +1,3%1 Lukhovits corrugated packaging markets where y Arzama s Stora Enso is present Kristiinankaupunki Balabanovo Varkaus (Q4 2015) • Attractive global sales opportunities Vikingstad Jonköping Lahti Heinola to capture gro
Slide 14: Stora Enso provides customer value through thought leadership and innovation
Stora Enso provides customer value through thought leadership and innovation Thought leadership Innovation in design solutions and material performance Proof points • Customer insights sharing • Advisory to brand owners and retailers • Basis for new business • Strong international media attention “I
Slide 15: Customer case examples showing how corrugated delivers customer value beyond the box
Customer case examples showing how corrugated delivers customer value beyond the box Increasing customer sales Decreasing customer costs Before After Before After Sales increase Box weight reduction Truck load Box weight reduction +40% -20% +60% -38% The renewable materials company
Slide 16: Stora Enso is well positioned for profitable growth
Stora Enso is well positioned for profitable growth Deep customer understanding Strong offering Well positioned Innovative Proven track record The renewable The renewablematerials company materials company
Slide 17: World of packaging
World of packaging finest MOR A CHARDOR (Cibola MANOLO BLAHNIK ae be a r SIEMENS VW, == == 2 2 Aol Ny —a REMY MARTIN .— im fyi PHILIPS ‘ua rT WY Huawel resco SONY tants s < Eveuy Little balps aoe PRADA PE PG > | E Microsoft TIFFANY & Co.