Stora Enso Oyj Class A · OMXHEX:STEAV
Stora Enso Oyj Class A — Investor Day (November 2018)
14 slides from Stora Enso Oyj Class A's investor day presentation, Nov 7, 2018
Slide 1: Creating value in Paper
Creating value in Paper Kati ter Horst EVP, Paper division
Slide 2: Our ambition is to be the most sustainable value creator in Paper
Our ambition is to be the most sustainable value creator in Paper Balanced customer base for several end-uses 4% 5% >90% Publisher of our Merchant 7% 25% brands have 9% Printer an ecolabel Retailer / Supermarket Converter 25% 27% 80% 2 920 MEUR +7.2% Trading House of sales in sales 2017 Q3 YoY Other
Slide 3: Since 2013 we have transformed our Paper business
Since 2013 we have transformed our Paper business… -17% -33% -21% -82% +20% Paper demand Our production Our deliveries Our accidents Customer satisfaction* in Europe capacity Optimising profitability and cash flow: • Focus on the right product and customer segments • Pricing excellence • Variable an
Slide 4: …and have delivered continued solid performance
…and have delivered continued solid performance MEUR 4 7 November 2018 * LTM = Last twelve months Stora Enso CMD
Slide 5: Our strong European assets serve global markets
Our strong European assets serve global markets… Stora Enso (global) capacity changes since 2013 Closed & converted: 1.8 million tonnes Sold: 0.9 million tonnes Europe News & Book SC CM WFC WFU Veitsiluoto China Oulu Stora Enso 2013 Kvarnsveden Stora Enso 2018 Dawang Anjala 0 2 000 4 000 6 000 8 000
Slide 6: …and an improved market balance has driven up prices
…and an improved market balance has driven up prices European market balance German PPI market price indices 40 • European supply and 115 demand balanced in 35 110 2017 Paper price [Jan-2013 = 100] 105 30 • European market balance is supported by Million tonnes 100 25 overseas exports 95 20 • Asian
Slide 7: This is how we will create further value in Paper
This is how we will create further value in Paper 1. Commercial excellence 2. Focused innovation 3. Smart operations Sales optimisation, pricing, Operational excellence, new and Lean manufacturing, asset business intelligence and improved paper grades, non-paper strategy, supply chain and commercial
Slide 8: 1. Commercial excellence
1. Commercial excellence Sales Business optimisation intelligence Commercial Pricing competence 8 7 November 2018 Stora Enso CMD
Slide 9: 2. Focused innovation
2. Focused innovation Operational excellence: New or improved paper Non-paper related new competitive assets and cost, grades to fit customer needs. businesses utilising our improving processes and Many of our products have knowhow and infrastructure. ways of working been developed together with our
Slide 10: Case: Focused investments in green energy
Case: Focused investments in green energy Belgium Germany Sweden Delivering renewable energy from Investing 25 MEUR to boost green Co-operating with Gasum on a Langerbrugge Mill to Volvo Car energy generation at Maxau Mill in biogas plant at Nymölla Mill in Gent in Belgium Germany Sweden 10 7 Novemb
Slide 11: 3. Smart operations
3. Smart operations Paper Production Digitalisation System Asset Supply Chain strategy 11 7 November 2018 Stora Enso CMD
Slide 12: Creating value in Paper
Creating value in Paper • Continuous focus on operational efficiency and cost reduction • Best global commercial team to maximise sales result and create value to customers • Innovation in assets, paper grades and business models 12 7 November 2018 Stora Enso CMD
Slide 13: 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 14: The Renewable Materials Company
THE RENEWABLE MATERIALS COMPANY