Replay available

BillerudKorsnäs AB (publ) (BILL) Q2 2026 Earnings Call

BillerudKorsnäs AB (publ) (STO: BILL) Q2 2026 earnings conference call, held 2026-07-17. Replay captured from the company's public earnings webcast.

Fri, July 17, 2026 at 3:00 AMendedReplay
BillerudKorsnäs AB (publ) (BILL) Q2 2026 Earnings Call

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Johannes Gonselius

SB1 Markets

Linus Larsson

SEB

Cole Harthorn

Jefferies

Martin Melby

ABb Sundal Collier

Oscar Lindstrom

Danske Bank

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Replay transcript excerpt

WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a0424c-d0c2-72c0-b364-46cace46ef81 Created: 2026-08-27T08:18:48.967Z Duration: 2353.8938 Channels: 1 00:00:00.000 -- 00:00:02.080 And food and beverages. And that means for 00:00:02.080 -- 00:00:04.800 us mostly liquidating packaging board 00:00:05.359 -- 00:00:07.440 that has performed surprisingly 00:00:07.440 -- 00:00:08.719 well during 00:00:08.800 -- 00:00:11.200 the first six months of '26 and 00:00:11.679 -- 00:00:13.759 has reached normal conditions. 00:00:14.795 -- 00:00:16.955 And also within the industrial channel, 00:00:17.275 -- 00:00:20.154 where our exposure mostly found within the SAC, 00:00:20.795 -- 00:00:23.755 the sentiment has strengthened a bit during the 00:00:23.755 -- 00:00:24.314 quarter. 00:00:25.115 -- 00:00:26.954 So with that, I will hand it over 00:00:26.954 -- 00:00:27.835 to Andre. 00:00:29.140 -- 00:00:32.020 Thank you, Ivar, and good morning, everyone. 00:00:32.580 -- 00:00:34.739 So starting with our net sales, 00:00:35.300 -- 00:00:38.020 which were down 2% versus a year ago, 00:00:38.020 -- 00:00:40.500 and this was driven by the pricing development 00:00:40.500 -- 00:00:41.140 in Europe. 00:00:43.105 -- 00:00:45.345 Sales volume for the group were in line 00:00:45.345 -- 00:00:48.625 with the last year with North American up 00:00:49.265 -- 00:00:50.305 7%, 00:00:50.625 -- 00:00:52.945 while the European volumes were down close to 00:00:52.945 -- 00:00:53.585 3%. 00:00:55.040 -- 00:00:57.760 Currency continues to have an impact on both 00:00:57.760 -- 00:01:00.239 our top line and profitability 00:01:00.480 -- 00:01:03.360 as we have stronger Swedish krona compared to 00:01:03.360 -- 00:01:04.720 Q2 last year. 00:01:05.360 -- 00:01:06.320 Next slide, please. 00:01:09.0...