Holmen AB (HOLM_A) Q1 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:01.398 -- 00:00:05.584 Good morning, everybody, and most welcome to the Interim Report presentation for the 00:00:05.584 -- 00:00:07.447 Holmen Group. 00:00:07.447 -- 00:00:10.851 Today it's me, Henrik Sjölund, and Stefan Loreen. 00:00:10.851 -- 00:00:13.455 Correct name again. Now the second quarter. 00:00:13.455 -- 00:00:14.677 Good. 00:00:14.677 -- 00:00:19.223 We will go through the presentation, and then we're happy to take any questions you might 00:00:19.223 -- 00:00:21.386 have after the presentations. 00:00:21.386 -- 00:00:23.747 So let's start. 00:00:25.372 -- 00:00:31.309 Well, as you know, A quarter, again, characterized by uncertainty 00:00:31.309 -- 00:00:33.712 and cautious consumers, 00:00:33.712 -- 00:00:38.757 leading to a quite tough supply-demand balance for, I'd say, all forest-based 00:00:38.757 -- 00:00:43.623 industries. In our case, we also had Arctic weather up in the north, which helped us 00:00:43.623 -- 00:00:49.848 to deliver a decent result, which we will come back to in the different business areas. 00:00:50.711 -- 00:00:52.833 During the first quarter, 00:00:52.833 -- 00:00:56.815 we also paid dividends to our shareholders. 00:00:56.815 -- 00:01:01.922 1.5 billion Swedish crowns and our financial situation 00:01:01.922 -- 00:01:06.969 after the dividend just to remind you is of course very strong and shall remain 00:01:06.969 -- 00:01:11.933 so regardless of the future 00:01:12.456 -- 00:01:16.241 a few words about the forest and normally we don't talk so much about the forest we talk 00:01:16.241 -- 00:01:20.464 about the wood market same again what 00:01:21.368 -- 00:01:27.376 we see in the first quarter is that the industry is not running full declining or 00:01:27.376 -- 00:01:29.039 say, 00:01:29.039 -- 00:01:34.747 ...