Holmen AB (HOLM_A) Q2 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.160 Good morning, everybody, and welcome to the Interim Report presentation for the Holmen 00:00:04.160 -- 00:00:09.332 Group. It's me, Henrik, and it's Stefan, and we will take you through the presentation. 00:00:09.332 -- 00:00:14.503 And once we finalized, we are happy to take any questions you might have. 00:00:14.503 -- 00:00:18.428 So, Stefan, let's start. Yep. 00:00:19.015 -- 00:00:21.536 second quarter 00:00:21.880 -- 00:00:26.968 we were able to deliver a bit over 800 million which i think is a decent result 00:00:26.968 -- 00:00:31.636 given the situation especially when it comes to consumer products which we will come 00:00:31.636 -- 00:00:34.237 into a bit later 00:00:34.481 -- 00:00:36.464 we also 00:00:36.464 -- 00:00:41.292 If you look at only our industry, which is board and paper and our wood products, the 00:00:41.292 -- 00:00:45.680 industry where we always measure return on capital employed, we were able to deliver 00:00:45.680 -- 00:00:50.829 15% in the second quarter. And if you look at the last 12 months, we have an average 00:00:50.829 -- 00:00:56.258 of 17% over the last 10 years, even a little bit more. 00:00:56.258 -- 00:01:01.326 Our financial position is strong. We have also distributed 2.8 00:01:01.326 -- 00:01:06.815 billion to our shareholders during the first half of the year through dividend 00:01:06.815 -- 00:01:08.975 and buybacks. 00:01:09.639 -- 00:01:14.687 Let's change subject totally and go into the forest or 00:01:14.687 -- 00:01:18.153 more the wood market in Sweden. 00:01:18.153 -- 00:01:20.917 We have talked about increasing 00:01:20.917 -- 00:01:26.153 log cost both saw logs and pulp wood for 00:01:26.153 -- 00:01:32.162 many quarters. But I think now it's time to say that things are changi...