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: Continuing our successful journey
Continuing our successful journey Markus Mannström EVP, Biomaterials division
Slide 2: Solid performance with increased focus on innovation…
Solid performance with increased focus on innovation… 1% Sales by product 9% Hardwood Softwood 10% 49% Nr 1 in fluff in Europe Fluff Dissolving 31% Others 60 1 483 MEUR +9% countries sales 2017 Q3 YoY 2018 +2.3% Global market pulp growth Sales by region Renewable 4 R&D Innovation for all grades cent
Slide 3: …and we are performing well in line with long term targets
…and we are performing well in line with long term targets 3 7 November 2018 * LTM = Last twelve months Stora Enso CMD
Slide 4: We continue with our strategic focus areas
We continue with our strategic focus areas Maximise value from Differentiate our Nordic Generate profitable growth eucalyptus pulp pulp business from innovation platforms Continue to improve production efficiency Reduce exposure in softwood Build and develop strong business on: Constantly improve th
Slide 5: Demand for all pulp grades is growing by 2.3%...
Demand for all pulp grades is growing by 2.3%... Textiles, nonwovens Hygiene Pulp consumption increase (Mt) 107 Mt market, growing 3%/y 590 billions of converted unit, growing 3.5%/y 6.6 Mt market pulp (dissolving) 6.2 Mt market pulp (fluff) 8 6 Carton board Paper 47 Mt market, growing 2.0%/y 4 Spec
Slide 6: …and we expect a balanced market in pulp to continue
…and we expect a balanced market in pulp to continue Pulp (hardwood and softwood) demand Share in pulp demand growth grows 2% CAGR by 2023 2018 2023 0% 6% 0% 15% 75% 59 Demand, Mt/a 65 90 Market balance, % 96 4% Pulp average capacity growth 0% 2007-2018 + 1.6 Mt/y (90% ratios) +1.3 Mt/y 2019-2023 +
Slide 7: Megatrends support the demand for virgin pulp in China
Megatrends support the demand for virgin pulp in China To 2030: Urbanisation Growing middle class 58% 70% 5 trillion 9.6 trillion (+200 million people) (private consumption in USD) From 14 kg +10 Mt to 21 kg of hardwood per capita / and Changing lifestyles Eco awareness consumption softwood Ban on i
Slide 8: We are moving towards a more specialized pulp mix…
We are moving towards a more specialized pulp mix… 42% 37% Internal Market consumption pulp 19% 20% 62% 38% 17% 12% Stora Enso 7% pulp capacity 2% 5 900 Kt Hardwood Softwood Fluff Dissolving UKP Among the TOP10 900Kt 250Kt 415Kt 150Kt 430Kt 50Kt 800Kt 400Kt largest pulp producers By 2020 after conve
Slide 9: … with cost competitive assets
… with cost competitive assets 9 7 November 2018 Stora Enso CMD Source: Pöyry and Stora Enso
Slide 10: Innovation is key for sustainable profitable growth
Innovation is key for sustainable profitable growth 10 7 November 2018 Stora Enso CMD
Slide 11: Creating value from renewable, reusable and fossil free materials
Creating value from renewable, reusable and fossil free materials Market Potential: Innovation Platforms Value proposition End markets Time to market Size / value Increased material efficiency Specialty papers, hygiene Improved pulp properties Continuous 2.6 Mt / 1.4 BEUR and performance fibre-based
Slide 12: Continuing our successful journey
Continuing our successful journey Maximise value from Differentiate our Nordic pulp Profitable growth from innovation eucalyptus pulp business platforms Delivering sustainable profitable growth 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