Stora Enso Oyj Class A · OMXHEX:STEAV
Stora Enso Oyj Class A — Investor Presentation (June 2012)
23 slides from Stora Enso Oyj Class A's investor presentation, Jun 13, 2012
Slide 1: Chasing Growth in Constrained Environment
Chasing Growth in Constrained Environment CEO Jouko Karvinen 13 June 2012
Slide 2: Forward-looking statements disclaimer
It should be noted that certain statements herein which are not historical facts. including. without limitation those regarding expectations for market growth and developments; expectations for growth and profitability; and statements preceded by “believes”. “expects”. “anticipates”. “foresees”. or
Slide 3: Stora Enso portfolio
Stora Enso portfolio FY 2011 Group Sales, EUR 10 964.9 million Operational EBIT, 866.7 EUR million Printing and Reading Biomaterials Building and Living Renewable Packaging Other 0% 29% 5,5 % 46% 32,9 % 34,8 % 15% 10% 19,5 % 6,0 % Stora Enso presentation 13 June 2012 3
Slide 4: 4
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Slide 5: Renewable ecosystem
Renewable Renewable ~~ oF ecosystem ecosystem Renewable packaging Building and living Renewable ecosystem le* Biomaterials
Slide 6: Stora Enso's engines
Stora Enso’s engines Cash engines Growth engines Printing and Reading Renewable Packaging Nordic market pulp Plantation based pulp Low cost base saw milling Building and living Stora Enso presentation 13 June 2012 6
Slide 7: How to keep the cash engines going! Fine Paper
How to keep the cash engines going! Fine Paper • Restructuring at Nymölla, Uetersen, Oulu Mills and sheeting plans in Belgium and UK • Annual cost reductions ~ EUR 20 million, – From Q2 2011 to Q2 2012 Stora Enso presentation 13 June 2012 7
Slide 8: How to keep the cash engines going! Coated Magazine
How to keep the cash engines going! Coated Magazine • Restructuring at Corbehem, Veitsiluoto and Kabel Mills • Cost efficiency and productivity improvements – Reduction of costs by EUR 48 million /a – Investments EUR 18 million – Full impact Q3 2013 onwards Stora Enso presentation 13 June 2012 8
Slide 9: How to keep the cash engines going! Swedish maintenance streamlining
How to keep the cash engines going! Swedish maintenance streamlining • To increase further efficiency and flexibility • Impacting Renewable Packaging and Printing and Reading • Reduction of costs by EUR 21 million /a – Starting gradually from late 2012 onwards Stora Enso presentation 13 June 2012 9
Slide 10: Shareholder value
Shareholder value Buyer Rest of the market Average sales price Average sales price 0% 1% 2% 3% 0% 1% 2% 3% Gained volume Lost volume -5% -5% -10% -10%
Slide 11: Rethink strategy
Rethink strategy Growth markets Renewable packaging Biomaterials Competitive paper Stora Enso presentation 13 June 2012 11
Slide 12: Significant growth expected for corrugated packaging in Eastern Europe, Asia and Middle East & Africa
Significant growth expected for corrugated packaging in Eastern Europe, Asia and Middle East & Africa CAGR 4.4% CAGR CAGR CAGR 1.0% 4.1% 0.5% Western Eastern Europe Europe North America CAGR CAGR 2,7 % 4.3% Asia 2010-2020 Million tonnes South Middle East & America Africa Source: Pöyry and Stora Enso
Slide 13: Ostroleka
Ostroleka Strengthening competitive position in corrugated packaging in Central and Eastern Europe Stora Enso presentation 13 June 2012 13
Slide 14: Montes del Plata
Montes del Plata Pulp mill investment in Uruguay Stora Enso presentation 13 June 2012 14
Slide 15: Strongest growth in demand of virgin fibre-based consumer board will be in Asia
Strongest growth in demand of virgin fibre-based consumer board will be in Asia CAGR CAGR CAGR 0,2 % 1,4 % 4,6 % CAGR 6,9 % 1.5 0.9 4,4 3,8 Eastern 6,3 6,2 Europe Western CAGR Europe 3,3 % North 11,6 0,7 0,5 America Middle East 6,0 & Africa Fibre-based consumer Asia board consumption CAGR 2010-2020
Slide 16: Focusing on high quality segments in China
Focusing on high quality segments in China Chinese platform Unique position for growth A world leading position Robust sustainability Technologies and Unique integrate specifications Established footprint Committed customers Innovation Well prepared project to accelerete growth Stora E
Slide 17: Stora Enso presentation 13 June 2012
Stora Enso presentation 13 June 2012 17
Slide 18: Biomaterials
Biomaterials Stora Enso presentation 13 June 2012 18
Slide 19: 29 years
29 years Stora Enso presentation 13 June 2012 19
Slide 20: Wood has a good story to tell
Wood has a good story to tell • Superior carbon footprint compared to any other building material • Joint efforts as an industry to remove all norms and standards that are unjustly discriminating against wood in various end-uses 1000 500 0 Steel frame Light weight Aircrete block Brick Concrete Wood
Slide 21: New investments will contribute well to cash generation
New investments will contribute well to cash generation Investment for future and net cash from operations 2011 Stora Enso presentation 13 June 2012 21
Slide 22: Growth
Growth Operating Capital 2011 20XX Stora Enso presentation 13 June 2012 22
Slide 23: eee
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