Investment case

Five reasons to invest in BillerudKorsnäs

1. Focused and sustainable packaging company

• More than 90% of sales come from packaging materials made from fresh fibre, that is natural cellulose pulp wood 
• Production is efficient and located close to the raw material. Seven of the nine production plants are fully integrated pulp and board or paper mills
• BillerudKorsnäs contributes to the climate transition by replacing fossil-based products with fibre-based, and stimulates responsible forestry

2. Strong positions in attractive segments

• BillerudKorsnäs is a leading supplier of high quality liquid packaging board, containerboard, cartonboard, graphic paper, kraft and speciality paper, and sack paper 
• The materials we provide are mainly used for the packaging of food and consumer products 
• Europe is our main market, but we have global presence. In North America we have three production plants and around 1 700 employees 

3. Operating in a growing market

•Packaging needs are increasing with a growing population
• Sustainability is a strong driving force that increases the demand for renewable packaging material
• The market for fibre-based packaging is expected to grow by around 3% per year

4. Strategy for profitable and sustainable growth

• Our strategy focuses on attractive markets and segments. We prioritise growth in paperboard products. North America is an attractive market and our largest growth opportunity. 
• To maximise the growth opportunity, operational excellence will be critical
• Professional sourcing is an integrated part of the strategy. We secure competitive fibre supply by among other things long-term partnerships.  

5. Strong cash flow and stable dividends

There are good opportunities for a good return as the business generates strong cash flows. The dividend policy states that more than 50% of the net profit will be distributed to the shareholders. Share dividends have been stable even during periods of large investments. 

 

Additional Resources

BillerudKorsnäs merges with Verso to become a leading sustainable packaging materials and paper company.

As a key step in fulfilling the 2030 strategy BillerudKorsnäs has acquired Verso – a leading producer of coated paper in the USA. The merger with Verso will be the cornerstone of BillerudKorsnäs’ expansion in North America. Over time, BillerudKorsnäs will create one of the most cost-efficient and sustainable production platforms in the industry.