Investment case
Why you should invest in BillerudKorsnäs
BillerudKorsnäs.......
… is a pure play packaging material and solutions company with a mission to challenge conventional packaging for a sustainable future…
- Only primary fibre in portfolio targeting customers and applications requiring light, strong and pure materials
- Product portfolio consists of 95% packaging material with a growing share of services and solutions
- Nr 1 or 2 within niches where we operate, including kraft paper, sack paper, liquid packaging board and containerboard ¾ of sales towards consumer segment with stable long-term demand growth
…within growth segments backed up by global megatrends…
- Fibre packaging material market expected to grow by 2.2% per year, total packaging market by 3.4% per year
- Global megatrends including urbanisation and e-commerce are driving long-term demand for packaging material
- Sustainability awareness is increasing demand for renewable packaging material
… with a clear growth strategy to capture market potential…
BillerudKorsnäs will achieve profitable growth of 3-4% per year by:
- increasing sales of solutions to brand owners and expanding sales outside Europe
- increasing innovation efforts to develop new packaging solutions expanding potential market segments
- maximizing customer value by offering sustainable products challenging alternative materials
- continuously improving production efficiency
… with a clear innovation focus for a sustainable future…
- Long history of award winning packaging innovations
- Challenging boundaries of fibre based packaging in order to reduce usage of fossil materials
…delivering stable shareholder returns…
- Average ROCE of 13% during the history of the company
- Average TSR of 23% per year for past 5 years
- Proven track record of accretive M&As and investments