Investment case

Why you should invest in 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