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Stora Enso (SEOAY)
OTHER OTC:SEOAY
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.12Last Year’s EPS
0.15Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call described a company in active transformation: strong strategic progress (asset separation, divestments, sustainability achievements), disciplined financial targets, and delivered value-creation actions (roughly EUR 900 million achieved plus EUR 500–700 million pipeline). At the same time, near-term profitability is constrained by the Oulu ramp-up drag (~EUR 140 million), weaker pulp prices hitting Biomaterials, notable fiber/wood cost headwinds, and subdued market conditions. The balance of evidence shows meaningful structural improvements and clear plans to restore margins and leverage, while material short-term challenges persist.Company Guidance
Group Sales and EBIT (2025)
Reported sales of EUR 9.3 billion and adjusted EBIT of EUR 528 million for full year 2025, demonstrating resilience in a challenging market.
Strategic Portfolio Actions and Capital Recycling
Completed strategic review of Swedish forest assets and initiated separation to form two companies; divested ~175,000 hectares of Swedish forest land for ~EUR 900 million, which contributed to a ~EUR 800 million reduction in net debt earlier in the year.
Net Leverage and Cash Generation Progress
Net debt to adjusted EBITDA improved to 2.8x; cash flow after investing activities positive as the heavy investment phase (notably Oulu) winds down; operating working capital stable at 7% of sales.
Value Creation Delivery and Pipeline
Achieved roughly EUR 900 million of annual profit impact from value creation programs (2024–2025) and identified an additional EUR 500–700 million of profit improvement initiatives backed by clear owners and execution plans.
New Financial Targets and Governance
Introduced targets: ~4% annual revenue growth, ~10% EBIT margin (excluding Swedish forests within 2–4 years), distribution of 50% of net profit as dividends, and net debt/EBITDA below 1x; reorganized reporting into new packaging-focused segments from Q1 2026.
Oulu Investment Long-Term Upside
Oulu consumer board line ramp-up weighed on 2025 earnings by ~EUR 140 million but is expected to add ~EUR 800 million in annual sales at full capacity (targeted by 2027); Oulu reached EBITDA breakeven in full-run month (October).
Sustainability and Recognition
Scope 1 and 2 emissions reduced by 61% vs 2019 (surpassing 2030 target of 50%); included on CDP Climate Change A list; launched IUCN partnership delivering a science-based framework for net-positive biodiversity impact.
Product Innovation and Awards
Launched Ensovelvet premium uncoated board (recyclable, lower carbon footprint) and supplied CLT for the world's first large-scale timber data center; received World Packaging Organization awards in three categories.
Packaging and Segment-level Resilience
Packaging Materials and Packaging Solutions showed underlying resilience: Packaging Materials improved adjusted EBIT slightly y/y despite Oulu drag (EUR 31 million), and Packaging Solutions increased sales and EBIT supported by product mix and value creation.
CapEx Discipline
Planned CapEx around EUR 550 million (lower year-on-year), reflecting the end of a heavy investment phase and a renewed emphasis on disciplined, return-focused capital allocation.
SEOAY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SEOAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $11.62 | $12.49 | +7.42% |
Oct 23, 2025 | $10.29 | $11.15 | +8.40% |
Jul 23, 2025 | $10.19 | $10.84 | +6.30% |
Apr 25, 2025 | $8.99 | $9.12 | +1.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Stora Enso (SEOAY) report earnings?
Stora Enso (SEOAY) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Stora Enso (SEOAY) earnings time?
Stora Enso (SEOAY) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SEOAY EPS forecast?
SEOAY EPS forecast for the fiscal quarter 2026 (Q1) is 0.12.