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Holmen AB (SE:HOLM.B)
:HOLM.B
Earnings Data
Report Date
Apr 28, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
4.2Last Year’s EPS
4.8Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Jan 30, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presents a mixed picture: the group shows solid financial strength (close to SEK 3.3bn full-year result), healthy ROCE (15%), a strong balance sheet and continued shareholder returns (dividend increase), and Energy delivered an important pickup supported by new wind capacity. However, material near-term headwinds persist: loss-making sawmill operations (Wood Products), a significant Q4 write-down of felling rights (~SEK 160m), elevated wood costs with limited downside so far, weak Board & Paper volumes with reliance on one-off energy and certificate gains (~SEK 250m in Q4), and storm-related timber volumes and costs. Given the balance of notable positives (financial position, ROCE, energy upside) and significant operational challenges and one-off pressures, the overall tone is balanced but cautious.Company Guidance
Full-year profit and ROCE
Delivered close to SEK 3.3 billion for FY2025 and achieved a return on capital employed of 15% for the industry (sawmills + Board & Paper).
Strong balance sheet and shareholder returns
Debt-to-equity roughly 10%; net debt/EBITDA around 1x. Board proposed increasing the ordinary dividend from SEK 9.00 to SEK 9.50 (≈+5.6%). Last 5 years: SEK 13 billion returned to shareholders (dividends + buybacks).
Forest asset base and valuation
Owns ~1.3 million hectares (≈1.0–1.1M productive). Updated valuation of forest holdings SEK 57 billion (down ~2% YoY). Long-term historical average annual property price increase ~4.3% since 2005.
Energy division rebound and wind capacity added
Energy produced an uptick in Q4 versus earlier loss-making quarters; SE2 prices rose and January weather supported higher spot prices. Blisterliden wind farm started up just before year-end; Energy division trades unhedged at spot, benefiting from current higher prices and stable winter conditions.
Board & Paper Q4 performance (with one-off support)
Reported a strong Q4 result in Board & Paper, helped by approx. SEK 250 million of positive effects in Q4 from lower-than-normal energy costs and higher-than-normal income from green certificates and emission rights (split roughly evenly).
Forest underlying Q4 performance
Forest division reported Q4 result SEK 403 million; excluding a write-down of felling rights, underlying result increased by ~SEK 25 million vs Q3, driven by higher harvesting volumes (harvested a bit more than 800 cubic meters in Q4 per transcript).
CapEx expected to moderate
CapEx expected to be materially lower in 2026 versus 2025 (2026 guidance ~a bit above SEK 1 billion) after prior year wind farm investments.
Operational flexibility in hydropower
Hydropower generation was run efficiently in Q4 (produced when prices were high, reduced when low), providing a tailwind to Energy / Paper economics versus previous quarters.
SE:HOLM.B 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
SE:HOLM.B Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | kr341.20 | kr333.80 | -2.17% |
Oct 23, 2025 | kr352.00 | kr353.80 | +0.51% |
Aug 14, 2025 | kr378.80 | kr363.40 | -4.07% |
May 08, 2025 | kr376.00 | kr404.60 | +7.61% |
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 Holmen AB (SE:HOLM.B) report earnings?
Holmen AB (SE:HOLM.B) is schdueled to report earning on Apr 28, 2026, TBA (Confirmed).
What is Holmen AB (SE:HOLM.B) earnings time?
Holmen AB (SE:HOLM.B) earnings time is at Apr 28, 2026, TBA (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 the P/E ratio of Holmen AB stock?
The P/E ratio of Holmen AB is N/A.
What is SE:HOLM.B EPS forecast?
SE:HOLM.B EPS forecast for the fiscal quarter 2026 (Q1) is 4.2.