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Sappi Limited (SPPJY)
OTHER OTC:SPPJY
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Sappi (SPPJY) Price & Analysis

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SPPJY Stock Chart & Stats

$1.42
$0.00(0.00%)
At close: 4:00 PM EST
$1.42
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Strengthened Liquidity And RefinancingThe company secured multi-year financing and a larger undrawn RCF, materially improving near-to-medium term liquidity. This strengthens the firm's ability to manage cyclical revenue pressure, meet debt maturities without immediate equity raises, and execute restructuring or strategic options.
Cost-savings Program And CapEx DisciplineA credible $120m cost program and reduced, non-expansionary CapEx lower the structural breakeven and improve margin resilience. Sustained execution will free cash flow over time, helping rebuild balance-sheet flexibility even if top-line cycles remain weak.
Strategic JV To Reduce European ExposureA JV with UPM represents a structural shift to lower cyclical graphic-paper exposure, capture synergies, and potentially deleverage through asset monetization or cash proceeds. If completed, it reshapes product mix and long-term earnings stability in Europe.
Bears Say
Material DWP Price DeclineSustained weakness in DWP prices directly reduces revenue per tonne for a key product line, pressuring gross margins and profitability across pulp-exposed segments. Prolonged low prices can erode returns on mill assets and delay recovery even if volumes stay stable.
Persistent Negative Free Cash FlowRepeated negative free cash flow limits the company's ability to organically reduce debt, invest selectively, or return capital. Over several quarters this constrains strategic optionality and increases reliance on external financing or asset monetization to sustain operations.
Elevated Leverage Amid Weaker EarningsHigher net-debt/EBITDA reduces financial flexibility and raises refinancing and covenant risk if earnings remain depressed. In a capital-intensive industry, sustained leverage limits the firm's capacity to invest in efficiency or weather prolonged demand softness without restructuring.

Sappi News

SPPJY FAQ

What was Sappi Limited’s price range in the past 12 months?
Sappi Limited lowest stock price was $0.93 and its highest was $1.91 in the past 12 months.
    What is Sappi Limited’s market cap?
    Sappi Limited’s market cap is $594.51M.
      When is Sappi Limited’s upcoming earnings report date?
      Sappi Limited’s upcoming earnings report date is May 07, 2026 which is tomorrow.
        How were Sappi Limited’s earnings last quarter?
        Sappi Limited released its earnings results on Feb 04, 2026. The company reported -$0.03 earnings per share for the quarter, missing the consensus estimate of -$0.025 by -$0.005.
          Is Sappi Limited overvalued?
          According to Wall Street analysts Sappi Limited’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Sappi Limited pay dividends?
            Sappi Limited pays a Annually dividend of $0.103 which represents an annual dividend yield of 6.78%. See more information on Sappi Limited dividends here
              What is Sappi Limited’s EPS estimate?
              Sappi Limited’s EPS estimate is -0.09.
                How many shares outstanding does Sappi Limited have?
                Sappi Limited has 607,141,500 shares outstanding.
                  What happened to Sappi Limited’s price movement after its last earnings report?
                  Sappi Limited reported an EPS of -$0.03 in its last earnings report, missing expectations of -$0.025. Following the earnings report the stock price went up 3.069%.
                    Which hedge fund is a major shareholder of Sappi Limited?
                    Currently, no hedge funds are holding shares in SPPJY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Sappi Limited

                      Sappi Limited provides materials made from woodfiber-based renewable resources in Europe, North America, and South Africa. The company offers dissolving pulp; graphic papers; packaging and specialty papers, including flexible packaging papers, label papers, functional paper packaging products, containerboards, paperboards, silicone base papers, dye sublimation papers, and inkjet papers; and casting and release papers. It also provides specialty chemicals and food ingredients; generates biomass energy, biogas, and hot water; offers fuel rods; and owns and manages forests. The company was formerly known as South African Pulp and Paper Industries Limited and changed its name to Sappi Limited in 1973. Sappi Limited was founded in 1936 and is headquartered in Johannesburg, South Africa.

                      Sappi (SPPJY) Earnings & Revenues

                      SPPJY Company Deck

                      SPPJY Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Negative
                      The call outlined significant near-term headwinds — primarily a large decline in DWP prices, translated currency impacts, weaker selling prices (~12% YoY), production disruptions and a slower-than-expected ramp at Somerset — which drove substantially lower EBITDA and higher leverage (net debt ~$1.95bn; net-debt/EBITDA ~5x). Management, however, emphasized material mitigating actions: securing refinancing and a larger RCF, preserving liquidity ($143m cash, ~ $608m undrawn RCF), a $120m cost-savings program (with ~$30m realized in Q1), CapEx discipline (reduced to $260m), ongoing working-capital releases, and a strategic JV with UPM that could reduce European graphic exposure and debt over time. While these initiatives provide meaningful downside protection and demonstrate financial and strategic responses, the combination of persistent market price weakness and near-term guidance that Q2 EBITDA will be lower indicates that negative trends currently outweigh the positives.View all SPPJY earnings summaries
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                      Ownership Overview

                      <0.01%100.00%
                      Insiders
                      Mutual Funds
                      <0.01% Other Institutional Investors
                      100.00% Public Companies and
                      Individual Investors

                      Options Prices

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