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Sappi Limited (SPPJY)
OTHER OTC:SPPJY

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
Diversified Global Woodfibre FranchiseSappi's diversified product mix across paper, pulp and dissolving wood pulp and its global footprint reduce exposure to any single market cycle. Sustainable forestry and innovation strengthen customer relationships and support long-term demand resilience and premium product positioning.
Material Cost-savings And CapEx DisciplineA $120m annual cost-savings program and reduced, non-expansionary CapEx materially lower structural fixed costs and cash outlays. Realized savings and tighter investment discipline should support margins and free cash flow recovery over the coming quarters if executed fully.
Strengthened Liquidity And RefinancingRecent refinancing and a larger undrawn RCF materially reduce near-term refinancing risk and provide runway to execute restructuring and the UPM JV. Improved liquidity cushions cash flow volatility and buys time to realize structural improvements without urgent capital raises.
Bears Say
Persistent Negative Free Cash FlowConsistently negative free cash flow signals weak cash conversion and constrains the company's ability to pay down debt, invest selectively, or return capital. Over months this reduces optionality and increases reliance on external liquidity and asset monetization to bridge funding gaps.
Margin Erosion And Earnings DeteriorationSharp margin compression and a move from profit to loss reflect structural pricing, mix, and cost pressures. Sustained weaker margins impair cash flow generation and reduce the cushion to absorb further demand weakness or input-cost swings, prolonging recovery timelines.
Elevated Leverage And Limited Capital OptionsHigh leverage (≈5x) leaves the company vulnerable to continued earnings weakness and covenant pressure. Management's reluctance to pursue an equity raise narrows strategic options, meaning sustained downside could force asset sales or tougher restructuring, constraining long-term flexibility.

Sappi News

SPPJY FAQ

What was Sappi Limited’s price range in the past 12 months?
Sappi Limited lowest stock price was $1.08 and its highest was $2.45 in the past 12 months.
    What is Sappi Limited’s market cap?
    Sappi Limited’s market cap is $664.01M.
      When is Sappi Limited’s upcoming earnings report date?
      Sappi Limited’s upcoming earnings report date is May 07, 2026 which is in 79 days.
        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 0.04.
                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

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