Sweden's Holmen misses Q4 sales estimates

Holmen AB

30/01/2026 10:53

Overview

Swedish paper and wood products firm's Q4 sales missed analyst expectations

Q4 profit negatively impacted by SEK 160 mln inventory impairment loss

Company repurchased shares worth SEK 1.65 bln, 2.65% of total shares

Outlook

Company did not provide specific guidance for future quarters or years

Result Drivers

WOOD PRODUCTS - Weak performance in Wood Products division contributed to lower operating profit

ELECTRICITY PRICES - Lower electricity prices in northern Sweden negatively affected operating profit

INVENTORY IMPAIRMENT - Q4 profit was negatively affected by a SEK 160 mln inventory impairment loss

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
SEK 5.18 bln
SEK 5.54 bln (6 Analysts)
Q4 EPS
SEK 3.80
Q4 Net Income
SEK 581 mln
Q4 EBIT
SEK 739 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 5 "hold" and 4 "sell" or "strong sell"

The average consensus recommendation for the paper products peer group is "buy."

Wall Street's median 12-month price target for Holmen AB is SEK378.00, about 10.8% above its January 29 closing price of SEK341.20

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nWkr4DPF6r

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)