Overview
Global packaging leader's 2025 revenue rose 3% yr/yr, underlying EBITDA fell 5%
Company streamlined operations with plant closures and Schumacher integration
Company focused on operational excellence and cost discipline amid market downturn
Outlook
Mondi expects 2026 capital expenditure to be approximately €550 mln, focusing on maintenance
Company sees geopolitical and macroeconomic conditions remaining uncertain in 2026
Mondi confident in structural growth drivers for sustainable packaging despite cyclical pressures
Result Drivers
OPERATIONAL EXCELLENCE - Mondi emphasized operational excellence and cost discipline, streamlining operations by combining business units and closing plants
SCHUMACHER INTEGRATION - Integration of Schumacher Packaging's assets expected to yield €32 mln in cost synergies over three years
SUSTAINABLE PACKAGING - Mondi focused on sustainable packaging solutions, leveraging integrated assets and market leadership
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
EUR 7.66 bln
FY Adjusted EBITDA
EUR 1.001 bln
FY Pretax Profit
EUR 269 mln
FY ROCE
6.70%
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 6 "hold" and 2 "sell" or "strong sell"
The average consensus recommendation for the paper packaging peer group is "buy"
Wall Street's median 12-month price target for Mondi PLC is GBp1,080.00, about 16.8% above its February 18 closing price of GBp924.40
Press Release: ID:nPRrJ3393a
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(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.)