Overview
Norway packaging paper producer's Q4 operating income rose quarter-over-quarter
Company faced Q4 loss before income taxes, down from previous quarter
Record production and deliveries of recycled containerboard achieved
Outlook
Norske Skog aims to increase market share despite challenging conditions
Company expects volatility in raw material prices and changing conditions
Norske Skog to complete key projects at Skogn in Q2 2026
Result Drivers
RECORD CONTAINERBOARD PRODUCTION - Co achieved record production and deliveries of recycled containerboard in Q4, despite temporary profitability impacts from ramp-up costs and trial deliveries
PUBLICATION PAPER INCOME - Increased operating income in publication paper segment due to higher deliveries and market share, partly offset by lower prices
PACKAGING PAPER CHALLENGES - Lower sales prices in packaging paper segment offset by lower recycled paper costs, resulting in net negative EBITDA
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EBIT
NOK 2.59 bln
Q4 Operating Cash Flow
NOK 163 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "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 Norske Skog ASA is NOK26.50, about 41% above its February 4 closing price of NOK18.80
Press Release: ID:nObiWcnk7a
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.)