Switzerland's SIG Group FY revenue stable; plans to reinstate dividends for 2026

SIG AG

03/03/2026 06:09

Overview

Swiss packaging provider's FY 2025 revenue stable, with slight growth at constant currency

Company faced €351 mln in non-recurring charges due to soft market conditions

New CEO Mikko Keto joined SIG in March 2026

Outlook

SIG expects 2026 revenue growth of 0-2% at constant currency and constant resin

Adjusted EBIT margin for 2026 expected between 15.7% and 16.2%

Company plans to reinstate dividends for 2026 with a payout ratio of 30-50%

Result Drivers

STRATEGIC REVIEW - €351 mln in non-recurring charges due to strategic review and soft market conditions

PORTFOLIO OPTIMIZATION - Co aims to improve business performance through portfolio optimization and operational improvement

REGIONAL PERFORMANCE - Revenue growth in Americas driven by liquid dairy in Mexico and price increases in Brazil

Company press release: ID:nEQ3TrdZ4a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
EUR 3.25 bln
FY Adjusted EPS
EUR 0.60
FY EPS
-EUR 0.23
FY Adjusted Net Income
EUR 231.10 mln
FY Adjusted EBITDA
EUR 718.30 mln
FY Adjusted EBITDA Margin
22.10%
FY EBITDA
EUR 420.10 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "hold" and no "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 SIG Group AG is CHF12.60, about 3.5% above its March 2 closing price of CHF12.17

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 15 three months ago

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.)