Svenska Cellulosa Aktiebolaget SCA (publ) (SVCBF) Q2 2025 Earnings Name Transcript

Svenska Cellulosa Aktiebolaget SCA (publ) (OTCPK:SVCBF) Q2 2025 Earnings Convention Name July 25, 2025 4:00 AM ET

Firm Contributors

Anders Edholm – Senior Vice President of Sustainability & Communications
Andreas Ewertz – Chief Monetary Officer
Ulf Larsson – President, CEO & Director

Convention Name Contributors

Andrew Ian Jones – UBS Funding Financial institution, Analysis Division
Charlie Muir-Sands – BNP Paribas Exane, Analysis Division
Cole Hathorn – Jefferies LLC, Analysis Division
Ephrem Ravi – Citigroup Inc., Analysis Division
Ioannis Masvoulas – Morgan Stanley, Analysis Division
James Perry – Citigroup Inc., Analysis Division
Lars F. Kjellberg – Stifel, Nicolaus & Firm, Integrated, Analysis Division
Linus Larsson – SEB, Analysis Division
Martin Melbye – ABG Sundal Collier Holding ASA, Analysis Division
Oskar Lindstrom – Danske Financial institution A/S, Analysis Division
Pallav Mittal – Barclays Financial institution PLC, Analysis Division

Anders Edholm

Good morning, and welcome to this presentation of SCA’s 2025 Half Yr Outcomes. With me right here in the present day, I’ve President and CEO, Ulf Larsson; and CFO, Andreas Ewertz to undergo the outcomes and take your questions.

Over to you, Ulf.

Ulf Larsson

Thanks for that, Anders. And in addition from my facet, good morning, and a heat welcome to the presentation of our outcomes for the second quarter 2025.

Through the second quarter, we continued to ship good profitability in a difficult surroundings and are excessive diploma of self- sufficiency in strategic areas, mitigated larger prices, not the least associated to wooden uncooked supplies. We reached a bit over SEK 2 billion on EBITDA degree, and by that, an EBITDA margin of 38% for the second quarter. Within the quarter, SCA had larger costs and the actually sturdy manufacturing, good supply volumes in each Wooden and Containerboard. The amount improve has not the least been associated to Bollsta sawmill and Obbola Containerboard mill the place we’ve carried out strategic investments.