Update shared on04 Aug 2025
Fair value Decreased 5.54%The downward revision in Metsä Board Oyj’s consensus analyst price target primarily reflects lower revenue growth expectations and a slight increase in future P/E multiples, resulting in a reduced fair value estimate from €3.64 to €3.44 per share.
What's in the News
- Metsä Board issued new earnings guidance, estimating an operating result of approximately EUR -25 million for April-June 2025 due to weak pulp demand in Europe and China and uncertainty from U.S. import tariffs; paperboard production has been adjusted downward and delivery volumes slightly decreased.
- Production at the Tako board mill was shut down as part of a profitability improvement plan, with product transfer to the Kyro mill and supportive measures for re-employment of affected staff; dismantling of equipment will proceed through 2026.
- A EUR 60 million investment at the Simpele mill will introduce a new coating line in October 2025, enhancing print quality and increasing fossil-free energy use to 98% by end-2025, supporting long-term sustainability goals.
- Jussi Vanhanen appointed CEO of Metsä Group effective 1 July 2025 and will become Chair of the nomination and HR committee; Jussi Linnanranta remains Vice Chair.
Valuation Changes
Summary of Valuation Changes for Metsä Board Oyj
- The Consensus Analyst Price Target has fallen from €3.64 to €3.44.
- The Consensus Revenue Growth forecasts for Metsä Board Oyj has fallen from 4.5% per annum to 4.2% per annum.
- The Future P/E for Metsä Board Oyj has risen slightly from 14.21x to 14.56x.
Disclaimer
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