Update shared on21 Aug 2025
Fair value Decreased 5.52%The consensus analyst price target for Metsä Board Oyj has been downwardly revised from €3.44 to €3.25, primarily reflecting a significant decrease in the company’s future P/E multiple while profitability metrics remained stable.
What's in the News
- Metsä Board is investing EUR 60 million to modernise the Simpele mill, introducing curtain coating technology to enhance print quality and increasing the share of fossil-free energy in production from 89% to 98% by the end of 2025.
- The company issued guidance forecasting an operating result of approximately EUR -25 million for April-June 2025, citing weak pulp demand in Europe and China and market uncertainty due to U.S. tariffs, leading to further production adjustments.
- Production at the Tako board mill has ceased, with operations and customer deliveries relocated to the Kyro mill; 95 of 191 employees have already secured new positions, and equipment dismantling will continue through 2026.
- Metsä Board will showcase its upgraded Simpele mill capabilities and sustainable packaging solutions at FACHPACK 2025, highlighting benefits such as improved print quality and reduced carbon footprint.
- Jussi Vanhanen was appointed CEO of Metsä Group, effective 1 July 2025, succeeding Hämälä and also becoming Chair of the nomination and HR committee.
Valuation Changes
Summary of Valuation Changes for Metsä Board Oyj
- The Consensus Analyst Price Target has fallen from €3.44 to €3.25.
- The Future P/E for Metsä Board Oyj has significantly fallen from 14.24x to 11.53x.
- The Net Profit Margin for Metsä Board Oyj remained effectively unchanged, moving only marginally from 5.87% to 5.82%.
Disclaimer
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