Billerud Dirección
Dirección controles de criterios 3/4
El CEO de Billerud es Ivar Vatne , nombrado en Jul 2023, tiene una permanencia de 2.83 años. compensación anual total es SEK12.51M, compuesta por 69.8% salario y 30.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.021% de las acciones de la empresa, por valor de SEK3.25M. La antigüedad media del equipo directivo y de la junta directiva es de 1.9 años y 4 años, respectivamente.
Información clave
Ivar Vatne
Chief Executive Officer (CEO)
SEK 12.5m
Compensación total
| Porcentaje del salario del CEO | 69.79% |
| Permanencia del CEO | 2.8yrs |
| Participación del CEO | 0.02% |
| Permanencia media de la dirección | 1.9yrs |
| Promedio de permanencia en la Junta Directiva | 4yrs |
Actualizaciones recientes de la dirección
Recent updates
Analysts Have Been Trimming Their Billerud AB (publ) (STO:BILL) Price Target After Its Latest Report
May 01
BILL: Improved Margin Visibility And Constructive Rating Shift Will Support Future Upside
Analysts now see fair value for Billerud at SEK 99.00, down from SEK 107.00, reflecting updated views on the discount rate, growth, margins, and future P/E following recent mixed price target moves and a more constructive stance from parts of the Street. Analyst Commentary Recent research shows that the shift to a SEK 99.00 fair value comes after a mix of target changes and a more constructive tone from bullish analysts, even as some price targets have been adjusted.
BILL: Neutral Stance Will Rely On Dividend Reset And Margin Execution
Analysts have adjusted their price targets on Billerud, with recent SEK changes including a SEK 17 cut and a SEK 5 increase, alongside an updated SEK fair value assumption and slightly higher P/E expectations, reflecting revised views on discount rates, revenue trends, and margins. Analyst Commentary Recent research has shown a mix of views on Billerud, with some analysts turning more supportive while others remain cautious.BILL: Refined Margin Assumptions And Higher P/E Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Billerud from SEK 119.0 to SEK 107.0, reflecting updated assumptions around revenue growth, profit margins and a higher discount rate, alongside recent Street price target adjustments from Citi. Analyst Commentary Bullish analysts have recently adjusted their price targets for Billerud in both directions, which gives you a useful read on how sentiment is evolving as new information feeds into models for revenue, margins and risk.BILL: Neutral Outlook Will Depend On Execution Risks And Dividend Reset
The Street’s view on Billerud has been fine tuned recently, with Citi first raising and then lowering its target, resulting in a net SEK 12 cut as analysts align their pricing with updated expectations for discount rates, profit margins and future P/E assumptions. Analyst Commentary Recent research updates on Billerud point to a cautious tone, with price targets adjusted in both directions over a short period.BILL: Neutral View Will Rely On Managing Execution Risks And Dividend Reset
Analysts have adjusted their view on Billerud with the latest Street research pointing to a SEK 17 reduction in the price target, partly offsetting an earlier SEK 5 increase. This change reflects updated assumptions on discount rates, revenue trends, margins and future P/E expectations.BILL: Neutral View Will Depend On Managing Execution And Dividend Trade Offs
Analysts have reduced their fair value estimate for Billerud to SEK 80.00 from SEK 96.00. They link this adjustment to recent price target changes at firms such as Citi, as well as more cautious assumptions on revenue growth, profit margins, and the discount rate, even though they are using a slightly higher future P/E multiple.Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue
Jan 30BILL: Neutral Stance Will Rely On Executing Against Higher Profitability Assumptions
Analysts have lifted their fair value estimate for Billerud to SEK 96 from SEK 84, reflecting updated views on discount rates, revenue growth, profit margins and future P/E in light of recent price target increases reported in Street research. Analyst Commentary Recent Street research shows price targets on Billerud moving higher in absolute terms, with one large global bank lifting its target by SEK 5 in the latest update and another prior move taking a target to SEK 92 from SEK 80.Are Investors Undervaluing Billerud AB (publ) (STO:BILL) By 28%?
Jan 12BILL: Margin Resilience And Lower Discount Rate Will Support Stronger Future Cash Flows
Analysts have lifted their price target on Billerud to SEK 92 from SEK 80, citing updated assumptions around revenue, profit margins and valuation metrics that support a slightly higher overall valuation. Analyst Commentary Recent research points to a more constructive stance on Billerud, with the price target lifted to SEK 92 from SEK 80.BILL: Margin Recovery And Cost Discipline Will Drive Stronger Future Cash Flows
Analysts have nudged their price target on Billerud higher to SEK 92 from SEK 80, reflecting modestly improved expectations for the company despite only slight adjustments to growth, profitability and valuation assumptions. Analyst Commentary Bullish analysts highlight that the higher SEK 92 price target signals growing confidence in Billerud's ability to execute on its strategic initiatives and stabilize earnings, even as fundamental assumptions have only been moderately revised.BILL: Margin Gains And Cost Discipline Will Drive Stronger Cash Flows
Analysts have modestly raised their price target on Billerud to SEK 92 from SEK 80. This reflects improved profit margin expectations, even as revenue growth assumptions have been tempered and a slightly higher discount rate is applied.We Think Billerud (STO:BILL) Is Taking Some Risk With Its Debt
Nov 19
BILL: Resilient Margins And Cost Discipline Will Drive Shareholder Returns
Billerud Price Target Slightly Reduced Amid Mixed Analyst Outlook Analysts have adjusted Billerud's price target downward from SEK 84 to SEK 80, citing their updated views on the company's future revenue growth and margin expectations. Analyst Commentary Following the revised price target for Billerud, analysts provided a range of perspectives regarding the company's valuation and outlook.Billerud's (STO:BILL) Earnings Are Weaker Than They Seem
Oct 31Billerud AB (publ) (STO:BILL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
Oct 28Accelerating Sustainable Packaging Demand Will Unlock North American Markets
Narrative Update on Billerud Analysts have reduced their price target for Billerud from SEK 84 to SEK 80. This adjustment reflects more subdued revenue growth assumptions and a modest decrease in fair value estimates.Accelerating Sustainable Packaging Demand Will Unlock North American Markets
Analysts have slightly lowered their fair value price target for Billerud from $103 to approximately $102.60. This change is based on updated assessments to revenue growth and discount rates.Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue
Oct 03Lacklustre Performance Is Driving Billerud AB (publ)'s (STO:BILL) Low P/E
Aug 26Billerud AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Jul 22Billerud (STO:BILL) Is Increasing Its Dividend To SEK3.50
May 20Billerud (STO:BILL) Might Have The Makings Of A Multi-Bagger
Apr 30Billerud's (STO:BILL) Shareholders Will Receive A Bigger Dividend Than Last Year
Apr 15Impressive Earnings May Not Tell The Whole Story For Billerud (STO:BILL)
Apr 03Does Billerud (STO:BILL) Have A Healthy Balance Sheet?
Mar 10Billerud AB (publ)'s (STO:BILL) Business And Shares Still Trailing The Market
Feb 23
Price Adjustments And Efficiency Measures Expected To Improve 2025 Outlook
Strategic pricing increases and product shifts are poised to boost Billerud's revenue growth and expand margins, despite challenges in certain segments.Results: Billerud AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts
Feb 07Here's What To Make Of Billerud's (STO:BILL) Decelerating Rates Of Return
Dec 17Is There An Opportunity With Billerud AB (publ)'s (STO:BILL) 23% Undervaluation?
Nov 28Billerud (STO:BILL) Takes On Some Risk With Its Use Of Debt
Aug 31Returns On Capital At Billerud (STO:BILL) Paint A Concerning Picture
May 21Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report
Apr 27Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year
Apr 26Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year
Apr 11Is Billerud (STO:BILL) Using Too Much Debt?
Apr 07Investors Still Waiting For A Pull Back In Billerud AB (publ) (STO:BILL)
Feb 27Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | SEK 77m |
| Dec 31 2025 | SEK 13m | SEK 9m | SEK 711m |
| Sep 30 2025 | n/a | n/a | SEK 1b |
| Jun 30 2025 | n/a | n/a | SEK 2b |
| Mar 31 2025 | n/a | n/a | SEK 2b |
| Dec 31 2024 | SEK 15m | SEK 8m | SEK 2b |
| Sep 30 2024 | n/a | n/a | SEK 611m |
| Jun 30 2024 | n/a | n/a | SEK 702m |
| Mar 31 2024 | n/a | n/a | SEK 158m |
| Dec 31 2023 | SEK 5m | SEK 3m | SEK 484m |
Compensación vs. Mercado: La compensación total ($USD1.36M) de Ivar está en línea con el promedio de empresas de tamaño similar en el mercado Swedish ($USD1.30M).
Compensación vs. Ingresos: La compensación de Ivar ha sido consistente con los resultados de la empresa en el último año.
CEO
Ivar Vatne (47 yo)
2.8yrs
Permanencia
SEK 12,511,000
Compensación
Mr. Ivar Vatne was Executive Vice President at Billerud AB (publ) (Billerud Aktiebolag (formerly known as BillerudKorsns AB (publ))) since May 2019 until August 2023 and served as its Deputy Chief Executiv...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President & CEO | 2.8yrs | SEK 12.51m | 0.021% SEK 3.3m | |
| Chief Financial Officer | 2.8yrs | sin datos | 0.0039% SEK 615.8k | |
| Head of Investor Relations & Director Investor Relations | no data | sin datos | sin datos | |
| Executive Vice President of Legal & Strategic Projects | no data | sin datos | 0.0047% SEK 733.3k | |
| Executive Vice President of HR | 9.3yrs | sin datos | 0.0084% SEK 1.3m | |
| Head of Press | no data | sin datos | sin datos | |
| SVP Operations of Billerud Europe | 1.3yrs | sin datos | 0.0098% SEK 1.5m | |
| Head of Media Relations | 2.1yrs | sin datos | sin datos | |
| President of North America | 1.7yrs | sin datos | 0.0072% SEK 1.1m | |
| President of Billerud Europe | 1yr | sin datos | 0.000010% SEK 1.6k | |
| Executive Vice President of Sustainability & Public Affairs | less than a year | sin datos | 0.0020% SEK 314.9k | |
| Deputy President of North America | no data | sin datos | 0.0010% SEK 164.5k |
1.9yrs
Permanencia media
52yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BILL no se considera experimentado ( 1.9 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Independent Director | 4yrs | SEK 760.00k | 0.010% SEK 1.6m | |
| Independent Director | 2yrs | SEK 625.00k | 0.0016% SEK 258.5k | |
| Independent Chairman of the Board | 6yrs | SEK 1.88m | 0.020% SEK 3.1m | |
| Director | 1yr | SEK 625.00k | 0.00097% SEK 152.0k | |
| Director | 4yrs | SEK 905.00k | 0.00080% SEK 125.3k | |
| Independent Director | 9yrs | SEK 655.00k | 0.0023% SEK 354.1k | |
| Independent Director | 3yrs | SEK 760.00k | 0.0043% SEK 673.7k | |
| Employee Representative Director | 9.3yrs | sin datos | sin datos | |
| Deputy Director | 9.3yrs | sin datos | sin datos | |
| Director | 1.3yrs | sin datos | 0.000050% SEK 7.8k |
4.0yrs
Permanencia media
60.5yo
Promedio de edad
Junta con experiencia: La junta directiva de BILL se considera experimentada (4 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/02 17:27 |
| Precio de las acciones al final del día | 2026/04/30 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Billerud AB (publ) está cubierta por 12 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | ABG Sundal Collier |
| Patrick Langstrom | ABG Sundal Collier Sponsored |
| Justin Jordan | BNP Paribas |