Billerud（BILLS）株式概要Billerud AB (publish)は、紙と包装資材を世界中に提供している。 詳細BILLS ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績0/6財務の健全性5/6配当金1/6報酬当社が推定した公正価値より69.8%で取引されている 収益は年間85.2%増加すると予測されています アナリストらは、株価が22.5%上昇するだろうとほぼ一致している。 リスク分析3.11%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 株式の流動性は非常に低い 財務結果に影響を与える大きな一時的項目 利益率(0.2%)は昨年より低い(4.2%) すべてのリスクチェックを見るBILLS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW496,346 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG496,346 investors already sharing narrativesYour Fair ValueSEK Current PriceSEK 60.7521.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture047b2016201920222025202620282031Revenue SEK 43.0bEarnings SEK 84.2mAdvancedSet Fair ValueView all narrativesBillerud AB (publ) 競合他社RobinsonSymbol: AIM:RBNMarket cap: UK£21.8mRHI MagnesitaSymbol: LSE:RHIMMarket cap: UK£1.4bBreedon GroupSymbol: LSE:BREEMarket cap: UK£1.1bAtalaya Mining CopperSymbol: LSE:ATYMMarket cap: UK£1.3b価格と性能株価の高値、安値、推移の概要Billerud過去の株価現在の株価SEK 60.7552週高値SEK 93.4852週安値SEK 59.93ベータ0.441ヶ月の変化-7.32%3ヶ月変化-16.95%1年変化-37.34%3年間の変化-27.11%5年間の変化-64.50%IPOからの変化-41.42%最新ニュースお知らせ • Jul 04+ 3 more updatesBillerud AB (publ) to Report Q2, 2027 Final Results on Jul 16, 2027Billerud AB (publ) announced that they will report Q2, 2027 final results on Jul 16, 2027Board Change • Jun 09Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Andreas Blaschke was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • May 28Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Andreas Blaschke was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 27Billerud AB (Publ) Approves Dividend for the Year 2025, Payable on 2 June 2026Billerud AB (publ) announced at annual general meeting held on May 26, 2026, the shareholders approved resolved to distribute a dividend to the shareholders of SEK 2.00 per share for the year 2025. The record date for the dividend was set to 28 May 2026, and the dividend is estimated to be paid out on 2 June 2026.お知らせ • May 26Billerud AB (Publ) Approves Board AppointmentsBillerud AB (publ) announced at annual general meeting held on May 26, 2026, the shareholders approved to elect Bernd Eikens as new Board member. The Annual General Meeting also resolved to elect Magnus Nicolin as Chairman of the Board.Upcoming Dividend • May 21Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 02 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.6%).最新情報をもっと見るRecent updatesお知らせ • Jul 04+ 3 more updatesBillerud AB (publ) to Report Q2, 2027 Final Results on Jul 16, 2027Billerud AB (publ) announced that they will report Q2, 2027 final results on Jul 16, 2027Board Change • Jun 09Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Andreas Blaschke was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • May 28Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Andreas Blaschke was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 27Billerud AB (Publ) Approves Dividend for the Year 2025, Payable on 2 June 2026Billerud AB (publ) announced at annual general meeting held on May 26, 2026, the shareholders approved resolved to distribute a dividend to the shareholders of SEK 2.00 per share for the year 2025. The record date for the dividend was set to 28 May 2026, and the dividend is estimated to be paid out on 2 June 2026.お知らせ • May 26Billerud AB (Publ) Approves Board AppointmentsBillerud AB (publ) announced at annual general meeting held on May 26, 2026, the shareholders approved to elect Bernd Eikens as new Board member. The Annual General Meeting also resolved to elect Magnus Nicolin as Chairman of the Board.Upcoming Dividend • May 21Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 02 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.6%).お知らせ • Feb 24Billerud AB (publ) to Report Fiscal Year 2025 Final Results on Apr 01, 2026Billerud AB (publ) announced that they will report fiscal year 2025 final results at 9:00 AM, Central European Standard Time on Apr 01, 2026お知らせ • Jan 30Billerud AB Proposes Dividend for 2025The Board of Directors of Billerud AB (publ) proposed a dividend of SEK 2.00 per share (3.50), corresponding to 70% of the net profit.お知らせ • Jan 16Billerud AB (publ) to Report Q3, 2026 Results on Oct 22, 2026Billerud AB (publ) announced that they will report Q3, 2026 results on Oct 22, 2026お知らせ • Sep 23Billerud AB (publ), Annual General Meeting, May 19, 2026Billerud AB (publ), Annual General Meeting, May 19, 2026.お知らせ • Jul 18Billerud AB (Publ) Announces Executive ChangesBillerud AB (publ) announced Ulrika Wedberg, Executive Vice President Sustainability & Public Affairs, will leave Billerud on 30 September, 2025. She will be succeeded by Sofia Hedevåg, who will assume this role on 1 December 2025 and who presently holds the position as Senior Vice President Sustainability and member of the Group Management in Gränges.お知らせ • Jul 02+ 2 more updatesBillerud AB (publ) to Report Q2, 2026 Results on Jul 16, 2026Billerud AB (publ) announced that they will report Q2, 2026 results on Jul 16, 2026お知らせ • May 20+ 1 more updateBillerud AB (publ) Approves Dividend for 2024, Payable on May 27, 2025Billerud AB (publ) at its Annual General Meeting held on 20 May 2025, adopted the 2024 annual report and resolved to distribute a dividend to the shareholders of SEK 3.50 per share. The record date for the dividend was set to 22 May 2025, and the dividend is estimated to be paid out on 27 May 2025.お知らせ • Apr 14Billerud AB (Publ) Proposes Dividend, Payable on 27 May 2025Billerud AB (publ) at its annual general meeting to be held on 20 May 2025, proposed a dividend of SEK 3.50 per share. The dividend is estimated to be paid out to the shareholders on 27 May 2025.お知らせ • Feb 08Billerud AB (publ) to Report Fiscal Year 2024 Final Results on Mar 27, 2025Billerud AB (publ) announced that they will report fiscal year 2024 final results on Mar 27, 2025お知らせ • Jan 14Billerud AB (publ) to Report Q3, 2025 Results on Oct 23, 2025Billerud AB (publ) announced that they will report Q3, 2025 results on Oct 23, 2025お知らせ • Dec 20Billerud Appoints Jaakko Nikkilä as President, Billerud Europe and Member of the Group Management TeamBillerud announced the appointment of Jaakko Nikkilä as President, Billerud Europe and member of the Group Management Team. Jaakko Nikkilä holds the position of Executive Vice President at UPM, heading the business area Specialty Paper with global sales of around EUR 1.5 billion, until year-end. Jaakko Nikkilä has extensive experience in both international sales and production of fiber-based packaging materials. He has been employed by the UPM Group since 1995 and served as a member of the UPM Group Executive Team since 2019. Jaakko Nikkilä, born 1967, is a Finnish citizen. He will assume the position as President of Billerud Europe on 1 May 2025 and will be based in Stockholm. As previously announced, Matthew Hirst will leave Billerud on 31 January 2025. Ivar Vatne will act as the interim President of Region Europe from 1 February to 30 April.お知らせ • Oct 15+ 1 more updateBillerud AB (publ), Annual General Meeting, May 20, 2025Billerud AB (publ), Annual General Meeting, May 20, 2025.お知らせ • Sep 18Billerud Appoints Doug Schwartz as President Billerud North America and Member of the Group Management Team, Effective 30 September 2024Billerud has appointed Doug Schwartz as President Billerud North America and member of the company's Group Management Team, effective 30 September 2024. Doug Schwartz has extensive experience in the U.S. forest and paper industry, including serving in key leadership roles at companies such as Sonoco Products Company (Sonoco), International Paper and Champion International Corporation. He most recently held the position of Vice President and General Manager, Rigid Paper Containers at Sonoco.お知らせ • Jul 16+ 2 more updatesBillerud AB (publ) to Report Q4, 2024 Results on Jan 30, 2025Billerud AB (publ) announced that they will report Q4, 2024 results on Jan 30, 2025お知らせ • Jun 15Billerud Announces Executive ChangesBillerud announced that Kevin Kuznicki, President, Billerud North America and member of the Group Management Team, is leaving the company to pursue other ventures, effective 14 June 2024. Tor Lundqvist, Deputy President and Senior Vice President of Operations for North America will assume the role of Acting President, Billerud North America until a successor is appointed. The recruitment process for a new President, Billerud North America will start immediately, and a successor will be announced in due course.お知らせ • May 23+ 1 more updateBillerud AB (Publ) Approves Dividend for 2023, Payable on 28 May 2024Billerud AB (publ) at the Annual General Meeting held on 21 May 2024 adopted the 2023 annual report and resolved to distribute a dividend to the shareholders of SEK 2.00 per share. The record date for the dividend was set to 23 May 2024, and the dividend is estimated to be paid out on 28 May 2024.お知らせ • Apr 12Jan Åström Declines Re-Election to Board of Billerud AB (publ)Billerud AB (publ) announced that Jan Åström has declined re-election to the board at the annual general meeting 2024 to be held on May 21, 2024.Board Change • Mar 07Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Regi Aalstad was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Feb 16Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 22nd May 2024 Payment date: 28th May 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio) nor is it covered by cash flows (440% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 14% to bring the payout ratio under control. EPS is expected to grow by 127% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • Feb 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Regi Aalstad was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 25Billerud AB Proposes Dividend for 2023Billerud AB (publ) announced that the The Board proposes a dividend for 2023 of SEK 2.00 per share, 65% of the adjusted net profit.お知らせ • Jan 15Billerud Aktiebolag Appoints Robert Pletzin as Head of Media Relations, Effective April 1, 2024Billerud Aktiebolag announced that As of April 1, 2024 Robert Pletzin assumes the role of Head of Media Relations at Billerud. Robert brings extensive experience in leading press positions from companies with international operations, along with a background as a financial journalist. Robert joins from his previous position as the Head of Media Relations at Swedavia and also holds experience from leading press roles at Vattenfall. Additionally, he has worked as a financial reporter at Dagens Industri, Nyhetsbyrån Direkt and as a correspondent for the news agency Reuters.お知らせ • Dec 20Billerud AB (publ) Appoints Andrei Krés as CFOAndrei Krés has been appointed as the new CFO of Billerud. Andrei has been the acting CFO since August 2023 and will assume the permanent role immediately. Andrei Krés joined Billerud in 2011 and has since then held several different positions within the company including Head of Group Treasury, Vice President of Group Finance and since August 2023 as acting CFO.Board Change • Dec 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Regi Aalstad was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Dec 01+ 1 more updateBillerud AB (Publ) Appoints Ivar Vatne as PresidentThe Board of Billerud has appointed Ivar Vatne to be the President and CEO of Billerud. Ivar Vatne has been acting President and CEO since July 2023 and enters the permanent position with immediate effect. Ivar Vatne started as CFO in Billerud in May 2019. He was appointed Deputy CEO in October 2022. Since July 2023, he has been the acting President and CEO of Billerud. Ivar has a background from senior positions within Arla, Fiskars and P&G.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to kr101, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 17% over the past three years.Board Change • Oct 02Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Regi Aalstad was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Sep 23+ 1 more updateBillerud Aktiebolag Announces Nomination Committee for cAnnual General Meeting 2024Billerud Aktiebolag announced that In accordance with the resolution by the Annual General Meeting of Billerud, the Chairman of the Board of Directors has convened a Nomination Committee for the Annual General Meeting 2024, appointed by the major shareholders in the company. The Nomination Committee consists of Anders Oscarsson, appointed by AMF Pension & Funds, Michael M.F. Kaufmann, appointed by Frapag Beteiligungsholding AG, Thomas Wuolikainen, appointed by Fourth Swedish National Pension Fund and Oscar Bergman, appointed by Swedbank Robur Funds.お知らせ • Aug 26+ 3 more updatesBillerud AB (publ) to Report Q3, 2024 Results on Oct 24, 2024Billerud AB (publ) announced that they will report Q3, 2024 results on Oct 24, 2024お知らせ • Aug 18+ 1 more updateBillerud AB (Publ) Announces Management ChangesBillerud AB (publ) announced that Matthew Hirst, previously EVP Commercial, has been appointed President of Billerud Europe and will lead the new European organization consisting of Commercial, Operations and Procurement & Wood Supply functions. Kevin Kuznicki remains President of the North American organization. In addition, Andrei Krés, has been appointed as acting CFO and will be part of the Group Management Team. Andrei Krés holds a bachelor's degree in business and economics from Lund University and has held various positions in Billerud, most recently as the Vice President of the Group Finance function.お知らせ • Jul 29Billerud AB Announces Retirement of Christoph Michalski as CEOBillerud AB (publ) board announced that the company's President and CEO Christoph Miclski is leaving the CEO role a at Billerud, with immediate effect. Michalski has held the position of CEO since November 2020. The board of Billerud has appointed the current CFO and deputy CEO, Ivar Vatne, as acting CEO. Ivar Vatne joined the company as CFO in May 2019 and has also been deputy CEO since October 2022. Before Billerud, Ivar has a background from senior positions within Arla, Fiskars and P&G. The recruitment of a new CEO will start up immediately.お知らせ • Jul 15Mimir Invest AB signed an agreement to acquire Billerud Managed Packaging Ab from Billerud AB (publ) (OM:BILL).Mimir Invest AB signed an agreement to acquire Billerud Managed Packaging Ab from Billerud AB (publ) (OM:BILL) on July 13, 2023.The transaction is expected to be completed during August 2023.Managed Packaging has 143 employees in Asia, Europe and USA, and had in 2022 net sales of SEK 770 million,reported under the segment Solutions & Other.Board Change • Jun 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Regi Aalstad was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 25+ 1 more updateBillerud Aktiebolag (Publ) Resolves to Pay Dividend , Payable on 31 May 2023Billerud Aktiebolag (publ) resolved to distribute a dividend to the shareholders of SEK 5.50 per share and an extraordinary dividend of SEK 2.00 per share (SEK 7.50 in total per share). The record date for the dividend was set to Friday 26 May 2023, and the dividend is estimated to be paid out on Wednesday 31 May 2023.Upcoming Dividend • May 18Upcoming dividend of kr7.50 per share at 5.7% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 5.7%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (3.2%).Recent Insider Transactions • May 16Insider recently sold kr309k worth of stockOn the 11th of May, Andreas Mattsson sold around 3k shares on-market at roughly kr99.00 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr2.9m more than they sold in the last 12 months.Recent Insider Transactions • Apr 28President & CEO recently bought kr1.5m worth of stockOn the 26th of April, Christoph Michalski bought around 16k shares on-market at roughly kr96.40 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Christoph has been a buyer over the last 12 months, purchasing a net total of kr2.5m worth in shares.Reported Earnings • Apr 07Full year 2022 earnings releasedFull year 2022 results: Net income: kr4.59b (up 209% from FY 2021). Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe.Board Change • Apr 01Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Recent Insider Transactions • Feb 11Independent Director recently bought kr78k worth of stockOn the 7th of February, Victoria Van Camp bought around 600 shares on-market at roughly kr129 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr4.2m more in shares than they have sold in the last 12 months.お知らせ • Jan 28+ 1 more updateBillerud AB (Publ) Declares Extraordinary Dividend for Fiscal Year 2022Billerud AB (publ) declares extraordinary dividend of SEK 2.00 per share for fiscal year 2022. The proposal entails a total share dividend of approximately SEK 1,863 million, corresponding to around 41% of the net profit. The proposed record day is 26 May 2023.Reported Earnings • Jan 28Full year 2022 earnings released: EPS: kr20.13 (vs kr7.18 in FY 2021)Full year 2022 results: EPS: kr20.13 (up from kr7.18 in FY 2021). Revenue: kr43.0b (up 64% from FY 2021). Net income: kr4.59b (up 209% from FY 2021). Profit margin: 11% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Jan 05Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Dec 21Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Nov 22Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Oct 26Third quarter 2022 earnings releasedThird quarter 2022 results: Net income: kr1.35b (up 182% from 3Q 2021). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Packaging industry in Europe.お知らせ • Aug 23+ 2 more updatesBillerudKorsnäs AB (publ) to Report Q2, 2023 Results on Jul 20, 2023BillerudKorsnäs AB (publ) announced that they will report Q2, 2023 results on Jul 20, 2023Board Change • Aug 03Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Jul 21Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: kr1.42b (up 356% from 2Q 2021).Recent Insider Transactions • May 29Independent Director recently bought kr1.3m worth of stockOn the 27th of May, Jan Astrom bought around 10k shares on-market at roughly kr134 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr6.3m more in shares than they have sold in the last 12 months.Recent Insider Transactions • May 17President & CEO recently bought kr979k worth of stockOn the 11th of May, Christoph Michalski bought around 7k shares on-market at roughly kr134 per share. In the last 3 months, they made an even bigger purchase worth kr1.2m. Christoph has been a buyer over the last 12 months, purchasing a net total of kr3.2m worth in shares.Board Change • May 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 06First quarter 2022 earnings released: EPS: kr4.27 (vs kr1.82 in 1Q 2021)First quarter 2022 results: EPS: kr4.27 (up from kr1.82 in 1Q 2021). Revenue: kr7.46b (up 14% from 1Q 2021). Net income: kr884.0m (up 135% from 1Q 2021). Profit margin: 12% (up from 5.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 39%, compared to a 17% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 04Upcoming dividend of kr4.30 per shareEligible shareholders must have bought the stock before 11 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (4.7%). In line with average of industry peers (2.8%).Reported Earnings • Apr 11Full year 2021 earnings released: EPS: kr7.18 (vs kr3.27 in FY 2020)Full year 2021 results: EPS: kr7.18 (up from kr3.27 in FY 2020). Revenue: kr26.3b (up 9.8% from FY 2020). Net income: kr1.49b (up 120% from FY 2020). Profit margin: 5.6% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.Recent Insider Transactions • Feb 20President & CEO recently bought kr1.2m worth of stockOn the 18th of February, Christoph Michalski bought around 9k shares on-market at roughly kr138 per share. This was the largest purchase by an insider in the last 3 months. Christoph has been a buyer over the last 12 months, purchasing a net total of kr2.2m worth in shares.Recent Insider Transactions • Jan 30Chairman of the Board recently bought kr742k worth of stockOn the 28th of January, Jan Svensson bought around 5k shares on-market at roughly kr148 per share. In the last 3 months, they made an even bigger purchase worth kr1.1m. Jan has been a buyer over the last 12 months, purchasing a net total of kr1.9m worth in shares.Reported Earnings • Jan 29Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr7.18 (up from kr3.27 in FY 2020). Revenue: kr26.4b (up 10% from FY 2020). Net income: kr1.49b (up 120% from FY 2020). Profit margin: 5.6% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.0%, compared to a 12% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.Recent Insider Transactions • Dec 23Chairman of the Board recently bought kr1.1m worth of stockOn the 21st of December, Jan Svensson bought around 7k shares on-market at roughly kr159 per share. This was the largest purchase by an insider in the last 3 months. This was Jan's only on-market trade for the last 12 months.Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr2.31 (vs kr0.25 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr6.52b (up 17% from 3Q 2020). Net income: kr477.0m (up kr425.0m from 3Q 2020). Profit margin: 7.3% (up from 0.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Recent Insider Transactions • Aug 12Executive Vice President of Technology recently sold kr688k worth of stockOn the 9th of August, Ulf Eliasson sold around 4k shares on-market at roughly kr187 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS kr1.50 (vs kr1.05 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr6.59b (up 7.0% from 2Q 2020). Net income: kr311.0m (up 43% from 2Q 2020). Profit margin: 4.7% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS kr1.82 (vs kr0.79 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr6.52b (up 2.5% from 1Q 2020). Net income: kr377.0m (up 130% from 1Q 2020). Profit margin: 5.8% (up from 2.6% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 29Upcoming dividend of kr4.30 per shareEligible shareholders must have bought the stock before 06 May 2021. Payment date: 12 May 2021. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (4.1%). In line with average of industry peers (2.6%).Reported Earnings • Apr 11Full year 2020 earnings released: EPS kr3.27 (vs kr4.89 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr23.9b (down 2.4% from FY 2019). Net income: kr676.0m (down 33% from FY 2019). Profit margin: 2.8% (down from 4.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Mar 10New 90-day high: kr161The company is up 12% from its price of kr143 on 10 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr254 per share.Reported Earnings • Jan 30Full year 2020 earnings released: EPS kr3.19 (vs kr4.89 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr24.1b (down 1.8% from FY 2019). Net income: kr676.0m (down 33% from FY 2019). Profit margin: 2.8% (down from 4.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 3.9%, compared to a 3.1% growth forecast for the Packaging industry in the United Kingdom.Is New 90 Day High Low • Jan 18New 90-day high: kr151The company is up 3.0% from its price of kr146 on 20 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr106 per share.お知らせ • Jan 12BillerudKorsnäs AB (publ) Announces Resignation of Jan Åström as Chairman of the BoardBillerudKorsnäs AB (publ) announced that Jan Åström is not available for re-election as Chairman of the Board.株主還元BILLSGB PackagingGB 市場7D0%5.0%1.6%1Y-37.3%-13.7%19.7%株主還元を見る業界別リターン: BILLS過去 1 年間で-13.7 % の収益を上げたUK Packaging業界を下回りました。リターン対市場: BILLSは、過去 1 年間で19.7 % のリターンを上げたUK市場を下回りました。価格変動Is BILLS's price volatile compared to industry and market?BILLS volatilityBILLS Average Weekly Movementn/aPackaging Industry Average Movement4.4%Market Average Movement5.3%10% most volatile stocks in GB Market10.8%10% least volatile stocks in GB Market2.9%安定した株価: BILLSの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のBILLSのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト18835,464Ivar Vatnewww.billerud.comBillerud AB (publish)は世界中で紙と包装資材を提供している。欧州地域、北米地域、その他のセグメントを通じて事業を展開している。液体包装用板紙、段ボール原紙、カートン原紙、サック紙、クラフト紙袋、特殊紙・加工紙、コート紙、ウェブ紙、WCキャリパーウェブ紙、コートデジタル紙、インクジェット紙からなるグラフィック紙・ラベル紙、広葉樹・針葉樹パルプを提供しており、これらは食品・飲料、産業、医療・衛生、消費財・嗜好品の包装に使用されている。また、木材の調達と供給も行っている。同社は包装・製紙メーカー、印刷会社、出版社、コンバーター、流通パートナーにサービスを提供している。同社は以前はBillerudKorsnäs AB（publ）として知られていたが、2022年10月にBillerud AB（publ）に社名を変更した。Billerud AB（publ）は1883年に設立され、スウェーデンのソルナに本社を置いている。もっと見るBillerud AB (publ) 基礎のまとめBillerud の収益と売上を時価総額と比較するとどうか。BILLS 基礎統計学時価総額SEK 16.00b収益（TTM）SEK 77.00m売上高(TTM)SEK 39.31b207.8xPER（株価収益率0.4xP/SレシオBILLS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BILLS 損益計算書（TTM）収益SEK 39.31b売上原価SEK 21.07b売上総利益SEK 18.24bその他の費用SEK 18.16b収益SEK 77.00m直近の収益報告Mar 31, 2026次回決算日Jul 17, 2026一株当たり利益（EPS）0.31グロス・マージン46.39%純利益率0.20%有利子負債／自己資本比率27.5%BILLS の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.1%現在の配当利回り646%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 03:43終値2026/06/18 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Billerud AB (publ) 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関null nullABG Sundal CollierPatrick LangstromABG Sundal Collier SponsoredJustin JordanBNP Paribas9 その他のアナリストを表示
お知らせ • Jul 04+ 3 more updatesBillerud AB (publ) to Report Q2, 2027 Final Results on Jul 16, 2027Billerud AB (publ) announced that they will report Q2, 2027 final results on Jul 16, 2027
Board Change • Jun 09Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Andreas Blaschke was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • May 28Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Andreas Blaschke was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 27Billerud AB (Publ) Approves Dividend for the Year 2025, Payable on 2 June 2026Billerud AB (publ) announced at annual general meeting held on May 26, 2026, the shareholders approved resolved to distribute a dividend to the shareholders of SEK 2.00 per share for the year 2025. The record date for the dividend was set to 28 May 2026, and the dividend is estimated to be paid out on 2 June 2026.
お知らせ • May 26Billerud AB (Publ) Approves Board AppointmentsBillerud AB (publ) announced at annual general meeting held on May 26, 2026, the shareholders approved to elect Bernd Eikens as new Board member. The Annual General Meeting also resolved to elect Magnus Nicolin as Chairman of the Board.
Upcoming Dividend • May 21Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 02 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.6%).
お知らせ • Jul 04+ 3 more updatesBillerud AB (publ) to Report Q2, 2027 Final Results on Jul 16, 2027Billerud AB (publ) announced that they will report Q2, 2027 final results on Jul 16, 2027
Board Change • Jun 09Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Andreas Blaschke was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • May 28Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Andreas Blaschke was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 27Billerud AB (Publ) Approves Dividend for the Year 2025, Payable on 2 June 2026Billerud AB (publ) announced at annual general meeting held on May 26, 2026, the shareholders approved resolved to distribute a dividend to the shareholders of SEK 2.00 per share for the year 2025. The record date for the dividend was set to 28 May 2026, and the dividend is estimated to be paid out on 2 June 2026.
お知らせ • May 26Billerud AB (Publ) Approves Board AppointmentsBillerud AB (publ) announced at annual general meeting held on May 26, 2026, the shareholders approved to elect Bernd Eikens as new Board member. The Annual General Meeting also resolved to elect Magnus Nicolin as Chairman of the Board.
Upcoming Dividend • May 21Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 02 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.6%).
お知らせ • Feb 24Billerud AB (publ) to Report Fiscal Year 2025 Final Results on Apr 01, 2026Billerud AB (publ) announced that they will report fiscal year 2025 final results at 9:00 AM, Central European Standard Time on Apr 01, 2026
お知らせ • Jan 30Billerud AB Proposes Dividend for 2025The Board of Directors of Billerud AB (publ) proposed a dividend of SEK 2.00 per share (3.50), corresponding to 70% of the net profit.
お知らせ • Jan 16Billerud AB (publ) to Report Q3, 2026 Results on Oct 22, 2026Billerud AB (publ) announced that they will report Q3, 2026 results on Oct 22, 2026
お知らせ • Sep 23Billerud AB (publ), Annual General Meeting, May 19, 2026Billerud AB (publ), Annual General Meeting, May 19, 2026.
お知らせ • Jul 18Billerud AB (Publ) Announces Executive ChangesBillerud AB (publ) announced Ulrika Wedberg, Executive Vice President Sustainability & Public Affairs, will leave Billerud on 30 September, 2025. She will be succeeded by Sofia Hedevåg, who will assume this role on 1 December 2025 and who presently holds the position as Senior Vice President Sustainability and member of the Group Management in Gränges.
お知らせ • Jul 02+ 2 more updatesBillerud AB (publ) to Report Q2, 2026 Results on Jul 16, 2026Billerud AB (publ) announced that they will report Q2, 2026 results on Jul 16, 2026
お知らせ • May 20+ 1 more updateBillerud AB (publ) Approves Dividend for 2024, Payable on May 27, 2025Billerud AB (publ) at its Annual General Meeting held on 20 May 2025, adopted the 2024 annual report and resolved to distribute a dividend to the shareholders of SEK 3.50 per share. The record date for the dividend was set to 22 May 2025, and the dividend is estimated to be paid out on 27 May 2025.
お知らせ • Apr 14Billerud AB (Publ) Proposes Dividend, Payable on 27 May 2025Billerud AB (publ) at its annual general meeting to be held on 20 May 2025, proposed a dividend of SEK 3.50 per share. The dividend is estimated to be paid out to the shareholders on 27 May 2025.
お知らせ • Feb 08Billerud AB (publ) to Report Fiscal Year 2024 Final Results on Mar 27, 2025Billerud AB (publ) announced that they will report fiscal year 2024 final results on Mar 27, 2025
お知らせ • Jan 14Billerud AB (publ) to Report Q3, 2025 Results on Oct 23, 2025Billerud AB (publ) announced that they will report Q3, 2025 results on Oct 23, 2025
お知らせ • Dec 20Billerud Appoints Jaakko Nikkilä as President, Billerud Europe and Member of the Group Management TeamBillerud announced the appointment of Jaakko Nikkilä as President, Billerud Europe and member of the Group Management Team. Jaakko Nikkilä holds the position of Executive Vice President at UPM, heading the business area Specialty Paper with global sales of around EUR 1.5 billion, until year-end. Jaakko Nikkilä has extensive experience in both international sales and production of fiber-based packaging materials. He has been employed by the UPM Group since 1995 and served as a member of the UPM Group Executive Team since 2019. Jaakko Nikkilä, born 1967, is a Finnish citizen. He will assume the position as President of Billerud Europe on 1 May 2025 and will be based in Stockholm. As previously announced, Matthew Hirst will leave Billerud on 31 January 2025. Ivar Vatne will act as the interim President of Region Europe from 1 February to 30 April.
お知らせ • Oct 15+ 1 more updateBillerud AB (publ), Annual General Meeting, May 20, 2025Billerud AB (publ), Annual General Meeting, May 20, 2025.
お知らせ • Sep 18Billerud Appoints Doug Schwartz as President Billerud North America and Member of the Group Management Team, Effective 30 September 2024Billerud has appointed Doug Schwartz as President Billerud North America and member of the company's Group Management Team, effective 30 September 2024. Doug Schwartz has extensive experience in the U.S. forest and paper industry, including serving in key leadership roles at companies such as Sonoco Products Company (Sonoco), International Paper and Champion International Corporation. He most recently held the position of Vice President and General Manager, Rigid Paper Containers at Sonoco.
お知らせ • Jul 16+ 2 more updatesBillerud AB (publ) to Report Q4, 2024 Results on Jan 30, 2025Billerud AB (publ) announced that they will report Q4, 2024 results on Jan 30, 2025
お知らせ • Jun 15Billerud Announces Executive ChangesBillerud announced that Kevin Kuznicki, President, Billerud North America and member of the Group Management Team, is leaving the company to pursue other ventures, effective 14 June 2024. Tor Lundqvist, Deputy President and Senior Vice President of Operations for North America will assume the role of Acting President, Billerud North America until a successor is appointed. The recruitment process for a new President, Billerud North America will start immediately, and a successor will be announced in due course.
お知らせ • May 23+ 1 more updateBillerud AB (Publ) Approves Dividend for 2023, Payable on 28 May 2024Billerud AB (publ) at the Annual General Meeting held on 21 May 2024 adopted the 2023 annual report and resolved to distribute a dividend to the shareholders of SEK 2.00 per share. The record date for the dividend was set to 23 May 2024, and the dividend is estimated to be paid out on 28 May 2024.
お知らせ • Apr 12Jan Åström Declines Re-Election to Board of Billerud AB (publ)Billerud AB (publ) announced that Jan Åström has declined re-election to the board at the annual general meeting 2024 to be held on May 21, 2024.
Board Change • Mar 07Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Regi Aalstad was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Feb 16Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 22nd May 2024 Payment date: 28th May 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio) nor is it covered by cash flows (440% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 14% to bring the payout ratio under control. EPS is expected to grow by 127% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • Feb 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Regi Aalstad was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 25Billerud AB Proposes Dividend for 2023Billerud AB (publ) announced that the The Board proposes a dividend for 2023 of SEK 2.00 per share, 65% of the adjusted net profit.
お知らせ • Jan 15Billerud Aktiebolag Appoints Robert Pletzin as Head of Media Relations, Effective April 1, 2024Billerud Aktiebolag announced that As of April 1, 2024 Robert Pletzin assumes the role of Head of Media Relations at Billerud. Robert brings extensive experience in leading press positions from companies with international operations, along with a background as a financial journalist. Robert joins from his previous position as the Head of Media Relations at Swedavia and also holds experience from leading press roles at Vattenfall. Additionally, he has worked as a financial reporter at Dagens Industri, Nyhetsbyrån Direkt and as a correspondent for the news agency Reuters.
お知らせ • Dec 20Billerud AB (publ) Appoints Andrei Krés as CFOAndrei Krés has been appointed as the new CFO of Billerud. Andrei has been the acting CFO since August 2023 and will assume the permanent role immediately. Andrei Krés joined Billerud in 2011 and has since then held several different positions within the company including Head of Group Treasury, Vice President of Group Finance and since August 2023 as acting CFO.
Board Change • Dec 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Regi Aalstad was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Dec 01+ 1 more updateBillerud AB (Publ) Appoints Ivar Vatne as PresidentThe Board of Billerud has appointed Ivar Vatne to be the President and CEO of Billerud. Ivar Vatne has been acting President and CEO since July 2023 and enters the permanent position with immediate effect. Ivar Vatne started as CFO in Billerud in May 2019. He was appointed Deputy CEO in October 2022. Since July 2023, he has been the acting President and CEO of Billerud. Ivar has a background from senior positions within Arla, Fiskars and P&G.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to kr101, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 17% over the past three years.
Board Change • Oct 02Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Regi Aalstad was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Sep 23+ 1 more updateBillerud Aktiebolag Announces Nomination Committee for cAnnual General Meeting 2024Billerud Aktiebolag announced that In accordance with the resolution by the Annual General Meeting of Billerud, the Chairman of the Board of Directors has convened a Nomination Committee for the Annual General Meeting 2024, appointed by the major shareholders in the company. The Nomination Committee consists of Anders Oscarsson, appointed by AMF Pension & Funds, Michael M.F. Kaufmann, appointed by Frapag Beteiligungsholding AG, Thomas Wuolikainen, appointed by Fourth Swedish National Pension Fund and Oscar Bergman, appointed by Swedbank Robur Funds.
お知らせ • Aug 26+ 3 more updatesBillerud AB (publ) to Report Q3, 2024 Results on Oct 24, 2024Billerud AB (publ) announced that they will report Q3, 2024 results on Oct 24, 2024
お知らせ • Aug 18+ 1 more updateBillerud AB (Publ) Announces Management ChangesBillerud AB (publ) announced that Matthew Hirst, previously EVP Commercial, has been appointed President of Billerud Europe and will lead the new European organization consisting of Commercial, Operations and Procurement & Wood Supply functions. Kevin Kuznicki remains President of the North American organization. In addition, Andrei Krés, has been appointed as acting CFO and will be part of the Group Management Team. Andrei Krés holds a bachelor's degree in business and economics from Lund University and has held various positions in Billerud, most recently as the Vice President of the Group Finance function.
お知らせ • Jul 29Billerud AB Announces Retirement of Christoph Michalski as CEOBillerud AB (publ) board announced that the company's President and CEO Christoph Miclski is leaving the CEO role a at Billerud, with immediate effect. Michalski has held the position of CEO since November 2020. The board of Billerud has appointed the current CFO and deputy CEO, Ivar Vatne, as acting CEO. Ivar Vatne joined the company as CFO in May 2019 and has also been deputy CEO since October 2022. Before Billerud, Ivar has a background from senior positions within Arla, Fiskars and P&G. The recruitment of a new CEO will start up immediately.
お知らせ • Jul 15Mimir Invest AB signed an agreement to acquire Billerud Managed Packaging Ab from Billerud AB (publ) (OM:BILL).Mimir Invest AB signed an agreement to acquire Billerud Managed Packaging Ab from Billerud AB (publ) (OM:BILL) on July 13, 2023.The transaction is expected to be completed during August 2023.Managed Packaging has 143 employees in Asia, Europe and USA, and had in 2022 net sales of SEK 770 million,reported under the segment Solutions & Other.
Board Change • Jun 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Regi Aalstad was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 25+ 1 more updateBillerud Aktiebolag (Publ) Resolves to Pay Dividend , Payable on 31 May 2023Billerud Aktiebolag (publ) resolved to distribute a dividend to the shareholders of SEK 5.50 per share and an extraordinary dividend of SEK 2.00 per share (SEK 7.50 in total per share). The record date for the dividend was set to Friday 26 May 2023, and the dividend is estimated to be paid out on Wednesday 31 May 2023.
Upcoming Dividend • May 18Upcoming dividend of kr7.50 per share at 5.7% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 5.7%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (3.2%).
Recent Insider Transactions • May 16Insider recently sold kr309k worth of stockOn the 11th of May, Andreas Mattsson sold around 3k shares on-market at roughly kr99.00 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr2.9m more than they sold in the last 12 months.
Recent Insider Transactions • Apr 28President & CEO recently bought kr1.5m worth of stockOn the 26th of April, Christoph Michalski bought around 16k shares on-market at roughly kr96.40 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Christoph has been a buyer over the last 12 months, purchasing a net total of kr2.5m worth in shares.
Reported Earnings • Apr 07Full year 2022 earnings releasedFull year 2022 results: Net income: kr4.59b (up 209% from FY 2021). Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe.
Board Change • Apr 01Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Recent Insider Transactions • Feb 11Independent Director recently bought kr78k worth of stockOn the 7th of February, Victoria Van Camp bought around 600 shares on-market at roughly kr129 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr4.2m more in shares than they have sold in the last 12 months.
お知らせ • Jan 28+ 1 more updateBillerud AB (Publ) Declares Extraordinary Dividend for Fiscal Year 2022Billerud AB (publ) declares extraordinary dividend of SEK 2.00 per share for fiscal year 2022. The proposal entails a total share dividend of approximately SEK 1,863 million, corresponding to around 41% of the net profit. The proposed record day is 26 May 2023.
Reported Earnings • Jan 28Full year 2022 earnings released: EPS: kr20.13 (vs kr7.18 in FY 2021)Full year 2022 results: EPS: kr20.13 (up from kr7.18 in FY 2021). Revenue: kr43.0b (up 64% from FY 2021). Net income: kr4.59b (up 209% from FY 2021). Profit margin: 11% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Jan 05Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Dec 21Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Nov 22Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Oct 26Third quarter 2022 earnings releasedThird quarter 2022 results: Net income: kr1.35b (up 182% from 3Q 2021). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Packaging industry in Europe.
お知らせ • Aug 23+ 2 more updatesBillerudKorsnäs AB (publ) to Report Q2, 2023 Results on Jul 20, 2023BillerudKorsnäs AB (publ) announced that they will report Q2, 2023 results on Jul 20, 2023
Board Change • Aug 03Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Jul 21Second quarter 2022 earnings releasedSecond quarter 2022 results: Net income: kr1.42b (up 356% from 2Q 2021).
Recent Insider Transactions • May 29Independent Director recently bought kr1.3m worth of stockOn the 27th of May, Jan Astrom bought around 10k shares on-market at roughly kr134 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr6.3m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • May 17President & CEO recently bought kr979k worth of stockOn the 11th of May, Christoph Michalski bought around 7k shares on-market at roughly kr134 per share. In the last 3 months, they made an even bigger purchase worth kr1.2m. Christoph has been a buyer over the last 12 months, purchasing a net total of kr3.2m worth in shares.
Board Change • May 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Jan Astrom was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: kr4.27 (vs kr1.82 in 1Q 2021)First quarter 2022 results: EPS: kr4.27 (up from kr1.82 in 1Q 2021). Revenue: kr7.46b (up 14% from 1Q 2021). Net income: kr884.0m (up 135% from 1Q 2021). Profit margin: 12% (up from 5.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 39%, compared to a 17% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 04Upcoming dividend of kr4.30 per shareEligible shareholders must have bought the stock before 11 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (4.7%). In line with average of industry peers (2.8%).
Reported Earnings • Apr 11Full year 2021 earnings released: EPS: kr7.18 (vs kr3.27 in FY 2020)Full year 2021 results: EPS: kr7.18 (up from kr3.27 in FY 2020). Revenue: kr26.3b (up 9.8% from FY 2020). Net income: kr1.49b (up 120% from FY 2020). Profit margin: 5.6% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
Recent Insider Transactions • Feb 20President & CEO recently bought kr1.2m worth of stockOn the 18th of February, Christoph Michalski bought around 9k shares on-market at roughly kr138 per share. This was the largest purchase by an insider in the last 3 months. Christoph has been a buyer over the last 12 months, purchasing a net total of kr2.2m worth in shares.
Recent Insider Transactions • Jan 30Chairman of the Board recently bought kr742k worth of stockOn the 28th of January, Jan Svensson bought around 5k shares on-market at roughly kr148 per share. In the last 3 months, they made an even bigger purchase worth kr1.1m. Jan has been a buyer over the last 12 months, purchasing a net total of kr1.9m worth in shares.
Reported Earnings • Jan 29Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr7.18 (up from kr3.27 in FY 2020). Revenue: kr26.4b (up 10% from FY 2020). Net income: kr1.49b (up 120% from FY 2020). Profit margin: 5.6% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.0%, compared to a 12% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 8% per year.
Recent Insider Transactions • Dec 23Chairman of the Board recently bought kr1.1m worth of stockOn the 21st of December, Jan Svensson bought around 7k shares on-market at roughly kr159 per share. This was the largest purchase by an insider in the last 3 months. This was Jan's only on-market trade for the last 12 months.
Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr2.31 (vs kr0.25 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr6.52b (up 17% from 3Q 2020). Net income: kr477.0m (up kr425.0m from 3Q 2020). Profit margin: 7.3% (up from 0.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Aug 12Executive Vice President of Technology recently sold kr688k worth of stockOn the 9th of August, Ulf Eliasson sold around 4k shares on-market at roughly kr187 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS kr1.50 (vs kr1.05 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr6.59b (up 7.0% from 2Q 2020). Net income: kr311.0m (up 43% from 2Q 2020). Profit margin: 4.7% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS kr1.82 (vs kr0.79 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr6.52b (up 2.5% from 1Q 2020). Net income: kr377.0m (up 130% from 1Q 2020). Profit margin: 5.8% (up from 2.6% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 29Upcoming dividend of kr4.30 per shareEligible shareholders must have bought the stock before 06 May 2021. Payment date: 12 May 2021. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (4.1%). In line with average of industry peers (2.6%).
Reported Earnings • Apr 11Full year 2020 earnings released: EPS kr3.27 (vs kr4.89 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr23.9b (down 2.4% from FY 2019). Net income: kr676.0m (down 33% from FY 2019). Profit margin: 2.8% (down from 4.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Mar 10New 90-day high: kr161The company is up 12% from its price of kr143 on 10 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr254 per share.
Reported Earnings • Jan 30Full year 2020 earnings released: EPS kr3.19 (vs kr4.89 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr24.1b (down 1.8% from FY 2019). Net income: kr676.0m (down 33% from FY 2019). Profit margin: 2.8% (down from 4.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 3.9%, compared to a 3.1% growth forecast for the Packaging industry in the United Kingdom.
Is New 90 Day High Low • Jan 18New 90-day high: kr151The company is up 3.0% from its price of kr146 on 20 October 2020. The British market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr106 per share.
お知らせ • Jan 12BillerudKorsnäs AB (publ) Announces Resignation of Jan Åström as Chairman of the BoardBillerudKorsnäs AB (publ) announced that Jan Åström is not available for re-election as Chairman of the Board.
