Billerud AB (publ)

OM:BILL 주식 리포트

시가총액: SEK 15.3b

Billerud 과거 순이익 실적

과거 기준 점검 0/6

Billerud의 수입은 연평균 -15.8%의 비율로 감소해 온 반면, Packaging 산업은 수입이 연평균 1.8% 감소했습니다. 매출은 연평균 9.8%의 비율로 증가해 왔습니다. Billerud의 자기자본이익률은 0.3%이고 순이익률은 0.2%입니다.

핵심 정보

-15.81%

순이익 성장률

-19.34%

주당순이익(EPS) 성장률

Packaging 산업 성장률9.45%
매출 성장률9.83%
자기자본이익률0.28%
순이익률0.20%
다음 순이익 업데이트17 Jul 2026

최근 과거 실적 업데이트

분석 기사 May 07

There May Be Some Bright Spots In Billerud's (STO:BILL) Earnings

Investors were disappointed with the weak earnings posted by Billerud AB (publ) ( STO:BILL ). While the headline...
분석 기사 Oct 31

Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Unsurprisingly, Billerud AB (publ)'s ( STO:BILL ) stock price was strong on the back of its healthy earnings report...

Recent updates

내러티브 업데이트 Jun 06

BILL: Refreshed Growth And Margin Assumptions Will Support Future Re Rating

Analysts have adjusted their outlook on Billerud, with the average price target moving to SEK 79.17. This reflects a blend of a SEK 10 reduction from one firm and a more constructive view from others based on updated assumptions for discount rate, revenue growth, profit margin and future P/E.
내러티브 업데이트 May 21

BILL: Reset Expectations And Upgraded Stance Will Support Future Re Rating

Analysts have trimmed their SEK-based fair value estimate for Billerud from about SEK 102.80 to roughly SEK 79.17, reflecting a lower price target that balances Citi's SEK 10 cut with more positive views from other research houses. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside relative to the revised SEK 79.17 fair value, pointing to an upgraded stance on the stock that supports a more constructive view on execution and earnings potential.
분석 기사 May 07

There May Be Some Bright Spots In Billerud's (STO:BILL) Earnings

Investors were disappointed with the weak earnings posted by Billerud AB (publ) ( STO:BILL ). While the headline...
내러티브 업데이트 May 05

BILL: Higher Growth Assumptions And Recent Upgrade Will Support Future Upside

Analysts have adjusted their view on Billerud, with the average price target moving from SEK 99 to SEK 92. This reflects mixed inputs from recent research, where some firms have turned more positive on the stock, while others have trimmed expectations in light of updated assumptions on discount rates, revenue growth, profit margins and future P/E levels.
분석 기사 May 01

Analysts Have Been Trimming Their Billerud AB (publ) (STO:BILL) Price Target After Its Latest Report

It's been a mediocre week for Billerud AB (publ) ( STO:BILL ) shareholders, with the stock dropping 16% to kr63.00 in...
내러티브 업데이트 Apr 20

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.
내러티브 업데이트 Apr 05

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.
내러티브 업데이트 Mar 22

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.
내러티브 업데이트 Mar 07

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.
내러티브 업데이트 Feb 21

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.
내러티브 업데이트 Feb 06

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.
분석 기사 Jan 30

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
내러티브 업데이트 Jan 23

BILL: 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.
분석 기사 Jan 12

Are Investors Undervaluing Billerud AB (publ) (STO:BILL) By 28%?

Key Insights The projected fair value for Billerud is kr133 based on 2 Stage Free Cash Flow to Equity Billerud's...
내러티브 업데이트 Jan 09

BILL: 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.
내러티브 업데이트 Dec 26

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.
내러티브 업데이트 Dec 12

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.
분석 기사 Nov 19

We Think Billerud (STO:BILL) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 Nov 02

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.
분석 기사 Oct 31

Billerud's (STO:BILL) Earnings Are Weaker Than They Seem

Unsurprisingly, Billerud AB (publ)'s ( STO:BILL ) stock price was strong on the back of its healthy earnings report...
분석 기사 Oct 28

Billerud AB (publ) (STO:BILL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Investors in Billerud AB (publ) ( STO:BILL ) had a good week, as its shares rose 7.0% to close at kr89.85 following the...
내러티브 업데이트 Oct 18

Accelerating 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.
내러티브 업데이트 Oct 04

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.
분석 기사 Oct 03

Billerud (STO:BILL) Shareholders Will Want The ROCE Trajectory To Continue

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
분석 기사 Aug 26

Lacklustre Performance Is Driving Billerud AB (publ)'s (STO:BILL) Low P/E

Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 12.6x might make it look like a buy right now...
분석 기사 Jul 22

Billerud AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's shaping up to be a tough period for Billerud AB (publ) ( STO:BILL ), which a week ago released some disappointing...
분석 기사 May 20

Billerud (STO:BILL) Is Increasing Its Dividend To SEK3.50

The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...
분석 기사 Apr 30

Billerud (STO:BILL) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
분석 기사 Apr 15

Billerud's (STO:BILL) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Billerud AB (publ) ( STO:BILL ) has announced that it will be paying its dividend of SEK3.50 on the 27th...
분석 기사 Apr 03

Impressive Earnings May Not Tell The Whole Story For Billerud (STO:BILL)

Despite announcing strong earnings, Billerud AB (publ)'s ( STO:BILL ) stock was sluggish. Our analysis uncovered some...
분석 기사 Mar 10

Does Billerud (STO:BILL) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Feb 23

Billerud AB (publ)'s (STO:BILL) Business And Shares Still Trailing The Market

Billerud AB (publ)'s ( STO:BILL ) price-to-earnings (or "P/E") ratio of 17.2x might make it look like a buy right now...
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새로운 내러티브 Feb 09

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.
분석 기사 Feb 07

Results: Billerud AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts

Billerud AB (publ) ( STO:BILL ) just released its yearly report and things are looking bullish. Billerud beat earnings...
분석 기사 Dec 17

Here's What To Make Of Billerud's (STO:BILL) Decelerating Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 Nov 28

Is There An Opportunity With Billerud AB (publ)'s (STO:BILL) 23% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Billerud fair value estimate is kr126 Billerud is estimated to...
분석 기사 Aug 31

Billerud (STO:BILL) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

매출 및 비용 세부 내역

Billerud가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

OM:BILL 매출, 비용 및 순이익 (SEK Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2639,3097715,0900
31 Dec 2540,58571115,4620
30 Sep 2542,8321,21316,2180
30 Jun 2543,7251,84115,9640
31 Mar 2544,2451,84916,5890
31 Dec 2443,5671,74716,5330
30 Sep 2441,68361116,1480
30 Jun 2441,09570215,9280
31 Mar 2440,28415815,5320
31 Dec 2341,35648415,6080
30 Sep 2343,7551,75416,2870
30 Jun 2345,3592,44516,9470
31 Mar 2346,8144,34516,7870
31 Dec 2242,7164,59015,3250
30 Sep 2237,2573,97013,6020
30 Jun 2231,9593,10011,4910
31 Mar 2227,1371,9929,8620
31 Dec 2126,2951,4859,6000
30 Sep 2125,3641,4079,1620
30 Jun 2124,4589828,9650
31 Mar 2124,0898898,7830
31 Dec 2023,9426768,8170
30 Sep 2024,1297178,7410
30 Jun 2024,3527428,7420
31 Mar 2024,4287248,8540
31 Dec 1924,5241,0118,6580
30 Sep 1924,5701,0378,6840
30 Jun 1924,7911,3238,8580
31 Mar 1924,3969909,0750
31 Dec 1823,7891,0379,0130
30 Sep 1823,5071,0968,8790
30 Jun 1822,9971,2468,5430
31 Mar 1822,6991,7358,0320
31 Dec 1722,4381,6388,0080
30 Sep 1722,3151,4078,1390
30 Jun 1722,1641,3948,1510
31 Mar 1722,0031,4388,1730
31 Dec 1621,7241,5188,0150
30 Sep 1621,4521,5817,8610
30 Jun 1621,5371,8037,8250
31 Mar 1621,5871,8007,6170
31 Dec 1521,8641,8117,5560
30 Sep 1521,7591,9337,3480
30 Jun 1521,4721,5177,3310

양질의 수익: BILL는 SEK310.0M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: BILL의 현재 순 이익률 (0.2%)은 지난해 (4.2%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: BILL의 수익은 지난 5년 동안 연평균 15.8% 감소했습니다.

성장 가속화: BILL은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: BILL은 지난 1년 동안 수익이 감소(-95.8%)하여 Packaging 업계 평균(-19.2%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: BILL의 자본 수익률(0.3%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 15:25
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Billerud AB (publ)는 12명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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