Billerud Future Growth

Future criteria checks 4/6

Billerud is forecast to grow earnings and revenue by 34.6% and 2.8% per annum respectively. EPS is expected to grow by 35.9% per annum. Return on equity is forecast to be 8.6% in 3 years.

Key information

34.6%

Earnings growth rate

35.9%

EPS growth rate

Packaging earnings growth	15.2%
Revenue growth rate	2.8%
Future return on equity	8.6%
Analyst coverage	Good
Last updated	15 Nov 2024

Recent future growth updates

Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report

Apr 27

Earnings Miss: Billerud AB (publ) Missed EPS By 48% And Analysts Are Revising Their Forecasts

Jan 28

Recent updates

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

Aug 31

Returns On Capital At Billerud (STO:BILL) Paint A Concerning Picture

May 21

Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report

Apr 27

Billerud's (STO:BILL) Shareholders Have More To Worry About Than Only Soft Earnings

Feb 02

Earnings Miss: Billerud AB (publ) Missed EPS By 48% And Analysts Are Revising Their Forecasts

Jan 28

Billerud (STO:BILL) Has Some Way To Go To Become A Multi-Bagger

Jan 23

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

Dec 11

Is Billerud AB (publ) (STO:BILL) Worth kr98.2 Based On Its Intrinsic Value?

Nov 22

Returns On Capital At Billerud (STO:BILL) Have Hit The Brakes

Sep 10

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

Aug 14

Billerud AB (publ) (STO:BILL) Shares Could Be 20% Below Their Intrinsic Value Estimate

Jul 23

We Like These Underlying Return On Capital Trends At Billerud (STO:BILL)

Jun 07

These 4 Measures Indicate That Billerud (STO:BILL) Is Using Debt Reasonably Well

Apr 13

Calculating The Fair Value Of Billerud AB (publ) (STO:BILL)

Mar 17

Investors Will Want Billerud's (STO:BILL) Growth In ROCE To Persist

Mar 05

If EPS Growth Is Important To You, Billerud (STO:BILL) Presents An Opportunity

Jan 20

These 4 Measures Indicate That Billerud (STO:BILL) Is Using Debt Safely

Jan 08

Estimating The Intrinsic Value Of Billerud AB (publ) (STO:BILL)

Dec 03

We Ran A Stock Scan For Earnings Growth And BillerudKorsnäs (STO:BILL) Passed With Ease

Oct 13

Is BillerudKorsnäs (STO:BILL) A Risky Investment?

Aug 24

Slowing Rates Of Return At BillerudKorsnäs (STO:BILL) Leave Little Room For Excitement

Jul 26

If EPS Growth Is Important To You, BillerudKorsnäs (STO:BILL) Presents An Opportunity

Jul 13

Earnings and Revenue Growth Forecasts

OM:BILL - Analysts future estimates and past financials data (SEK Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	44,759	2,355	2,169	5,183	6
12/31/2025	44,063	2,088	2,093	4,821	8
12/31/2024	42,740	1,302	1,945	3,302	7
9/30/2024	41,683	611	730	3,527	N/A
6/30/2024	41,095	702	1,245	4,171	N/A
3/31/2024	40,284	158	729	3,824	N/A
12/31/2023	41,356	484	113	3,290	N/A
9/30/2023	43,755	1,754	-428	2,766	N/A
6/30/2023	45,359	2,445	58	3,583	N/A
3/31/2023	46,814	4,345	2,194	5,736	N/A
12/31/2022	42,716	4,590	3,499	6,829	N/A
9/30/2022	37,257	3,970	3,479	6,291	N/A
6/30/2022	31,959	3,100	3,218	5,464	N/A
3/31/2022	27,137	1,992	2,399	4,281	N/A
12/31/2021	26,295	1,485	2,366	3,892	N/A
9/30/2021	25,364	1,407	2,627	3,990	N/A
6/30/2021	24,458	982	2,378	3,605	N/A
3/31/2021	24,089	889	1,684	2,852	N/A
12/31/2020	23,942	676	1,081	2,331	N/A
9/30/2020	24,129	717	621	2,139	N/A
6/30/2020	24,352	742	-260	1,620	N/A
3/31/2020	24,428	724	-893	1,439	N/A
12/31/2019	24,524	1,011	-549	2,319	N/A
9/30/2019	24,570	1,037	-1,792	1,526	N/A
6/30/2019	24,791	1,323	-1,682	2,451	N/A
3/31/2019	24,396	990	-2,396	2,420	N/A
12/31/2018	23,789	1,037	-2,618	2,502	N/A
9/30/2018	23,507	1,096	-2,617	2,933	N/A
6/30/2018	22,997	1,246	N/A	2,980	N/A
3/31/2018	22,699	1,735	N/A	3,861	N/A
12/31/2017	22,438	1,638	N/A	3,316	N/A
9/30/2017	22,315	1,407	N/A	3,980	N/A
6/30/2017	22,164	1,394	N/A	3,857	N/A
3/31/2017	22,003	1,438	N/A	3,594	N/A
12/31/2016	21,724	1,518	N/A	3,742	N/A
9/30/2016	21,452	1,581	N/A	3,284	N/A
6/30/2016	21,537	1,803	N/A	3,223	N/A
3/31/2016	21,587	1,800	N/A	3,090	N/A
12/31/2015	21,864	1,811	N/A	3,658	N/A
9/30/2015	21,759	1,933	N/A	3,653	N/A
6/30/2015	21,472	1,517	N/A	3,512	N/A
3/31/2015	21,111	1,408	N/A	3,427	N/A
12/31/2014	20,887	1,277	N/A	3,115	N/A
9/30/2014	20,518	1,055	N/A	2,723	N/A
6/30/2014	20,075	932	N/A	2,126	N/A
3/31/2014	19,952	810	N/A	1,950	N/A
12/31/2013	19,723	671	N/A	1,779	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: BILL's forecast earnings growth (34.6% per year) is above the savings rate (1.2%).

Earnings vs Market: BILL's earnings (34.6% per year) are forecast to grow faster than the Swedish market (15% per year).

High Growth Earnings: BILL's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: BILL's revenue (2.8% per year) is forecast to grow faster than the Swedish market (-0.04% per year).

High Growth Revenue: BILL's revenue (2.8% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: BILL's Return on Equity is forecast to be low in 3 years time (8.6%).

Billerud Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Price target increased by 10% to kr128

Price target increased by 7.2% to kr112

Consensus EPS estimates increase by 12%

Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report

Consensus EPS estimates fall by 13%

Earnings Miss: Billerud AB (publ) Missed EPS By 48% And Analysts Are Revising Their Forecasts

Recent updates

Third quarter 2024 earnings: EPS exceeds analyst expectations

Billerud AB (publ), Annual General Meeting, May 20, 2025

Billerud Appoints Doug Schwartz as President Billerud North America and Member of the Group Management Team, Effective 30 September 2024

Price target increased by 10% to kr128

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

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Insider recently sold kr333k worth of stock

Billerud AB (publ) to Report Q4, 2024 Results on Jan 30, 2025

Billerud Announces Executive Changes

High number of new directors

Billerud AB (Publ) Approves Dividend for 2023, Payable on 28 May 2024

Price target increased by 7.2% to kr112

Returns On Capital At Billerud (STO:BILL) Paint A Concerning Picture

Upcoming dividend of kr2.00 per share

Consensus EPS estimates increase by 12%

Analysts Have Made A Financial Statement On Billerud AB (publ)'s (STO:BILL) First-Quarter Report

Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year

Jan Åström Declines Re-Election to Board of Billerud AB (publ)

Billerud (STO:BILL) Is Paying Out Less In Dividends Than Last Year

Is Billerud (STO:BILL) Using Too Much Debt?

Full year 2023 earnings: EPS and revenues miss analyst expectations

Investors Still Waiting For A Pull Back In Billerud AB (publ) (STO:BILL)

Billerud's (STO:BILL) Shareholders Have More To Worry About Than Only Soft Earnings

Consensus EPS estimates fall by 13%

Dividend of kr2.00 announced

Earnings Miss: Billerud AB (publ) Missed EPS By 48% And Analysts Are Revising Their Forecasts

Billerud AB Proposes Dividend for 2023

Billerud (STO:BILL) Has Some Way To Go To Become A Multi-Bagger

Billerud Aktiebolag Appoints Robert Pletzin as Head of Media Relations, Effective April 1, 2024

Billerud AB (publ) Appoints Andrei Krés as CFO

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

Billerud AB (Publ) Appoints Ivar Vatne as President

Is Billerud AB (publ) (STO:BILL) Worth kr98.2 Based On Its Intrinsic Value?

Third quarter 2023 earnings: EPS and revenues exceed analyst expectations

Consensus EPS estimates fall by 33%

Consensus EPS estimates upgraded to kr0.035 loss

Billerud Aktiebolag Announces Nomination Committee for cAnnual General Meeting 2024

Consensus EPS estimates upgraded to kr0.14 loss, revenue downgraded

Returns On Capital At Billerud (STO:BILL) Have Hit The Brakes

Billerud AB (publ) to Report Q3, 2024 Results on Oct 24, 2024

President of the North America recently bought kr282k worth of stock

Billerud AB (Publ) Announces Management Changes

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

Consensus EPS estimates upgraded to kr0.27 loss

Billerud AB Announces Retirement of Christoph Michalski as CEO

Price target decreased by 9.2% to kr91.57

Billerud AB (publ) (STO:BILL) Shares Could Be 20% Below Their Intrinsic Value Estimate

Now 20% undervalued after recent price drop

New minor risk - Dividend sustainability

Second quarter 2023 earnings: EPS and revenues miss analyst expectations

Mimir Invest AB signed an agreement to acquire Billerud Managed Packaging Ab from Billerud AB (publ) (OM:BILL).

Consensus EPS estimates fall by 14%

Price target decreased by 7.1% to kr101

Consensus EPS estimates fall by 12%

We Like These Underlying Return On Capital Trends At Billerud (STO:BILL)

High number of new directors

Billerud Aktiebolag (Publ) Resolves to Pay Dividend , Payable on 31 May 2023

Upcoming dividend of kr7.50 per share at 5.7% yield

Insider recently sold kr309k worth of stock

Price target decreased by 8.2% to kr114

President & CEO recently bought kr1.5m worth of stock

These 4 Measures Indicate That Billerud (STO:BILL) Is Using Debt Reasonably Well

Full year 2022 earnings: Revenues in line with analyst expectations

Calculating The Fair Value Of Billerud AB (publ) (STO:BILL)

Investors Will Want Billerud's (STO:BILL) Growth In ROCE To Persist

Independent Director recently bought kr78k worth of stock

Billerud AB (Publ) Declares Extraordinary Dividend for Fiscal Year 2022

Full year 2022 earnings: EPS misses analyst expectations

If EPS Growth Is Important To You, Billerud (STO:BILL) Presents An Opportunity