Investment case

Five reasons to invest in Billerud.

1. Focused packaging company with world-leading products

  • Billerud is a world leader in high performance paper and packaging materials.
  • Our products are 100% recyclable.
  • We have global market presence with Europe as the main market and North America as the growth region.
  • Our production is close to wood raw material from sustainably managed forests.

“We make high performance packaging materials for a low carbon society”

2. Strong market positions in attractive segments

  • Billerud’s strength is light, strong and pure materials with good printing properties for demanding applications.
  • We have strong positions within liquid packaging board, containerboard, cartonboard and graphic, kraft, specialty and sack paper.
  • More than half of our sales go to the packaging of food and consumer products.

3. Growing need for packaging and circularity

  • Global packaging needs are increasing, driven by urbanization and a growing population.
  • Our recyclable and resource-efficient materials replace packaging solutions with higher climate impacts.
  • The market for fiber packaging materials is growing by around 4% per year.

4. Strategy for sustainable and profitable growth

  • We focus on segments where we have strong competitiveness and on markets with good growth opportunities.
  • For future growth, board is prioritized over paper.
  • We secure an efficient fiber supply by being an attractive partner to forest owners.
  • We capture potential through a series of efficiency initiatives.

  

5. Strong cash flow and stable dividends

  • Strong cash flows from the operations guarantee a good return.
  • The dividend policy states that more than 50% of the net profit will be distributed to the shareholders.
  • Dividends have been stable even during economic downturns and periods of large investments.

Additional resources

Billerud merges with Verso to become a leading sustainable packaging materials and paper company.

As a key step in fulfilling the 2030 strategy Billerud has acquired Verso – a leading producer of coated paper in the USA. The merger with Verso will be the cornerstone of Billerud's expansion in North America. Over time, Billerud will create one of the most cost-efficient and sustainable production platforms in the industry.