Sverker Martin-Lf, Chairman April 15, 2015 Sverker Martin- Lfs - - PowerPoint PPT Presentation

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Sverker Martin-Lf, Chairman April 15, 2015 Sverker Martin- Lfs - - PowerPoint PPT Presentation

May 10, 2023 294 likes •382 views

Sverker Martin- Lfs slides in connection with speech at Annual General Meeting 2015 Sverker Martin-Lf, Chairman April 15, 2015 Sverker Martin- Lfs slides in connection with speech at AGM 2015 1 Sverker Martin-Lf Chairman April

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SLIDE 1

Sverker Martin-Löf’s slides in connection with speech at Annual General Meeting 2015

Sverker Martin-Löf, Chairman

April 15, 2015 Sverker Martin-Löf’s slides in connection with speech at AGM 2015 1

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SLIDE 2

Sverker Martin-Löf

Chairman

April 15, 2015 Sverker Martin-Löf’s slides in connection with speech at AGM 2015 2

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SLIDE 3

SCA’s development 1977-2014

April 15, 2015 3

Billion SEK Market capitalization Dividend, SEK per share

1) Based on current share price 2) Proposed dividend 3) Excluding items affecting comparability

1977 1.3 0.13 1988 21 0.78 2001 76 2.92 2007 81 4.40 2014 1451) 5.252) Growth per year 14 % 11 %

Sverker Martin-Löf’s slides in connection with speech at AGM 2015

Net sales Operating profit before tax3)

  • No. of employees

4.6 0.3 16,000 20.9 2.6 21,000 82.4 8.1 42,000 105.9 7.9 50,000 104.1 10.9 44,000 9 % 10 %

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SLIDE 4

Acquisitions and divestments 1977-2014

April 15, 2015 4

Billion SEK Acquisitions Divestments Net acquisitions/divestments

  • No. of transactions
  • 2001
  • 59.0

30.9

  • 28.1

99

  • 1988
  • 9.2

0.9

  • 8.3

10

  • 2007
  • 25.8

4.3

  • 21.5

36

  • 2014
  • 24.2

22.0

  • 2.2

26 Total

  • 118.2

58.1

  • 60.1

171

Sverker Martin-Löf’s slides in connection with speech at AGM 2015

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SLIDE 5

Market crises

April 15, 2015 5

Financial crisis IT bubble Euro crisis Black Monday Swedish financial crisis Asia crisis + Russia

1990 1995 2000 2005 2010 2014 1987

Sverker Martin-Löf’s slides in connection with speech at AGM 2015

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SLIDE 6

Total Shareholder Return

January 1, 2010 – April 10, 2015

April 15, 2015 6

Index

60 100 140 180 220 260 2010 2011 2012 2013 2014 2015 SCA B Competitor Index OMX Stockholm 30

Sverker Martin-Löf’s slides in connection with speech at AGM 2015

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SLIDE 7

Acquisitions and Divestments 1977-2014

April 15, 2015 7

Billion SEK Acquisitions Divestments Net acquis./divest.

  • No. of transactions
  • 2001
  • 59.0

30.9

  • 28.1

99

  • 1988
  • 9.2

0.9

  • 8.3

10

  • 2007
  • 25.8

4.3

  • 21.5

36

  • 2014
  • 24.2

22.0

  • 2.2

26 Total

  • 118.2

58.1

  • 60.1

171

Peaudouce, France Laakirchen, Austria Italcarta, Italy Edet, Sweden Obbola, Sweden GP AFH-tissue, US Encore, US Tuscarora, US PWA, Germany Reedpack, UK Danisco, Denmark AM Paper, UK Nicollet, France Svetogorsk, Russia Cochis, Italy Prudhoe, UK Vinda, Asia P&G Tissue, Europe Copamex, Mexico Packaging, China CHH Ti+PC, Australia, New Zealand Drypers, Malaysia Scaninge, Sweden CartoInvest, Italy GP Tissue, Europe Vinda, Asia Everbeauty, Asia San Saglik, Turkey ProDescart, Brazil India, own investment

Divestments: Acquisitions:

BÅKAB, Sweden Finpapper, Europe Non core PWA Non core Reedp Packaging, US Packaging, Europe+China Laakirchen, Austria Aylesford, UK Hygiene, Australia, New Zealand

Sverker Martin-Löf’s slides in connection with speech at AGM 2015