Company PerformanceDaetwyler's significant revenue generation from aluminum capsules, combined with a strong EBIT and cash flow contribution from this segment, positions the company to benefit from continued use and improved recycling of aluminum in the packaging industry.
Market OpportunityWith the EU's implementation of strict recycling targets, aluminum is poised to become a preferred material for coffee capsules, offering an opportunity for producers like Daetwyler due to the existing recycling infrastructure.
Regulatory EnvironmentThe EU parliament's positive stance on aluminum coffee capsules, aligning with the new Packaging and Packaging Waste Regulation, is a boost for companies specializing in this product, as it avoids a potential ban and underscores the importance of recycling in the industry.