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Sappi Limited (DE:SPIA)
FRANKFURT:SPIA
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
>-0.01Last Year’s EPS
0.08Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 2.70%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook with both positive strides in project completion and strategic debt management, but significant challenges with market conditions, maintenance disruptions, and price pressures. Despite strategic achievements, the cautionary guidance for the next quarter indicates a challenging environment.Company Guidance
In the recent call, Stephen Binnie outlined several key metrics and developments impacting the company's financial performance and strategic direction. The company experienced a deterioration in market conditions, leading to a decline in earnings, which was anticipated due to significant maintenance shuts at the Somerset project and two South African mills, resulting in a $20 million impact and an additional 13 million tonnes of production loss. Sales volumes remained stable, with the Packaging segment showing growth, but reduced production led to higher fixed cost absorption and lower inventories. On a 12-month basis, cash generated from operations remained strong, with net debt to EBITDA rising to 2.4 due to increased CapEx. The company successfully refinanced its 2026 bonds, replacing them with 2032 bonds. Year-on-year, the main shortfall was attributed to higher fixed costs linked to production shutdowns and negative fair value adjustments on South African plantations. Energy costs rose in Europe and South Africa due to operational inefficiencies, while pulp and wood costs declined. The company's CapEx for the year is estimated at $550 million, primarily due to the Somerset project, with plans to reduce it to below $350 million in the coming years to focus on debt reduction. Despite challenges, the company remains committed to its long-term debt reduction strategy, aiming for substantial debt reduction from Q4 onwards.Successful Bond Refinancing
Successfully completed a refinancing of 2026 bonds, replaced with 2032 bonds with good demand and pricing.
Packaging Segment Growth
Volumes in the Packaging segment were higher than previously, indicating growth despite broader market challenges.
Somerset Project Completion
The Somerset project is now complete, doubling capacity to 470,000 tonnes of SBS, aligning with strategy to reduce exposure to graphic paper.
Positive Liquidity Position
Refinanced 2026 bonds with next major debt due in 2028, providing a favorable liquidity outlook.
Commitment to Debt Reduction
A strong commitment to reducing debt, with plans to keep CapEx levels below $350 million for the next two years.
DE:SPIA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:SPIA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | €1.48 | €1.46 | -1.35% |
Feb 05, 2025 | €2.32 | €2.42 | +4.31% |
Nov 07, 2024 | €2.35 | €2.60 | +10.59% |
Aug 08, 2024 | €2.08 | €2.10 | +0.91% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sappi Limited (DE:SPIA) report earnings?
Sappi Limited (DE:SPIA) is schdueled to report earning on Aug 07, 2025, TBA Not Confirmed.
What is Sappi Limited (DE:SPIA) earnings time?
Sappi Limited (DE:SPIA) earnings time is at Aug 07, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Sappi Limited stock?
The P/E ratio of Sappi is N/A.
What is DE:SPIA EPS forecast?
DE:SPIA EPS forecast for the fiscal quarter 2025 (Q3) is >-0.01.