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Sappi Limited (SPPJY)
OTHER OTC:SPPJY
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Sappi (SPPJY) Price & Analysis

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SPPJY Stock Chart & Stats

$1.42
$0.00(0.00%)
At close: 4:00 PM EST
$1.42
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Cost-savings & CapEx DisciplineA committed $120m cost-savings program and a permanent cut to expansionary CapEx improve structural cash flow and margin flexibility. Over 2-6 months this reduces cash burn, supports EBITDA resilience, and increases optionality to deleverage without dilutive capital raises.
Refinancing And Liquidity BufferA larger, longer-dated term loan and an upsized RCF materially extend the company’s liquidity runway. This structural liquidity cushion lowers near-term refinancing risk, allows execution of restructuring actions, and reduces forced asset-sale likelihood while market recovery is pursued.
Strategic JV To Reduce European ExposureA planned JV with UPM represents a strategic structural shift to shrink low-margin European graphic exposure, capture synergies, and potentially monetize assets. If completed, it should improve long-term earnings mix and materially aid debt reduction and capital redeployment.
Bears Say
Declining Revenue And ProfitabilityA sustained ~22% TTM revenue decline and a -12% net margin indicate structural demand and pricing stress. Persistently weaker topline limits reinvestment capacity, amplifies margin pressure, and undermines competitiveness across product lines absent market recovery or successful strategic restructuring.
Elevated And Worsening LeverageLeverage near parity with equity and a ~5x net-debt/EBITDA multiple materially constrain balance-sheet flexibility. Elevated leverage increases covenant and refinancing risk, reduces ability to invest in growth or weather cyclical troughs, and raises probability of asset disposals if weak earnings persist.
Negative Free Cash Flow And Weak Cash ConversionNegative FCF and poor cash conversion (OCF ~0.13x of EBIT) signal structural difficulty converting earnings into deleveraging capacity. This limits organic debt paydown, curbs strategic investment, and increases reliance on external liquidity facilities or asset monetization during prolonged market weakness.

Sappi News

SPPJY FAQ

What was Sappi Limited’s price range in the past 12 months?
Sappi Limited lowest stock price was $0.73 and its highest was $1.91 in the past 12 months.
    What is Sappi Limited’s market cap?
    Sappi Limited’s market cap is $449.59M.
      When is Sappi Limited’s upcoming earnings report date?
      Sappi Limited’s upcoming earnings report date is Jul 30, 2026 which is in 54 days.
        How were Sappi Limited’s earnings last quarter?
        Sappi Limited released its earnings results on May 07, 2026. The company reported -$0.68 earnings per share for the quarter, missing the consensus estimate of -$0.09 by -$0.59.
          Is Sappi Limited overvalued?
          According to Wall Street analysts Sappi Limited’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Sappi Limited pay dividends?
            Sappi Limited pays a Annually dividend of $0.103 which represents an annual dividend yield of 6.78%. See more information on Sappi Limited dividends here
              What is Sappi Limited’s EPS estimate?
              Sappi Limited’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Sappi Limited have?
              Sappi Limited has 607,141,500 shares outstanding.
                What happened to Sappi Limited’s price movement after its last earnings report?
                Sappi Limited reported an EPS of -$0.68 in its last earnings report, missing expectations of -$0.09. Following the earnings report the stock price went down -12.764%.
                  Which hedge fund is a major shareholder of Sappi Limited?
                  Currently, no hedge funds are holding shares in SPPJY
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Sappi Limited

                    Sappi Limited provides materials made from woodfiber-based renewable resources in Europe, North America, and South Africa. The company offers dissolving pulp; graphic papers; packaging and specialty papers, including flexible packaging papers, label papers, functional paper packaging products, containerboards, paperboards, silicone base papers, dye sublimation papers, and inkjet papers; and casting and release papers. It also provides specialty chemicals and food ingredients; generates biomass energy, biogas, and hot water; offers fuel rods; and owns and manages forests. The company was formerly known as South African Pulp and Paper Industries Limited and changed its name to Sappi Limited in 1973. Sappi Limited was founded in 1936 and is headquartered in Johannesburg, South Africa.

                    Sappi (SPPJY) Earnings & Revenues

                    SPPJY Company Deck

                    SPPJY Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Negative
                    The call outlined significant near-term headwinds — primarily a large decline in DWP prices, translated currency impacts, weaker selling prices (~12% YoY), production disruptions and a slower-than-expected ramp at Somerset — which drove substantially lower EBITDA and higher leverage (net debt ~$1.95bn; net-debt/EBITDA ~5x). Management, however, emphasized material mitigating actions: securing refinancing and a larger RCF, preserving liquidity ($143m cash, ~ $608m undrawn RCF), a $120m cost-savings program (with ~$30m realized in Q1), CapEx discipline (reduced to $260m), ongoing working-capital releases, and a strategic JV with UPM that could reduce European graphic exposure and debt over time. While these initiatives provide meaningful downside protection and demonstrate financial and strategic responses, the combination of persistent market price weakness and near-term guidance that Q2 EBITDA will be lower indicates that negative trends currently outweigh the positives.View all SPPJY earnings summaries
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                    Ownership Overview

                    <0.01%100.00%
                    Insiders
                    Mutual Funds
                    <0.01% Other Institutional Investors
                    100.00% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
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