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Arctic Paper – executive interview
Arctic Paper is a leading European producer of graphical fine paper, biobased packaging solutions, high-quality wood pulp and energy, with a growing renewables portfolio. The company is undergoing a comprehensive transformation process, proactively repositioning its model from largely a niche and agile pulp and paper company to a more diversified business by adding Packaging and Power divisions, part of the four-pillar (4P) strategy. By providing solutions to current market demands and mitigating the declining long-term paper demand, this evolution should enable it to successfully move up the value chain and become less commoditised.
In this interview, CEO Michał Jarczyński discusses Arctic Paper’s FY23 results, and how the company managed to achieve an EBITDA margin exceeding the long-term historical average of 10% despite dampened demand, with customer destocking, alongside sequential price declines seen across the entirety of the European paper and pulp sector. He provides an update on the current paper and pulp market, in addition to the company’s extensive capex programme and progress on its 4P strategy. To conclude, he comments on the future direction of the business and its strategy.
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27/02/2024 | Arctic Paper
Arctic Paper - executive interview
Arctic paper is a leading European producer of premium-quality graphic and packaging paper, in addition to pulp, with a growing renewables portfolio. In recent years, the company has embarked on a comprehensive transformation process, proactively repositioning its business from a largely niche and agile pulp and paper company to a more diversified business by adding Packaging and Power divisions as part of its 4P strategy. Arctic has set out an ambitious capex programme of PLN1.5bn from 2022 to 2030 to enable this. The company’s expansion into the higher value-add packaging market should boost consolidated margins and improve earnings visibility through the economic and commodity cycles, allowing it to capture the higher end of the value chain and to achieve better diversification and vertical integration.
In this interview, Michal Jarczyński, CEO of Arctic Paper, discusses the 4P strategy and how customer ordering patterns are affecting the business currently. He goes on to talk about the company’s capital allocation and dividend policies, in addition to the new ongoing energy and energy efficiency projects, such as the solar park in Kostrzyn. He concludes by discussing the future direction of the business, following its record FY22 with EBITDA margins approaching 20%.
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21/06/2023 | Arctic Paper
Arctic Paper - EKF interview
Arctic Paper is one of the leading producers of high-quality graphical paper in Europe. The company recently unveiled its new 4P strategy for 2022–2030, which will reorganise Arctic Paper into four key pillars, building on its core paper and pulp businesses to invest and develop in packaging and power.
In this interview, CEO Michał Jarczyński discusses Arctic Paper’s profile and outlines the highlights of its recently announced 4P strategy. He then provides an update on the effect of the COVID-19 pandemic and the expected recovery in demand for graphical paper. He also explains how the pulp and paper production mix provides an effective business hedge and ensures stable results. Together with on-site power generation, this provides a hedge against cost inflation. He also discusses the company’s future investment plans to increase renewable power generation (solar and wind).
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09/11/2021 | Arctic Paper
Executive interview - Treatt
Treatt’s clean-label innovations continue to resonate with consumer demand for better-for-you/natural products, as consumers continue to look for premium beverage propositions with positive health connections. The key non-citrus categories of tea, health & wellness and fruit & vegetables are performing exceptionally well and the company has recently entered the coffee space, which is expected to provide further growth opportunities.
In this video, we interview Treatt CEO, Daemmon Reeve and CFO, Richard Hope. Daemmon Reeve opens with an overview of the business and the company’s latest innovation plans. He explains what drove the decision to enter the coffee space, why it is a sensible step, but also the challenges encountered. Richard Hope follows with an update on the US expansion and UK relocation. In addition to increased capacity, the UK relocation should accelerate Treatt’s partnership-based model with customers, hence allowing enhanced profitability.
Company desciption
Treatt provides innovative ingredient solutions from its manufacturing bases in Europe and North America, principally for the flavours and fragrance industries and multinational consumer goods companies, particularly in the beverage sector.
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20/02/2020 |
Analyst Interview - PZ Cussons
PZ Cussons is a long-established consumer goods company, which is headquartered in the UK and controlled and run by the Zochonis family. The market capitalisation is £1.5bn. 51% of sales and 41% of operating profits are from emerging markets. Its main areas of operation are in Europe, Nigeria, and Indonesia. It has many brands, including Imperial Leather, Carex, Charles Worthington, Fudge, and Sanctuary.
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12/07/2013 | PZ Cussons