Mondi PLC

MNDI

Equity

ISIN GB00BMWC6P49 / Valor 131725048

LSE London Stock Exchange, SETS (2025-11-21)

GBP 8.33+0.82%

Mondi PLC
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About company

Mondi PLC is a global leader in the packaging and paper industry, structured into three primary business units: Corrugated Packaging, Flexible Packaging, and Uncoated Fine Paper. The company specializes in producing a wide range of packaging solutions and paper products, catering to various sectors including consumer goods, e-commerce, and industrial applications. With a focus on innovation and efficiency, Mondi leverages its extensive expertise to deliver high-quality, sustainable products that meet the evolving needs of its customers worldwide. The company's integrated approach, from managing forests and producing pulp and paper to developing advanced packaging solutions, positions it as a key player in the global market.

Summarized from source with an LLMView SourceSector: Non-Energy Materials

Challenging Trading Conditions

Mondi PLC’s Q3 2025 results reflect the impact of a tougher trading environment, with lower sales volumes and a decline in paper selling prices across most pulp and paper grades. The proactive extension of scheduled maintenance shuts in the upstream pulp and paper businesses further contributed to the reported underlying EBITDA performance.

EBITDA Performance and Forestry Gain

The company reported an underlying EBITDA of €223 million for Q3 2025, which included a €20 million forestry fair value gain. This performance, while robust in parts of the business, was lower than Q2 2025 levels for both the Corrugated and Flexible Packaging segments due to the challenging market conditions.

Strategic Initiatives and Business Reorganisation

Mondi PLC is intensifying its focus on operational efficiency and cost control, highlighted by the integration of the Schumacher business and the realization of additional cost synergies. In addition, a significant business unit reorganisation has been implemented from 1 October, combining Uncoated Fine Paper with Corrugated Packaging to streamline decision making and enhance operational synergies.

Focus on Returns and Investment Decisions

With the current cycle of major capacity projects concluding, Mondi PLC is now prioritizing full productivity ramp-up, robust cash generation, and enhanced returns. The company has also opted to delay a new sack kraft paper machine investment due to the current market environment, maintaining flexibility to accelerate capital expenditure when conditions become more favorable.

Summarized from source with an LLMView Source

Key figures

-28.7%1Y

%3Y

%5Y

Performance

33.5%1Y

28.7%3Y

28.7%5Y

Volatility