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Mondi (MNDI) investor relations material
Mondi Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary6 Oct, 2025
Executive summary
Underlying EBITDA for Q3 was EUR 223 million, reflecting subdued demand and price declines in pulp and paper, and includes a EUR 20 million forestry fair value gain.
Packaging converting operations remained stable quarter-on-quarter despite challenging conditions.
Operational focus intensified on efficiency, cost control, and cash generation to mitigate market softness.
The business is being reorganized into two main units, combining Uncoated Fine Paper with Corrugated Packaging and Flexible Packaging.
Integration of the Schumacher acquisition is progressing, with identified cost synergies increased to EUR 32 million.
Financial highlights
Q3 underlying EBITDA was EUR 223 million, down from EUR 274 million in Q2 2025 and EUR 351 million in Q2 2024.
Forestry fair value gain in Q3 was EUR 20 million, with a full-year gain expected to be around EUR 60 million.
Maintenance shutdown costs increased to EUR 50 million in Q3, with a similar amount expected in Q4.
FX movements, particularly a weaker dollar, had a EUR 5 million negative impact in the quarter.
2024 full-year revenue was EUR 7.4 billion with underlying EBITDA of EUR 1.0 billion.
Outlook and guidance
Challenging trading conditions are expected to persist for the rest of the year as demand-side confidence remains fragile and key markets are oversupplied.
Net incremental contribution to full-year 2025 EBITDA from capacity expansion projects is expected to be around EUR 30 million.
CapEx is focused on stay-in-business and cost optimization; major expansion at Hinton Mill and feasibility study for a new sack kraft paper machine in Canada are on hold.
Dividend policy will be reviewed at year-end, with a focus on cash delivery and balance sheet strength.
Long-term confidence in sustainable growth fundamentals and ability to capture future market opportunities.
Why was Hinton mill project put on hold?
Benefits of combining Fine Paper & Corrugated
Is industry capacity rationalization imminent?
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Frequently asked questions
Mondi plc engages in the manufacture and sale of packaging and paper products. The company offers plastic packaging; paperboard incremental sheeting; engineered products, such as tubs, trays, folding cartons, and recycled products; labels and self-adhesive systems; and flexible packaging. It operates through the following geographic segments: Africa, Western Europe, Emerging Europe, Russia, North America, South America, Asia & Australia. The company was founded in 1967 and is based in Addlestone, the United Kingdom.
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