Elopak (ELO) SEB Nordic Seminar Presentation summary

Strategic positioning and sustainability

• Recognized as a global leader in sustainable, fiber-based packaging, with a strong focus on reducing plastics and enabling world nutrition.

• Named by TIME Magazine as one of the world's best companies for sustainable growth in 2026, reflecting commitment to both environmental and financial performance.

• Innovation drives growth, with new material launches and advanced modular filling machines supporting future expansion.

Financial performance and shareholder returns

• Delivered a total shareholder return of 120% since the IPO in June 2021, outperforming peers.

• Achieved above-market revenue growth with a CAGR of 8.2% (2021–LTM Q3 2025, ex-Russia), improved profitability, and strong return on capital employed.

• Maintains a resilient business model with a 15-17% EBITDA margin and targets 4-6% annual revenue growth.

Global expansion and market leadership

• Expanded from a European-focused company to a global player, holding #1 positions in fresh liquid carton packaging in MENA and Europe, and growing presence in India and the Americas.

• In the Americas, opened a new production plant in Arkansas, with ongoing capacity expansions and first profitable quarter reported in 2025.

• Entered MENA in 2022, achieving #1 in fresh and expanding into aseptic and extended-shelf-life solutions, with revenues projected to reach €90m by 2030.

• Established a joint venture in India, becoming EBITDA positive in 2023 and targeting top 3 market position by 2030.