Mondi (MNDI) AGM 2026 presentation summary
Event summary combining transcript, slides, and related documents.
AGM 2026 presentation summary
24 Apr, 2026Financial performance and results
Underlying EBITDA for 2025 was €1,001 million, slightly down from €1,049 million in 2024.
Basic underlying EPS for 2025 was 82.7 euro cents, up from 56.5 euro cents in 2024.
Cash generated from operations in 2025 was €1,072 million, up from €970 million in 2024.
ROCE for 2025 was 6.7%, down from 9.6% in 2024.
Dividend policy maintained, with ordinary dividends paid and declared in line with cover policy.
Sustainability and operational achievements
88% of packaging and paper revenue comes from products that are reusable, recyclable, or compostable.
Achieved a 48% reduction in Scope 1 and 2 GHG emissions compared to the 2019 baseline.
Total Recordable Case Rate safety performance at 0.67.
Significant progress in delivering on sustainability commitments.
Market position and competitive advantages
Holds #1 position in virgin containerboard and corrugated solutions in emerging Europe.
#1 global producer of kraft paper and paper bags.
#3 consumer flexible packaging producer in Europe and #1 pet food packaging producer in Europe.
Strategically positioned to leverage structural growth drivers and deliver differentiated value.
Latest events from Mondi
- Q1 2026 EBITDA stable at €212M; pricing actions and plant closures target margin recovery.MNDI
Q1 2026 TU24 Apr 2026 - Resilient 2025 results with strong cash flow, reduced CapEx, and cost actions amid margin pressure.MNDI
H2 202528 Mar 2026 - Strong H1 2024 results, with growth investments and price increases driving future momentum.MNDI
H1 20242 Feb 2026 - €634m deal expands capacity, drives €22m synergies, and boosts sustainable packaging in Europe.MNDI
M&A Announcement19 Jan 2026 - Q3 EBITDA fell on higher costs, but expansion and acquisitions support future growth.MNDI
Q3 2024 TU19 Jan 2026 - Stable 2024 results, strong project ramp-up, and strategic acquisitions position for growth.MNDI
H2 202429 Dec 2025 - Q3 EBITDA fell to EUR 223m as weak demand and price declines persisted; cost controls intensified.MNDI
Q3 2025 TU14 Dec 2025 - Integrated leadership and innovation accelerate growth in sustainable flexible packaging.MNDI
Investor Update20 Nov 2025 - Q1 2025 EBITDA reached €290m as higher volumes and new assets offset lower prices.MNDI
Q1 2025 TU19 Nov 2025