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Growth Engine
 Mats Nordlander, EVP, Renewable Packaging
Mats Nordlander   22 March 2012   2
World needs a new approach to materials


                           Renewable packaging


    Recyclable packaging



                                                            • Responsible and resource
 Packaging                                                    efficient choice for
                                                              packaging material!
                             • More from less
                             • End of waste


         • Protects goods
         • Consumer communication
         • Efficient supply chains




                          Mats Nordlander   22 March 2012                                3
How we will win!

                       Customer
                      experience




                   Customers
                      and
                   Consumers

                                                 Products for
  Efficient
                                                 demanding
supply chain
                                                  customers




               Mats Nordlander   22 March 2012                  4
”How likely would you recommend
   Stora Enso as a supplier?”


                                                                Net Promoter Score




                             Source: Stora Enso Customer Experience Management System VOICE


           Mats Nordlander     22 March 2012                                                  5
Renewable Packaging
                      Sales, Operational EBIT, ROOC
        EUR million                                       EUR million




                                                  EBIT
Sales




                                                   2010 14.9%
                              ROOC                 2011 14.2%


                                Mats Nordlander   22 March 2012         6
Consumer Board performance
            against selected peers
ROCE %                                               EBIT 2011
                                                     EUR million



                                                        272

                                                        137


                                                         96

                                                        309

                                                         96




                  Mats Nordlander   22 March, 2012                 7
Key challenges                                             Our response
                                                    •M&A and greenfield initiatives
• Too small market share in
                                                    started to accelerate growth in
  growth markets
                                                    growth markets
• Competing materials                               •Investing in R&D - MFC
                                                    •Investing in cost competitive RCP
• Non-competitive containerboard
                                                    containerboard machine with
  capacity
                                                    modern lightweight product
• High cost Russian wood in                         •Reducing costs of Russian wood
  Imatra                                            supply
                                                    •Debottlenecking, streamlining
• Cost competitiveness
                                                    and cost control
                                                         • Skoghall Mill wood yard
                                                         • Imatra Mills’ pulp drying
                                                         • Restructuring in
                                                           converting




                         Restructuring and growth in balance


                               Mats Nordlander   22 March 2012                           8
Our strategic growth areas


 Virgin-fibre           • Global #1
    based               • Premium
 consumer                 products
    board




                        • Growth markets
 Corrugated             • Global partner
 packaging                customers




           Mats Nordlander   22 March 2012   9
Significant growth expected for corrugated packaging
  in Eastern Europe, Asia and Middle East & Africa
                                                                               CAGR
                                                                               4.4%
                                             CAGR                      CAGR
                 CAGR                        1.0%                      4.1%
                 0.5%



                                            Western                Eastern
                                            Europe                 Europe
                  North
                 America

                           CAGR                              CAGR
                           2,7 %                             4.3%
                                                                                Asia
2010-2020
Million tonnes


                            South                      Middle East &
                           America                        Africa


                                                                              Source: Pöyry and Stora Enso

                                     Mats Nordlander   22 March 2012                                    10
• EUR 137 million in a new power plant to secure efficient
                            energy supply completed
  Ostroleka               • EUR 285 million in a new RCP containerboard machine
                          • Planned production 455 000 t/a, net impact 370 000 t/a
investments               • Focusing on modern lightweight product
                          • Majority to be consumed internally
                          • Raw material integration from 35% to 60%




                          • Acquisition of Inpac International completed in July 2011
  Inpac                   • Strengthens existing relationships with global key
                            customers by providing packages directly in China
acquisition               • Brings synergies with existing consumer packaging
                            business in Europe




   Other                  •
                          •
                              Restructuring in Finland
                              Quality investments
                          •   Increasing capabilities in packaging design

  actions                 •   Expansion in Russia




              Mats Nordlander    22 March 2012                                          11
Strongest growth in demand of virgin fibre-
          based consumer board will be in Asia
                                             CAGR                  CAGR
                 CAGR                        1.4 %                 4.6 %
                 0.2 %                                                         CAGR
                                                                               6.9 %



                                         Western                 Eastern
                                         Europe                  Europe
                  North                                  CAGR
                 America                                 3.3 %
                           CAGR
                           3.5 %

2010-2020                                          Middle East &                Asia
Million tonnes                                        Africa
                            South               Fibre-based             CAGR
                                                consumer board
                           America              consumption
                                                China                   9%
                                                Pakistan                9%
                                                India                   6%
                                                Middle East             4%     Source: Pöyry and Stora Enso

                                     Mats Nordlander    22 March 2012                                    12
Consumers start to buy packaged food once
 annual family income reaches USD 5 000

 Population in households with annual                  Population in China in households with
disposable income USD 5 000+ (global)                   annual disposable income USD 5000+




                                                                   2002

Annual growth 2.8% CAGR 2010-2020                             Annual growth 4.7% CAGR 2010-2020




                                 Mats Nordlander   22 March 2012                                  13
India, China and Pakistan estimated to drive
       growth in terms of milk volumes
Consumption estimate for Liquid Dairy Products

                          10%
                                                    9,0%
                          9%
                          8%                                                                     Total Global LDP
                          7%                                                                              average
                                                                                                      growth rate:
                          6%
       CAGR 2010 - 2012




                                                                                                             2.4%
                          5%
                          4%
                                                                                            3,2%
                                                                                  2,8%
                          3%      2,1%
                          2%                                                                       1,5%1,2%
                          1%

                                                                       -0,1%                             -0,4%-0,3%
                          -1%
                          -2%
                          -3%
                                                                                                                 -2,8%
                          -4%
                          -5%

            Volume              57.4          33.7                  25.9       22.6    12.8    11 7.7 6.7 5.6 5.1
                2012
           Bil Litres

                                                                                      Source: Tetra PakSource: Index 2009
                                                                                                        Dairy Tetra Pak

                                         Mats Nordlander   22 March 2012                                                    14
Accelerate what works




Every third beverage
 carton in the world
  is produced from
Stora Enso materials!




                   Mats Nordlander   22 March 2012   15
Stora Enso to build world-class pulp and
consumer board mill in Southern China

   Integrate including:
   •Paperboard mill of 450 000 tonnes
   •Pulp capacity of 900 000 tonnes
   •Energy plant
   •Auxiliary facilities

   Unique set-up: the pulp and board mills to be integrated
   with 120 000 hectares of self-managed eucalyptus
   plantations

   Target to expand the paperboard capacity to 900 000 tonnes
   at a later stage

   Operations expected to start during Q4/2014




                          Mats Nordlander   22 March 2012       16
Focusing on high quality segments in China

            Unique                                   Chinese platform
            position                                    for growth


    • A world leading position                   •     Unique integrate

    • Technologies and                           •     Established footprint
      specifications
                                                 •     Innovations
    • Committed customers




     Well prepared project to accelerate profitable growth



                          Mats Nordlander   22 March 2012                      17
Total investment approximately EUR 1.6 billion




                  Mats Nordlander   22 March 2012   18
Mats Nordlander   22 March 2012   19
Independent sustainability impact studies give
        solid platform for the project


 • UNDP’s Environmental and                               • Occupational Health and Safety
   Social Impact Analysis (ESIA)                            Certificate ISO 18001
   in 2006
                                                          • Environmental Management
 • Additional integrated ESIA in                            System ISO 14001
   2012

                                                          • Quality Management System
                                                            ISO 9001




                              Mats Nordlander   22 March 2012                                20
Key takeaways
Renewable packaging - Solution for the future!



                                       Focus on profitable growth



Clear priorities to accelerate what works




                   Growing by expanding in China

                   •Serving mainly global customer base
                   •Integrated low cost production from domestic
                   self-managed tree plantations to end product
                   •Serving demanding customers’ proven know how




                            Mats Nordlander   22 March 2012         21
Growth Engine

     Mats Nordlander   22 March 2012   22
Mats Nordlander   22 March 2012   23
Stora Enso’s Operations in China
       Personnel currently about 4 500 in China




                                                           Dawang Mill
                                                           Uncoated magazine paper (170 000 tonnes)
               Beijing
                                                           Suzhou Mill
                                                           Coated fine paper (245 000 tonnes). Customers
                                                           include merchants and printing houses

                                     Shanghai


                                                           Two core board factories
                                                           Hangzhou and Foshan
      Beihai               Hong Kong

                                                           5 Sales branches
                                                           Dongguan and Qian’an
Eucalyptus plantations                                     (Inpac)
(90 000 ha)
Guangxi (since 2002)




                         Mats Nordlander   22 March 2012                                           24
It should be noted that certain statements herein which are not historical facts. including. without limitation
those regarding expectations for market growth and developments; expectations for growth and profitability;
and statements preceded by “believes”. “expects”. “anticipates”. “foresees”. or similar expressions. are forward-
looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995.
Since these statements are based on current plans. estimates and projections. they involve risks and
uncertainties which may cause actual results to materially differ from those expressed in such forward-looking
statements. Such factors include. but are not limited to: (1) operating factors such as continued success of
manufacturing activities and the achievement of efficiencies therein. continued success of product
development. acceptance of new products or services by the Group’s targeted customers. success of the
existing and future collaboration arrangements. changes in business strategy or development plans or targets.
changes in the degree of protection created by the Group’s patents and other intellectual property rights. the
availability of capital on acceptable terms; (2) industry conditions. such as strength of product demand. intensity
of competition. prevailing and future global market prices for the Group’s products and the pricing pressures
thereto. price fluctuations in raw materials. financial condition of the customers and the competitors of the
Group. the potential introduction of competing products and technologies by competitors; and (3) general
economic conditions. such as rates of economic growth in the Group’s principal geographic markets or
fluctuations in exchange and interest rates.




                                               Mats Nordlander   22 March 2012                                 25

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Stora Enso CMD - Presentation by Mats Nordlander, EVP, Renewable Packaging

  • 1. Growth Engine Mats Nordlander, EVP, Renewable Packaging
  • 2. Mats Nordlander 22 March 2012 2
  • 3. World needs a new approach to materials Renewable packaging Recyclable packaging • Responsible and resource Packaging efficient choice for packaging material! • More from less • End of waste • Protects goods • Consumer communication • Efficient supply chains Mats Nordlander 22 March 2012 3
  • 4. How we will win! Customer experience Customers and Consumers Products for Efficient demanding supply chain customers Mats Nordlander 22 March 2012 4
  • 5. ”How likely would you recommend Stora Enso as a supplier?” Net Promoter Score Source: Stora Enso Customer Experience Management System VOICE Mats Nordlander 22 March 2012 5
  • 6. Renewable Packaging Sales, Operational EBIT, ROOC EUR million EUR million EBIT Sales 2010 14.9% ROOC 2011 14.2% Mats Nordlander 22 March 2012 6
  • 7. Consumer Board performance against selected peers ROCE % EBIT 2011 EUR million 272 137 96 309 96 Mats Nordlander 22 March, 2012 7
  • 8. Key challenges Our response •M&A and greenfield initiatives • Too small market share in started to accelerate growth in growth markets growth markets • Competing materials •Investing in R&D - MFC •Investing in cost competitive RCP • Non-competitive containerboard containerboard machine with capacity modern lightweight product • High cost Russian wood in •Reducing costs of Russian wood Imatra supply •Debottlenecking, streamlining • Cost competitiveness and cost control • Skoghall Mill wood yard • Imatra Mills’ pulp drying • Restructuring in converting Restructuring and growth in balance Mats Nordlander 22 March 2012 8
  • 9. Our strategic growth areas Virgin-fibre • Global #1 based • Premium consumer products board • Growth markets Corrugated • Global partner packaging customers Mats Nordlander 22 March 2012 9
  • 10. Significant growth expected for corrugated packaging in Eastern Europe, Asia and Middle East & Africa CAGR 4.4% CAGR CAGR CAGR 1.0% 4.1% 0.5% Western Eastern Europe Europe North America CAGR CAGR 2,7 % 4.3% Asia 2010-2020 Million tonnes South Middle East & America Africa Source: Pöyry and Stora Enso Mats Nordlander 22 March 2012 10
  • 11. • EUR 137 million in a new power plant to secure efficient energy supply completed Ostroleka • EUR 285 million in a new RCP containerboard machine • Planned production 455 000 t/a, net impact 370 000 t/a investments • Focusing on modern lightweight product • Majority to be consumed internally • Raw material integration from 35% to 60% • Acquisition of Inpac International completed in July 2011 Inpac • Strengthens existing relationships with global key customers by providing packages directly in China acquisition • Brings synergies with existing consumer packaging business in Europe Other • • Restructuring in Finland Quality investments • Increasing capabilities in packaging design actions • Expansion in Russia Mats Nordlander 22 March 2012 11
  • 12. Strongest growth in demand of virgin fibre- based consumer board will be in Asia CAGR CAGR CAGR 1.4 % 4.6 % 0.2 % CAGR 6.9 % Western Eastern Europe Europe North CAGR America 3.3 % CAGR 3.5 % 2010-2020 Middle East & Asia Million tonnes Africa South Fibre-based CAGR consumer board America consumption China 9% Pakistan 9% India 6% Middle East 4% Source: Pöyry and Stora Enso Mats Nordlander 22 March 2012 12
  • 13. Consumers start to buy packaged food once annual family income reaches USD 5 000 Population in households with annual Population in China in households with disposable income USD 5 000+ (global) annual disposable income USD 5000+ 2002 Annual growth 2.8% CAGR 2010-2020 Annual growth 4.7% CAGR 2010-2020 Mats Nordlander 22 March 2012 13
  • 14. India, China and Pakistan estimated to drive growth in terms of milk volumes Consumption estimate for Liquid Dairy Products 10% 9,0% 9% 8% Total Global LDP 7% average growth rate: 6% CAGR 2010 - 2012 2.4% 5% 4% 3,2% 2,8% 3% 2,1% 2% 1,5%1,2% 1% -0,1% -0,4%-0,3% -1% -2% -3% -2,8% -4% -5% Volume 57.4 33.7 25.9 22.6 12.8 11 7.7 6.7 5.6 5.1 2012 Bil Litres Source: Tetra PakSource: Index 2009 Dairy Tetra Pak Mats Nordlander 22 March 2012 14
  • 15. Accelerate what works Every third beverage carton in the world is produced from Stora Enso materials! Mats Nordlander 22 March 2012 15
  • 16. Stora Enso to build world-class pulp and consumer board mill in Southern China Integrate including: •Paperboard mill of 450 000 tonnes •Pulp capacity of 900 000 tonnes •Energy plant •Auxiliary facilities Unique set-up: the pulp and board mills to be integrated with 120 000 hectares of self-managed eucalyptus plantations Target to expand the paperboard capacity to 900 000 tonnes at a later stage Operations expected to start during Q4/2014 Mats Nordlander 22 March 2012 16
  • 17. Focusing on high quality segments in China Unique Chinese platform position for growth • A world leading position • Unique integrate • Technologies and • Established footprint specifications • Innovations • Committed customers Well prepared project to accelerate profitable growth Mats Nordlander 22 March 2012 17
  • 18. Total investment approximately EUR 1.6 billion Mats Nordlander 22 March 2012 18
  • 19. Mats Nordlander 22 March 2012 19
  • 20. Independent sustainability impact studies give solid platform for the project • UNDP’s Environmental and • Occupational Health and Safety Social Impact Analysis (ESIA) Certificate ISO 18001 in 2006 • Environmental Management • Additional integrated ESIA in System ISO 14001 2012 • Quality Management System ISO 9001 Mats Nordlander 22 March 2012 20
  • 21. Key takeaways Renewable packaging - Solution for the future! Focus on profitable growth Clear priorities to accelerate what works Growing by expanding in China •Serving mainly global customer base •Integrated low cost production from domestic self-managed tree plantations to end product •Serving demanding customers’ proven know how Mats Nordlander 22 March 2012 21
  • 22. Growth Engine Mats Nordlander 22 March 2012 22
  • 23. Mats Nordlander 22 March 2012 23
  • 24. Stora Enso’s Operations in China Personnel currently about 4 500 in China Dawang Mill Uncoated magazine paper (170 000 tonnes) Beijing Suzhou Mill Coated fine paper (245 000 tonnes). Customers include merchants and printing houses Shanghai Two core board factories Hangzhou and Foshan Beihai Hong Kong 5 Sales branches Dongguan and Qian’an Eucalyptus plantations (Inpac) (90 000 ha) Guangxi (since 2002) Mats Nordlander 22 March 2012 24
  • 25. It should be noted that certain statements herein which are not historical facts. including. without limitation those regarding expectations for market growth and developments; expectations for growth and profitability; and statements preceded by “believes”. “expects”. “anticipates”. “foresees”. or similar expressions. are forward- looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. Since these statements are based on current plans. estimates and projections. they involve risks and uncertainties which may cause actual results to materially differ from those expressed in such forward-looking statements. Such factors include. but are not limited to: (1) operating factors such as continued success of manufacturing activities and the achievement of efficiencies therein. continued success of product development. acceptance of new products or services by the Group’s targeted customers. success of the existing and future collaboration arrangements. changes in business strategy or development plans or targets. changes in the degree of protection created by the Group’s patents and other intellectual property rights. the availability of capital on acceptable terms; (2) industry conditions. such as strength of product demand. intensity of competition. prevailing and future global market prices for the Group’s products and the pricing pressures thereto. price fluctuations in raw materials. financial condition of the customers and the competitors of the Group. the potential introduction of competing products and technologies by competitors; and (3) general economic conditions. such as rates of economic growth in the Group’s principal geographic markets or fluctuations in exchange and interest rates. Mats Nordlander 22 March 2012 25