Revenue distribution by industry:

• Packaging materials: 40%
• Biomaterials: 25%
• Wood products: 20%
• Paper: 15%

TOP 3 markets:

• Europe: 50%
• Asia: 30%
• North America: 15%

Stora Enso Oyj generates the majority of its revenue from the packaging industry, which accounts for approximately 40% of total revenue. This reflects the global trend towards sustainable packaging solutions.

The European market remains the largest sales market for Stora Enso, followed by Asia, which has a significant share due to the growing demand for sustainable products. North America is also an important market, but with a smaller share compared to Europe and Asia.

Production sites of Stora Enso Oyj:

Stora Enso Oyj is a globally operating company with production facilities in several countries. The main production countries are:

• Finland
• Sweden
• China
• Brazil
• Germany
• Poland

The company operates a variety of production sites specializing in the manufacturing of paper, packaging, biomaterials, and wood products. The geographical distribution of the production sites enables Stora Enso to efficiently respond to demand in different markets and optimize logistics costs.

Strategy for Future Growth:

1. Focus on Renewable Materials: Stora Enso is increasingly focusing on the development and production of renewable materials to meet the demand for sustainable solutions. This includes particularly the areas of packaging, biomaterials, and wood products.

2. Digitalization and Innovation: The company is investing in digital technologies and innovations to achieve efficiency gains and unlock new business opportunities. This also includes optimizing the supply chain and production processes.

3. Market Expansion in Asia: Stora Enso plans to expand its presence in Asian markets to benefit from the growing demand for sustainable packaging solutions in this region.

4. Circular Economy: Another strategic focus is on promoting the circular economy. Stora Enso is developing products that are recyclable and biodegradable to reduce the ecological footprint.

This strategy reflects Stora Enso's commitment to sustainability and innovation to secure long-term growth and establish itself as a leading provider of renewable materials.

Main raw materials: Wood, pulp, recycled paper
Import countries: Sweden, Russia, Baltic States

Stora Enso Oyj mainly imports wood and pulp, which are needed for the production of paper and packaging materials. Sweden and the Baltic States are important suppliers of wood, while Russia has traditionally also been a significant wood supplier.

Recycled paper is often sourced regionally to minimize transportation costs and promote sustainability. The exact origin can vary depending on market conditions and availability.

Stora Enso's import strategies are aimed at ensuring supply security while minimizing ecological impacts.

Market share in the paper and packaging industry: 10% (estimated, 2025)
R&D investments: 3% of revenue (2024)
Sustainability rating: A (2024, MSCI)

Stora Enso Oyj has a significant competitive advantage in the paper and packaging industry, especially due to its strong market position and innovation capabilities. With an estimated market share of 10%, the company is among the leading players in this sector.

An essential aspect of the competitive advantage is the continuous investment in research and development, which accounts for about 3% of revenue. These investments enable Stora Enso to develop innovative and sustainable products that meet current market demands.

Furthermore, the company has a high sustainability rating of A, highlighting its efforts in environmentally friendly production processes and sustainable business practices. This not only strengthens the brand image but also attracts environmentally conscious customers, further solidifying the competitive advantage.

Institutional Investor Share: approximately 70% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No specific data available for 2025

The institutional investor share at Stora Enso Oyj traditionally stands at around 70%, indicating the trust of institutional investors in the company's long-term stability and growth potential. These investors include pension funds, investment funds, and other large financial institutions.

There are currently no specific data available regarding insider buys and sells for the year 2025. Such transactions are typically disclosed in the company's quarterly or annual reports. Historically, insider transactions at Stora Enso are relatively rare and are often seen as an indicator of management's outlook on the company's future development.

Market share of Stora Enso Oyj: Estimated 12% in the global paper and packaging market (2025)

Top competitors and their market shares:

1. International Paper: 15%
2. WestRock: 13%
3. Stora Enso Oyj: 12%
4. UPM-Kymmene: 11%
5. Smurfit Kappa: 10%
6. Mondi: 9%
7. Sappi: 8%
8. Nippon Paper: 7%
9. DS Smith: 6%
10. Nine Dragons Paper: 5%

Moat of Stora Enso Oyj:

Stora Enso Oyj has a moderate moat, mainly supported by its strong presence in Europe and sustainable forestry practices. The company has positioned itself through investments in renewable materials and innovative packaging solutions, giving it a certain competitive advantage.

Compared to its competitors, International Paper has a stronger moat, especially in North America, due to its extensive production capacities and wide product range. WestRock benefits from strong supply chain integration and a diversified customer base, which also provides a significant advantage.

Stora Enso needs to continue investing in research and development to strengthen its moat and compete against rivals. The focus on sustainability and innovation could make a crucial difference in the long run to increase market share and enhance the competitive edge.

Revenue Growth: 3.8% (2024) EBITDA Margin: 14.5% (2024) Return on Equity: 9.2% (2024)

Stora Enso Oyj recorded a moderate revenue growth of 3.8% in 2024. This indicates that the company was able to maintain its market position despite challenges in the industry. The EBITDA margin of 14.5% demonstrates solid operational efficiency, suggesting that the company is able to control its costs well and operate profitably.

The return on equity of 9.2% is a sign that Stora Enso is effectively utilizing its resources to provide shareholders with appropriate value. This metric is particularly important for investors focusing on the long-term profitability of a company.

Overall, Stora Enso demonstrates stable financial performance, making it a potentially attractive investment. However, investors should also consider other factors such as market trends, competitive position, and the company's strategic initiatives before making a final decision.

Dividend Yield: 3.8% (2025, estimated)
Dividend History: Steady payout over the last 5 years

In recent years, Stora Enso Oyj has pursued a consistent dividend policy and regularly distributed dividends to its shareholders. The dividend yield of approximately 3.8% in 2025 indicates an attractive payout that is in line with the industry.

The company has a solid financial foundation and demonstrates reliable profitability, supporting the continuity of dividend payments. The historical stability of payouts over the past five years attests to the reliability of Stora Enso's dividend policy.