Q2 EBIT bridge y-o-y Q2’21 EBIT was SEK 97m. The positive effects y-o-y were SEK 159m from higher pulp prices/currency, SEK 50m from higher volumes. The negative effects were higher variable costs (SEK -76m), fixed costs (SEK -4m) and other (-5m).
Outlook The company will not operate one grinding line in July and guides for a 5kt negative production effect in Q3 (in addition to normal maintenance). The company will focus on strict cost control to mitigate the rising pulp wood prices and has conducted an in-depth strategic review to ensure compliance with financial targets going forward. We expect positive estimate changes from consensus on the back of the report. Rottneros will host a webcast today at 13:00 CET.
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