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Resillience from a Transitioning Strategy

Arctic Paper is a leading European producer of graphical fine paper, biobased packaging solutions, high-quality wood pulp and energy, with a growing renewables portfolio. The company is undergoing a comprehensive transformation process, proactively repositioning its model from largely a niche and agile pulp and paper company to a more diversified business by adding Packaging and Power divisions, part of the four pillar (4P) strategy. By providing solutions to current market demands and mitigating the declining long-term paper demand, this evolution should enable it to successfully move up the value chain and become less commoditised; Edison Group believes that an undemanding consensus FY24 P/E of 6.9x combined with the strategy provides an attractive investment case.

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