Valmet OYJ

Valmet reported Q2 net sales up 6% to €1.32bn and a comparable EBITA increase of 6% to €152m, both beating consensus estimates; the EBITA margin remained stable at 11.5%. Order intake fell 10% to €1.37bn but was above consensus and was affected by a decline in large projects in the biomaterials segment. The board launched a strategic review of a possible split into two Nasdaq Helsinki‑listed companies; a separation is not guaranteed. The share then rose sharply, gaining almost 20% versus the previous day. » Altro su de.investing.com

Valmet recorded an organic order increase of 21% in the second quarter of 2025 to €1.5bn, while sales declined to €1.2bn (-6%). The comparable EBITDA margin improved to 11.5% and the order backlog rose 20% to €4.7bn. The company unveiled the new strategy “Lead the Way” and an operating model with planned annual cost savings of €80m, and confirmed stable revenue and EBITDA expectations for 2025. Management’s targets remain organic growth of 5% p.a., an EBITDA margin of 15% by 2030, and a market share increase to 25% by the end of the decade. » Altro su de.investing.com

In the second quarter of 2025, Valmet's share price rose by 10.7% following the introduction of the new 'Lead the Way' strategy and 21% organic order growth. Despite a decline in net sales and cash flow, investors were convinced by the improved EBITDA margin and increased order backlog. CEO Thomas Hineskov highlighted the transformative potential of the new strategy and expressed confidence in the company's future business development. » Altro su de.investing.com