Core Insights - Aspo Plc's interim report for January 1 – September 30, 2025, indicates a strategic focus on profitability improvement and divestment activities to enhance financial performance [1] Financial Performance - Net sales for the group decreased to EUR 144.3 million in Q3 2025 from EUR 146.6 million in Q3 2024, while net sales from continuing operations decreased to EUR 108.1 million from EUR 113.7 million [5] - Comparable EBITA for the group increased to EUR 9.6 million in Q3 2025, representing 6.6% of net sales, compared to EUR 8.7 million and 5.9% in Q3 2024 [5][13] - For the first nine months of 2025, net sales grew by 5.9% to EUR 458.3 million, with comparable EBITA reaching EUR 27.5 million, up from EUR 21.1 million in the same period of 2024 [18][22] Business Segments - ESL Shipping reported a slight decline in comparable EBITA to EUR 3.5 million due to weak market conditions, particularly in the Coaster vessel segment [15] - Telko's comparable EBITA improved to EUR 4.8 million, driven by higher sales margins and the absence of acquisition-related expenses [16] - Leipurin's comparable EBITA for discontinued operations was EUR 1.9 million, with strong organic growth noted, particularly in Sweden [17] Strategic Actions - Aspo announced the divestment of its Leipurin business to Lantmännen for an enterprise value of EUR 63 million, expected to generate a gain of approximately EUR 16 million [20] - The divestment is part of Aspo's strategy to create two separate companies, Aspo Infra and Aspo Compounder, aimed at enhancing shareholder value [19] Guidance and Market Outlook - The company expects comparable EBITA for 2025 to be in the range of EUR 35–45 million, reflecting ongoing profitability improvement initiatives [6] - The operating environment is anticipated to remain challenging due to geopolitical uncertainties and global trade tensions, although increased defense and infrastructure spending in Europe may support recovery [7] Key Financial Ratios - Comparable return on equity (ROE) for the group was 13.4% for the first nine months of 2025, compared to 7.8% in the same period of 2024 [22] - The net debt to comparable EBITDA ratio increased to 3.9, attributed to hybrid bond repayments and investments in Green Coaster vessels [21]

Core Points - Aspo Plc will publish its Interim Report for January-September 2025 on November 3, 2025, at approximately 9.00 a.m. EET [2] - A news conference for analysts, investors, and media will take place on the same day at 12.00 p.m. in Helsinki, which is open to private investors [3] - The interim report presentation will be led by CEO Rolf Jansson and CFO Erkka Repo, and the event will be available as a live webcast [3][4] - Participants can ask questions through a conference call connection and webcast form, with registration required for access [4] - A recording of the event will be available later on the company's website [4] - Aspo Plc focuses on sustainable value creation through its business operations, which include ESL Shipping, Telko, and Leipurin, serving customers in various industries [5] - The company is headquartered in Finland and is listed on Nasdaq Helsinki, with a core market in the Nordic region and operations in 18 countries across Europe and parts of Asia [6]

Core Viewpoint - ESL Shipping is divesting M/S Kallio to accelerate its green transition and strengthen financing for new vessels under construction, with a sales price of approximately EUR 18 million and an expected sales gain of about EUR 10 million for Aspo [1][2]. Group 1: Fleet Renewal and Green Transition - ESL Shipping is investing heavily in Green Handy vessels that can operate fossil-free and have an ice class of 1A, with development progressing as planned [2]. - The divestment of M/S Kallio is part of ESL Shipping's strategy to strengthen its balance sheet and support the green transition of Nordic industrial companies [2][6]. Group 2: Operational Capacity and Future Plans - Ensuring sufficient capacity and reliable customer deliveries is a priority, with the first new generation Green Handy vessel expected to join the fleet in about two years [3]. - During the transition period, ESL Shipping will consider chartering or acquiring additional vessels as needed [3]. Group 3: Details of the Divestment - M/S Kallio, which has been in operation since 2006 under the Finnish flag, has been handed over to the new owner, who operates in the marine feed ingredients business [4][5]. - The company aims to reassign the crew of M/S Kallio to other vessels within ESL Shipping whenever possible [4]. Group 4: Company Background - ESL Shipping is a leading dry bulk sea transport company in the Baltic Sea area, providing transportation for industries and energy production year-round [6]. - In 2024, ESL Shipping achieved the best Platinum rating in the Ecovadis sustainability assessment, highlighting its commitment to sustainability [6].

Core Viewpoint - Rottneros has extended its partnership with AtoB@C Shipping, implementing a long-term contract that includes the use of a new plug-in hybrid vessel, which is expected to reduce CO2 emissions by up to 50% per ton-mile compared to the current vessel used on the same routes [1][2]. Group 1: Partnership Details - The partnership between Rottneros and AtoB@C Shipping has been ongoing for over a decade, and the new contract reflects a commitment to sustainable sea infrastructure [2]. - AtoB@C Shipping will retrofit a new plug-in hybrid vessel with a crane, which is essential for Rottneros' operations in Vallvik and Norway, where shore crane capacity is limited [3]. Group 2: Benefits of the New Vessel - The new energy-efficient vessels will provide significant benefits, including higher capacity and reduced emissions, ensuring steady and safe deliveries for Rottneros [4]. - The self-loading capability of the new vessel will facilitate quicker loading in Baltic ports, enhancing operational efficiency [3]. Group 3: Company Background - AtoB@C Shipping and ESL Shipping are part of the Aspo Group, which focuses on sustainable business operations and serves customers across various industries in Europe and parts of Asia [5][6]. - Aspo is listed on Nasdaq Helsinki and has been operational since 1929, employing around 800 experts [7].

Core Insights - Aspo Plc reported continued profit improvement in a challenging market for the first half of 2025, with net sales and comparable EBITA showing significant growth compared to the previous year [1][13][17] Financial Performance - Net sales for January to June 2025 increased to EUR 314.0 million, up 9.7% from EUR 286.2 million in the same period of 2024 [21] - Comparable EBITA grew to EUR 18.0 million, representing 5.7% of net sales, compared to EUR 12.4 million and 4.3% in the previous year [21][11] - Comparable return on equity (ROE) improved to 14.3%, up from 8.0% in the corresponding period of 2024 [21][11] - Free cash flow was EUR 8.8 million, down from EUR 22.9 million in the previous year, primarily driven by investments [11][21] Business Segment Performance - ESL Shipping's comparable EBITA was EUR 5.0 million, down from EUR 6.1 million, affected by weak spot market conditions and lower demand in the forest industry [14] - Telko's comparable EBITA more than doubled to EUR 4.3 million, driven by acquisitions completed in 2024 and improved product mix [15] - Leipurin achieved a record-high comparable EBITA of EUR 1.7 million, benefiting from growth in Sweden and supply chain efficiency improvements [16] Strategic Actions - Aspo announced the divestment of its Leipurin business to Lantmännen for an enterprise value of EUR 63 million, expected to generate a sales gain of approximately EUR 16 million [5][18] - The company is focusing on profitability improvement through various actions across all business segments, leveraging past acquisitions and investments [12][19] Market Outlook - The operating environment is expected to remain challenging due to geopolitical uncertainties and global trade tensions, which may impact economic growth [6][7] - Demand for ESL Shipping is anticipated to remain weak in the second half of 2025, while Telko aims to secure organic growth following recent acquisitions [8][9]

Core Viewpoint - Aspo Plc has signed an agreement to divest its Leipurin business to Lantmännen for an enterprise value of EUR 63 million, with an estimated cash consideration of approximately EUR 60 million at closing, expected to be completed in the first quarter of 2026 [1][2]. Group 1: Transaction Details - The divestment of Leipurin is part of Aspo's strategy to maximize shareholder value and strengthen its balance sheet, enabling future growth investments for the Telko business [2][3]. - The transaction is subject to regulatory approvals and will be executed as a sale of shares covering all companies in the Leipurin segment [1][6]. - Upon completion, Aspo will record a sales gain of approximately EUR 16 million, which will impact its reported results [7]. Group 2: Financial Performance of Leipurin - In 2024, Leipurin's net sales were EUR 133.1 million, with a comparable EBITA of EUR 4.9 million and invested capital of EUR 49.7 million [5]. - Leipurin operates in the bakery, food industry, and food service markets across Finland, Sweden, and the Baltic countries, employing approximately 160 people [5]. Group 3: Strategic Implications - The acquisition of Leipurin by Lantmännen aligns with its strategy to enhance the value chain in food ingredients, providing opportunities for growth in existing and new markets [4]. - Leipurin will operate as a separate business within Lantmännen's Energy Division, which includes food ingredients operations [5].

Core Points - Aspo Plc will publish its Half-year Financial Report for January-June 2025 on August 18, 2025, at approximately 9.00 a.m. EEST [2] - A news conference for analysts, investors, and media will take place on the same day at 12.00 p.m. in Helsinki, which will also be open to private investors [3] - The event will be presented by CEO Rolf Jansson and CFO Erkka Repo, and it will be available for live webcast [3][4] Company Overview - Aspo Plc focuses on sustainable value creation through its business operations, which include ESL Shipping, Telko, and Leipurin [5] - The company was established in 1929 and currently employs around 800 experts, primarily serving the Nordic region and expanding into 18 countries across Europe and parts of Asia [5][6] - Aspo is listed on Nasdaq Helsinki and is headquartered in Finland [6]

Aspo Plc Managers’ transactions June 17, 2025, at 5.30 p.m. Aspo Plc - Managers' Transactions ____________________________________________ Person subject to the notification requirement Name: Havsudden Oy Ab Position: Closely associated person (X) Legal person (1):Person Discharging Managerial Responsibilities In Issuer Name: Patricia Allam Position: Member of the Board Issuer: Aspo Oyj LEI: 7437000TB0GHDHLPX677 Notification type: INITIAL NOTIFICATION Reference number: 112439/4/4 ___________ ...

Core Viewpoint - Aspo Plc's CEO Rolf Jansson executed a transaction involving the disposal of debt instruments, indicating active management of the company's financial assets [2]. Group 1: Transaction Details - Rolf Jansson, the CEO of Aspo Plc, made an initial notification regarding a transaction dated June 16, 2025 [2]. - The transaction involved the disposal of 100,000 units of a debt instrument at a unit price of 100% [2]. - The aggregated transaction also reflected a volume-weighted average price of 100% for the same volume [2]. Group 2: Company Overview - Aspo Plc operates sustainably and aims for long-term value creation through its business operations [2]. - The company has a presence in 17 different countries and employs approximately 800 professionals [4].

Aspo Plc Managers’ transactions June 17, 2025, at 5.30 p.m. Aspo Plc - Managers' Transactions - Patricia Allam Person subject to the notification requirement Name: Patricia Allam Position: Member of the Board/Deputy member Issuer: Aspo Oyj LEI: 7437000TB0GHDHLPX677 Notification type: INITIAL NOTIFICATION Reference number: 112432/5/4 __________________________________________ Transaction date: 2025-06-16 Venue: OFF-EXCHANGE LIIKETOIMET (XOFF) Instrument type: DEBT INSTRUMENT ISIN: FI4000523170 ...