Core Viewpoint - Huhtamäki Oyj's Board of Directors has proposed several key items for discussion at the upcoming Annual General Meeting (AGM) scheduled for April 29, 2026, including dividend payments, auditor re-elections, and share repurchase authorizations [1][2][4]. Dividend Proposal - The Board proposes an aggregate dividend of EUR 1.14 per share for the financial period ending December 31, 2025, to be paid in two installments [4]. - The first installment of EUR 0.57 per share is set for payment on May 11, 2026, to shareholders registered by May 4, 2026 [5]. - The second installment, also EUR 0.57 per share, is proposed for payment on October 8, 2026, to shareholders registered by October 1, 2026 [6]. Financial Position - The Company reports no significant changes in its financial position since the end of the financial year, indicating a good liquidity position and that the proposed dividend distribution does not jeopardize its ability to meet obligations [8]. Auditor and Sustainability Reporting Assurer - The Board proposes the re-election of KPMG Oy Ab as the Auditor for the financial year 2026, with Mr. Henrik Holmbom acting as the key audit partner [10]. - KPMG Oy Ab is also proposed to be re-elected as the Sustainability Reporting Assurer for the same financial year, with Mr. Henrik Holmbom as the key sustainability partner [13]. Share Repurchase Authorization - The Board seeks authorization to repurchase up to 10,776,038 of its own shares, not exceeding 10% of all shares, using non-restricted equity [15][16]. - The authorization will remain valid until the end of the next AGM or until June 30, 2027 [16]. Share Issuance Authorization - The Board proposes authorization to issue up to 10,000,000 new shares and transfer up to 4,000,000 treasury shares, representing approximately 9.3% and 3.7% of current shares, respectively [17][18]. - This authorization will also remain in effect until the end of the next AGM or until June 30, 2027 [18]. Company Overview - Huhtamäki is a leading global provider of sustainable packaging solutions, with a history of over 100 years and operations in 35 countries [19][20]. - The Company reported net sales of EUR 4.0 billion in 2025 and employs around 17,400 professionals [20].

Financial Data and Key Metrics Changes - The company reported an Adjusted EBITDA of $1.172 billion for the fourth quarter and $4.939 billion for the full year, marking the largest outturn by any packaging company globally [5] - Adjusted free cash flow for the quarter was $679 million, totaling over $1.5 billion for the year, highlighting a focus on cash generation [5] - The adjusted margin for the quarter was 15.5%, with a similar figure for the year, providing a strong foundation for future success [6] Business Line Data and Key Metrics Changes - North America reported an adjusted EBITDA of $651 million with a margin of 14.7%, showing a modest year-on-year decline [6] - European margins expanded to over 16% with an adjusted EBITDA of $438 million [6] - Latin America demonstrated strong performance with margins exceeding 24% and an adjusted EBITDA of over $130 million [6] Market Data and Key Metrics Changes - North American volumes saw a sharp decline, while European volumes remained stable, and Latin America experienced stronger growth [7] - The company has successfully reduced leverage to 2.6 times, moving towards a target of 2 times, reflecting improved balance sheet strength [8] Company Strategy and Development Direction - The company is focused on portfolio optimization, including the closure of the SBS machine in La Tuque, Quebec, as part of its strategic initiatives [4] - A medium-term plan has been developed with input from all operating units, aiming for significant profit growth in North America and continued strong performance in EMEA [7][79] - The goal is to achieve an adjusted EBITDA growth to $7 billion by the end of 2030, with a CAGR of 7% and margin expansion of over 300 basis points [79] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging economic environment but expressed confidence in the company's performance and future prospects [13] - The outlook for the first quarter of 2026 is an Adjusted EBITDA between $1.1 billion and $1.2 billion, with a full-year expectation of $5 billion to $5.3 billion [15] - The company anticipates a better industry operating environment in the latter half of the year, driven by new business development and improving economic conditions [15] Other Important Information - The company has been recognized by Forbes, Fortune, and Time Magazine as a leader in the industry, reflecting its strong performance and operational excellence [13] - A progressive dividend policy continues, with a 5% increase noted, emphasizing the importance of returning capital to shareholders [8] Q&A Session Summary Question: Can you talk about the pricing outlook and volume expectations for the year? - Management indicated that pricing has not been baked into forecasts, and they expect volumes to normalize in the latter half of the year, influenced by economic stimuli [17][20] Question: What is the status of lower loss-making contracts and the pipeline? - Management expressed satisfaction with the progress in phasing out underperforming contracts and indicated a robust pipeline for new business opportunities [22][25] Question: How will the company manage downtime and asset utilization? - The company reported $220 million in downtime for the year, with optimal asset utilization rates targeted at mid-90s% for North America and above 92% for Europe [69] Question: What are the expectations for the North American consumer business? - The North American consumer business is performing well, with strong potential for profitability and cash generation, supported by recent large contracts [56][58]

Core Viewpoint - International Paper's CEO Andy Silvernail will present at the Bank of America Securities 2026 Global Agriculture and Materials Conference on February 26, 2026, at 8:15 a.m. Eastern Time, followed by a Q&A session [1]. Group 1: Event Details - The presentation will be accessible via a webcast on the company's website under the Investors tab, specifically on the Events & Presentations page [2]. - A replay of the webcast will be available approximately three hours after the live presentation [2]. Group 2: Company Overview - International Paper (NYSE: IP; LSE: IPC) focuses on delivering innovative and sustainable packaging solutions, aiming to empower customers, teammates, and shareholders [3]. - The company is recognized as a leader in corrugated packaging, collaborating with various industry partners to enhance supply chains, promote sustainability, and create lasting value for stakeholders [3].

Core Viewpoint - Huhtamaki Oyj is set to publish its 2025 financial results on February 13, 2026, at approximately 8:30 EET, followed by a combined audiocast and teleconference at 9:30 EET where the CEO and CFO will present the results and engage in a Q&A session [1][2]. Company Overview - Huhtamaki is a leading global provider of sustainable packaging solutions, focusing on protecting food and beverages, ensuring hygiene and safety, and preventing food waste [4]. - The company has a history of over 100 years and operates in 36 countries with around 18,000 professionals across 101 locations [5]. - In 2024, Huhtamaki reported net sales of EUR 4.1 billion and is listed on Nasdaq Helsinki, with its headquarters located in Espoo, Finland [5].

Core Viewpoint - The Shareholders' Nomination Board of Huhtamäki Oyj has submitted proposals for the composition and remuneration of the Board of Directors for the upcoming Annual General Meeting scheduled for April 29, 2026 [1]. Board Composition - The Shareholders' Nomination Board proposes that the Board of Directors will consist of nine members [2]. - Current members Ms. Mercedes Alonso, Mr. Robert K. Beckler, Ms. Essimari Kairisto, Ms. Anja Korhonen, Mr. Johann Christoph Michalski, Ms. Kerttu Tuomas, and Mr. Pekka Vauramo are proposed for re-election, while Mr. Suryakant Pandey and Ms. Johanna Söderström are proposed as new members [3]. - Mr. Pekka Vauramo is proposed to be re-elected as Chair, and Ms. Kerttu Tuomas as Vice-Chair of the Board [3]. Non-Re-elected Members - Mr. Doug Baillie and Ms. Pauline Lindwall will not be available for re-election [4]. Candidate Backgrounds - Mr. Suryakant Pandey has extensive experience in the food industry, previously serving as Managing Director at pladis Foods Limited and holding various positions at Kimberly-Clark and Mondelez [5]. - Ms. Johanna Söderström has a strong HR background, having worked at Tyson Foods and Dow Chemical, and is currently the Founder of Taika Talent Group [6]. Remuneration - The proposed remuneration for the Board of Directors remains unchanged: Chair EUR 180,000, Vice-Chair EUR 84,000, and other members EUR 69,000 each [8]. - Additional compensation includes EUR 17,500 for the Chair of the Audit Committee, EUR 10,500 for the Chair of the Human Resources and Investment Committees, and EUR 1,500 for each Board and Committee meeting attended [8]. Share Ownership - The Shareholders' Nomination Board expects all Board members to own shares in Huhtamäki Oyj [9]. Company Overview - Huhtamäki is a leading global provider of sustainable packaging solutions, with a focus on hygiene, safety, and reducing food waste [10]. - The company has a history of over 100 years, operates in 36 countries with around 18,000 professionals, and reported net sales of EUR 4.1 billion in 2024 [11].

Core Insights - Ball Corporation (BALL) has signed a definitive agreement to acquire an 80% stake in Benepack's European beverage can manufacturing businesses, enhancing its European manufacturing network and promoting aluminum beverage cans as a sustainable packaging option [1][2]. Deal Details - Benepack operates two facilities in Belgium and Hungary, serving customers across Western and Eastern Europe. The acquisition will cost BALL €184 million ($216.2 million), with Benepack retaining a 20% stake. The purchase price is considered attractive due to the strategic fit and quality of the business [2][6]. - The deal has received necessary regulatory approvals and is expected to close in the first quarter of 2026, pending closing conditions [3][6]. Financial Performance - In Q3 2025, Ball Corp reported adjusted earnings per share of $1.02, matching Zacks Consensus Estimate and reflecting a 12% year-over-year increase, driven by higher volumes across all segments [4]. - Total sales for the quarter reached $3.38 billion, up from $3.08 billion in the previous year, surpassing the Zacks Consensus Estimate of $3.32 billion. Global aluminum packaging shipments increased by 3.9% year over year [4]. Stock Performance - Ball Corp's stock has declined by 14.1% year-to-date, compared to a 10.3% decline in the industry [5].

Core Insights - Ardagh Metal Packaging S.A. has published supplemental company information on its website, indicating transparency and ongoing communication with investors [1] - The company is a leading global supplier of sustainable and infinitely recyclable metal beverage cans, highlighting its commitment to sustainability [1] - In 2024, Ardagh Metal Packaging reported sales of approximately $4.9 billion, showcasing its significant market presence [1] Company Overview - Ardagh Metal Packaging operates as part of the Ardagh Group, focusing on sustainable packaging solutions [1] - The company has 23 metal beverage can production facilities across nine countries, employing over 6,000 people [1] - The company is recognized as a leading industry player in Europe and the Americas, emphasizing its innovative production capabilities [1] Financial Information - The company has launched an offering of $1,280 million in senior secured green notes, indicating a strategic move towards financing sustainable initiatives [4]

Core Insights - The global rigid packaging market is expected to grow from USD 550.49 billion in 2025 to USD 1,020.61 billion by 2034, with a CAGR of 7.1% driven by demand for eco-friendly and smart packaging solutions [1] - Major players in the market include Amcor, Berry Plastics, and Sealed Air Corporation, with significant markets in North America, Europe, and Asia Pacific [1][3] Market Trends - The rigid packaging sector is heavily reliant on plastic due to its durability, portability, and cost-effectiveness, with 31% of the world's plastic usage attributed to packaging [3] - Rigid packaging is preferred for its lightweight nature compared to glass or metal, which also reduces transportation energy consumption [4] - The shift towards sustainable packaging is evident, with companies adopting recyclable and biodegradable materials, including plant-based plastics and recycled PET [7][14] Regional Insights - North America is projected to experience significant growth in the rigid packaging market, driven by advancements in rigid thermoform plastic packaging [8] - The U.S. holds the largest market share in North America, supported by a substantial consumer base and advanced industrial infrastructure [10][11] - North America accounts for 57% of Berry Global's net sales, with EMEA contributing 35% [23] Company Insights - Berry Global reported USD 13 billion in annual revenue, with a diversified business model across four main segments: Consumer Packaging, Health, Hygiene & Specialties, and Engineered Materials [17][20] - The company emphasizes sustainability, focusing on innovations that promote recyclability and the use of post-consumer recycled content [20][21] - Berry Global's operational footprint includes approximately 290 manufacturing locations worldwide, enhancing its ability to serve global customers [19][23] Environmental Impact - Transitioning to more efficient packaging solutions has led to significant reductions in freight and greenhouse gas emissions, exemplified by a 320% increase in freight efficiency and a 67.92% reduction in annual truck shipments [25][30] - The shift from composite cans to polypropylene containers resulted in a total annual GHG emission reduction of 98 metric tons [25][32]

Core Insights - Ball Corporation is a leading global provider of sustainable aluminum packaging for beverage, personal care, and household products [2][4] - The company will present at the Baird 2025 Global Industrial Conference on November 13, 2025 [1] - In 2024, Ball Corporation reported net sales of $11.80 billion, excluding the divested aerospace business [2] Company Developments - Damiel W. Fisher, chairman and CEO, and Daniel J. Rabbitt, senior vice president and interim CFO, are scheduled to speak at the conference [2] - John E. Panichella, CEO of Solenis, has been appointed to Ball Corporation's board of directors [4] Financial Performance - The company reported third quarter 2025 results, with references to net sales and comparable operating earnings [3]

Core Insights - Huhtamaki Oyj reported a decrease in net sales by 5% to EUR 970.6 million in Q3 2025, primarily due to adverse currency impacts, with comparable net sales growth at -1% [3][6][10] - The company experienced a decline in reported EBIT to EUR 91.6 million, down from EUR 95.1 million in Q3 2024, while adjusted EBIT was EUR 100.3 million, reflecting a 2% decrease [6][10][18] - Despite challenging market conditions, the company improved its adjusted EBIT margin to 10.3% from 10.0% in the previous year, driven by cost-saving initiatives [10][11][17] Q3 2025 Financial Performance - Net sales decreased to EUR 970.6 million from EUR 1,026.2 million, with a comparable net sales growth of -1% [3][6] - Adjusted EBITDA was EUR 151.7 million, a slight decrease of 1% from EUR 153.1 million in Q3 2024 [3][6] - Reported EPS was EUR 0.56, down from EUR 0.57, while adjusted EPS was EUR 0.62, a decrease from EUR 0.63 [6][18] Business Segment Performance - Foodservice Packaging segment saw a 3% decline in net sales to EUR 240.0 million, while North America experienced an 8% decrease to EUR 331.2 million [13][22] - Flexible Packaging net sales decreased by 7% to EUR 309.8 million, whereas Fiber Packaging reported a 5% increase to EUR 92.4 million [13][22] - Adjusted EBIT for Fiber Packaging increased by 43% to EUR 11.6 million, while North America's adjusted EBIT decreased by 31% to EUR 34.2 million [16][24] Year-to-Date Financial Overview - For the first three quarters of 2025, net sales totaled EUR 2,979.6 million, down 3% from EUR 3,067.6 million in the same period of 2024 [22][24] - Adjusted EBIT for the year-to-date period was EUR 301.8 million, a decrease of 2% compared to EUR 306.7 million in 2024 [24][28] - The Group's adjusted EBIT margin for the first three quarters improved to 10.1% from 10.0% in the previous year [26][28] Strategic Focus and Outlook - The company continues to focus on capital discipline and strategic growth areas despite challenging market conditions [12][30] - The financial position remains strong, allowing the company to pursue profitable growth opportunities [30][34] - The outlook for 2025 remains unchanged, with expectations of stable trading conditions [30]