Investor Presentaiton
NEAR-TERM FACTORS
Q3 2022
OIBD1 Trend
vs Q2 2022
vs Q3 2021
CONSOLIDATED
Containerboard
Specialty Products
Tissue Papers
•
•
Logistics and production costs: expect continued pressure on
costs YoY and QoQ in Q3 for all business segments.
Containerboard: QoQ performance to reflect stable demand,
lower average raw material prices and incremental benefits
from price increases, offset by elevated operational costs;
Expect slightly higher YoY results with selling price increases
offsetting higher input costs.
Specialty Products: stable volumes and positive selling price
trends support YoY and QoQ results, offsetting cost inflation.
• Tissue: Q3 results expected to improve QoQ as realized
benefits from implementation of price increases offset higher
raw material, logistics and operational costs; Performance YoY
forecasted to be slightly lower, with benefits from profitability
initiatives and announced price increases continuing to lag
impact of higher raw material, production and logistics costs
and slightly lower volume.
•
Corporate Activities: Stable negative OIBD1 contribution
quarter-over-quarter.
(1) Please click here for supplemental information on non-IFRS measures and other financial measures.
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