Resilient performance and positive outlook after the separation of the Paper division

– Sales and profitability impacted by lower materials cost
– Segmental performance
– Outlook for FY2024
– Valuation and conclusion

Separation of Paper business from Chemistry and Packaging activities

– Deal Overview
– Focus on high growth and superior margin business
– Expanding the Chemical business inorganically in high-growth markets
– Strategic focus and prospects for Perlen Industrieholding AG post-separation
– Mitigate valuation discount and enhance investor value
– CPH Group AG after the transaction
– Valuation and conclusion

CPH Chemie + Papier Holding AG (CPH) announces plan to separate Paper business from Chemistry and Packaging activities

– Deal Overview
– Deal Rationale
– Focus on high growth and superior margin business
– Strategic focus and prospects for Perlen Industrieholding AG post-separation
– Valuation and conclusion

Resilient performance amidst challenges

– Segmental performance
– Outlook for FY2024
– Valuation and conclusion

FY 2023 targets reaffirmed amidst uncertain markets and focus on implementation of sustainability strategy

– Investor Day summary
– Sustainability
– Other highlights
– Valuation and conclusion

Mixed performance amid challenging market    

– Profitability remains intact
– Outlook for FY2023e
– Valuation and conclusion

Broad-based growth across all divisions   

– Elevated levels of profitability  
– Outlook for FY2023
– Valuation and conclusion

Strong volumes and higher realizations lifts CPH’s profitability

– FY2022 guidance raised again with group EBIT guided above CHF 100 million

– Valuation and conclusion

Rising demand for products in the Chemistry division to drive future growth  

• Chemistry division to provide the next leg of growth
• Structural megatrends to drive long-term growth
• Broad-based revenue growth across all divisions in 1H2022
• Valuation and conclusion

Broad-based growth across all divisions 

– Better volumes and realizations of price increases lift profitability
– Segmental performance
– Cautious outlook for FY2022
– Valuation and conclusion