upm raflatac labeling a smarter future...adhesive labels raflatac success factors • global...
TRANSCRIPT
Antti JääskeläinenEVP, UPM Raflatac
31 May 2018
UPM RaflatacLabeling
a smarter future
| © UPM – The Biofore Company
Self-adhesive labels in end-use
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UPM Raflatac
| © UPM – The Biofore Company
Long term trends are positive for labelstock market growth
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UPM Raflatac
Private consumption
Tailored marketing
Population growthProductivity
Single householdsReliability
Ease of use
ConsumerismPackaged goods
Label demandE-commerce
SustainabilityUrbanization
Differentation
Retailing changesHigher standard of living
Product safety
Regulationshelf-appeal
| © UPM – The Biofore Company
The self-adhesive labelstock market
• >EUR 8bn global market
• ~4% p.a. growth
• Private consumption driven
• Largest of the labelling technologies
• ~1/5 of total self adhesive materials markets
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UPM Raflatac
All labelling technologiesSelf-adhesivelabelstock market
Other producers
UPM Raflatac
Otherproducers
Otherlabellingtechnologies
All self adhesive materials
Other producers
Other selfadhesivematerials
UPM Raflatac UPM Raflatac
Self adhesivelabelstock
Self adhesivelabelstock
| © UPM – The Biofore Company
Our global platform
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UPM Raflatac
Key facts• #2 globally in labelstock
• Business in 120 countries
• >8000 customers
• >3000 people in six continents
Our strengths• Global reach & service
• Efficient operations and supply chain
• Sustainability leadership
• End use driven R&D capabilities Factory
Terminal
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Strategy for profitable growth
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UPM Raflatac
Increased customer reach
Wider product portfolio
Winning operations
Enabled by strong common capabilities and global op erating modelPotentially accelerated with M&A if feasible
| © UPM – The Biofore Company
Case: Wine & Spirits
Attractive market trends• Underlying market growth in e.g. China
• Branding & visual appearance ever more important –also sustainability
• Continued technology transfer from wet-glue to self adhesive labels
Raflatac success factors• Global capabilities with local service – present in all
major wine growing regions
• New, innovative & cost effective label solutions
• Industry leader in sustainability
• Value chain collaboration with customers, end-users, designers and suppliers
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UPM Raflatac
100
110
120
130
140
150
2013 2014 2015 2016 2017
Inde
x 20
13 =
100
UPM Raflatac’s growth in Wine & Spirits
| © UPM – The Biofore Company
Case: Subsegmented offering in Pharma
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| © UPM – The Biofore Company
Case: Sustainability innovations
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UPM Raflatac
• Solution for waste from end users, label printers and labelstock manufacturing
• >100 partners
• Preserves resources, optimizes yields & circularity and fosters overall system effectiveness
UPM ProFi deck
Recycled paperWaste-to-energy
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Winning operations
Safety – Quality – Capital efficiency – Cost competitive capacity
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UPM Raflatac
Index 2015 = 100
0
20
40
60
80
100
2015 2016 2017
Better Safety(Lost Time Accident Frequency index)
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20
40
60
80
100
2015 2016 2017
Less Quality Defects(Waste, Claims, 2nd quality index)
0
20
40
60
80
100
2015 2016 2017
Less Working Capital(Turnover days index)
0
20
40
60
80
100
2015 2016 2017
Better Cost Efficiency(Fixed costs €/m2 index)
| © UPM – The Biofore Company
Strong platform to build on
• Clear growth potential in the markets
• UPM Raflatac: global reach & scale, local service
• Sustainability is a key strength
• Clear strategy to continue growth & value creation:
• Improving customer reach
• Widening product portfolio
• Continuously improving operations
• Supported by focused investments, potentially M&A
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UPM Raflatac
