Svenska Cellulosa Aktiebolaget SCA
Paper & Paper Products · Basic Materials
Analyst
SB1 Markets
Equibles does not estimate personal net worth.
Johannes Grunzelius is recorded as Analyst at SB1 Markets. Johannes Grunzelius has spoken on 4 earnings calls across 2 companies, most recently for Svenska Cellulosa Aktiebolaget SCA on July 22, 2026. Those appearances were for Svenska Cellulosa Aktiebolaget SCA and Essity Aktiebolag (publ). The companies whose calls Johannes Grunzelius spoke on are classified in the Basic Materials and Consumer Defensive sectors.
“The first one is on the container board business. I can see here that your implied sales price went up pretty nicely quarter over quarter. Is that a reflection of higher market prices or is it a combination of higher market prices and you have reduced discount on incremental volumes coming out from Obola?”
“Yeah, I have a question on if you can maybe elaborate and perhaps quantify any pre-buying effects. I think you mentioned this in the discussions here earlier. But is it possible to say anything about the possibility, you know, what you think about the effects on pre-buying?”
“I would like to zoom in on your energy business and and the container board business so on energy you said it already old but you had a nice tailwind from higher biofuels so i was wondering if you could get some you know provide some color on on what that means i think your your earnings delta were like 60 million q1…”
“I have a question on COGS again, if you can dive in a bit more there. Because, Fredrik, you mentioned here you will have a slightly lower COGS year-over-year in Q1.”
SB1 Markets
Analyst
Transcript header (unverified)
Svenska Cellulosa Aktiebolaget SCA
Paper & Paper Products · Basic Materials
Essity Aktiebolag (publ)
Household & Personal Products · Consumer Defensive
Webcast Q2 2026
Svenska Cellulosa Aktiebolaget SCA
Interim report for quarter 2 2026
Essity Aktiebolag (publ)
Webcast Q1 2026
Svenska Cellulosa Aktiebolaget SCA
Report for quarter 4 and full-year 2025
Essity Aktiebolag (publ)