Business description: Sappi Limited

Sappi Limited specializes in the production and marketing of papers for the printing, stationery and textile sectors. Net sales (including intragroup) break down by family of products as follows:

- coated and uncoated graphic printing papers (53.5%);

- packaging and specialty papers (28.4%);

- dissolving pulp (17%);

- forest products (1.1%).

At the end of September 2022, the group operated 19 production sites in South Africa (5), Europe (10) and North America (4).

Net sales are distributed geographically as follows: South Africa (19.2%), Europe (51.2%) and North America (29.6%)

Number of employees: 12,329

Sales by Activity: Sappi Limited

Fiscal Period: September 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Europe

2.64B 4.02B 2.8B 2.48B 2.37B

North America

1.76B 2.27B 1.87B 1.83B 1.79B

South Africa

1.19B 1.45B 1.52B 1.46B 1.48B

Intersegmental Sales

-240M -310M -264M -214M -228M

Unallocated and Eliminations

-88M -134M -116M -92M -

Executive Committee: Sappi Limited

Manager TitleAgeSince
Chief Executive Officer 58 2014-06-30
Director of Finance/CFO 62 1997-05-31
Chief Tech/Sci/R&D Officer 58 -
Chief Tech/Sci/R&D Officer 55 2018-05-31
Investor Relations Contact 50 2020-12-31

Composition of the Board of Directors: Sappi Limited

Director TitleAgeSince
Director/Board Member 67 2011-08-31
Director/Board Member 58 2012-09-02
Director/Board Member 62 2014-06-30
Director/Board Member 72 2015-09-30
Director/Board Member 52 2017-02-28
Director/Board Member 47 2018-09-30
Director/Board Member 68 2019-02-28
Director/Board Member 66 2019-02-28
Director/Board Member 65 2022-08-31
Chairman 62 2024-02-07

Shareholders: Sappi Limited

NameEquities%Valuation
Public Investment Corporation (SOC) Ltd.
20.16 %
122,375,823 20.16 % 137 M R
Allan Gray (Pty) Ltd.
7.063 %
42,884,662 7.063 % 48 M R
Coronation Asset Management (Pty) Ltd.
5.288 %
32,106,461 5.288 % 36 M R
M&G Investment Managers (Pty) Ltd.
2.878 %
17,474,481 2.878 % 20 M R
PSG Asset Management (Pty) Ltd.
0.5095 %
3,093,640 0.5095 % 3 M R
NameEquities%Valuation
PNC Wealth Management LLC
0.000046 %
282 0.000046 % 316 R

Holdings: Sappi Limited

NameEquities%Valuation
59,008 0.01% 66 008 $

Company details: Sappi Limited

Sappi Ltd.

108 Oxford Road Rosebank

2198, Johannesburg

+27 11 407 8391

http://www.sappi.com
address Sappi Limited(SAP)

Group companies: Sappi Limited

NameCategory and Sector
Pulp & Paper
Pulp & Paper
Pulp & Paper
Pulp & Paper

Other Paper Products

Change 5d. change 1-year change 3-years change Capi.($)
+0.45%-3.90%-59.23%-63.11% 681M
+2.81%+11.99%-5.46%-24.96% 16.08B
-1.92%+4.32%-13.72%+10.37% 12.22B
+2.48%+7.32%-13.19%-16.71% 6.08B
+1.02%+4.83%+58.22%+81.60% 5.41B
0.00%+2.96%-6.37%+12.40% 4.73B
-3.02%+2.24%-18.01%-3.69% 4B
+0.36%+4.44%-6.18%+3.40% 2.82B
-0.29%+5.11%+16.36%-17.02% 2.51B
Average +0.24%+1.82%-5.28%-1.97% 6.06B
Weighted average by Cap. +0.64%+3.85%-2.56%+0.60%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
1.128USD
Average target price
2.270USD
Spread / Average Target
+101.29%

Quarterly revenue - Rate of surprise

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