Smurfit Kappa Group Plc

Smurfit Kappa Group Plc

Smurfit Kappa Group Plc

Overview
Date Founded

2005

Headquarters

Beech Hill, Clonskeagh, Dublin, 4, IRL

Type of Company

Public

Employees (Worldwide)

46K

Industries

Paper Products
Wholesale: Industrial Products & Manufacturing

Company Description

Smurfit Kappa Group Plc operates as an integrated paper and paperboard manufacturer and converter. It also engages in the manufacturing, distribution and selling of containerboard, corrugated containers, and other paper-based packaging products, such as solid board, graphic board and bag-in-box. It operates through the Europe and the Americas segments. The Europe segment includes a system of mills and plants that primarily produces a full line of containerboard that is converted into corrugated containers. The Americas segment comprises forestry, paper, corrugated, paper sack, and folding carton activities. The company was founded on December 1, 2005 and is headquartered in Dublin, Ireland.

Executives & Employees

Group Chief Executive Officer

Executive Director, Group Chief Financial Officer

Group General Counsel

Chief Executive Officer-The Americas

Chief Executive Officer, Latin America

Chief Executive Officer, Europe

Chief Executive Officer, Paper & Board Division

Group Financial Controller

Group Tax Director

Group Treasurer

Board of Directors

Chairman & Chief Executive Officer at Smurfit Kappa Group Ltd.

Chief at Avnet, Inc.

Former Executive Vice President & President, Bottling Investments & Supply Chain at The Coca-Cola Company

Group Chief Executive Officer at Smurfit Kappa Group Plc

Former Executive Director at Burberry Group Plc

Chairman & Chief Executive Officer at Eramet SA

Executive Director, Group Chief Financial Officer at Smurfit Kappa Group Plc

Group Managing Director at Glanbia Plc

Senior Independent Director at Smurfit Kappa Group Plc

Industrial Advisor at Axcel Management A/S

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Owners & Shareholders
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SGAM is an active manager which follows an investment philosophy based on liquidity, transparency and security. They seek to maximize mutual fund performance by balancing sensitivity (determined according to expectations of changes in yield curve), prime credit (finding the best risk/return profile of issuers) and allocation (combining sectoral and geographic exposure as well as diversifying issuers).To optimize fund performance, the firm combines top-down and bottom-up strategies to construct portfolios, aiming to capture the potential return of all assets and the different styles of management. They evaluate macroeconomic and alternative scenarios to adapt quickly to news and identify favorable assets, seeking to determine market trends by region, economic sector, asset class, currencies and management style. They ensure the overall coherence of the portfolio relative to the investment process by monitoring risk limits and sources of performance.For bonds, they aim to create value by anticipating changes in bond yields, according to a defined investment process. They analyze the macroeconomic environment, market valuation and the specific segment of the bond in question to determine the market exposure and country allocation. The sectoral breakdown is based on the outlook, risks and the relative valuation of each sector. Within each sector, they select the most attractive issuers based on fundamental analysis.SGAM’s management under mandate offers several types of management mandates and management options based on client goals and investment horizon, and offers the expertise of Société Générale and Amundi.

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Thompson, Siegel & Walmsley (TSW) uses a combination of fundamental and quantitative analysis as the basis for their investment processes. TSW's typical assignments involve a specific strategy, such as \"small cap value\" or \"core plus fixed income\" in which they use a variety of equity and/or fixed income processes to select securities that are designed to outperform a specific industry benchmark. In other instances, usually for high net-worth clients, the strategies may be combined in order to produce a \"balanced portfolio\" to meet a specific client asset allocation objective or industry benchmark. TSW's strategies include: Equity (Domestic and International), Strategic High Income, Fixed Income, Custom Balanced, and WPS (long/short equity).

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FdE is an active, value-oriented manager which focuses on long-term capital appreciation. They prefer to invest in small- to mid-cap European companies and have particular expertise in the French market. Their investment philosophy is based on absolute performance and pragmatism, paying limited attention to market trends.The firm's research-intensive and conviction-driven investment process was originally developed for the French market, and later extrapolated to Western European countries. They conduct a systematic program of company visits and regular meetings with management on an extensive universe of companies in France and in Europe.FdE follows a bottom-up stock-picking investment approach and emphasizes management quality as a key factor in their investment process.

Recent Transactions
Details Hidden

Smurfit Kappa Group Plc purchases Reparenco Holding BV from H2 Equity Partners BV

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Smurfit Kappa Group Plc purchases Proizvodstvenno Eksperimentalnaya Fabrika Soyuz

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Smurfit Kappa Group Plc, Smurfit Kappa Portugal SA purchase Litbag Lda.

Transaction Advisors
Underwriter

Advised onSmurfit Kappa Group Plc issued Ordinary Shares

Investment Advisor

Advised onSmurfit Kappa Group Plc purchases Indústria de Embalagens Santana SA

Investment Advisor

Advised onSmurfit Kappa Group Plc purchases Bates Container Ltd. (Texas)

Legal Advisor

Advised onSmurfit Kappa Group Plc purchases Orange County Container Group LLC

Advisors & Consultants
Legal Advisor

Partner at Akerman LLP

Legal Advisor

Partner at Latham & Watkins LLP

Legal Advisor

Partner at Kirkland & Ellis LLP

Clients

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It is a food and beverage company with a complementary portfolio of brands, including Frito-Lay, Gatorade, Pepsi-Cola, Quaker, and Tropicana. It operates through the following segments: Frito-Lay North America; Quaker Foods North America; North America Beverages; Latin America; Europe Sub-Saharan Africa; and Asia, Middle East, and North Africa. The Frito-Lay North America segment markets, distributes, and sells snack foods under the Lay's, Doritos, Cheetos, Tostitos, Fritos, Ruffles, and Santitas brands. The Quaker Foods North America segment includes cereals, rice, and pasta under the Quaker, Aunt Jemima, Quaker Chewy, Cap'n Crunch, Life, and Rice-A-Roni brands. The North America Beverages segment consists of beverage concentrates, fountain syrups, and finished goods under various beverage brands such as Pepsi, Gatorade, Mountain Dew, Diet Pepsi, Aquafina, Diet Mountain Dew, Tropicana Pure Premium, Sierra Mist, and Mug. The Latin America segment covers beverage, food, and snack businesses in Latin America region. The Europe Sub-Saharan Africa segment comprises of beverage, food, and snack goods in Europe and Sub-Saharan Africa regions. The Asia, Middle East, and North Africa segment offers snack food products under the Lay's, Kurkure, Chipsy, Doritos, Cheetos, and Crunchy brands. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

Kimberly-Clark Corp. is engaged in the manufacturing and marketing of products made from natural or synthetic fibers. It operates through the following segments: Personal Care, Consumer Tissue, and K-C Professional. The Personal Care segment manufactures and markets disposable diapers, training and youth pants, swim pants, baby wipes, feminine and incontinence care products, and other related products. The Consumer Tissue segment produces and sells facial and bathroom tissue, paper towels, napkins and related products for household use. The K-C Professional segment involves in the provision of wipers, tissue, towels, apparel, soaps and sanitizers. The company was founded by John A. Kimberly, Havilah Babcock, Charles B. Clark, and Frank C. Shattuck in 1872 and is headquartered in Irving, TX.

Colgate-Palmolive Co. engages in the manufacturing and distribution of consumer products. It operates through Oral, Personal and Home Care; and Pet Nutrition segments. The Oral, Personal and Home Care segment represents North America, Latin America, Europe, Asia Pacific, and Africa or Eurasia, all of which sell to a variety of retail and wholesale customers and distributors. The Pet Nutrition segment offers pet nutrition products for dogs and cats. The company was founded by William Colgate in 1806 and is headquartered in New York, NY.

Key Stats and Financials As of 2017
Market Capitalization
$8.45B
Total Enterprise Value
$9.62B
Earnings Per Share
$1.77
Revenue
$8.56B
Total Equity
$2.66B
Net Profit
$417M
Total Debt
$3.34B
EBITDAMargin
14.27%
EBITDA
$1.22B
Enterprise Value Sales
1.12x
TEVNet Income
23.07x
Debt TEV
0.35x
Enterprise Value EBITDAOperating
7.87x
Three Year Compounded Annual Growth Rate Of Revenue
1.94%
Five Year Compounded Annual Growth Rate Of Revenue
3.14%
Investments
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Avar Communications Ltd. provides a hiring platform and mobile application for the global recruitment market. It offers Jobbio, a marketplace to post job opportunities, share them with others and organize the applications digitally. The company was founded by Stephen Quinn and John Quinn in 2011 and is headquartered in Dublin, Ireland.

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Lecta SA manufactures and distributes coated paper for the packaging industry. It operates through three businesses: Coated Woodfree, Specialties and Distributor. The Coated Woodfree business consists of manufacturing of coated fine paper, business consists of manufacturing of specialty papers and Distributor business engages in the distribution of coated fine paper and specialty papers in Spain, Portugal, France, Italy and Argentina. The company was founded on October 14, 1999 and is headquartered in Luxembourg.

Suppliers
British Polythene Industries Ltd. Holding Companies | Greenock, SC

British Polythene Industries Ltd. manufactures and supplies polythene film bags and sacks. The firm operates its business through the following geographical segments: UK & Ireland, Mainland Europe and North America. The UK and Ireland segment includes all of the UK manufacturing and merchandising activities along with the Irish sales operations, which distributes predominately UK manufactured products. It also includes the manufacturing operation in China from which most of the output is exported for sale by the company in the UK. The Mainland Europe segment comprises the manufacturing and merchandising activities located in Belgium, the Netherlands and France. The North America segment comprises the manufacturing business in Canada with sales throughout North America. The company was founded on March 16, 1910 and is headquartered in Greenock, the United Kingdom.

Reno de Medici SpA Paper Products | Milan, MI

Reno de Medici SpA engages in the production and sale of coated recycled cartonboards. The company was founded in 1967 and is headquartered in Milan, Italy.

SKF AB Metal Manufacturing & Products | Gothenburg, VG

SKF AB engages in the manufacture of machine and rotating equipment. It operates through the Industrial Market and Automotive Market business segments. The Industrial Marget segment comprises of Industrial Sales Americas, Industrial Sales Europe and Middle East and Africa, Industrial Sales Asia, Industrial Units, Bearing Operations, and Aerospace. The Automotive Market segment provides a range of products, solutions, and services to manufacturers of cars, light trucks, heavy trucks, trailers, buses, two-wheelers, and the vehicle aftermarket. The company was founded by Sven Wingquist in 1907 and is headquartered in Gothenburg, Sweden.

Competitors
WestRock Co. Paper Products - Atlanta, GA

WestRock Co. engages in the provision of paper and packaging solutions for consumer, and corrugated packaging markets. It operates through the following segments: Corrugated Packaging, Consumer Packaging, and Land and Development. The Corrugated Packaging segment consists of containerboard mill and corrugated packaging operations, as well as recycling operations. The Consumer Packaging segment offers consumer mills, folding carton, beverage, merchandising displays, home, health, and beauty dispensing, and partition operations. The Land and Development segment sells real estate. The company was founded on March 6, 2015 and is headquartered in Atlanta, GA.

International Paper Co. Paper Products - Memphis, TN

International Paper is a global leader in the paper and packaging industry and supplies a wide range of products that people rely on every day. Its businesses include uncoated papers and industrial and consumer packaging, complemented by xpedx, the company's North American distribution company. International Paper has operations, including pulp and paper mills and converting and packaging plants, in North America, Europe, Latin American, Russia, India, Asia and North Africa. The company employs approximately 70,000 people in more than 24 countries. International Paper net sales for 2011 were $26 billion. Temple-Inland Inc., which was acquired in February 2012, had 2011 net sales of $4 billion. International Paper stock is traded internationally on the New York Stock Exchange. At International Paper, our vision is to be one of the best and most respected companies in the world. A company of substance in everything we do, from the products we make, to investing in communities, to protecting our environment, International Paper supports communities where its employees live and work. Through the International Paper Foundation and regional foundations established in Poland and Brazil, International Paper conducts philanthropic activities that provide more than $10 million annually around the globe. Through the Foundation, International Paper employees work to give their money and time to make people’s lives and the communities where International Paper operates even better. The strength and ideals of our people also enhance our company’s commitment to stewardship all over the world. International Paper received the prestigious Climate Leadership Award by the U.S. Environmental Protection Agency (EPA), the Association of Climate Change Officers (ACCO), the Center for Climate and Energy Solutions (C2ES), and The Climate Registry (TCR). International Paper was recognized for aggressively managing and reducing green house gas (GHG) emissions. In addition, International Paper supports all credible third-party certification programs including: Forest Stewardship CouncilTM (FSC®), Sustainable Forestry Initiative® (SFI®), Programme for the Endorsement of Forest Certification (PEFC®) As global leaders in the paper, packaging and distribution industry, we provide sustainable solutions to meet the needs of businesses and customers worldwide. Our success is driven by the integrity of our people and their commitment to doing what’s right.

Klabin SA Paper Products - São Paulo, SP

Klabin SA engages in the manufacture of paper and board for packaging, corrugated board packaging, and industrial bags. It operates through the following business segments: Forestry, Pulp, Paper and Converting. The Forestry segment is responsible for the planting and growing pine and eucalyptus trees, as well as selling timber or logs to third parties in the domestic market. The Pulp segment refers to the production and sale of short fiber bleached pulp, long fiber bleached pulp, and fluff pulp in the domestic and foreign markets. The Paper segment is involve in the production and sale of cardboard, kraftliner and recycled paper rolls in the domestic and foreign markets. The Conversion segment provides corrugated cardboard boxes, corrugated cardboard, and industrial sacks in the domestic and foreign markets. The company was founded in 1899 and is headquartered in Sao Paulo, Brazil.