contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Head of Research

Antti Viljakainen

Valmet supplies technologies, automation and lifecycle services to process industries globally, including pulp, paper and energy. The company operates globally and supports customers from initial capital equipment delivery through decades of operation. Its business model is based on a large installed base, long-term customer relationships and recurring services.

I wouldn’t want to be resistant to change, but these Bioneer products from Valmet feel exceptionally greenwashed. I don’t know if it makes sense to force recycled material into a “press belt” just for the sake of percentage figures, when for a rubber roll costing tens of thousands, you’d really just want the best possible material. Recycled material could be used for things like rubber boots and mudflaps etc. where an hour of downtime doesn’t cost 50,000 euros. Clearly still the largest holding in my portfolio.

Thank you! This is indeed a topic I intend to ask Valmet about.

@Antti_Viljakainen Demand for paper and board machines has been depressed for a long time. Does the CEO see an increase in customer activity in that segment?

Following Valmet’s results on Friday, the plan is to conduct an interview with Thomas. If the community has any question suggestions, I can consider including them in the set where possible.

News Powered by Cision              Valmetin automaatio optimoi uusiutuvan energian tuotantoa ja joen virtaaman...    Valmet Oyj:n ammattilehdistötiedote 2.2.2026 klo 11.00 Valmet toimittaa automaatiojärjestelmät                             Valmet will supply automation systems to Daklo 1-3 Power Company Limited’s Daklo 1 and Daklo 3 hydropower plants, which are currently under construction in Kon Plong Ward, Quang Ngai province, Vietnam. The order was placed by Industries Equipment and Solution Company Ltd (IESC), a local partner of Valmet, which has entered into an agreement with the EPC (Engineering, Procurement and Construction) contractor for the delivery of the systems. The mission-critical automation system will be responsible for the control and monitoring of the hydropower plants’ key processes, ensuring safe, reliable, and efficient electricity generation. Simultaneously, the system supports sustainability goals by optimizing river flow management and improving energy and operational efficiency. The Daklo 1 and Daklo 3 hydropower plants, currently under construction, are becoming important renewable energy producers in Vietnam’s Quang Ngai province. With capacities of 12 megawatts and 22 megawatts respectively, these run-of-river plants will produce clean electricity for the national grid, strengthen regional energy production, and efficiently utilize local water resources using modern hydropower technology. The plants are expected to begin commercial operations in the spring of 2027. The order is included in Valmet’s orders received for the fourth quarter of 2025. The value of the order will not be disclosed. Deliveries will be handed over to the customer as follows: Daklo 1 at the end of 2026 and Daklo 3 in the spring of 2027.

News Powered by Cision              Valmet lanseeraa uudet Bioneer‑puristintelan pinnoitteet, joilla on pienempi...    Valmet Oyj:n ammattilehdistötiedote 29.1.2026 klo 11.00 Valmet jatkaa kiertotalouden                             Valmet continues to lead the way in the circular economy by launching Bioneer press roll covers. These new innovative covers are made from recycled, renewable, and bio-based raw materials. They allow Valmet and its customers to reduce their dependency on fossil-based raw materials. Bioneer roll covers are designed for a wide range of press and suction roll applications in board, paper, tissue, and pulp drying machines. Recycled, renewable, and bio-based materials have been used in the roll covers without compromising on service life, wear resistance, or dewatering performance. First roll covers with life cycle assessments Valmet’s Bioneer press roll covers are the first covers to have undergone a product-specific life cycle assessment. This provides customers with transparent and reliable information regarding environmental impacts. For example, the cradle-to-gate carbon emissions of Valmet Press Roll Cover PF Bioneer are 12.2 percent lower than standard products. This has been achieved by using REDcert² certified renewable and recycled materials and utilizing the mass balance approach.

Inderes              Tavoitehinnan ja suosituksen tulkinta - Inderes    Hei, Kiitos mainiosta analyysityöstänne ja videoista. Voisitteko tarkentaa, mitä tavoitehinta oikeastaan tarkoittaa? Onko se taso, jolla osakkeeseen kohdistuva lisää, vähennä tms. suositus kannattaa toteuttaa analyytikon arvion mukaan? Kurssitaso voi...                             If you want to understand a company’s potential, for example by 2030, you need to form a view of 1) earnings per share in 2030, 2) the valuation multiple in 2030, and 3) what kind of dividend the company will pay in the coming years. Point 1) is especially affected by revenue growth and profitability.

Valmet

We find the overall picture of Valmet’s Q1 report neutral, even though there was strong discord in the businesses, especially in terms of orders and demand outlook. 


<p>We find the overall picture of Valmet&rsquo;s Q1 report neutral, even though there was strong discord in the businesses, especially in terms of orders and demand outlook. However, we prefer to see the glass as half full, as the stable businesses that are important for Valmet's result and value develop at least reasonably, which compensates for the headwind caused by the weakness of the device businesses' orders and order outlook, especially for next year. After the report, the decreases in earnings forecasts were minor at Group level. We believe that the upside in Valmet's low valuation and the good dividend yield of nearly 6% still generate a higher expected return than the required return on a one-year scope.</p>

	2023	24e	25e
Revenue	5,532.0	5,423.5	5,267.2
growth-%	9.0 %	-2.0 %	-2.9 %
EBIT (adj.)	598.0	593.5	611.0
EBIT-% (adj.)	10.8 %	10.9 %	11.6 %
EPS (adj.)	2.31	2.19	2.30
Dividend	1.35	1.40	1.45
Dividend %	5.2 %	4.8 %	5.0 %
P/E (adj.)	11.3	13.2	12.6
EV/EBITDA	8.4	8.5	7.9

The glass is half full

Key Estimate Figures2024-02-08

Forum discussions