UPM Annual Report 2016

Accounts

In brief

Strategy

Businesses

Stakeholders

Governance

2.2 Sales

2.3 Operating expenses and other operating income Operating expenses Operating expenses excluding forest assets fair value change, wood harvested and share of results of associates and joint ventures are presented below.

Items affecting comparability

EURm

2016

2015

UPM generates revenue mainly from the sale of several types of products. UPM sells a proportion of its products to several major customers. The largest customer in terms of sales represented approximately 3% of UPM’s sales in 2016 and 2015, and the ten largest customers represented approximately 16% (15%) of such sales.» Refer Note 2.1 Business areas for information on UPM products.

In operating profit: Impairment charges Restructuring charges

–35 –48

–5

Change in fair value of unrealised cash flow and commodity hedges

27 49

–18

Capital gains on sale of non-current assets

6

Fair value changes of forest assets resulting from changes in estimates

– –

265 –22 226

Other non-operational items

EURm

2016

2015

Total

–7

Costs and expenses Raw materials, consumables and goods

Sales by business area

In finance costs: Losses on sale of associates and joint ventures

5,376 1,246

5,784 1,257

–2 –2 –9

– –

Employee costs 1)

EURm

2016 2,206

2015 Change

Total

Other operating costs and expenses 2) Delivery costs and other external charges

884 859

943 856

Total in profit before tax

226

UPM Biorefining UPM Energy UPM Raflatac UPM Paper ENA UPM Plywood Other operations UPM Specialty Papers

2,272

–3%

357

415

–14%

In income taxes: Taxes related to items affecting comparability

Total

8,365

8,840

1,437 1,273 4,818

1,409 1,168 5,056

2% 9%

7 4

–44

Changes in tax rates

1) » Refer Note 3. Employee rewards, for further information .

–5%

Total

11

–44 182

444 285

439 406

1%

Total in profit for the period

1

2) Distribution of other operating costs and expenses EURm

–30%

2016

2015

Eliminations

–1,009 –1,027 9,812 10,138

In 2016, items affecting in comparability in operating profit include impairment charges of EUR 11 million relating to Madison mill closure, EUR 23 million relating to planned closure of Steyrermühl paper machine 3 and EUR 1 million relating to planned closure of Augsburg paper machine 2. Restructuring charges reported as items affecting comparability include EUR 13 million relating to Madison mill closure, EUR 22 million relating to planned closure of Steyrermühl paper machine 3, EUR 18 million relating to planned closure of Augsburg paper machine 2 and income of EUR 5 million relating to reversals of restructuring provisions of prior capacity closures. Capital gains affecting the comparability comprise of a gain of EUR 47 million relating to sale of Schwedt mill assets and EUR 2 million relating to sale of other assets.

In 2015, fair value increase of forest assets in Finland totalling EUR 265 million, due to adjusted long-term wood price estimates and a change in the discount rate, is reported in items affecting comparability. Other non-operational items affecting comparability include EUR 19 million project expenses of Olkiluoto 4 nuclear power plant and EUR 3 million other expenses. Capital gains affecting the comparability comprise of a gain of EUR 3 million relating to the sale of Tilhill Forestry Ltd shares and EUR 3 million relating to the sale of other assets.

Total

–3%

Rents and lease expenses

48

51 14

Emission expenses

9 3

The biggest factor affecting UPM’s financial results is the sales price of paper. A change in the volume delivered has less than half of the effect of the same percentage change in sale prices.

Losses on sale of non-current assets

2

Credit losses

10

18

Maintenance and other operating expenses 1)

815 884

858 943

Total

1) Other operating expenses include, among others, energy as well as expenses related to services and group’s administration. to be updated

Effect of a 10% change in prices on operating profit for the year

EURm

2016

2015

Cost structure 2016

Papers in UPM Paper ENA

471

501

Fine and specialty papers in UPM Specialty Papers

Delivery of own products 10%

106 144

97

Other fixed costs 10%

Label materials in UPM Raflatac

141

Wood and fibre 29%

Employee costs 15%

Plywood

41 30 33

41 30 21

Sales by destination

Sales by country

Sawn timber

Chemical pulp (net effect)

EURm

2016

2015

Finland

886

900

Other variable costs 17% to be updated

Germany

1,699 1,217

1,658 1,253

63%

13%

United States

18%

Energy 8%

Fillers, coating and chemicals 11%

United Kingdom

715 860 434

916 852 421

Accounting policies Revenue from UPM’s product sales is recognised when the customer takes title and assumes the risks and rewards of ownership. The timing of revenue recognition is largely dependent on delivery terms. Group terms of delivery are based on Incoterms 2010, the official rules for interpretation of trade terms issued by the International Chamber of Commerce. Revenue is recorded when the product is delivered to the destination point for terms designated Delivered Duty Paid (“DDP”) or Delivered at Place (“DAP”). For sales transactions designated Free on Carrier (“FCA”), Carriage paid to (“CPT”) or Carriage and Insurance Paid to (“CIP”), revenue is recorded at the time of shipment. UPM sells energy to NordPool electricity market. Revenue is recognised when electricity is transmissed. UPM provides forest expertise and contracting services to woodland and forestry owners. Revenues from services are recorded when the service has been performed. Sales are recognised net of indirect sales taxes, discounts, rebates and cash flow hedging results of sales in foreign currency as well as hedges of energy sales.

China France

2%

Cost structure 2015

Uruguay

48

61

2%

Other EU countries

2,099

2,103

2%

Delivery of own products 10%

Other European countries

383

436

Other fixed costs 10% Employee costs 14%

Rest of world

1,472

1,538

Wood and fibre 29%

Total

9,812 10,138

Other variable costs 17%

Total assets and capital expenditure by country

Assets

Capital expenditure

Energy 9%

Fillers, coating and chemicals 11%

EURm

2016

2015 8,524 1,148

2016

2015

Finland

8,566 1,008

157

218

Germany

18

20

Auditor’s fees

United States

437 185 879

491 211

3 8

5 8

United Kingdom

EURm

2016

2015

China France

1,037

13

215

Audit services Tax consulting Other services

2.3 0.7 0.6 3.6

2.3 0.8 0.5 3.6

71

63

3

2

Uruguay

2,010

2,004

84 33

26 22

Other EU countries

325

325

Total

Other European countries

91

71

5 1

2 2

Rest of world

340

319

Total

13,911 14,193

325

520

CONTENTS

ACCOUNTS

114

115

UPM Annual Report 2016

UPM Annual Report 2016

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