UPM Annual Report 2024

WE ARE UPM

GOVERNANCE

ACCOUNTS AND PERFORMANCE

Report of the Board of Directors

Sustainability Statement

Financial Statements

Auditor's Report

Sustainability Assurance Reports

Other financial information Alternative performance measures

Reconciliation of key figures to IFRS (Quarterly key figures are unaudited) EURm, OR AS INDICATED

Q1– Q4/24

Q1– Q4/23

Q4/24 Q3/24 Q2/24 Q1/24 Q4/23 Q3/23 Q2/23 Q1/23

Items affecting comparability Impairment charges

-516

11

-44 -83

0 2

-1

-113 -132

-2

-1

-549 -103

-117 -199

UPM presents certain performance measures of historical performance, financial position and cash flows, which in accordance with the “Alternative Performance Measures” guidance issued by the European Securities and Markets Authority (ESMA) are not accounting measures defined or specified in IFRS Accounting Standards and are therefore considered as alternative performance measures. These alternative performance measures are described below:

-18

-3

-15

-15

-37

Restructuring charges

Change in fair value of unrealised cash flow and commodity hedges Capital gains and losses on sale of non-current assets

8 1 0 3

12

-10

-3

-10

-5

8 3 0 0 1 4 0 -5

5

7

-2

0 0

5 0 0

22

0

2 0 0

-6

29

0

0 0

-86

0 0

0

-86

Fair value changes of forest assets

-6

0

-4

0

Other non-operational items

ALTERNATIVE PERFORMANCE MEASURE DEFINITION Operating profit

-523

14

-132

21

-113

-249

-38 -67

-620

-405

Total items affecting comparability in operating profit Items affecting comparability in financial items

Profit before income tax expense, finance expenses and finance income and net gains on sale of energy shareholdings as presented on the face of the IFRS income statement. Gains on sale of energy shareholdings are not recorded to the income statement from 2018 onwards.

0

0

-3

0 0

0

1

-3

-65

100 -423

-3

37 -98

26 -87

71

8

133 -490

109 -361

Items affecting comparability in taxes Items affecting comparability, total

11

21

-177

-97

Comparable EBIT Comparable EBITDA

Operating profit adjusted for items affecting comparability.

Comparable EBITDA Operating profit (loss)

Operating profit before depreciation, amortisation and impairments, change in fair value of forest assets and wood harvested, share of results of associates and joint ventures and items affecting comparability.

-105

305

50

354

211

-29

108

318

604

608

Depreciation, amortisation and impairment charges excluding items affecting comparability Change in fair value of forest assets and wood harvested excluding items affecting comparability

Comparable profit before tax Comparable profit for the period

Profit before income tax expense excluding items affecting comparability. Profit for the period excluding items affecting comparability and their tax impact.

147

144

151

147

152

152

125

114

590

543

-130

16

27

8 1

-10

5 0

16

5 1

-80

17

Comparable EPS, EUR

Earnings per share calculated in accordance with IFRS excluding items affecting comparability and their tax impact. Total of current and non-current debt less cash and cash equivalents and interest-bearing current and non-current financial assets. Certain non-operational or non-cash valuation transactions with significant income statement impact are considered as items affecting comparability, if they arise from asset impairments, restructuring measures, asset sales, fair value changes of forest assets resulting from changes in valuation parameters or estimates or changes in legislation or legal proceedings. In addition, the changes in fair value of unrealised cash flow and commodity hedges and business acquisition costs are classified as items affecting comparability. Numerical threshold for items to be considered as significant is EUR 1 million pre-tax in all business areas.

0

-1

-1

0

0 5

-1

1

Share of result of associates and joint ventures Items affecting comparability in operating profit

Net debt

523 436 16.5 -105 523 418 15.9

-14

132 359 14.1

-21

113 465 18.4 211 113 323 12.8

249 376 14.6

38

620

405

Comparable EBITDA

450 17.9

489 18.5

255 10.0

477 17.1

1,734

1,573

Items affecting comparability

16.8

15.0

% of sales

Comparable EBIT Operating profit (loss)

305

50

354

-29

108

318

604 620

608 405

-14

132 182

-21

249 220

5

38

Items affecting comparability in operating profit

Comparable EBIT

291 11.5

333 12.6

114

356 12.8

1,224

1,013

Free cash flow

Cash generated from operations after cash used for investing activities. Profit for the period as a percentage of average equity. Return on equity (ROE) excluding items affecting comparability.

7.2

8.5

4.5

11.8

9.7

% of sales

Return on equity (ROE), %

Comparable profit before tax Profit (loss) before tax

Comparable ROE, %

-131 523

271

28

332

180 113

-52

96

239

500 620

464 405

-14

132

-21

249

5

38 67

Items affecting comparability in operating profit Items affecting comparability in financial items

Return on capital employed (ROCE), %

Profit before taxes, interest expenses and other financial expenses as a percentage of average capital employed.

0

0

3

-1

-1

3

65

Comparable ROCE, %

Return on capital employed (ROCE) excluding items affecting comparability.

Comparable profit before tax Comparable ROCE, % Comparable profit before tax

392

257

163

311

293

196

101

344

1,123

934

Capital employed

Group total equity and total debt.

Business area’s comparable ROCE, %

Business area’s operating profit adjusted for items affecting comparability as a percentage of business area’s average capital employed. Business area’s operating assets less its operating liabilities. Operating assets include goodwill, other intangible assets, property, plant and equipment, forest assets, energy shareholdings, investments in associates and joint-ventures, inventories and trade receivables. Operating liabilities include trade payables and advances received. Capitalised investments in property, plant and equipment, intangible assets including goodwill arising from business combinations, energy shareholdings and other shares, associates and joint ventures.

392

257

163

311

293

196

101

344

1,123

934 112

31

37

29

28

40

33

22

17

126

Interest expenses and other financial expenses

Business area’s capital employed

423

294

192

339

333

229

123

361

1,249

1,046

15,262 14,831 14,809 14,972 15,044 15,246 15,900 17,196 15,184 16,414

Capital employed, average Comparable ROCE, %

Capital expenditure

11.1

7.9

5.2

9.1

8.9

6.0

3.1

8.4

8.2

6.4

Comparable profit for the period Profit (loss) for the period Items affecting comparability, total Comparable profit for the period Comparable EPS, EUR Comparable profit for the period

Capital expenditure excluding acquisitions and shares

Capital expenditure excluding investments in shares and participations.

-95

246

33 98

279

161

-28

77

183

463 490 953

394 361 755

423 328

-11

-21

87

177 149

97

Operating cash flow per share, EUR

Operating cash flow divided by adjusted average number of shares during the period excluding treasury shares.

236

131

258

248

77

281

Gearing ratio, % Net debt to EBITDA

Net debt as a percentage of total equity Net debt divided by comparable EBITDA

328

236

131

258

248

149

77

281

953

755

-4

-10

-6

-7

-1

2

1

-7

-27

-6

Profit attributable to non-controlling interest

Equity to assets ratio, %

Equity expressed as a percentage of total assets less advances received.

324

226

125

251

246

151

78

273

926

749

533,324 533,324 533,324 533,324 533,324 533,324 533,324 533,324 533,324 533,324

Average number of shares basic (1,000)

Comparable EPS, EUR

0.61 328

0.42 236

0.23 131

0.47 258

0.46 248

0.28 149

0.15

0.51 281

1.74 953

1.40 755

Comparable profit for the period

77

11,356 11,134 11,451 11,669 11,670 11,751 12,290 12,883 11,535 12,205

Total equity, average Comparable ROE, %

11.5

8.5

4.6

8.9

8.5

5.1

2.5

8.7

8.3

6.2

UPM FINANCIAL REPORT 2024 350

350

UPM FINANCIAL REPORT 2024

351

351

UPM ANNUAL REPORT 2024

UPM ANNUAL REPORT 2024

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