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    Reinhardt van der Walt • Bank of America Merrill Lynch

    Reinhardt van der Walt's questions to Smurfit WestRock PLC (SW) leadership

    Reinhardt van der Walt's questions to Smurfit WestRock PLC (SW) leadership • Q2 2025

    Question

    Reinhardt van der Walt of Bank of America Merrill Lynch asked whether the exited contracts were EBITDA or EBIT loss-making, inquired about the company's ERP visibility for ROIC optimization, and sought guidance on the CapEx outlook.

    Answer

    CEO Tony Smurfit confirmed the exited contracts were EBITDA loss-making. EVP & Group CFO Ken Bowles added that the company now has full P&L visibility at the individual entity level, with balance sheet visibility at the segment level being the next phase. Regarding capital expenditures, CEO Tony Smurfit stated that full guidance for the next five years will be provided in February as part of the new strategic plan, with a steer for next year's CapEx likely coming sooner.

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    Reinhardt van der Walt's questions to Smurfit WestRock PLC (SW) leadership • Q2 2024

    Question

    Reinhardt van der Walt of Bank of America Merrill Lynch asked if the exited contracts were EBITDA or EBIT loss-making and if the company has the system visibility for ROIC optimization. He also inquired about the capital expenditure outlook for fiscal year 2026.

    Answer

    CEO Tony Smurfit confirmed the exited contracts were EBITDA loss-making. EVP & Group CFO Ken Bowles added that the company now has full P&L visibility at the entity level and is working on breaking out the balance sheet, which will enable plant-level ROIC analysis soon. Regarding CapEx, CEO Tony Smurfit stated that a full five-year strategic plan and guidance will be provided in February, with a potential steer for next year's CapEx coming earlier.

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