International Paper Company


SKU: IP Category:


This is our first report on International Paper Company, one of the largest producers of renewable fiber-based industrial packaging and pulp products. The company delivered a mixed result for the last quarter surpassing the revenue expectations of Wall Street but missing out on earnings. It has been a challenging and dynamic environment for International Paper and the company experienced a sharp decline in the demand for its Industrial Packaging segment and higher cost headwinds significant from higher distribution and energy costs. The progress of Global Cellulose Fibers is showing an improvement in both businesses. The broader retail channel and customers continued to work via elevated inventories of their products that reduced further Packaging demand further in the quarter. Operating margins were lower because of significant macro headwinds and International Paper saw a decline across all the end-use segments. However, the price mix improved with robust price realization across both segments. We initiate coverage on the stock of International Paper with a ‘Hold’ rating.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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