ARPLNasdaq StockholmIndustrialsIFRS · SEK

Arla Plast

Arla Plast is a manufacturer specializing in plastic sheets, with a focus on high-optical products. The company has strengthened its market position in Central and Southern Europe through strategic acquisitions, including Nudec in Spain and Aikolon Oy. Arla Plast operates in a challenging market environment characterized by fluctuating raw material prices and currency impacts, yet it maintains stable net sales and improved cash flow. The company is committed to enhancing its product and customer portfolio, particularly in the PETG and PMMA segments.

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Revenue1,433m SEK
+2.5 %y/y
Operating profit (EBIT)-4.6m SEK
−103.9 %y/y
EBIT margin-0.3%
−8.7 ppy/y
Net income88.3m SEK
−9.8 %y/y

Fiscal year 2025 · change from previous year

Development 2021–2025

-50005001,0001,500m SEK2021: 927 m SEK2021: EBIT 86 m SEK20212022: 958 m SEK2022: EBIT 47 m SEK20222023: 1,015 m SEK2023: EBIT 92 m SEK20232024: 1,398 m SEK2024: EBIT 117 m SEK20242025: 1,433 m SEK2025: EBIT -4.6 m SEK2025TTM 2026: 1,366 m SEKTTM 2026: EBIT 93 m SEKTTM1,36693
RevenueOperating profit (EBIT)TTM = last 12 months, not a full fiscal year
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Business

Share of revenue
High-Optical Sheets40 %

Includes high-optical plastic sheets for various applications.

PETG Sheets25 %

Plastic sheets made from PETG for diverse uses.

PMMA Sheets20 %

Plastic sheets made from PMMA, known for clarity and strength.

Coated Sheets15 %

Plastic sheets with additional coatings for enhanced properties.

Customers

Arla Plast serves a diverse range of customers primarily in the construction, automotive, and industrial sectors. The demand from these sectors is influenced by economic conditions and raw material price fluctuations. The company has strengthened its customer base through strategic acquisitions, enhancing its product offerings and market reach. Customers value Arla Plast for its high-quality, durable plastic sheets that meet specific industry needs.

Construction

Buys durable plastic sheets for building applications.

Automotive

Requires high-optical materials for vehicle components.

Industrial

Needs specialized plastic solutions for various applications.

Strategy

Arla Plast's strategic priorities include expanding its product and customer portfolio through acquisitions and enhancing its market position in Europe. The company focuses on increasing sales volumes of PETG and PMMA products, aligning with market demand for high-optical materials. Arla Plast aims to maintain stable net sales despite market challenges by optimizing its product mix. The company is also committed to improving cash flow and solvency, ensuring long-term financial stability.

Expand product portfolioMedium term

To meet diverse market demands and enhance competitiveness.

Enhance market positionLong term

To strengthen presence in Central and Southern Europe.

Geography

Arla Plast has a strong presence in Central and Southern Europe, bolstered by its acquisition of Nudec in Spain. The company also operates in the Nordic region, with manufacturing capabilities enhanced by the acquisition of Aikolon Oy. Currency fluctuations, particularly in the Swedish crown and Czech koruna, impact the company's financial performance as sales are primarily in Euros. The strategic geographic positioning allows Arla Plast to serve a wide range of European markets effectively.

Risks

Arla Plast faces several risks, including fluctuations in raw material prices and currency exchange rates, which can impact net sales and gross margins. The company operates in a competitive market where price competition is intensified by lower raw material costs. Economic conditions in key sectors like construction and automotive also pose risks to demand. Additionally, geopolitical factors and regulatory changes in Europe could affect operations and market access.

Sorted by severity
LowMediumHighLowMediumHighImpact →Likelihood →Raw material price fluctuations1Currency exchange rate fluctuations2
Impact is the risk’s severity and likelihood how probable it is over the next few years, both assessed from the company’s reports. Numbers match the list.
  1. Raw material price fluctuationsImpact: HighLikelihood: Medium

    Affect net sales and gross margins.

  2. Currency exchange rate fluctuationsImpact: MediumLikelihood: Medium

    Impact financial performance due to sales in Euros.

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Accounting

Judgemental items
Revenue recognition timing

Affects financial reporting and comparability.

Seasonal variations

Impact quarterly revenue comparability.

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Last updated: 24/09/2026