Smurfit’s move to box in WestRock looks sweeter as top rivals announce engagement

Smurfit-Packaging News

Smurfit’s move to box in WestRock looks sweeter as top rivals announce engagement
Smurfit-Kappa
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Capital expenditure at WestRock could increase from average $1 billion for the past eight years to an average $1.73 billion over each of the next three

Capital expenditure at WestRock could increase from average $1 billion for the past eight years to $1.73 billion over each of the next threeSmurfit Kappa’s deal to buy US peer WestRock has increased by almost 11 per cent in value to €11.8 billion since it was announced last year. Photograph: Bloomberg

What has also gone up, the filings show, is the expected amount that will be needed to invested to turn around WestRock, a business with lower levels of profitability, relative to both sales and invested capital, than Smurfit Kappa.Buyers of older homes may pay thousands more per year in mortgage repaymentsIt’s estimated that capital expenditure on the WestRock side of the combined group will increase from an average of $1 billion for the past eight years to an average $1.

More importantly, an inevitable slump in demand for cardboard boxes – following a spike in that for physical goods, from TVs to patio furniture, during pandemic lockdowns – seems to have played out. Justin Jordon, an analyst with Davy, said Smurfit Kappa can use lessons it’s learned over the past decade – including a greater focus on innovation and getting closer to customers, especially during the pandemic – to help turn around WestRock.

Hathorn at Jefferies said despite higher-than-expected investment needed at WestRock, the deal is more compelling than when first struck. He reckons Smurfit WestRock could be churning out Ebitda of $6.25 billion by 2027, which would justify a share price of £52 , up from about £35, currently .

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