contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Head of Research

Antti Viljakainen

Valmet supplies technologies, automation and lifecycle services to process industries globally, including pulp, paper and energy. The company operates globally and supports customers from initial capital equipment delivery through decades of operation. Its business model is based on a large installed base, long-term customer relationships and recurring services.

News Powered by Cision              Valmet laajentaa Yusen Groupin korkealaatuisen pehmopaperin...    Valmet Oyj:n lehdistötiedote 12.2.2026 klo 11.00 Valmet toimittaa kolme uutta IntelliTissue 1600 -                             Valmet will deliver three new IntelliTissue 1600 tissue machines to Yusen Group in China. The machines will be installed at the Tai’an mill in Liaoning province and the Chongxin mill in Gansu province. The new order is already the fourth consecutive one from Yusen to Valmet. It continues the partnership between the companies, during which nine IntelliTissue machines have already been successfully commissioned at Yusen’s Liaoning and Gansu mills. The order is included in Valmet’s orders for the first quarter of 2026. Its value will not be disclosed. The new tissue lines are scheduled to start up in late 2026 and early 2027.

Sometimes it seems that some of Valmet’s businesses could work even better as part of Wärtsilä; of course, there was the joint venture MW Power at one point, or was it MW-biopower?

News Powered by Cision              Valmetin automaatio tehostaa energiantuotannon joustavuutta Fortumilla    Valmet Oyj:n ammattilehdistötiedote 10.2.2026 klo 11.00 Valmet toimittaa optimointiratkaisun                             Valmet will deliver an optimization solution for energy balance and district heating battery control for Fortum’s energy production plants in Espoo. The solutions will be integrated into Fortum’s existing Valmet distributed control system (DCS) and will utilize advanced automation and predictive energy production management. These mission-critical solutions improve the company’s production flexibility and the ability to participate in electricity reserve markets, while increasing the cost-efficiency of district heat production. The order was included in Valmet’s fourth quarter 2025 orders. The value of the order will not be disclosed. The delivery will be handed over to the customer in the last quarter of 2026.

Antti has published a new company report on Valmet following Q4.  The overall picture of Valmet’s Q4 report was slightly softer than expected regarding market-related factors, but in our view, the nearly 9% drop in the share price was still an excessive reaction. However, we slightly increased the margin of safety in our revenue and earnings forecasts for the coming years. In our opinion, Valmet’s slow earnings growth, potential for multiple expansion, and 5% dividend yield still form an expected return clearly higher than the required rate of return on a one-year horizon. Consequently, we reiterate our EUR 32.00 target price and buy recommendation for Valmet.                   Inderes              Valmet Q4'25: Tuotto-odotus pitää, vaikka ohjeistus oli varovainen - Inderes    Valmetin Q4-raportin kokonaiskuva oli markkinaperäisten asioiden osalta odotuksia hieman pehmeämpi, mutta osakkeen lähes 9 %:n lasku oli mielestämme silti ylimitoitettu reaktio.

Jussi Halme has made a new video about Valmet.                Can an industrial engineering company set a profitability record at the same time as orders collapse by nearly half? Valmet’s Q4 results for 2025 were full of contradictions: a historic 13.3% EBITA margin was met bluntly by market uncertainty and a shrinking order backlog. Why did the share price drop nearly 9% despite the record result? Operational efficiency vs. fading demand: Which one wins in 2026? Dividends and growth: Why is Valmet paying out nearly all of its earnings? Strategic moves: What do the Severn Group acquisition and the Lead the Way strategy mean for the investor? Valmet is not currently a story of a quick earnings leap, but an industrial giant finding its direction amidst cycles. Is the stock cheap at this price, or is the decline just beginning?

CEO’s Q4 interview available on inderesTV                    Inderes              Valmet Q4'25: Varovainen ohjeistus varjosti vahvaa kannattavuutta - Inderes    Aika: 06.02.2026 klo 13.40 Valmetin Q4-tulos oli kaksijakoinen. Kannattavuus ylitti odotukset saavuttaen ennätysmarginaalin, mutta varovainen ohjeistus vuodelle 2026 heijastelee epävarmaa markkinatilannetta.                             Topics:  00:00 Introduction  00:13 Key figures of Q4  00:50 Development of different businesses  02:27 Customers willing to invest  03:47 Capital equipment order prospects  04:32 Demand outlook  05:21 Guided net sales and adj. EBITA  06:38 Leaner and more streamlined organization  08:12 Severn Group acquisition  09:38 How to achieve the financial targets  12:00 Capital allocation priorities

An exceptionally “boring” report. Next year promises more of the same as this year. The market doesn’t like it; it took a -10% hit and has since “recovered” to -8% at the time of writing. I consider, or considered, the company a high-quality market leader that has made acquisitions over the past few years that nicely complemented its offering. My investment thesis was that the market situation is challenging, but engineering companies are cyclical and worth buying when the P/E is high during a downturn. Valmet is testing my patience in this regard. 5 years and the return on the stock is +0.55% + dividends. Substandard.

Valmet

We find the overall picture of Valmet’s Q1 report neutral, even though there was strong discord in the businesses, especially in terms of orders and demand outlook. 


<p>We find the overall picture of Valmet&rsquo;s Q1 report neutral, even though there was strong discord in the businesses, especially in terms of orders and demand outlook. However, we prefer to see the glass as half full, as the stable businesses that are important for Valmet's result and value develop at least reasonably, which compensates for the headwind caused by the weakness of the device businesses' orders and order outlook, especially for next year. After the report, the decreases in earnings forecasts were minor at Group level. We believe that the upside in Valmet's low valuation and the good dividend yield of nearly 6% still generate a higher expected return than the required return on a one-year scope.</p>

	2023	24e	25e
Revenue	5,532.0	5,423.5	5,267.2
growth-%	9.0 %	-2.0 %	-2.9 %
EBIT (adj.)	598.0	593.5	611.0
EBIT-% (adj.)	10.8 %	10.9 %	11.6 %
EPS (adj.)	2.31	2.19	2.30
Dividend	1.35	1.40	1.45
Dividend %	5.2 %	5.1 %	5.3 %
P/E (adj.)	11.3	12.6	12.0
EV/EBITDA	8.4	8.1	7.5

The glass is half full

Key Estimate Figures08.02.2024

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