Breaking Down Mondi plc Financial Health: Key Insights for Investors

Discover how Mondi plc combines purpose and performance as a global leader in sustainable packaging and paper solutions: operating from 100 production sites across more than 30 countries and employing around 24,000 people, the company's integrated model-from forest management through pulp, paper and converting-underpins its market positions and customer-focused innovation; with €7,416 million revenue in 2024 and a pledge to make 100% of its products reusable, recyclable or compostable by 2025, Mondi's mission to deliver value-accretive growth is driven by strategic pillars (performance along the value chain, quality asset investment, customer partnerships, and people empowerment), a vision to be the supplier and partner of choice for sustainable solutions, and core values of performance, care and integrity that shape continuous improvement, inclusive culture and responsible practices.

Mondi plc (MNDI.L) - Intro

• Global scale: >100 production sites in 30+ countries
• Workforce: ~24,000 employees worldwide
• Integrated value chain: forests → pulp & paper → converting → customer solutions
• 2024 financial performance: revenue €7,416 million

• Deliver sustainable packaging and paper solutions that meet customer needs while minimizing environmental impact.
• Operate responsibly across the entire lifecycle - from sustainable raw material sourcing to end-of-life circularity.

• Be the partner of choice for sustainable packaging globally, enabling a circular economy through innovative, resource-efficient products and services.

• Safety and respect for people - protecting employees and communities across all sites.
• Customer focus - delivering value through tailored solutions and strong service delivery.
• Operational excellence - continuous improvement, productivity and margin-enhancing initiatives.
• Sustainability leadership - ambitious targets (100% reusable/recyclable/compostable by 2025) and investment in low-carbon processes.
• Long-term value creation - pursuing value accretive growth while maintaining disciplined capital allocation.

• Product innovation to increase recyclability and reduce material intensity.
• Optimization of the integrated asset base to improve margin and convert capacity into higher-value solutions.
• Scaling circular business models and partnerships to accelerate reuse and recycling rates.
• Data-driven continuous improvement programs across manufacturing and supply chain.

Mondi plc (MNDI.L) Overview

• Mission focus: sustainable packaging and paper solutions that create stakeholder value.
• 2025 product goal: make all products reusable, recyclable or compostable.
• Integrated model: control across upstream pulp and downstream converting to capture value and ensure quality.

• Drive performance along the value chain - optimise mix, improve margins and capture downstream value.
• Invest in quality, low-cost, flexible assets - capital discipline targeted at high-return capacity and efficiency upgrades.
• Partner with customers - co-development of sustainable packaging solutions and focus on circularity.
• Empower people - safety, skills development and culture to support continuous improvement.

• Design for circularity: product innovation to increase recycled content, recyclability and compostability.
• Operational efficiency: continuous improvement programs targeting energy, water, fiber efficiency and cost reduction.
• Climate and resource targets: emissions reduction initiatives, increasing use of recycled fibres and responsible forestry sourcing.

Mondi plc (MNDI.L) Mission Statement

• Drive value-accretive growth with a focus on packaging - expanding high-margin, sustainable solutions.
• Embed sustainability across the value chain - from fibre sourcing to product end-of-life.
• Innovate in partnership with customers to be the supplier and partner of choice.
• Foster an inclusive, diverse workplace where employee safety, development and wellbeing are core priorities.

• Partner-first innovation: co-develop bespoke sustainable solutions with customers to reduce total system costs and environmental footprint.
• Operational excellence: invest in assets and digitalisation to improve margins and lower emissions intensity.
• Inclusive culture: diversity, equity and inclusion programmes to attract and retain talent globally.

• Investment: targeted capex to expand flexible packaging and sustainable paper capacity and to decarbonise mills and converting sites.
• Customer co‑innovation: joint development projects to replace plastics with recyclable fibre-based solutions and optimise packaging formats.
• Sustainability integration: procurement standards for certified fibre, lifecycle assessments for product ranges and circularity KPIs embedded into business planning.
• People & culture: global programmes on safety, inclusion and development to support long-term performance and innovation.

Mondi plc (MNDI.L) Vision Statement

Core values - performance, care and integrity - are embedded in the company's operational and cultural DNA:

• Performance: Mondi pursues high operational efficiency and returns through entrepreneurial spirit, continuous improvement and empowered decision-making.
• Care: The company emphasises safety, wellbeing and respect, fostering collaboration and protecting people and the environment.
• Integrity: Mondi commits to transparency, ethical conduct and inclusive behaviour across its global footprint.

Mondi translates values into action across governance, people and procurement, with measurable programs and targets that include responsible sourcing, community engagement and inclusivity initiatives:

• Responsible business practices: Supplier codes, traceability for fibre and raw materials, and commitments to human-rights due diligence.
• Community engagement: Local social investment projects and stakeholder partnerships in host communities where Mondi operates.
• Inclusive culture: Diversity and inclusion targets, training programmes and policies designed to value differences and encourage equitable opportunity.

Selected financial and operational metrics that demonstrate how Mondi's vision and values are translated into business scale and performance (latest reported full-year figures):

Mondi's value-driven actions are operationalised through measurable programmes and governance structures:

• Performance-driven investments: capital allocation focused on high-return, low-carbon projects and capacity for renewable materials.
• Care in operations: safety KPIs, workforce wellbeing metrics, and local community investment amounts tracked annually.
• Integrity and transparency: public sustainability reporting, supplier audits and third-party verification of key sustainability claims.

Strategic priorities that embody the vision and values:

• Grow demand for sustainable packaging solutions by developing recyclable, reusable and fibre-based products.
• Reduce carbon footprint via energy efficiency, fuel-switching and increased use of renewable energy across sites.
• Drive responsible procurement by strengthening supplier engagement, traceability and certification of raw materials.
• Foster an inclusive workforce with targeted D&I initiatives, leadership development and safe working environments.

For a more detailed financial analysis and contextual investor insights that complement the vision and values discussed here, see: Breaking Down Mondi plc Financial Health: Key Insights for Investors