International Paper Company (IP) Presents at Citigroup 2025 Basic Materials Conference Transcript
International Paper Company ( IP ) Baird 55th Annual Global Industrial Conference November 11, 2025 9:30 AM EST Company Participants Andrew Silvernail - CEO & Chairman Conference Call Participants Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division Presentation Ghansham Panjabi Robert W.
International Paper continues its transformation, using cost-saving initiatives, mill optimization, and the divestment of Global Cellulose Fibers to drive margin and EBITDA growth. Q3 results showed adjusted EPS of ~$0.52, missing consensus, but North American Packaging Solutions EBITDA outperformed expectations. IP reduced its 2025 EBITDA guidance to $3.0 billion and 2027 target to $5.0 billion, surprising the market with the early long-term guidance cut.
| - Industry | - Sector | Andrew K. Silvernail CEO | XSTU Exchange | US4601461035 ISIN |
| US Country | 65,000 Employees | 14 Nov 2025 Last Dividend | 1 Oct 2021 Last Split | 2 Jan 1970 IPO Date |
International Paper Company, headquartered in Memphis, Tennessee, has been a forerunner in the production and sale of renewable fiber-based packaging and pulp products since its inception in 1898. With a global presence that spans North America, Latin America, Europe, and North Africa, the company operates through two major segments: Industrial Packaging and Global Cellulose Fibers. Renowned for its commitment to sustainability and innovation, International Paper serves a diverse set of markets by directly selling its products to end users and converters, as well as through a network of agents, resellers, and distributors.
These products are essential components in the manufacturing of corrugated boxes and other packaging solutions. They are designed to provide durability, printability, and moisture resistance, catering to various packaging needs across multiple industries.
This lineup of pulp products caters to the health and hygiene sector, providing the basic raw material needed for manufacturing high-absorbency and softness products such as diapers, towels, tissues, feminine care products, and incontinence pads. These pulps are engineered to meet stringent quality and safety standards.
International Paper’s versatile range of specialty pulps finds applications beyond the traditional realms, venturing into textiles, construction materials, paints, coatings, and more. These specialty pulps are developed to enhance the performance and aesthetics of the products they are integrated into, fulfilling specific industry needs.