Mondi PLC is experiencing rising cost pressures from energy, wood, and chemicals, which may limit earnings recovery in 2027 despite expected price and product mix improvements. Jefferies forecasts Mondi's Q3 EBITDA at €205 million, up from €167 million in Q2, and expects a stronger Q4 driven by higher containerboard and sack paper prices. However, cost inflation volatility and uncertain demand into late 2026 and 2027 temper upgrade hopes. Jefferies maintains a 'buy' rating with a slight increase in the 2027 EBITDA forecast to €1.01 billion and highlights industry capacity closures and packaging price recovery as key positive catalysts. Investors await Mondi's Q3 trading update on October 15 for signs that price gains are offsetting input cost inflation.
Mondi's 2027 earnings upgrade hopes face pressure from rising costs, providing context for market watchers. For readers following Basic Materials, here is Pluang's market snapshot as of Sep 25, 2026 18:31 WIB: Among 38 priced US stocks in the sector, 24 rose and 13 fell. Notable movers include ArcelorMittal SA (MT) at USD 72.31 with a 1-day change of +1.42% and 100% buy order activity, Advanced Drainage Systems Inc (WMS) at USD 127.04 down 1.40%, and Wheaton Precious Metals Corp (WPM) at USD 145.80 up 1.33% with 100% buy order activity.
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