Mondi Shares Plunge 10% Following Q3 Update and Forecast Pressure

Key Facts

Mondi PLC shares fell 10% to 736.80p on October 15, 2026, following its third-quarter update. Proactive Investors reported that underlying EBITDA declined 12.1% year-on-year to €196 million, down from €223 million in the prior-year period, driven by weaker operational performance and forestry outlook concerns.

Investment bank Panmure Liberium flagged pressure on consensus forecasts due to delays in passing on higher input costs to customers. The company faces ongoing challenges from elevated energy and wood costs, and management indicated that no fourth-quarter forestry fair value gains are expected if prevailing energy prices persist, leading to potential downward revisions in earnings estimates.