Market Trends, Research & Reports

The 112.7% surge in automation revenue stands out as the quarter’s most significant trend.

INDIA – Carlsberg has secured alternative packaging suppliers in India and Nepal and has no concerns about supply constraints, the Danish brewer’s chief executive announced,…

AWL’s 20% surge in packing material costs illustrates the transmission chain from geopolitics to grocery shelf.

While foreign exchange trends were unfavourable, they were offset by efficient raw material sourcing, production gains, lower depreciation, and reduced SG&A expenses.

The pass-through of US$234 million in higher material costs indicates that raw material inflation, likely aluminium, has continued, but Crown’s contractual pass-through mechanisms protected margins.

The temporary nature of the relief reflects uncertainty about how long the supply disruption will last, a six-month window suggests policymakers hope for de-escalation or alternative supply routes before the end of 2026.

While Mondi’s direct exposure to the Middle East region is limited and operations remain safe, it has faced higher energy, raw material, and logistics costs across the business.

The divergence between the packaging paper segment’s 89 percent revenue growth and the group’s 46 percent profit decline suggests that publication paper, Norske Skog’s traditional business, is dragging down overall results.

The 288 percent increase in recycling volumes suggests that more scrap is being collected, sorted, and processed locally rather than shipped to international recyclers.

As packaging regulation becomes more closely linked to sustainability and trade policy, companies are expected to face higher compliance costs and greater pressure to align packaging design, sourcing, and reporting practices across multiple jurisdictions.