Suzano S.A. Stock Price, News & Analysis

Suzano (NYSE:SUZ) reported 3Q25 operational gains driven by the Ribas do Rio Pardo mill and recent U.S. paper asset integrations. Sales reached 3.6 million tonnes (up 20% YoY). Cash pulp production cost was R$801/tonne, down 7% YoY. Third-quarter results included net revenue R$12.2 billion (broadly flat YoY), Adjusted EBITDA R$5.2 billion, operating cash generation of R$3.4 billion, and net profit of R$2.0 billion. Suzano Packaging reported its first positive US Adjusted EBITDA since the October 2024 acquisition. Net leverage ended the quarter at 3.3x (USD) with a cash position of US$6.5 billion.

Suzano (NYSE:SUZ), the world's largest pulp producer, reported strong Q2 2025 results driven by its new Ribas do Rio Pardo pulp mill. The company achieved sales of 3.7 million tonnes of pulp and paper, marking a 28% increase from Q2 2024.

Net revenue reached R$13.3 billion, up 16% year-over-year, while adjusted EBITDA totaled R$6.1 billion. The company posted a net profit of R$5.0 billion, benefiting from USD-denominated debt and hedging operations. Cash cost of pulp production was R$832 per tonne, showing a downward trend expected to continue.

The company also announced a strategic joint venture with Kimberly-Clark, while maintaining a net leverage ratio of 3.1x in USD terms.

Suzano (SUZ) and Kimberly-Clark announced a major US$3.4 billion joint venture to create a global tissue company operating in over 70 countries. Suzano will acquire a 51% stake for US$1.734 billion, while Kimberly-Clark will retain 49%. The new Netherlands-based company will own 22 manufacturing facilities across 14 countries, with approximately 9,000 employees and an annual production capacity of 1 million tonnes of tissue. The venture includes Kimberly-Clark's international tissue assets, which generated US$3.3 billion in net sales in 2024, and will market iconic brands like Kleenex, Scott, and WypAll. The deal, expected to close in mid-2026, combines Suzano's industrial expertise with Kimberly-Clark's brand management capabilities. Suzano will have majority board control with three of five directors and holds a future call option to acquire Kimberly-Clark's 49% stake.

Kimberly-Clark (KMB) has announced a strategic partnership with Suzano (SUZ) to create a leading international tissue and professional products company. Under the agreement, Suzano will own 51% and KMB will retain 49% of the new venture, which will include KMB's International Family Care and Professional business. The contributed business generated $3.3B in net sales in 2024, with an implied enterprise value of $3.4B. The venture will encompass operations in 70+ countries, 22 manufacturing facilities, and 9,000 employees. The deal will allow KMB to focus on higher-growth personal care segments, with approximately two-thirds of future revenues coming from personal care categories. The transaction is expected to close in mid-2026 and will be $0.30-0.40 dilutive to Adjusted EPS in the first full year. Suzano will have future options to purchase KMB's remaining 49% stake.

Suzano (SUZ), the world's largest pulp producer, reported record Q1 2025 financial results. Net revenue reached R$11.6 billion, up 22% year-over-year, driven by favorable exchange rates, increased pulp sales from the new Ribas do Rio Pardo mill, and higher paper volumes and prices. Total sales volume exceeded 3 million tonnes, rising 12% YoY, with pulp sales of 2.7 million tonnes (+10%) and paper sales of 390,000 tonnes (+25%).

The company achieved an Adjusted EBITDA of R$4.9 billion (+7% YoY) and operating cash generation of R$2.6 billion (+5% YoY). Net profit reached R$6.3 billion, influenced by USD-denominated debt and hedging operations. The company maintained a net leverage ratio of 3.0x and allocated R$2.2 billion to discretionary interest payments and R$3.6 billion to capital expenditure.

Suzano (B3: SUZB3 | NYSE: SUZ) has announced the filing of its 2024 Annual Report on Form 20-F with the U.S. Securities and Exchange Commission. The company is making this important financial document accessible to all shareholders through multiple channels.

Equity securities holders can request physical copies of the Annual Report, which includes audited financial statements, at no cost by emailing ri@suzano.com.br. The report is also available digitally on Suzano's investor relations website.

For additional information, stakeholders can contact Suzano's Investor Relations Department via phone at (+55 11) 3503-9330 or email.

Suzano (SUZ), the world's largest pulp producer, reported record-breaking sales of 12.3 million tonnes in 2024, up 7% from 2023. This growth was primarily driven by the new Cerrado Project pulp mill in Ribas do Rio Pardo and recent U.S. paperboard mill acquisitions.

Net revenues increased 19% to R$47.4 billion, with Adjusted EBITDA growing 31% to R$23.8 billion. Operational cash generation rose 40% to R$16.2 billion. However, the company reported a R$6.7 billion net loss due to accounting impacts from USD-denominated debt and hedging operations.

The company invested R$17.1 billion in 2024, with R$4.5 billion allocated to the Cerrado Project. The new mill completed its learning curve in under six months, helping reduce pulp cash cost by 6% to R$828/tonne. Net leverage improved from 3.1x to 2.9x despite significant investments, including U.S. acquisitions and a stake in Lenzing.

Suzano, the world's largest pulp producer, reports strong Q3 2024 results with operating cash generation of R$4.4 billion, up 132% year-over-year. Adjusted EBITDA reached R$6.5 billion, increasing 77%, while net revenue hit R$12.3 billion, up 37%. Pulp sales grew 6% to 2.6 million tonnes, and paper sales increased 9% to 360,000 tonnes. The new Ribas do Rio Pardo mill, operational since July 21st, exceeded expectations reaching 80% capacity. The company's leverage improved with net debt to adjusted EBITDA ratio decreasing to 3.1x. Notable acquisitions include a 15% stake in Lenzing for EUR230 million and two US mills for $110 million.

Suzano, the world's largest pulp producer, has completed the acquisition of two industrial assets from Pactiv Evergreen in Arkansas and North Carolina, USA. The acquisition adds approximately 420,000 metric tonnes annually of integrated paperboard to Suzano's production capacity, making it a major supplier of Liquid Packaging Board in North America. The transaction is valued at US$110 million, subject to adjustments, and does not significantly impact Suzano's financial leverage or debt levels.

The deal includes a long-term commercial agreement for Suzano to supply liquid packaging board to Pactiv Evergreen's North American converting mills. The newly acquired assets benefit from competitive wood and energy costs, and good access to transportation infrastructure. Suzano aims to enhance operational efficiency, production scale, and safety standards at these units, potentially benefiting local communities and employees.