Suzano S.A. Stock Price, News & Analysis

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.

Suzano, the world's largest pulp producer, has completed the acquisition of a 15% stake in Lenzing AG, a leading global supplier of sustainable premium cellulosic fibres, for EUR 230 million. The transaction, announced in June, received regulatory approval without restrictions. As part of the long-term partnership with B&C Group, Suzano gains two seats on Lenzing's Board and an option to acquire an additional 15% stake by the end of 2028. B&C Group now holds 37.25% of Lenzing's share capital.

This strategic move aligns with Suzano's goals to expand into new markets and lead in sustainability. The acquisition is not expected to significantly impact Suzano's financial leverage or indebtedness.

Suzano, the world's largest pulp producer, reported strong financial results for Q2 2024. Adjusted EBITDA reached R$6.3 billion, a 60% increase from Q2 2023, driven by higher pulp prices, favorable FX rates, increased sales volume, and reduced production costs. Operating cash generation hit R$4.5 billion, the best quarterly result since Q1 2023. Net revenue totaled R$11.5 billion, the highest since Q4 2022.

Despite strong operational performance, Suzano reported a net loss of R$3.8 billion due to foreign exchange impacts. The company's US dollar leverage decreased from 3.5x to 3.2x. Suzano also announced the startup of its Cerrado Project, the world's largest single-line pulp mill, and strategic acquisitions including a 15% stake in Lenzing and two US-based mills from Pactiv Evergreen.

Suzano, the world's largest market pulp producer, has successfully launched its new mill in Ribas do Rio Pardo, Mato Grosso do Sul state. This US$4.3 billion investment marks the completion of one of Brazil's largest private projects. The state-of-the-art facility will produce 2.55 million tonnes of eucalyptus pulp annually, increasing Suzano's production capacity by over 20% to 13.5 million tonnes per year.

The project aligns with Suzano's ESG commitments, using renewable biomass to generate 180 MW of surplus green power monthly. The mill's proximity to eucalyptus farms reduces emissions from transportation. It will create 3,000 full-time jobs and has already invested R$ 300 million in local infrastructure, education, and healthcare improvements.