Q1 2025 Klabin SA Earnings Call (English, Portuguese) Transcript

May 8, 2025 / 02:00 PM GMT

Release Date Price: R$3.9 (+2.87%)

Transcript

Key Points

Positve

Klabin SA (KLBAY) reported a 10% increase in net revenue for Q1 2025 compared to the same period last year, driven by higher prices for craft liner and packaging.
The company achieved an adjusted EBITDA of 1.9 billion reais, up 13% from Q1 2024, with a margin increase of 1 percentage point.
Klabin SA (KLBAY) successfully reduced its net debt by approximately 2.8 billion reais, attributed to the appreciation of the real against the dollar and positive free cash flow.
The company maintains strong liquidity, ending March with 9.3 billion reais in liquidity, including cash and undrawn revolving credit facilities.
Klabin SA (KLBAY) continues to focus on production ramp-up for Puma 2 and cost optimization initiatives, supporting its commitment to cash cost guidance for 2025.

Negative

Sales volume decreased by 2% compared to Q1 2024, due to lower production volume from one-off maintenance events.
The company faces challenges in the short fiber market, with a negative trend expected due to China's tariff policies affecting exports.
Klabin SA (KLBAY) anticipates potential pricing pressure on craft liner due to possible recessionary trends in the United States.
The company is experiencing a neutral demand environment for industrial bags, with no expected increase in sales volume.
There is concern about increased imports of coated boards from China, which could impact local market dynamics and pricing.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KLBN4.SA - Klabin SA
Q1 2025 Klabin SA Earnings Call (English, Portuguese)
May 08, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to Clubin's conference call. At this time, all participants are in a listen-only mode. Later, we will conduct a question and answer session and instructions will be given at that time.

We kindly ask that for the benefit of time, each analyst asks a maximum of 2 questions. As a reminder, this conference call is being recorded and the presentation will be in Portuguese with simultaneous translation into English.

All participants will be able to choose which language they wish to hear by clicking on the interpretation button and the language of the presentation by clicking on Portuguese presentation screen located above. I'd like to make a brief announcement for those participants following us

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