Q1 2025 Mercer International Inc Earnings Call Transcript

May 2, 2025 / 02:00 PM GMT

Release Date Price: €3.42 (-12.76%)

Transcript 10-Q8-K

Key Points

Positve

Mercer International Inc (MERC) reported an increase in pulp sales volumes by 26,000 tons to 478,000 tons in Q1, attributed to the timing of sales.
The company experienced higher lumber prices in both the US and European markets, driven by reduced supply and steady demand.
Mercer International Inc (MERC) maintained stable fiber costs for its pulp segment compared to Q4.
The company has launched a company-wide program targeting $100 million in cost savings and operational efficiency improvements by the end of 2026.
Mercer International Inc (MERC) is well-positioned in the mass timber market, with 30% of North American cross-laminated timber production capacity, and expects this segment to be a growth engine.

Negative

Mercer International Inc (MERC) reported a consolidated net loss of $22 million for Q1, compared to a net income of $17 million in Q4.
The company's EBITDA decreased to $47 million in Q1 from $99 million in Q4, primarily due to planned maintenance downtime.
Foreign exchange negatively impacted Q1 results compared to Q4.
The company is experiencing exposure to secondary effects from tariffs, including a weaker US dollar and weaker pulp demand in China.
Mercer International Inc (MERC) anticipates modest fiber cost inflation and lower energy sales prices in Q2.

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

MERC.OQ - Mercer International Inc
Q1 2025 Mercer International Inc Earnings Call
May 02, 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 Mercer's International first quarter 2025 earnings conference call. On the call today is Juan Carlos Bueno, Mercer's President and Chief Executive Officer, and Richard Short, Mercer's Chief Financial Officer and secretary. I will now hand the call over to Richard. You may go ahead.

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Unidentified_2 [2]
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Thanks, Lacey. Good morning, everyone. Thanks for joining the call today. I will begin by touching on the financial and operating highlights of the first quarter before turning the call to Juan Carlos to provide further

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