Q1 2025 Acadian Timber Corp Earnings Call Transcript

May 8, 2025 / 05:00 PM GMT

Transcript

Key Points

Positve

Acadian Timber Corp (ACAZF) experienced steady demand during the first quarter despite economic uncertainties.
Timber sales and services revenue increased by $1 million year over year, with timber sales volume excluding biomass increasing by 3%.
Bioass sales volumes doubled compared to Q1 2024.
The company established its own internal logging operations in Maine, expected to alleviate historical logging capacity constraints and reduce operating costs.
Acadian Timber Corp (ACAZF) maintains a strong financial position with a net liquidity of $17.6 million, including cash balances and undrawn revolving credit facilities.

Negative

Sales decreased to $24.8 million from $28.8 million in the prior year period, partly due to no carbon credit sales in Q1 2025.
Pricing for softwood sawlogs and hardwood sawlogs decreased by 10% and 8% respectively due to weak end-use markets.
Adjusted EBITDA for the first quarter was $4.7 million compared to $10.6 million in the prior year period, with a margin decrease from 37% to 19%.
Operating costs and expenses were impacted by transition costs associated with establishing internal logging operations in Maine.
Softwood pulpwood volumes in Maine were negligible due to the extended shutdown of a major customer, impacting sales.

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

ADN.TO - Acadian Timber Corp
Q1 2025 Acadian Timber Corp Earnings Call
May 08, 2025 / 05:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Acadia December 1st quarter 2025 analyst conference call and webcast. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Susan Wood, Chief Financial Officer. Please go ahead.

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