Q3 2025 Rayonier Advanced Materials Inc Earnings Call Transcript

Nov 5, 2025 / 02:00 PM GMT

Release Date Price: $5.95 (-8.88%)

Transcript 10-Q8-K

Key Points

Positve

Rayonier Advanced Materials Inc (RYAM) is targeting a significant price reset for its cellular specialty products, which could lead to substantial revenue growth.
The company has developed a dissolving wood pulp fluff product that could bypass Chinese tariffs, potentially opening new markets.
RYAM's biomaterial projects, such as the Altamaha Green Energy project, are progressing well and expected to generate high returns.
The company has implemented a $30 million cost reduction program, with additional cost-saving initiatives planned for the future.
RYAM is actively working on strategic capital projects expected to deliver $20 million in EBITDA benefits by 2027.

Negative

Full-year adjusted EBITDA guidance has been lowered to $135-$140 million due to market weaknesses and operational challenges.
The company faces increased competition in non-China markets due to Chinese tariffs on US fluff exports.
Operational challenges, including French national strikes, have impacted production and increased costs.
The paperboard and high yield pulp business is expected to incur a $14 million loss in 2025 due to lower prices and volumes.
RYAM's leverage remains high at 4.1 times, which may impact refinancing opportunities and financial flexibility.

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

RYAM.N - Rayonier Advanced Materials Inc
Q3 2025 Rayonier Advanced Materials Inc Earnings Call
Nov 05, 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 the I am 3rd quarter 2025 earnings conference call.

During today's presentation, all parties will be in a listen-only mode.

Following the presentation, the conference will be open to questions with instructions to follow at that time.

As a reminder, this conference is being recorded.

I would now like to turn the call over to your host, Mr. Mickey Walsh, treasurer and Vice President of investor relations.

Thank you, Mr. Walsh. You may begin.

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Unidentified_2 [2]
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