Q4 2025 Rayonier Advanced Materials Inc Earnings Call Transcript

Mar 4, 2026 / 02:00 PM GMT

Release Date Price: $10.92 (+16.54%)

Transcript 10-K8-K

Key Points

Positve

Rayonier Advanced Materials Inc (RYAM) has achieved an 18% average price increase for 85% of its cellulose specialties business over 2025.
The company is focusing on delivering positive free cash flow in 2026, with every group executing this as a mission-critical activity.
RYAM is actively working on new product commercializations across its portfolio, aiming to improve EBITDA in 2026 relative to 2025.
The company has a strong team capable of executing a sophisticated value extraction model, which includes leadership initiatives and active portfolio management.
RYAM is exploring opportunities to optimize its contribution margin across its footprint by leveraging its diverse production capabilities, including sulfite and kraft processes.

Negative

RYAM reported a negative free cash flow of $-88 million in 2025, highlighting financial challenges.
The company carries a significant amount of high-cost debt, which is unsustainable in the long term.
There is a 20% expected volume loss in the cellulose specialties business compared to 2025.
The company faces challenges in the ether grade cellulose market, particularly in Europe, due to increased competition from Chinese producers.
RYAM is still working to place 15% of its expected cellulose specialties business, which may require higher price increases than the achieved 18%.

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

RYAM.N - Rayonier Advanced Materials Inc
Q4 2025 Rayonier Advanced Materials Inc Earnings Call
Mar 04, 2026 / 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 Ryan 4th 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'd now like to turn the call over to your host, Nicky 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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