Rayonier Advanced Materials Inc (NYSE:RYAMpA.PFD)
$ 21.4 (0%) Market Cap: - Enterprise Value: - PE Ratio: 0 PB Ratio: 0.42 GF Score: 67/100
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Q1 2025 Rayonier Advanced Materials Inc Earnings Call Transcript

May 7, 2025 / 01:00 PM GMT

Key Points

Positve
  • Rayonier Advanced Materials Inc (RYAM) maintains a solid financial foundation with liquidity of $272 million and a net secured debt reduction of $624 million.
  • The company is actively mitigating tariff risks through customer advocacy, market diversification, and operational adjustments.
  • RYAM's biomaterials segment shows steady net sales and is expected to deliver modest growth driven by strategic investments.
  • The company plans to continue pursuing high-return, low-risk strategic investments to improve operational efficiencies.
  • RYAM's exposure to non-fluff commodities is expected to decrease as key cellular specialties and uses grow.
Negative
  • RYAM reported an 8% decline in revenue and a 67% reduction in adjusted EBITDA compared to the first quarter of 2024.
  • The company faced operational setbacks due to equipment failures and poor weather at cellulose plants.
  • Higher energy prices in the Southeast United States negatively impacted operational costs.
  • RYAM increased remediation reserves for legacy sites due to changes in regulatory scope.
  • The company is challenged by a 125% tariff imposed by China on US source cellulose commodities, affecting approximately $85 million of annual revenue.


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

RYAM.N - Rayonier Advanced Materials Inc
Q1 2025 Rayonier Advanced Materials Inc Earnings Call
May 07, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Morning and welcome to RIM's first quarter 2025 earnings conference call. Joining me on today's call are Delile Blomquist, our President and CEO, and Marcus Moltner, our CFO and senior Vice President of finance. Last evening we released our earnings report and accompanying presentation materials which are available on our website at yam.com.

These materials provide key insights into our financial performance and strategic direction. During today's discussion, we may make forward-looking statements made subject to risks and uncertainties that could cause actual results to differ materially. These risks are outlined in our earnings release, SEC filings, and on slide 2 of the presentation. We will also
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