Q4 2024 Suzano SA Earnings Call Transcript

Feb 13, 2025 / 01:00 PM GMT

Release Date Price: $10.29 (+1.88%)

Transcript

Key Points

Positve

Suzano SA (SUZ) achieved record sales for the fourth quarter and the entire year of 2024, demonstrating strong operational performance.
The company reported a robust EBITDA of 23.8 billion reais for the year, contributing to a leverage ratio of 2.9 times in dollar terms.
Suzano SA successfully integrated new assets and employees from Pactive Evergreen, enhancing its paper and packaging business in North America.
The company secured better commercial contract terms and synergies in raw materials and logistics, expected to positively impact results in 2025.
Suzano SA's pulp business unit achieved an all-time high sales volume for a quarter, supported by favorable FX rates and higher volumes.

Negative

The company faces challenges in serving all markets with pulp volumes due to low inventories and scheduled maintenance downtimes.
Lower pulp prices in Q4 2024, particularly in Europe and the Americas, impacted overall financial performance.
Suzano SA's net debt increased to $12.8 billion by the end of 2024, despite generating $1.8 billion in cash flow.
The company anticipates a temporary increase in cash costs in Q1 2025 due to maintenance stoppages, affecting overall cost efficiency.
Demand in Europe has become challenging, with paper consumption returning to its declining historical rates.

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

SUZB3.SA - Suzano SA
Q4 2024 Suzano SA Earnings Call
Feb 13, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for holding and welcome to Susan's conference call to discuss the results for the 4th quarter of 2024. We would like to inform you that all participants will be in less than all mode during the presentation that will be addressed by the CEO, Mr. Betto Breu, and other executive officers. This call will be presented in English with simultaneous translation to Portuguese, and you can change the audio by pressing the globe icon located on the lower right side of your Zoom screen and then choose to enter the Portuguese room. After that, you can select new traditional audio for a better experience.

Before proceeding, please be aware that any forward-looking statements are based on the beliefs and assumptions of Susano's

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