Q1 2025 Suzano SA Earnings Call (English, Portuguese) Transcript

May 9, 2025 / 12:30 PM GMT

Release Date Price: $8.9 (-0.89%)

Transcript

Key Points

Positve

Suzano SA (SUZ) reported sales volume growth year over year, particularly in its Brazilian and American operations.
The company successfully implemented price increases in its main product lines, contributing to higher net prices.
Suzano SA (SUZ) achieved a significant increase in sales volumes for its packaging operations, with a 62% rise quarter over quarter.
The company maintained a strong focus on deleveraging, with a commitment to reducing net debt and strengthening its balance sheet.
Suzano SA (SUZ) is on track to achieve operational break-even in its packaging operations by the second half of the year, driven by improved operational performance.

Negative

The company faced higher costs in its Brazilian operations due to annual maintenance downtime, impacting overall profitability.
International markets remain oversupplied, leading to potential challenges in maintaining pricing power.
The ongoing trade war and macroeconomic uncertainties have created a challenging environment, affecting customer sentiment and demand forecasts.
Suzano SA (SUZ) experienced a decline in pulp sales volumes due to inventory rebuilding efforts, which could impact short-term revenue.
The company is operating close to the top of its leverage policy, which may limit its flexibility in capital allocation and share buybacks.

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

SUZB3.SA - Suzano SA
Q1 2025 Suzano SA Earnings Call (English, Portuguese)
May 09, 2025 / 12:30PM 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 Susanna's conference hall to discuss the results for the first quarter of 2025. We would like to inform that our participants will be in a list and only mode during the presentation that will be addressed by the CEO, Mr. Hiberto Abrio, and other executive officers.

This call will be presented in English with simultaneous translation to Portuguese. To change the audio, you can press the globe icon on the lower right side of your Zoom screen and then choose to enter the Portuguese room. After that, you can select mute or regional audio.

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

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