Q2 2025 Suzano SA Earnings Call Transcript

Aug 7, 2025 / 12:30 PM GMT

Release Date Price: $10.02 (+6.94%)

Transcript

Key Points

Positve

Suzano SA (SUZ) reported stronger sales volumes and lower costs in Q2 2025 compared to Q1, with EBITDA growth from Brazilian operations.
The company announced a strategic deal with El Dorado, expected to generate a 20% internal rate of return by optimizing forestry operations and reducing costs.
Suzano SA (SUZ) is exploring the potential to increase production at the Hiba's mill by 100,000 to 150,000 tons per year without significant investment.
The company successfully negotiated with US customers to pass on the 10% tariff on pulp exports, avoiding additional costs.
Suzano SA (SUZ) is focusing on cost competitiveness, with expectations of lower cash costs in the coming quarters due to operational improvements and strategic initiatives.

Negative

The pulp market faced disruptions in China, leading to inventory buildup and significant price corrections.
Suzano SA (SUZ) announced a 3.5% reduction in production over the next 12 months due to market conditions, impacting overall output.
The company is facing challenges with high cash costs, with a target to reduce them below 800 BRL per ton, but achieving this remains uncertain.
The US market imposed a 10% tariff on Brazilian pulp exports, which could impact Suzano SA (SUZ)'s sales volumes and profitability.
The global pulp market is under pressure, with 15% of hardwood production capacity operating below cash cost, indicating an unsustainable economic environment.

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

SUZB3.SA - Suzano SA
Q2 2025 Suzano SA Earnings Call
Aug 07, 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 Susano's conference call to discuss the results for the 2nd quarter of 2025.

We would like to inform that all participants will be in a listen-only mode during the presentation that will be addressed by the CEO, Mr. Bettoriu, 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, select mute original audio.

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

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