Q3 2025 Suzano SA Earnings Call (English, Portuguese) Transcript

Nov 7, 2025 / 01:00 PM GMT

Release Date Price: $8.91 (-1.66%)

Transcript

Key Points

Positve

Suzano SA (SUZ) achieved its first positive EBITDA result for the Pine Bluff business, indicating a successful turnaround.
The company has been able to reduce its cash costs, maintaining a trend of operational efficiency and productivity gains.
Suzano SA (SUZ) reported strong sales volumes in all markets, marking the highest quarterly volume for its paper and packaging business unit in history.
The company successfully managed to keep its inventory stable by selling all production volumes during Q3, despite challenging market conditions.
Suzano SA (SUZ) has a healthy hedge portfolio, which could result in a positive cash impact of nearly 2.5 billion in the upcoming two years if the BRL remains stable.

Negative

The company is facing economic headwinds and uncertainties related to the ongoing trade war, affecting demand in Europe and North America.
There is a continued negative impact from potential tariffs on Brazilian pulp exports to the US, which introduced short-term turbulence in the market.
Prices in external markets served by Suzano SA (SUZ) have reduced due to challenging market conditions and unfavorable exchange rates.
The pulp business unit experienced a decrease in EBITDA due to lower export prices and exchange rate effects.
Suzano SA (SUZ) is dealing with a scenario where a significant portion of global hardwood market pulp production is operating below breakeven levels, indicating unsustainable pricing.

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

SUZB3.SA - Suzano SA
Q3 2025 Suzano SA Earnings Call (English, Portuguese)
Nov 07, 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 Susano's conference call to discuss the results for the 3rd 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. Betto Abreu 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

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