Q4 2025 Suzano SA Earnings Call (English, Portuguese) Transcript

Feb 11, 2026 / 01:00 PM GMT

Release Date Price: $11.18 (+13.50%)

Transcript

Key Points

Positve

Suzano SA (SUZ) achieved record shipment volumes in the fourth quarter, demonstrating strong operational performance.
The Pine Bluff operation in the US showed continuous improvement, adding value to Suzano's assets outside Brazil.
Strong operational cash flow and free cash flow were maintained even during a lower price cycle, highlighting the resilience of Suzano's business.
The company successfully reduced cash costs, reaching the lowest level since 2021, driven by lower input costs and operational stability.
Suzano SA (SUZ) announced a new buyback program to acquire up to 40 million shares, indicating confidence in its financial position.

Negative

Paper prices in export markets continued to decline, impacting Suzano's Brazilian operations.
International markets remained weak with declining demand and oversupply, particularly affecting the paper and packaging business.
The closure of the Rio Verde mill, due to high cash costs, indicates challenges in maintaining cost efficiency across all operations.
The company faces potential cost pressures in Q1 due to winter conditions and higher natural gas prices.
Suzano SA (SUZ) anticipates lower sales volumes in Q1 due to normal seasonality, which could impact revenue.

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

SUZB3.SA - Suzano SA
Q4 2025 Suzano SA Earnings Call (English, Portuguese)
Feb 11, 2026 / 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 Susanna's conference call to discuss the results for the 4th quarter of 2025.

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

Before proceeding, please be aware that any forwardl statements are based on the beliefs and assumptions of Suzelo's

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