Q4 2025 Cascades Inc Earnings Call Transcript

Feb 26, 2026 / 02:00 PM GMT

Release Date Price: C$12.32 (-3.07%)

Transcript

Key Points

Positve

Cascades Inc (CADNF) reported a 9% increase in consolidated adjusted EBIT, reflecting lower corporate costs.
The company successfully reduced net debt by 127 million sequentially, decreasing leverage to 3.3 times from 3.6 times.
The Bear Island facility operated at 88% of its total capacity, achieving capacity speed targets across all grades.
Packaging sector margins improved to 17.4%, outperforming the industry's 2.4% decrease in bulk shipments.
Cascades Inc (CADNF) achieved its objective of generating 120 million in proceeds from asset sales ahead of schedule.

Negative

Year-over-year consolidated sales decreased by 1%, driven by lower volumes in the packaging segment.
The tissue segment underperformed expectations due to a major electrical outage at the North Carolina Wagram facility.
Fourth quarter adjusted EBITDA for the packaging segment decreased 3% sequentially due to volume and selling price factors.
The company faced higher operating costs in the tissue segment, offsetting benefits from lower raw material costs.
Cascades Inc (CADNF) anticipates a sequential decrease in consolidated results for Q1 2026 due to seasonal demand and weather-related impacts.

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

CAS.TO - Cascades Inc
Q4 2025 Cascades Inc Earnings Call
Feb 26, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Madame Monsieur cascade Sylvie.

Good morning. My name is Sylvie, and I will be your conference operator today. At this time, I would like to welcome everyone to Cascade, 4th quarter 2025 financial results conference call.

Note that all lines are currently in the listen-only mode. After the speaker's remarks, there will be a question-and-answer session. I will now pass the call over to Jennifer Aitken, director of investor relations for Cascade. Miss Aitken, you may begin.

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Unidentified_2 [2]
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Thank you, operator. Good morning everyone and thank you for

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