Q3 2025 Empresas CMPC SA Earnings Call Transcript
Key Points
- Empresas CMPC SA (XSGO:CMPC) reported third-quarter 2025 sales of approximately $1.9 billion, with an EBITDA of $260 million.
- The pulp business generated an EBITDA of $162 million, maintaining a strong EBITDA margin of 22.5%.
- The software business saw a 16% year-on-year increase in EBITDA, reaching $95 million, with an EBITDA margin of 11%.
- The company successfully issued two sustainable hybrid bonds totaling $1 billion, which will be used to refinance debt and support investments.
- Empresas CMPC SA (XSGO:CMPC) is exploring monetization opportunities for its extensive forestry capacity and valuable real estate assets to improve liquidity.
- Net income for the third quarter was $34 million, a significant decrease from $147 million in the previous quarter.
- The pulp business experienced a 5% quarter-on-quarter decrease due to lower international pulp prices.
- Operating costs increased by 1.5% quarter-over-quarter and 3% year-over-year, impacting profitability.
- The tissue paper market in Brazil faces increased competition and excess capacity, affecting pricing and margins.
- The biopackaging business saw a 4% year-on-year decrease in sales volume, reflecting weak demand in some markets.
I got recently appointed as CFO of CMPC. I would like to welcome you to a third-quarter 2025 earnings, (technical difficulty) CFO of CMPC (inaudible) Chief Commercial Director of CMPC Palp, and Claudia Cavada, our Head of Investor Relations. Please note that statements made today during the presentation and Q&A may include forward-looking statements to assist you in understanding our expectations for future performance. These statements are subject to some risks that could cause actual results and events materially differ. As the slide shows, in the third quarter of 2025, sales amounted roughly to $1.9 billion, EBITDA was $260 million, and net income was $34 million.
The pulp business generated an EBITDA of $162 million, with an EBITDA margin of 22.5%. The software business reported an EBITDA of $95 million, increasing 16% year-on-year, with an EBITDA margin of 11%. This business has experienced increased competition in its market, especially in Brazil, where the tissue paper install capacity has
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