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Dec 31, 2025
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Suzano SA-ADR Q4 2025 Earnings Report
Key Takeaways
Suzano posted net revenue of 13114000000 reais in Q4 2025, down 8% year over year due to lower average pulp prices and FX headwinds, while maintaining strong adjusted EBITDA of 5583000000 reais and solid sales volume growth in both pulp and paper.
Net revenue totaled 13114000000 reais, down 8% year over year.
Adjusted EBITDA reached 5583000000 reais with a 43% margin.
Pulp sales volume increased to 3406000 tons, up 4% year over year.
Paper sales volume rose to 474000 tons, up 10% year over year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Suzano highlighted continued focus on operational efficiency, disciplined capital allocation and deleveraging, while navigating pulp price volatility and FX impacts.
Positive Outlook
- Record pulp sales volumes in the quarter.
- Adjusted EBITDA of 5583000000 reais with strong 43% margin.
- Operational cash cost reductions in pulp production.
- Strong export exposure representing 81% of revenue.
- Leverage at 3.2x with improving free cash flow yield.
Challenges Ahead
- Net revenue declined 8% year over year.
- Lower average pulp prices versus prior year.
- FX headwinds from US dollar depreciation.
- Adjusted EBITDA down 14% year over year.
- Cost pressures in maintenance and logistics.
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Historical Earnings Impact
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Avg. Return Before/After Earnings
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