Suzano’s Record 12.7 Million Tonne Pulp Sales Mark Historic Shift Amid Efficiency Drive

All-Time High in Pulp Sales Reflects Expansion and Efficiency

Suzano, the world’s top pulp producer, has shattered its previous record by selling 12.7 million tonnes of pulp in the 12 months ending March 2026. This new milestone underscores not only robust global demand but also how strategic investments—most notably the launch of the Ribas do Rio Pardo pulp mill—have now scaled Suzano’s production footprint.

In addition to pulp, Suzano also shipped 1.7 million tonnes of paper across its packaging, printing, and specialty segments over the same period, reinforcing its broad market reach in more than 100 countries.

Strong Q1 2026 Financials Signal Resilience Against Global Headwinds

The company’s first quarter of 2026 saw sales of 3.2 million tonnes (2.8 million in pulp, 378 thousand in paper), generating BRL 11.0 billion in net revenue. Adjusted EBITDA hit BRL 4.6 billion, and net income reached BRL 4.3 billion—evidence of Suzano’s ability to thrive despite a strengthening Brazilian real and geopolitical volatility in the Middle East.

Operating cash generation was reported at BRL 2.5 billion, even as cost pressures emerged from rising oil prices. The company managed a quarterly cash cost of BRL 802 per tonne of pulp (excluding downtime), indicating ongoing operational discipline.

Balance Sheet Remains Stable as Cost Management Mitigates Volatility

Even as oil market swings and local currency appreciation introduced new pressures, Suzano exited March 2026 with USD 13.0 billion in net debt and a net leverage ratio of 3.3 times (in U.S. dollars). Importantly, hedging strategies were credited with helping offset much of the energy cost inflation.

According to CEO Beto Abreu, continued focus on operational efficiency, cost control, and deleveraging forms the backbone of the company’s resilience in a challenging macro environment. Suzano’s ability to maintain profitability while scaling output hints at more sustainable performance as pulp markets undergo cyclical recoveries.

Key Takeaway: Expansion and Discipline Set the Stage for Future Growth

Suzano’s historic sales feat signals more than just scale—it reflects the impact of systematic upgrades in production and logistics at a time of external uncertainty. While short-term risks persist, such as fluctuating energy and currency markets, Suzano’s disciplined operations and global presence leave the company well-positioned for the next phase of industry growth.

Investors and industry watchers will be looking to see whether Suzano can maintain its efficiency gains and financial flexibility through further cycles, especially as pulp and paper demand dynamics continue to evolve worldwide.

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