Suzano highlights LTM 2Q26 net debt of US$12.8 billion in investor presentation
SUZ•Operational footprint and industry risk
Operational footprint highlighted: 13 million tons of market pulp capacity, nine pulp mills, four export terminals, 10 dedicated vessels.
Presentation flagged industry risk from new integrated Asian capacity, citing 6 million tons of confirmed BHKP projects for 2025-2029.
Investor presentation highlights leverage and EBITDA
Suzano outlined its strategy at the UBS Global Materials Conference, targeting deleveraging toward net debt/adjusted EBITDA below 2.5x.
Main figures for LTM 2Q26: net leverage 3.4x, net debt US$12.8 billion, adjusted EBITDA US$3.8 billion.
Adjusted EBITDA margin of 42% on net revenue of US$9 billion, underscoring cash generation amid a weaker pulp cycle.
