Suzano SA Rides 6% Revenue Gain and R$13.4 Billion Profit Swing to Record Highs

SUZSUZ

Suzano SA swung to R$13.4 billion profit from a R$7.04 billion loss on R$50 billion revenue, a 6% rise driving shares to record highs. Q4 income reached R$116 million versus a R$6.7 billion loss, and the company announced a 40 million-share buyback through August 2027.

1. Full-Year Profit Turnaround

Suzano SA reversed a prior-year loss by posting R$13.4 billion net profit on R$50 billion revenue in 2025, marking a 6% year-on-year sales increase. This swing from a R$7.04 billion loss reflects improved pricing and cost controls across its pulp and paper segments.

2. Fourth Quarter Performance

In Q4, the company reported R$116 million in net income versus a R$6.7 billion loss a year earlier, despite an 8% decline in revenues to R$13.1 billion. Pulp sales rose 4% and paper sales climbed 10%, partially offsetting weaker overall top-line performance.

3. Share Repurchase Program

Suzano unveiled a plan to repurchase 40 million shares by August 2027 as its sixth buyback initiative, following the recent reacquisition of R$805 million worth of shares (14.82 million shares at an average R$54.33). This program aims to bolster shareholder value and improve capital efficiency.

4. Stock Reaction

Investors rewarded the turnaround with a surge to new 52-week highs, lifting the share price by over 13.5% intraday. Market enthusiasm reflects confidence in sustained earnings and cash flow improvements driving future growth.

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