Suzano Achieves Higher Operational Efficiency and Reduced Cash Costs in Q3 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 06 2025
0mins
Should l Buy SUZ?
Source: Newsfilter
Cost Competitiveness: Suzano reported a 7% year-on-year reduction in cash production costs, attributed to the contributions from the Ribas do Rio Pardo unit, enhancing overall cost competitiveness.
Sales Growth: The company achieved sales of 3.6 million tonnes of pulp and paper in Q3 2025, marking a 20% increase compared to the same quarter last year, driven by the new pulp mill and integration of US paper production assets.
Financial Performance: Net revenue for the quarter was R$12.2 billion, with an Adjusted EBITDA of R$5.2 billion and a net profit of R$2 billion, despite challenges from lower pulp prices and a weaker exchange rate.
Strategic Focus: CEO Beto Abreu emphasized ongoing efforts to improve competitiveness, reduce leverage, and generate value from recent acquisitions, including positive results from US operations and progress on a joint venture with Kimberly-Clark.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SUZ?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SUZ
About SUZ
Suzano SA, formerly Suzano Papel e Celulose SA is a Brazil-based forestry company. It is a developer of products made from eucalyptus forests and a vertically integrated producer of eucalyptus pulp and paper in Latin America. Its purpose is to manufacture, trade, import and export pulp, paper and other products. The Company’s product portfolio includes coated and uncoated printing and writing paper, paperboard, tissue paper, market pulp and fluff pulp. Suzano’s operations are divided into two segments: Pulp and Paper. The Pulp segment includes the production and commercialization of eucalyptus pulp for the foreign market, with the surplus destined for the domestic market, while the Paper segment covers the activities of production and sale of uncoated and coated paperboard and tissue. The Company has numerous subsidiaries, including Fibria Terminal de Celulose de Santos Spe SA, FuturaGene Biotechnology Shanghai Co Ltd and Suzano Pulp and Paper Europe SA.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Suzano to Raise Pulp Prices by $50 per Ton in the Americas and Europe
- Brazil's Suzano Pulp Price Increase: Brazil's Suzano announced a price increase for its pulp in the Americas and Europe by $50.
- Market Impact: This price adjustment reflects ongoing trends in the pulp market and may influence supply and demand dynamics in the industry.
See More
Suzano Pulp Prices in China and Asia Set to Rise by $20 per Ton
Brazil's Suzano Pulp Price Increase: Brazil's Suzano has announced a price increase for its pulp products in China and the rest of Asia by $20.
Market Impact: This price adjustment is expected to influence the pulp market dynamics in the region, potentially affecting supply and demand.
See More
Suzano S.A. Achieves Record Revenue in 2025
- Significant Sales Growth: In 2025, Suzano S.A. achieved pulp and paper sales of 14.2 million tonnes, marking a 15% increase from 2024, which not only boosts market share but also strengthens the company's competitive position in the global pulp industry.
- Record Net Revenue: The company reported a full-year net revenue of R$50 billion, a historic high that reflects its robust profitability amidst market fluctuations, further solidifying its financial foundation.
- Strong Cash Generation: Despite less favorable global market price conditions, Suzano generated operating cash flow of R$13.9 billion, showcasing its operational efficiency and cost control capabilities, which are crucial for future investments and expansion.
- Improved Financial Leverage: As of December 2025, Suzano's net leverage ratio stood at 3.2 times, down from 3.3 times in the third quarter, indicating positive progress in reducing debt risk and enhancing financial flexibility.
See More
Suzano Reports Record 2025 Performance with Strong Sales and Efficiency Gains
- Record Sales Volume: Suzano achieved a sales volume of 14.2 million tonnes in 2025, marking a 15% increase from 2024, primarily driven by the strong operational contribution from the Ribas do Rio Pardo pulp mill, which commenced production in July 2024, and its paper mills in the U.S., solidifying its leadership in the global market.
- Net Revenue Milestone: The company reported a record net revenue of R$50 billion for 2025, reflecting its ongoing focus on operational efficiency and cost discipline, showcasing robust profitability despite challenging global market price conditions.
- Reduced Cash Costs: With a consistent emphasis on efficiency and cost management, Suzano's cash cost of pulp production fell to R$817 per tonne, the lowest level since 2021, demonstrating the company's success in enhancing operational efficiency.
- Strong Operating Cash Flow: Despite facing unfavorable market conditions, Suzano generated operating cash flow of R$13.9 billion in 2025, with adjusted EBITDA totaling R$21.7 billion and net income reaching R$13.4 billion, indicating strong financial performance amid challenges.
See More
Suzano Reports Record 2025 Results with Strong Sales Growth
- Sales Performance Surge: In 2025, Suzano achieved pulp and paper sales volumes of 14.2 million tonnes, a 15% increase from 2024, primarily driven by the strong operational contribution from the Ribas do Rio Pardo pulp mill, which began production in July 2024, significantly enhancing the company's market share.
- Record Net Revenue: The company reported a net revenue of R$50 billion in 2025, marking a historic high, reflecting its robust sales and cash flow performance despite unfavorable global market price conditions.
- Cost Reduction Achieved: In 2025, the cash cost of pulp production fell to R$817 per tonne, the lowest level since 2021, demonstrating the company's ongoing commitment to operational efficiency and cost management.
- Strong Cash Generation: Despite challenging global market conditions, Suzano generated R$13.9 billion in operating cash in 2025, with adjusted EBITDA reaching R$21.7 billion and net income at R$13.4 billion, indicating sustained profitability amid adversity.
See More
Saudi Arabia Launches B4L Champions Council to Restore 1.5 Billion Hectares by 2030
- Global CEO Mobilization: At the World Economic Forum in Davos, Saudi Arabia and the UNCCD Secretariat launched the B4L Champions Council to mobilize global CEOs and industry leaders in support of large-scale land restoration, marking a strategic alignment between the private sector and climate goals.
- Land Restoration Target: The B4L Champions Council aims to restore 1.5 billion hectares of degraded land by 2030, emphasizing the critical role of businesses in achieving Sustainable Development Goals (SDGs) and driving dual economic and environmental benefits.
- Funding Commitment: Over $12 billion was pledged for land restoration and drought resilience at the COP16 meeting in 2024, and the B4L Council will further drive the implementation of this commitment through coordinated business actions, encouraging active participation from the private sector.
- Advocating Business Action: The B4L Council will promote the scaling of regenerative and land-positive business models, highlighting investment cases for land restoration, food security, and community well-being, while fostering public-private dialogue and collaboration.
See More
Suzano to Raise Pulp Prices by $50 per Ton in the Americas and Europe
- Brazil's Suzano Pulp Price Increase: Brazil's Suzano announced a price increase for its pulp in the Americas and Europe by $50.
- Market Impact: This price adjustment reflects ongoing trends in the pulp market and may influence supply and demand dynamics in the industry.
See More
Suzano Pulp Prices in China and Asia Set to Rise by $20 per Ton
Brazil's Suzano Pulp Price Increase: Brazil's Suzano has announced a price increase for its pulp products in China and the rest of Asia by $20.
Market Impact: This price adjustment is expected to influence the pulp market dynamics in the region, potentially affecting supply and demand.
See More
Suzano S.A. Achieves Record Revenue in 2025
- Significant Sales Growth: In 2025, Suzano S.A. achieved pulp and paper sales of 14.2 million tonnes, marking a 15% increase from 2024, which not only boosts market share but also strengthens the company's competitive position in the global pulp industry.
- Record Net Revenue: The company reported a full-year net revenue of R$50 billion, a historic high that reflects its robust profitability amidst market fluctuations, further solidifying its financial foundation.
- Strong Cash Generation: Despite less favorable global market price conditions, Suzano generated operating cash flow of R$13.9 billion, showcasing its operational efficiency and cost control capabilities, which are crucial for future investments and expansion.
- Improved Financial Leverage: As of December 2025, Suzano's net leverage ratio stood at 3.2 times, down from 3.3 times in the third quarter, indicating positive progress in reducing debt risk and enhancing financial flexibility.
See More
Suzano Reports Record 2025 Performance with Strong Sales and Efficiency Gains
- Record Sales Volume: Suzano achieved a sales volume of 14.2 million tonnes in 2025, marking a 15% increase from 2024, primarily driven by the strong operational contribution from the Ribas do Rio Pardo pulp mill, which commenced production in July 2024, and its paper mills in the U.S., solidifying its leadership in the global market.
- Net Revenue Milestone: The company reported a record net revenue of R$50 billion for 2025, reflecting its ongoing focus on operational efficiency and cost discipline, showcasing robust profitability despite challenging global market price conditions.
- Reduced Cash Costs: With a consistent emphasis on efficiency and cost management, Suzano's cash cost of pulp production fell to R$817 per tonne, the lowest level since 2021, demonstrating the company's success in enhancing operational efficiency.
- Strong Operating Cash Flow: Despite facing unfavorable market conditions, Suzano generated operating cash flow of R$13.9 billion in 2025, with adjusted EBITDA totaling R$21.7 billion and net income reaching R$13.4 billion, indicating strong financial performance amid challenges.
See More
Suzano Reports Record 2025 Results with Strong Sales Growth
- Sales Performance Surge: In 2025, Suzano achieved pulp and paper sales volumes of 14.2 million tonnes, a 15% increase from 2024, primarily driven by the strong operational contribution from the Ribas do Rio Pardo pulp mill, which began production in July 2024, significantly enhancing the company's market share.
- Record Net Revenue: The company reported a net revenue of R$50 billion in 2025, marking a historic high, reflecting its robust sales and cash flow performance despite unfavorable global market price conditions.
- Cost Reduction Achieved: In 2025, the cash cost of pulp production fell to R$817 per tonne, the lowest level since 2021, demonstrating the company's ongoing commitment to operational efficiency and cost management.
- Strong Cash Generation: Despite challenging global market conditions, Suzano generated R$13.9 billion in operating cash in 2025, with adjusted EBITDA reaching R$21.7 billion and net income at R$13.4 billion, indicating sustained profitability amid adversity.
See More
Saudi Arabia Launches B4L Champions Council to Restore 1.5 Billion Hectares by 2030
- Global CEO Mobilization: At the World Economic Forum in Davos, Saudi Arabia and the UNCCD Secretariat launched the B4L Champions Council to mobilize global CEOs and industry leaders in support of large-scale land restoration, marking a strategic alignment between the private sector and climate goals.
- Land Restoration Target: The B4L Champions Council aims to restore 1.5 billion hectares of degraded land by 2030, emphasizing the critical role of businesses in achieving Sustainable Development Goals (SDGs) and driving dual economic and environmental benefits.
- Funding Commitment: Over $12 billion was pledged for land restoration and drought resilience at the COP16 meeting in 2024, and the B4L Council will further drive the implementation of this commitment through coordinated business actions, encouraging active participation from the private sector.
- Advocating Business Action: The B4L Council will promote the scaling of regenerative and land-positive business models, highlighting investment cases for land restoration, food security, and community well-being, while fostering public-private dialogue and collaboration.
See More
