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Suzano Posts Record Q4 2025 Pulp and Paper Volumes While Cutting Cash Costs

Tipranks - Wed Feb 11, 4:18PM CST

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Suzano Papel e Celulose SA ( (SUZ) ) has provided an announcement.

On February 10, 2026, Suzano reported its consolidated results for the fourth quarter of 2025, highlighting record sales volumes in both pulp and paper despite weaker prices. Pulp sales rose 4% year over year to 3.406 million tonnes and paper sales climbed 10% to 474,000 tonnes, contributing to net revenue of R$13.1 billion in 4Q25, though annual adjusted EBITDA for 2025 fell 9% to R$21.7 billion as margins compressed.

The company continued to reduce its pulp cash cost ex-downtimes to R$778 per tonne, down 4% from 4Q24, underscoring progress on structural competitiveness and cost efficiency. Leverage stood at 3.2 times in both reais and dollars at year-end, with a robust 16.7% last-12-month free cash flow yield and positive 2025 net income of R$13.4 billion, signaling improved balance sheet strength even as returns on invested capital moderated and pricing pressure weighed on profitability.

The most recent analyst rating on (SUZ) stock is a Buy with a $13.40 price target. To see the full list of analyst forecasts on Suzano Papel e Celulose SA stock, see the SUZ Stock Forecast page.

Spark’s Take on SUZ Stock

According to Spark, TipRanks’ AI Analyst, SUZ is a Neutral.

Suzano Papel e Celulose SA’s overall stock score reflects strong profitability and operational efficiency, balanced by challenges in revenue growth and high leverage. The valuation is attractive with a reasonable P/E ratio and solid dividend yield. The earnings call provided positive insights into operational improvements, although market conditions and leverage remain concerns. Technical analysis indicates a bearish trend, which slightly dampens the overall outlook.

To see Spark’s full report on SUZ stock, click here.

More about Suzano Papel e Celulose SA

Suzano S.A., traded in Brazil and on the NYSE, is one of the world’s largest integrated pulp and paper producers, with operations spanning pulp, printing and writing papers, packaging, and tissue through its consumer goods and U.S. packaging units. The company focuses on export markets for pulp and on expanding its paper and packaging footprint, while emphasizing structural competitiveness and balance sheet discipline.

Average Trading Volume: 2,455,825

Technical Sentiment Signal: Strong Buy

Current Market Cap: $12.1B

See more data about SUZ stock on TipRanks’ Stock Analysis page.

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