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Undisputable competitiveness in the pulp industry
GoldmanSachs · 2025 · competitive_analysis
Undisputable competitiveness in the pulp industry
13.4 — Production Capacity (Mt)
 EXPAND BOLDLY INTO NEW MARKETS
GoldmanSachs · 2025 · strategic_options
EXPAND BOLDLY INTO NEW MARKETS
 Suzano Ventures accelerates new bio businesses and core competitiveness
GoldmanSachs · 2025 · other
Suzano Ventures accelerates new bio businesses and core competitiveness
 ADVANCE IN THE LINKS OF THE CHAIN, ALWAYS WITH COMPETITIVE ADVANTAGE
GoldmanSachs · 2025 · strategic_options
ADVANCE IN THE LINKS OF THE CHAIN, ALWAYS WITH COMPETITIVE ADVANTAGE
 New investment in the largest P&W mill boosts cost efficiency and reduces carbon emissions
GoldmanSachs · 2025 · case_study
New investment in the largest P&W mill boosts cost efficiency and reduces carbon emissions
R$400 MM — NPV
 Stepping up in the packaging business: Leveraging current P&W assets and expanding capacity
GoldmanSachs · 2025 · strategic_options
Stepping up in the packaging business: Leveraging current P&W assets and expanding capacity
2.3% — Annual Paper unit production capacity
 Acquisition of paperboard mill in North America
GoldmanSachs · 2025 · case_study
Acquisition of paperboard mill in North America
US$80 million — Paperboard consumption
 Synergies from KC's acquired assets fully captured
GoldmanSachs · 2025 · impact_sizing
Synergies from KC's acquired assets fully captured
43% — Synergy capture
 Consolidation of synergies and competitive advantages Underpinning business growth
GoldmanSachs · 2025 · strategic_options
Consolidation of synergies and competitive advantages Underpinning business growth
>18% — Contribution Margin
 An accretive case of capital allocation with competitive advantages
GoldmanSachs · 2025 · competitive_analysis
An accretive case of capital allocation with competitive advantages
24% — Value market share
 MAINTAIN RELEVANCE IN PULP
GoldmanSachs · 2025 · section_divider
MAINTAIN RELEVANCE IN PULP
 Greater surplus clean energy generation
GoldmanSachs · 2025 · case_study
Greater surplus clean energy generation
195 — MWavg
 Unmatched cash cost competitiveness
GoldmanSachs · 2025 · financial_analysis
Unmatched cash cost competitiveness
38 — Cash cost
 Despite new capacities, S&D ratio likely to improve with unplanned supply shortages
GoldmanSachs · 2025 · market_landscape
Despite new capacities, S&D ratio likely to improve with unplanned supply shortages
89% — BHKP Demand to Capacity ratio
 Incoming capacities partially mitigated by expected conversions
GoldmanSachs · 2025 · market_landscape
Incoming capacities partially mitigated by expected conversions
49.6 — BHKP supply
 Net demand growth in the coming years potentially boosted by additional upside risks
GoldmanSachs · 2025 · market_sizing
Net demand growth in the coming years potentially boosted by additional upside risks
47.7 — Hardwood market pulp demand (Mt)
 Headwinds from vertical integration in China face several uncertain factors
GoldmanSachs · 2025 · market_landscape
Headwinds from vertical integration in China face several uncertain factors
2.6 Mt — Capacity (Mt)
 BHKP demand drivers: Fiber-to-Fiber
GoldmanSachs · 2025 · industry_trends
BHKP demand drivers: Fiber-to-Fiber
1.0 — Market share gain
 A deeper view on fiber substitution by paper grade
GoldmanSachs · 2025 · market_landscape
A deeper view on fiber substitution by paper grade
+1.6Mt — BHKP share
 BHKP demand drivers: Fiber-to-Fiber BSKP substitution incentivized by capacity closures and increasing price spread
GoldmanSachs · 2025 · industry_trends
BHKP demand drivers: Fiber-to-Fiber BSKP substitution incentivized by capacity closures and increasing price spread
 Technical age and scale Drive production planning
GoldmanSachs · 2025 · competitive_analysis
Technical age and scale Drive production planning
 Fluff pulp is a growing market, with demand expected to reach 8 Mt by 2027
GoldmanSachs · 2025 · market_landscape
Fluff pulp is a growing market, with demand expected to reach 8 Mt by 2027
8 Mt — Fluff pulp demand
 Eucafluff®: Successful fiber to fiber case through innovation
GoldmanSachs · 2025 · case_study
Eucafluff®: Successful fiber to fiber case through innovation
 Fiber to Fiber: competitiveness and scalability
GoldmanSachs · 2025 · case_study
Fiber to Fiber: competitiveness and scalability
340 kt/y — Capacity
 Be "BEST-IN-CLASS" IN THE TOTAL PULP COST VISION
GoldmanSachs · 2025 · strategic_options
Be "BEST-IN-CLASS" IN THE TOTAL PULP COST VISION
 Overcoming a challenging environment
GoldmanSachs · 2025 · problem_statement
Overcoming a challenging environment
 Challenge: Climate uncertainties & impacts Innovative strategy to increase Eucawood per hectare
GoldmanSachs · 2025 · strategic_options
Challenge: Climate uncertainties & impacts Innovative strategy to increase Eucawood per hectare
R$1 bn — NPV
 Challenge: Labor shortage Mechanization to address rural population decline
GoldmanSachs · 2025 · problem_statement
Challenge: Labor shortage Mechanization to address rural population decline
85% — Mechanized Silviculture Level
 Challenges: Higher logistics costs and limited Eucawood availability Lower average distance and Eucawood self-sufficiency
GoldmanSachs · 2025 · problem_statement
Challenges: Higher logistics costs and limited Eucawood availability Lower average distance and Eucawood self-sufficiency
R$480MM — Logistics costs
 All competitive levers already becoming a reality on the ground
GoldmanSachs · 2025 · case_study
All competitive levers already becoming a reality on the ground
+15% — Wood Cash Cost
 Revenues mostly from international markets
GoldmanSachs · 2025 · financial_analysis
Revenues mostly from international markets
8.8 — Net revenues
 Seizing opportunities with diversified funding sources
GoldmanSachs · 2025 · financial_analysis
Seizing opportunities with diversified funding sources
134 — G-spreads
 Future M&As need to add value, maintain IG and align with long-term strategy
GoldmanSachs · 2025 · strategic_options
Future M&As need to add value, maintain IG and align with long-term strategy
 Focused on creating value for shareholder
GoldmanSachs · 2025 · financial_analysis
Focused on creating value for shareholder
R$83bn — Capital Allocation
 Proven commitment and trending to an even stronger balance sheet
GoldmanSachs · 2025 · financial_analysis
Proven commitment and trending to an even stronger balance sheet
3.0x — Net Debt/EBITDA ratio
 Conservative financial policy Aiming for rating improvement
GoldmanSachs · 2025 · key_messages
Conservative financial policy Aiming for rating improvement
Baa3 — Credit Rating
 Consistent Growth on Global Pulp Demand
GoldmanSachs · 2025 · industry_trends
Consistent Growth on Global Pulp Demand
67.6 — million tons
 Lower volatility when compared to other commodities
GoldmanSachs · 2025 · market_landscape
Lower volatility when compared to other commodities
13% — Historical Volatility
 Challenge: Climate uncertainties & impacts Effective fire protection system
GoldmanSachs · 2025 · problem_statement
Challenge: Climate uncertainties & impacts Effective fire protection system
30 minutes — Total area impacted
 The current decrease in zinc prices is one of the largest seen in the last 15 years
GoldmanSachs · 2023 · market_landscape
The current decrease in zinc prices is one of the largest seen in the last 15 years
-51% — Zinc price decrease
 2023 impacted by high TC in a very volatile zinc price environment
GoldmanSachs · 2023 · market_landscape
2023 impacted by high TC in a very volatile zinc price environment
$274 — Zinc LME price
 Coke price remains high, despite slightly moderating in Q3; Gas price stabilised at 2021 level
GoldmanSachs · 2023 · industry_trends
Coke price remains high, despite slightly moderating in Q3; Gas price stabilised at 2021 level
85% — Energy price
 Befesa’s hedging strategy provides price visibility and lowers impact from zinc price volatility
GoldmanSachs · 2023 · financial_analysis
Befesa’s hedging strategy provides price visibility and lowers impact from zinc price volatility
€8m — EBITDA impact
 Decarbonisation driving EAF steel production in Befesa's key markets
GoldmanSachs · 2023 · industry_trends
Decarbonisation driving EAF steel production in Befesa's key markets
200 — EAF steel production (Million tonnes)
 Decarbonisation and EV driving aluminium market growth in Europe
GoldmanSachs · 2023 · industry_trends
Decarbonisation and EV driving aluminium market growth in Europe
5 million tonnes — Aluminium demand
 Well defined growth roadmap in execution towards 2027
GoldmanSachs · 2023 · roadmap
Well defined growth roadmap in execution towards 2027
110-135 — EBITDA run-rate
 Palmerton plant refurbishment progressing well to seize market growth in 2025
GoldmanSachs · 2023 · case_study
Palmerton plant refurbishment progressing well to seize market growth in 2025
>30% — IRR
 Growth opportunity in China is attractive and Befesa's plan remains unchanged, despite current market challenges
GoldmanSachs · 2023 · situation_overview
Growth opportunity in China is attractive and Befesa's plan remains unchanged, despite current market challenges
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