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An update from Suzano Papel e Celulose SA ( (SUZ) ) is now available.
Suzano S.A. reported first-quarter 2026 results on April 30, 2026, highlighting solid operational performance in both pulp and paper despite foreign-exchange headwinds. Pulp production was fully sold, sales volumes rose year-on-year, and higher international pulp prices supported margins, while Brazilian paper and packaging operations benefited from cost improvements even as U.S. demand slowed.
Adjusted EBITDA reached R$4.6 billion, slightly below the previous quarter, with operating cash generation at R$2.5 billion and pulp cash costs ex-downtimes at R$802 per ton, reflecting a maintenance-driven cost uptick versus late 2025 but a decrease versus early 2025. Net debt increased to US$6.1 billion and leverage to 3.3x in dollars, mainly due to dividends, capex and concentrated bond interest, but Suzano emphasized liquidity of US$13.0 billion and a conservative hedging strategy for oil and FX to cushion Middle East-related commodity risks.
Management signaled continued focus on strengthening the balance sheet and competitiveness, using its hedge portfolio to mitigate currency appreciation and oil price exposure. The company also reaffirmed that its planned joint venture with Kimberly-Clark remains on track for closing in the third quarter of 2026, and expects Brazilian paper and packaging operations to benefit from higher prices and volumes going forward.
The most recent analyst rating on (SUZ) stock is a Hold with a $11.00 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.
The score is driven primarily by solid financial performance (strong 2025 rebound and cash generation) but constrained by high leverage and cyclicality. Valuation is a key positive due to the low P/E, while technicals are supportive but look overextended. Earnings-call guidance was broadly constructive with clear deleveraging and cost/CapEx discipline, tempered by near-term maintenance and end-market pricing risks.
To see Spark’s full report on SUZ stock, click here.
More about Suzano Papel e Celulose SA
Suzano S.A., formerly Suzano Papel e Celulose, is a Brazilian pulp and paper producer with operations in pulp, paper and packaging, serving both domestic and export markets. The company is a major global supplier of eucalyptus pulp and maintains integrated industrial and logistics operations, including Brazilian mills and U.S. packaging activities, supported by long-term shipping and fuel contracts.
Average Trading Volume: 3,730,307
Technical Sentiment Signal: Sell
Current Market Cap: $11.18B
See more data about SUZ stock on TipRanks’ Stock Analysis page.