NYSE$SUZ

Suzano SA-ADR · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Suzano reported strong pulp sales and record adjusted EBITDA for Q2 2024 amid favorable pulp market conditions.

Suzano SA reported consolidated net revenue of R$11.494 billion for the second quarter of 2024, up significantly year-over-year. Adjusted EBITDA reached R$6.288 billion with a 55% margin, driven by higher pulp prices and volumes. The company posted a net loss of approximately R$3.77 billion due to financial results, while leverage improved to 3.2x in USD.

  • Pulp sales volume reached 2,545 thousand tons, up 1% YoY; paper sales 333 thousand tons, up 13% YoY.
  • Adjusted EBITDA of R$6.288 billion (+74% YoY) with pulp EBITDA/ton at R$2,176.
  • Net revenue R$11.494 billion; operating cash generation R$4.5 billion.
  • Leverage reduced to 3.2x in USD; announced strategic acquisitions in Lenzing and North American paperboard.

Headline financials

Total Revenue

R$2.04B

Previous: R$1.85B+10.3%
EPS (adj)

-R$2.94

Previous: R$0.79-472.2%
Pulp Sales Volume

2.5M

No prior period
Paper Sales Volume

333.0K

No prior period
Adjusted EBITDA Margin

55.0%

No prior period
Net Income

-R$670M

No prior period
Operating Income

R$800M

No prior period

Revenue & EPS history

Suzano SA-ADR · Revenue · Quarterly

R$2.04B

Q2 2024+10.3%vs Q2 2023
Beat estimate in 3 of 6 quarters(50%)
ActualEstimate

Forward guidance

No specific forward guidance numbers provided in the release; focus on operational stability and strategic expansions.

Tailwinds

  • Favorable pulp market with price increases implemented.
  • Improved cash costs and operational performance.
  • Strategic investments in new markets and sustainability.

Headwinds

  • Challenging scenario in China market noted.
  • High capex impacting net debt levels temporarily.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.3%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+3.0%

Avg return

30 days after

46%

27 / 59 earnings

Positive

+13.5%

Q4 2025

Best reaction

-11.3%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q1 2026+1.6%-5.8%-9.6%
Q4 2025+13.5%+13.5%+1.6%
Q3 2024+2.7%+2.0%+3.5%
Q1 2024-2.9%-5.8%-11.5%
Q4 2023-1.6%+2.6%+10.8%
Q3 2023-0.7%-2.2%+3.9%
Q2 2023+0.0%+1.5%+1.8%
Q1 2023+5.6%+6.5%+20.3%
Q4 2022+1.2%+3.8%-5.7%
Q3 2022+5.4%+4.8%+5.3%
Q2 2022+6.8%+7.0%+4.9%
Q1 2022+1.9%-5.2%+7.3%
Q4 2021-3.0%-2.5%+5.0%
Q3 2021+0.3%-1.1%+12.7%
Q2 2021-3.3%-1.1%+5.7%
Q1 2021-3.8%-2.7%-12.7%
Q4 2020+6.3%+6.3%+7.6%
Q3 2020+3.5%+8.7%+23.2%
Q2 2020+8.7%+10.8%-0.1%
Q1 2020-11.3%-16.4%-14.3%
Q4 2019+7.0%+7.6%+4.8%
Q3 2019+9.3%+14.9%+11.8%
Q2 2019+3.5%+0.6%-4.9%
Q1 2019-1.9%-10.4%-25.0%
Q4 2018+0.2%+4.9%-7.5%
Q3 2018+4.0%-3.0%+17.2%
Q1 2018+4.5%+11.4%+17.3%
Q4 2017+9.0%+5.0%+12.5%
Q3 2017+0.0%+5.9%+4.0%
Q2 2017+1.4%+1.4%+5.8%
Q1 2017+7.1%+10.2%+3.9%
Q4 2016+0.0%-0.5%+7.5%
Q3 2016+2.2%+1.2%+7.1%
Q2 2016+0.0%+0.0%-10.4%
Q1 2016+0.0%
Q4 2015+0.0%
Q3 2015-1.0%
Q2 2015+0.0%
Q1 2015+1.8%
Q4 2014+0.0%
Q3 2014+0.0%
Q2 2014-0.8%
Q1 2014+0.0%
Q4 2013+0.0%
Q3 2013+0.0%
Q2 2013+0.0%
Q1 2013-2.3%
Q4 2012+6.8%
Q3 2012+0.0%
Q2 2012-4.5%
Q1 2012+0.0%
Q4 2011+4.3%
Q3 2011-6.1%
Q2 2011+0.0%
Q1 2011+4.7%
Q4 2010+0.0%
Q3 2010+2.1%
Q2 2010-2.0%
Q1 2010-0.7%

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