Arbex Begins Independent Operations, Reveals Leadership Team and Structure
Arbex commences operations as an independent business and unveils details of its brand, leadership team, and company structure. Announced in June 2025 as a $3.4B joint venture between Suzano (SUZ) and Kimberly-Clark Corporation (KMB), the new business will manufacture, market and distribute consumer and professional products across more than 70 markets on five continents. Arbex has assumed ownership of assets previously run by Kimberly-Clark's International Family Care & Professional business unit, which includes 22 manufacturing sites in 14 countries, and a portfolio of more than 40 regional brands including Andrex, Hakle, and Scottex. The company also holds a long-term license for the use of Kimberly-Clark's global brands, including Kleenex, Cottonelle, Scott, WypAll, Viva, and Kimberly-Clark Professional. Ehab Abou-Oaf, previously President of Kimberly-Clark's IFP business, directly transitions in as CEO of Arbex. He will be based in London, alongside the majority of the global leadership team. Luis Bueno, previously Executive Vice President of Suzano's consumer goods business, becomes COO. And Oscar Mousinho, a Kimberly-Clark veteran who most recently served as Global CFO of the Pet Nutrition business at Mars, is the incoming CFO. Walter Schalka, who spent over a decade as CEO of Suzano before stepping down in 2024, will chair Arbex's Board of Directors.
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SUZANO OF BRAZIL ANTICIPATES LOWERING LEVERAGE TO 2.5 TIMES BY 2027, ACCORDING TO CFO
Brazil's Suzano Expectations: Suzano, a major Brazilian pulp and paper company, anticipates a reduction in leverage to 2.5 times by 2027.
Financial Strategy: The company's Chief Financial Officer (CFO) outlined this goal as part of their financial strategy moving forward.
SUZANO OF BRAZIL RESTARTS PAPER EXPORTS TO THE U.S. FOLLOWING SUPREME COURT RULING THAT LOWERED TARIFFS FROM 50% TO 10%, SAYS CEO
Brazil's Suzano Resumes Paper Exports: The Brazilian company Suzano has restarted its paper exports to the U.S. market.
Supreme Court Decision Impact: This resumption follows a Supreme Court decision that significantly reduced tariffs on paper exports from 50% to 10%.
Economic Implications: The reduction in tariffs is expected to enhance trade relations and boost the paper industry in Brazil.
CEO's Statement: The CEO of Suzano has expressed optimism about the future of exports following the favorable ruling.
Suzano S.A. Reports Q1 Revenue and Net Income Highlights
- Q1 Revenue: Suzano S.A. reported Q1 revenue of BRL 11 billion, indicating stable performance in the market despite challenges posed by global economic fluctuations.
- Net Income Growth: The company's net income totaled BRL 4.3 billion, reflecting effective cost control and operational efficiency, which enhances investor confidence in its future growth potential.
- Deleveraging Expectations: Suzano anticipates resuming deleveraging in 2026, indicating a proactive strategy in financial management aimed at improving the health and sustainability of its capital structure.
- Regulatory Investigation Impact: UK regulators are set to investigate the proposed joint venture between Kimberly-Clark and Suzano, which may affect the market strategies and future collaboration plans of both parties.
Suzano Achieves Record Pulp Sales in Q1 2026
- Record Sales Performance: In Q1 2026, Suzano achieved a total sales volume of 3.2 million tonnes, including 2.8 million tonnes of pulp and 378 thousand tonnes of paper, marking an all-time high and demonstrating the company's strong competitiveness in the global market.
- Revenue and EBITDA Growth: The company reported net revenue of BRL 11.0 billion and adjusted EBITDA of BRL 4.6 billion in the first quarter, reflecting exceptional performance in operational efficiency and cost control despite facing macroeconomic challenges.
- Increased Production Capacity: The startup of the Ribas do Rio Pardo pulp mill in Mato Grosso do Sul contributed to a record pulp sales volume of 12.7 million tonnes over the past 12 months, further solidifying Suzano's leadership position in the global pulp market.
- Cost Pressure Mitigation: Despite potential cost pressures from geopolitical tensions in the Middle East affecting global oil prices, Suzano effectively mitigated energy cost impacts through hedging policies, with cash costs for pulp production at BRL 802 per tonne in Q1, showcasing its agile cost management capabilities.
SUZANO ACHIEVES HISTORIC MILESTONE WITH 12.7 MILLION TONNES OF PULP SOLD FOR THE FIRST TIME
- Historic Sale: Suzano has sold 12.7 million tons of pulp for the first time in its history.
- Market Impact: This milestone reflects the company's growth and significant presence in the global pulp market.
Suzano Files 2025 Annual Report with SEC
- Annual Report Filing: Suzano S.A. filed its 2025 Annual Report on Form 20-F with the U.S. Securities and Exchange Commission on March 24, 2026, ensuring compliance and transparency for investors.
- Financial Information Access: Holders of the company's equity securities can request free hard copies of the Annual Report, including audited financial statements, by contacting ri@suzano.com.br, enhancing investor understanding of the company's financial health.
- Online Availability: The Annual Report is also accessible on Suzano's website, allowing investors to review it at their convenience, thereby improving information accessibility and transparency.
- Investor Relations Contact: The company has provided contact details for its Investor Relations Department, including phone and email, ensuring that investors can easily obtain further information, thereby strengthening communication with stakeholders.
SUZANO OF BRAZIL ANTICIPATES LOWERING LEVERAGE TO 2.5 TIMES BY 2027, ACCORDING TO CFO
Brazil's Suzano Expectations: Suzano, a major Brazilian pulp and paper company, anticipates a reduction in leverage to 2.5 times by 2027.
Financial Strategy: The company's Chief Financial Officer (CFO) outlined this goal as part of their financial strategy moving forward.
SUZANO OF BRAZIL RESTARTS PAPER EXPORTS TO THE U.S. FOLLOWING SUPREME COURT RULING THAT LOWERED TARIFFS FROM 50% TO 10%, SAYS CEO
Brazil's Suzano Resumes Paper Exports: The Brazilian company Suzano has restarted its paper exports to the U.S. market.
Supreme Court Decision Impact: This resumption follows a Supreme Court decision that significantly reduced tariffs on paper exports from 50% to 10%.
Economic Implications: The reduction in tariffs is expected to enhance trade relations and boost the paper industry in Brazil.
CEO's Statement: The CEO of Suzano has expressed optimism about the future of exports following the favorable ruling.
Suzano S.A. Reports Q1 Revenue and Net Income Highlights
- Q1 Revenue: Suzano S.A. reported Q1 revenue of BRL 11 billion, indicating stable performance in the market despite challenges posed by global economic fluctuations.
- Net Income Growth: The company's net income totaled BRL 4.3 billion, reflecting effective cost control and operational efficiency, which enhances investor confidence in its future growth potential.
- Deleveraging Expectations: Suzano anticipates resuming deleveraging in 2026, indicating a proactive strategy in financial management aimed at improving the health and sustainability of its capital structure.
- Regulatory Investigation Impact: UK regulators are set to investigate the proposed joint venture between Kimberly-Clark and Suzano, which may affect the market strategies and future collaboration plans of both parties.
Suzano Achieves Record Pulp Sales in Q1 2026
- Record Sales Performance: In Q1 2026, Suzano achieved a total sales volume of 3.2 million tonnes, including 2.8 million tonnes of pulp and 378 thousand tonnes of paper, marking an all-time high and demonstrating the company's strong competitiveness in the global market.
- Revenue and EBITDA Growth: The company reported net revenue of BRL 11.0 billion and adjusted EBITDA of BRL 4.6 billion in the first quarter, reflecting exceptional performance in operational efficiency and cost control despite facing macroeconomic challenges.
- Increased Production Capacity: The startup of the Ribas do Rio Pardo pulp mill in Mato Grosso do Sul contributed to a record pulp sales volume of 12.7 million tonnes over the past 12 months, further solidifying Suzano's leadership position in the global pulp market.
- Cost Pressure Mitigation: Despite potential cost pressures from geopolitical tensions in the Middle East affecting global oil prices, Suzano effectively mitigated energy cost impacts through hedging policies, with cash costs for pulp production at BRL 802 per tonne in Q1, showcasing its agile cost management capabilities.
SUZANO ACHIEVES HISTORIC MILESTONE WITH 12.7 MILLION TONNES OF PULP SOLD FOR THE FIRST TIME
- Historic Sale: Suzano has sold 12.7 million tons of pulp for the first time in its history.
- Market Impact: This milestone reflects the company's growth and significant presence in the global pulp market.
Suzano Files 2025 Annual Report with SEC
- Annual Report Filing: Suzano S.A. filed its 2025 Annual Report on Form 20-F with the U.S. Securities and Exchange Commission on March 24, 2026, ensuring compliance and transparency for investors.
- Financial Information Access: Holders of the company's equity securities can request free hard copies of the Annual Report, including audited financial statements, by contacting ri@suzano.com.br, enhancing investor understanding of the company's financial health.
- Online Availability: The Annual Report is also accessible on Suzano's website, allowing investors to review it at their convenience, thereby improving information accessibility and transparency.
- Investor Relations Contact: The company has provided contact details for its Investor Relations Department, including phone and email, ensuring that investors can easily obtain further information, thereby strengthening communication with stakeholders.
