Suzano Achieves Record Pulp Sales in Q1 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy SUZ?
Source: Newsfilter
- 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.
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Analyst Views on SUZ
About SUZ
Suzano SA, formerly Suzano Papel e Celulose SA is a Brazil-based forestry company. It is a developer of products made from eucalyptus forests and a vertically integrated producer of eucalyptus pulp and paper in Latin America. Its purpose is to manufacture, trade, import and export pulp, paper and other products. The Company’s product portfolio includes coated and uncoated printing and writing paper, paperboard, tissue paper, market pulp and fluff pulp. Suzano’s operations are divided into two segments: Pulp and Paper. The Pulp segment includes the production and commercialization of eucalyptus pulp for the foreign market, with the surplus destined for the domestic market, while the Paper segment covers the activities of production and sale of uncoated and coated paperboard and tissue. The Company has numerous subsidiaries, including Fibria Terminal de Celulose de Santos Spe SA, FuturaGene Biotechnology Shanghai Co Ltd and Suzano Pulp and Paper Europe SA.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- 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.
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- 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.
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- Significant Impact on Business: Suzano executives report a notable effect on business in the Middle East.
- Focus on Regional Developments: The emphasis is on the implications of these changes for the local economy and market dynamics.
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Impact of Prolonged Conflict: Prolonged conflict is expected to lead to higher global prices for essential goods, particularly toilet paper and tissues.
Economic Consequences: The ongoing situation may disrupt supply chains, contributing to inflation and increased costs for consumers worldwide.
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Impact of War on Transportation: The ongoing war has led to an increase in transportation costs for Brazilian companies, particularly affecting logistics and supply chains.
Rising Chemical Costs: The conflict has also resulted in higher chemical costs, impacting various industries reliant on these materials for production.
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- Market Underperformance: The paper and forest products sector is down approximately 3% overall, indicating a weak performance in the current market environment, which may affect investor confidence.
- Stock Drag: Suzano's stock has declined by about 6.5%, making it the worst performer in the sector, reflecting potential operational challenges or weakening market demand for the company.
- Mativ Holdings Struggles: Mativ Holdings' stock is down approximately 4.7%, further exacerbating investor concerns about the future performance of the industry, which could lead to capital outflows.
- Uncertain Industry Outlook: With overall market sentiment low, the future growth potential of the paper and forest products sector is in question, potentially requiring stronger market signals to restore investor confidence.
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