What is Suzano's latest dividend and current dividend yield?

What factors drove the changes in Suzano's revenue and profit?

What guidance did Suzano's management provide for the next earnings period?

What is Suzano's gross profit margin?

What does Suzano do and what are its main business segments?

What were the key takeaways from Suzano’s earnings call?

What is the market's earnings forecast for Suzano next quarter?

What is the revenue and EPS growth rate for Suzano year over year?

- **Revenue Growth**: 15% YoY driven by North American recovery.
- **EBITDA Improvement**: Pulp business EBITDA at BRL 4.5 billion, 49% margin.
- **Cost Efficiency**: 4% cash cost reduction to BRL 801/ton, targeting below BRL 800 in Q4.
- **Debt Management**: Leverage stabilized at 3.3x; $1 billion bond repurchases reduce short-term risk.
- **Strategic Moves**: JV with K-C to enhance tissue production; wood deal with Eldorado to lower wood costs.

**【CEO Summary Section】**
- Highlighted 15% year-over-year revenue growth driven by North American market recovery.
- Emphasized continued investment in AI and expected gross margin improvement.
- Focused on cost control, with a 5% YoY decline in operating expenses.
- Announced plans to deleverage the company even in low-price cycles.

**【CFO Financial Commentary】**
- Reported GAAP net income of $420 million and Non-GAAP EPS of $1.08, exceeding expectations.
- Strong cash flow generation despite lower pulp prices, with $1 billion in bond repurchases.
- Leverage ratio stabilized at 3.3x, with focus on reducing short-term maturity risk.

**【Q&A Key Highlights】**
- **Pulp Market Dynamics**: Hardwood pulp prices unsustainable at sub-$500 levels; 15% of global capacity operating below breakeven.
- **China Wood Chip Prices**: Increased by $25-$40/ton, raising cash costs for integrated producers.
- **Suzano Packaging**: First positive EBITDA in U.S. operations, with plans to generate cash from 2026 onward.
- **JV with Kimberly-Clark**: Synergy potential being analyzed, with no immediate asset sales planned.
- **CapEx Outlook**: 2026 expansion CapEx expected to decline as major projects near completion.

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