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Events / Business / Suzano Q2 2026 Results and Arbex Acquisition
Business Earnings and Acquisition

Suzano Q2 2026 Results and Arbex Acquisition

Analysis based on 7 articles · First reported Aug 12, 2026 · Last updated Aug 14, 2026

Sentiment
30
Attention
4
Articles
7
Market Impact
General
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Market Impact

Suzano Papel e Celulose's solid Q2 results and strategic acquisition of Arbex are likely to be viewed positively by investors, supporting the company's growth in the tissue market and deleveraging efforts. The acquisition expands Suzano Papel e Celulose's product portfolio and geographic reach, potentially enhancing long-term revenue streams.

Pulp and Paper Tissue Products
Event Summary

Suzano Papel e Celulose, the world's largest pulp producer, reported its second quarter 2026 results on August 12, 2026. The company achieved net revenue of R$11.6 billion and adjusted EBITDA of R$4.7 billion, both above the previous quarter, driven by higher prices and stronger volumes. Net income totaled R$1.8 billion, and operating cash generation reached R$2.9 billion. Pulp sales were 2.9 million tonnes, and paper sales were 406 thousand tonnes. The cash cost of pulp production remained stable at R$843 per tonne. Leverage stood at 3.4 times net debt to adjusted EBITDA in USD. Following the quarter, Suzano Papel e Celulose completed the acquisition of a 51% stake in Arbex, a global tissue company formed with Kimberly-Clark, for US$1.3 billion. Arbex began operations on July 1, 2026, and its results will be consolidated from Q3 2026.

Key Actions
90 Suzano Papel e Celulose reported
Entities Involved
stock
Suzano Papel e Celulose
Suzano Papel e Celulose reported strong Q2 2026 results with increased revenue and EBITDA, and completed the acquisition of a 51% stake in Arbex, expanding its tissue business. The company remains focused on deleveraging and operational efficiency.
Importance 100.0 Sentiment 60.0
stock
Kimberly-Clark
Kimberly-Clark sold a 51% stake in Arbex to Suzano Papel e Celulose for US$1.3 billion, reducing its ownership in the joint venture. This transaction provides Kimberly-Clark with cash proceeds and allows it to share the investment burden in the tissue business.
Importance 40.0 Sentiment 30.0
cnt
Brazil
Suzano Papel e Celulose is based in Brazil and operates eight pulp mills there. The company's performance reflects the Brazilian pulp industry's competitiveness, though it faces foreign exchange headwinds.
Importance 30.0 Sentiment 20.0
per
Beto Abreu
Beto Abreu, CEO of Suzano Papel e Celulose, commented on the company's solid Q2 performance and focus on operational efficiency and deleveraging. His leadership is central to executing the company's strategy.
Importance 20.0 Sentiment 30.0
cmdt
Brent Crude
Higher oil prices increased input costs for Suzano Papel e Celulose, pressuring margins. The company uses hedging policies to mitigate Brent Crude price volatility.
Importance 20.0 Sentiment -10.0
Relationships
Brazil related ↔ Brent Crude
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