SUZANO S.A. J. Safra -
Rio Basic Materials Day
March 2024
Eucalyptus fiber
Disclaimer
This presentation contains what are considered "forward-looking statements," as defined in Section 27A of the 1933 Securities Act and Section 21E of the 1934 Securities Exchange Act, as amended. Some of these forward-looking statements are identified with
words such as "believe," "may," "could," "would," "possible," "will," "should," "expect," "intend," "plan," "anticipate," "estimate," "potential," "outlook" or "continue," as well as the negative forms of these words, other terms of similar meaning or the use of future dates.
The forward-looking statements include, without limitation, statements related to the declaration or payment of dividends, implementation of the key operational and financial strategies and investment plans, guidance about future operations and factors or trends that influence the financial situation, liquidity or operational results. Such statements reflect the current view of the management and are subject to diverse risks and uncertainties. These are qualified in accordance with the inherent risks and uncertainties involving future expectations in general, and actual results could differ materially from those currently anticipated due to various risks and uncertainties. There is no guarantee that the expected events, trends or results will actually occur. The statements are based on diverse assumptions and factors, including general economic and market conditions, industry conditions and operating factors. Any changes in such assumptions or factors could cause actual results to differ materially from current expectations. Suzano does not undertake any obligation to update any such forward-looking statements as a result of new information, future events or otherwise, except as expressly required by law. All forward-looking statements in this presentation are covered in their entirety by this disclaimer.
In addition, this presentation contains some financial indicators that are not recognized by the BR GAAP or IFRS. These indicators do not have a standard meaning and may not be comparable to indicators with a similar description used by other companies. We provide these indicators because we use them as measurements of Suzano's performance; they should not be considered separately or as a replacement for other financial metrics that have been disclosed in accordance with BR GAAP or IFRS.
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agenda
agenda
Company overview
Robust governance in place
Board of Directors
9 Members
56% Independent members
33% of Women
APPOINTMENT OF RISK EXPERT
Listed on Novo Mercado, B3's highest corporate governance segment and NYSE ADR-level 2 program
Supported by Committees
Audit (Statutory)
People
Appointment and Compensation
Sustainability
Strategy and Innovation
Management and Finance
ESG: | of management's |
short-term variable | |
10% | 2021 |
compensation since |
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An irreplicable 1st class asset base
Our Plantations | Pulp Business | |
− | 1.5 million hectares of planted and certified | − 10.9 million tons of market pulp |
areas (equivalent to 200x Manhattan) | − Integrated supply chain | |
− Geographically Diversified areas | − 90 MWm average Surplus | |
− 150 km structural average radius | ||
(equivalent to 1.4mm people town) | ||
− Unmatched eucalyptus genetic base | − 7 pulp Mills strategically located |
- Unique harvesting and inbound logistics
Our Logistics
- All mills either close to shore or railway connected
- 3 export pulp ports
- 10 fully Dedicated Vessels
- 86 countries served
Paper Business
- 100% pulp integrated
- Unique go-to-market model
- Leading Brazilian brands
- 1.3 million tons of paper
- 44 thousand clients
- ~39% Brazilian market share1
- 280 thousand tons of consumer goods (tissue)
¹Addressable market | 6 |
Undisputable competitiveness in the pulp industry
Hardwood | CIF China | USD/ton and Production Capacity (Mt)2
Softwood | CIF China | USD/ton and Production Capacity (Mt)2
Top 101
600 | ||
US | ||
Other Asia | ||
0.9 (2%) | ||
0.5 (1%) | ||
400 |
200 | Chile/Uruguay (13%)4.9 | Indonesia (12%)4.5 | Canada1.1 (3%) EuropeEast3.3 (9%) | Iberia2.6 (7%) | |||
Brazil | |||||||
Brazil | |||||||
18.2 (47%) | |||||||
17.9 (47%) | |||||||
0 | |||||||
0 | 5,000 | 10,000 | 15,000 | 20,000 | 25,000 | 30,000 |
Japan 0.6 (2%)
(5%) | 2.0 (5%) |
China 1.9 | West Europe |
35,000 40,000
600
400
200
0
0
East Europe 2.3 (8%) | Other World 1.1 (4%) | |
Chile 1.7 (6%) | ||
5,000 |
Japan
0.2 (1%)
US | West Europe | Canada |
6.2 | ||
7.9 (28%) | 9.2 (32%) | |
(21%) | ||
10,000 | 15,000 | 20,000 | 25,000 | 30,000 |
Suzano
APP + PE+ Domtar
APRIL + Bracell
UPM
Arauco
CMPC
IP
Metsä
Georgia Pacific
Stora Enso
5.9 5.6
4.9
4.3
4.1
3.3
3.1
2.5
2.3
10.9
¹Source: Hawkins Wright, August 2023. Market pulp capacity including hardwood and softwood volumes (Includes Arauco MAPA and UPM Paso de los Toros total capacities) | ²Source: Hawkins Wright, December 2021. 7
agenda
Business Strategy
Trends and Opportunities
Megatrends
Urbanization
Growing and aging population
Climate change
Technology and
Digitalization
Emerging economies growth
Opportunities for Suzano
Reduce usage of plastics
Renewable materials and inputs
Carbon capture
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Strategic
vision
1
2
Continue being a benchmark in the sector in efficiency, profitability and sustainability, from the forest to the client
Be a transformational agent in the expansion into new markets for our biomass
3 Be a reference in sustainable and innovative solutions for the bioeconomy and environmental services, based on planted trees
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Disclaimer
Suzano SA published this content on 06 March 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 06 March 2024 20:17:10 UTC.
