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High materiality8/10

Suzano Q2 2026 solid results and Arbex deal expand scale

Aug 12, 2026, 7:29 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong quarterly results, higher EBITDA, and a meaningful acquisition expand scale and potential earnings accretion; deleveraging focus supports margin resilience. Historical precedents show that strategic acquisitions paired with solid cash flow often re-rate stocks, especially when earnings accretion starts in the next reporting cycle.

AI summary

What happened, with direct paths to the underlying reporting

Suzano posted a stronger 2Q26 with higher prices and volumes, lifting adjusted EBITDA and operating cash flow despite macro headwinds. The completion of a 51% Arbex stake for $1.3 billion and its Marken-wide consolidation from Q3 2026 expands scale across 70+ countries and 22 mills, supporting longer-term growth and deleveraging efforts.

Suzano 2Q26: higher prices, stronger volumes. EBITDA and cash generation rise vs Q1.
Arbex acquisition: Suzano completes 51% stake for $1.3B. Consolidation begins in Q3 2026.
2Q26: 3.3 Mt pulp/paper; net revenue R$11.6B; adjusted EBITDA R$4.7B.
Leverage at 3.4x net debt/EBITDA; deleveraging remains focus.
Pulp cash cost stable y/y at R$843/tonne; hedges mitigate Brent volatility.

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