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Conifex Timber (CFF) investor relations material
Conifex Timber Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q2 2025 results showed a net loss of $8.3 million and negative EBITDA of $3.2 million, mainly due to lower power production, extended maintenance shutdown, and weaker lumber prices.
Q2 power production was 38% lower than Q1 and 22% lower than Q2 last year, with higher maintenance costs and reduced log availability impacting results.
Revenues and EBITDA were further reduced by a 4% strengthening of the Canadian dollar against the US dollar.
For the first half of 2025, positive EBITDA of $1.7 million was reported, despite an $800,000 foreign exchange translation loss.
Lumber production and sales were impacted by operational adjustments and reduced log availability.
Financial highlights
Q2 consolidated EBITDA loss of $3.2 million, with sales of $27.4M from lumber, $2.9M from by-products, and $3.6M from bioenergy.
Cumulative US duty deposits paid total US $41.7 million (C$57 million), with $11 million in refundable overpayments shown as a long-term receivable.
Q2 revenues were negatively affected by lower lumber prices, currency headwinds, and a 12% sequential decrease in lumber revenues.
Cost of goods sold decreased 7% from Q1 2025 and 10% from Q2 2024.
Available liquidity at quarter-end was $3.0M, down from $4.2M in Q1 2025 and $10.9M in Q2 2024.
Outlook and guidance
Expectation of positive EBITDA for full year 2025, excluding one-time or nonrecurring charges, despite industry forecasts of negative EBITDA for some peers.
North American lumber markets expected to remain volatile and uncertain for the rest of 2025, with duty deposit rate increases and tariffs posing significant challenges.
Power plant has been operating well since July, supporting improved outlook for the remainder of the year.
A one-time noncash charge of approximately US $8 million is expected in Q3 due to higher US duty rates.
Plans to sustain two-shift operations through the balance of 2025.
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