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Empresas CMPC (CMPC) investor relations material
Empresas CMPC Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Consolidated sales reached $1.9 billion in 2Q25, up 5% quarter over quarter and 1% year over year, with EBITDA at $332 million (17.4% margin) and net income at $81 million, up sequentially but down year over year.
EBITDA increased 19% quarter over quarter but declined 12% year over year, mainly due to lower average prices.
Major events included the acquisition of Falcon in Brazil by Softys and the divestment of TENSA, generating $74 million in non-recurring income.
Net income rose 62% quarter over quarter but fell 35% year over year.
Financial highlights
Operating costs rose 2% quarter over quarter and 5% year over year, mainly due to TENSA cost recognition and higher pulp business costs.
Other operating expenses increased 4% sequentially and 3% year over year, driven by higher Softys costs from Falcon integration.
Free cash flow was a net outflow of $158 million, compared to an inflow of $85 million in the prior year.
Investments reached $327 million, mainly for the Falcon acquisition and organic growth.
Net debt stood at $5 billion, with a net debt to EBITDA ratio of 3.65x, and gross debt at $5.7 billion.
Outlook and guidance
Management expects pulp prices to recover starting in September, supported by low inventories and seasonal demand increases.
Cost improvement programs are ongoing, with expectations for further cost reductions and margin recovery by year-end.
No plans to delay the Naturaiza project, with a robust financial plan and deleveraging initiatives underway.
New operational model with 10 vice presidencies launched to enhance agility and value chain focus.
Dividend policy for 2025 set at 30% of distributable net income, with two interim and one final dividend.
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