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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Klabin
Klabin (KLBN4) investor relations material
Klabin Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue rose 3% YoY to R$5.566bn on higher prices, while adjusted EBITDA fell 12% to R$1.856bn as costs and a stronger real weighed on results.
Sales volume was 1.064m tons, broadly in line with Q3 2025; PM28 ramp-up supported coated-board production and sales growth.
9M revenue rose 1% to R$15.663bn, while net income fell to R$283m from R$1.510bn and adjusted EBITDA to R$5.487bn from R$6.019bn.
Financial highlights
Q3 adjusted EBITDA margin was 33%, down 6 p.p. YoY; Q3 net income was R$393m versus R$478m.
Q3 free cash flow was R$73m; LTM adjusted free cash flow was R$40m, reflecting higher CAPEX and working-capital needs.
9M gross profit was R$4.025bn versus R$5.843bn; operating profit before finance and taxes was R$1.745bn versus R$3.571bn.
9M finance expense was R$1.429bn versus R$670m; income tax expense was R$33m versus R$668m.
Fixed costs excluding maintenance stoppages rose 2.8% in 9M, below 4.58% inflation; 9M cash cost was R$3,300/t, or R$3,345/t including maintenance.
Outlook and guidance
FY2026 CAPEX guidance remained R$3.3bn; investment through September was R$2.25bn, or 68% of forecast.
FY2026 cash-cost guidance remained R$3,200–3,300/t; year-end costs are expected within guidance if Q4 has no production stoppages and land sales proceed, while persistent pressures could put costs near the upper end.
Q4 prices and volumes are expected to remain stable for short-fiber pulp, fluff and coated board; corrugated boxes and industrial bags also have stable price expectations.
El Niño effects may continue into Q1 2027 and be fully offloaded by Q2; all pulp and paper units are scheduled for 2027 maintenance stoppages.
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Next Klabin earnings date
Investor Day 20269 Dec, 2026
Klabin
Next Klabin earnings date
Investor Day 20269 Dec, 2026
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Frequently asked questions
We, Klabin S.A., operate in the paper and pulp industry, including the manufacture of corrugated packaging for the food, chemical, textile and industrial sectors, among others. We are currently involved in a ten-year transformation process, which is aimed at achieving greater efficiency in terms of costs and quality. Our policy is based on maintaining our leadership position in the sector through sustainable growth, by investing strongly in the expansion of our productivity and competitiveness levels. Klabin S.A. was founded in 1899 and is headquartered in Sao Paulo, Brazil.