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Klabin (KLBN4) investor relations material
Klabin Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Entered a 'harvest' phase after major investments, focusing on efficiency, cash generation, and leveraging new capacity from Puma II and Figuera projects.
Net revenue rose 6% year-over-year to R$5.3 billion in 2Q25, with adjusted EBITDA of R$2.0 billion, stable versus 2Q24.
Net income increased 86% year-over-year to R$585 million, driven by operational efficiency and improved product mix.
Achieved robust market share and price premiums in corrugated boxes, supported by long-term contracts and strategic M&A.
Recognized for sustainability leadership, winning the 2025 Best in ESG award in the Pulp, Paper and Forest Products category.
Financial highlights
Sales volume reached 1,110,000 tons, up 2% year-over-year, driven by pulp exports and corrugated box growth.
Adjusted EBITDA was R$2.041 billion, with a margin of 39% in 2Q25, up 10% sequentially.
Net income for 2Q25 was R$585 million, up 31% sequentially and 86% year-over-year.
Free cash flow yield reached 12.6% LTM, with R$3.2 billion generated.
Dividend yield stood at 5.7% LTM, with R$1.4 billion paid to shareholders; new dividend of R$306 million approved.
Outlook and guidance
Demand for short fiber, fluff, and corrugated boxes expected to remain stable or strong in Q3; coated board and kraftliner face some turbulence but outlook is positive.
CAPEX guidance for 2025 maintained at R$3.3 billion, consistent with 2024 levels.
Monte Alegre modernization project expected to complete by end of 2026.
No major new investments planned; focus remains on deleveraging and maximizing free cash flow during the 'harvest' period.
Management notes ongoing market volatility and geopolitical uncertainties impacting demand and pricing.
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