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Investor Relations14 Oct 2025
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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.Q2 2025 earnings summary6 Aug, 2025
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.
Explain drivers of pulp cash cost increase.
Assess impact of hibernating PM29.
Detail debt amortization for 2026-2028.
How will excess port capacity impact Q3 goals?
When will Machine 28 reach peak coated board mix?
How will scrap prices pressure recycled paper?
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Q3 20255 Nov, 2025
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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.
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