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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Klabin
Klabin (KLBN4) investor relations material
Klabin Institutional Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Institutional Presentation summary18 Feb, 2026
Strategic vision and business model
Aspires to be a global reference in responsible, renewable, and biodegradable forest-based solutions, prioritizing sustainability and value creation for all stakeholders.
Operates an integrated, diversified, and flexible business model with leading forestry productivity and asset efficiency, positioning costs in the first quartile.
Maintains a robust capital allocation strategy, with a clear roadmap for growth and disciplined project execution.
Holds a leadership position in the Brazilian packaging market, with significant market shares in coated board and industrial bags.
Shareholder structure ensures transparency, equal economic rights, and high liquidity through units combining common and preferred shares.
Operational performance and financial discipline
Achieved consecutive EBITDA growth and low volatility, with 2025 adjusted EBITDA at R$7.8 billion and a 38% margin.
Sales volume reached 4 million tons in 2025, driven by ramp-up of new machines and price increases in paper and packaging.
Maintained total cash cost at R$3,225/ton in 2025, absorbing over 60% of inflation and sustaining cost stability for four years.
Free cash flow generation remained strong, with adjusted FCF yield at 11.8% in 2025.
Net debt/EBITDA at 3.9x, within policy limits, supported by extended debt maturities and robust liquidity.
Growth projects and portfolio evolution
Puma II Project expanded capacity with two new machines: PM27 (Eukaliner®) and PM28 (coated board), enhancing product mix and value creation.
Eukaliner® is the world’s first kraftliner from 100% eucalyptus fiber, offering sustainability, printability, and efficiency advantages.
Caetê and Plateau projects increased land and wood self-sufficiency, reduced logistics costs, and created monetization opportunities via land sales and partnerships.
Portfolio evolution increased the share of higher value-added and stable products, with packaging and coated board now representing a larger EBITDA share.
Maintains a strong track record in TIMO partnerships, raising R$1.9 billion since 2018 through land monetization.
Plateau Project's impact on deleveraging
What factors enable Klabin's cash cost stability?
How Puma II shifts portfolio to higher value products?
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Next Klabin earnings date
Q1 20267 May, 2026
Klabin
Next Klabin earnings date
Q1 20267 May, 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.
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