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Rayonier Advanced Materials (RYAM) investor relations material
Rayonier Advanced Materials 17th Annual Southwest IDEAS Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.17th Annual Southwest IDEAS Conference summary19 Nov, 2025
Business overview and segment performance
Operates four facilities across the US, France, and Canada, with five business segments: cellulose specialties, cellulose commodities, biomaterials, paperboard, and high-yield pulp.
Cellulose specialties is the core business, with products used in food, pharmaceuticals, plastics, and filtration.
Commodities segment produces fluff for hygiene products and textiles, with production flexibility based on specialty demand.
Biomaterials segment is positioned as the main driver of future growth, focusing on energy, ethanol, and lignin products.
Paperboard and high-yield pulp, mainly in Canada, have faced significant challenges and are targeted for turnaround and potential sale.
Recent challenges and operational adjustments
2023 guidance was revised downward from $215-$235 million to $135-$140 million due to tariffs, currency impacts, operational disruptions, and environmental charges.
Tariff headwinds have largely abated, with new tariff structures now providing competitive advantages in key markets.
Operational issues in France and the US, including work stoppages and inventory adjustments, have been addressed.
Paperboard and high-yield pulp businesses have been under pressure, with plans to restore profitability and prepare for sale by 2026-2027.
Strategic growth initiatives and outlook
Targeting to double EBITDA to $315 million by end of 2027 through price and volume increases, $50 million in cost reductions, and biomaterials investments.
Cellulose specialties market is tight, with 90% utilization and no new capacity expected until at least 2029, supporting price increases of 4%-6% annually.
Additional $30 million targeted from converting commodity production to specialty grades.
Biomaterials projects include a bioethanol plant in France, a major biomass facility in Georgia, and several crude tall oil and prebiotics projects, aiming for $80 million EBITDA with under $60 million capital investment.
Exploring future opportunities in sustainable aviation fuel and pilot-scale bioethanol, leveraging DOE grants and partnerships.
AGE project FID timeline?
Target EBITDA for non-core assets before sale?
Expected interest rate post-refinancing?
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Next Rayonier Advanced Materials earnings date
Q4 202525 Feb, 2026
Next Rayonier Advanced Materials earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Rayonier Advanced Materials Inc manufactures cellulose-based products for use in industries such as textiles, pharmaceuticals, and food. The company produces high-purity cellulose, paperboard, and pulp, serving customers across global markets. It also owns timberland in the southeastern United States. The company is headquartered in Jacksonville, Florida, and its shares are listed on the NYSE.
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