Klabin (KLBN4) Investor presentation summary

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 state-of-the-art industrial assets.

• Maintains a strong presence in high value-added niche markets, leveraging renewable resources and exposure to essential consumer goods.

• Has a 127-year history of innovation, expansion, and leadership in certified sustainable forestry and packaging solutions.

• Operates 21 industrial units across Brazil and Argentina, with a broad product portfolio including pulp, paper, packaging, and industrial bags.

Financial discipline and capital allocation

• Maintains a disciplined capital structure, with leverage targets of 2.5x–3.5x net debt/EBITDA outside investment cycles and up to 3.9x during cycles.

• Paid R$1.3 billion in dividends in the last twelve months, with a dividend yield of 5.5%.

• Total cash cost remained stable at R$3,204/t in 2Q26, reflecting operational efficiency and cost control.

• CAPEX guidance for 2025–2026 maintained at R$3.3 billion per year, focused on operational continuity, modernization, and special projects.

• ROIC averaged 13% from 2021–2026, reflecting consistent value creation and disciplined investment.

Sustainability and ESG leadership

• Recognized as a leader in sustainability, with top scores in S&P Global CSA, Dow Jones Sustainability Indices, and CDP Triple A.

• Committed to ambitious science-based targets: 42% GHG emissions reduction by 2030 and 90% by 2050 (scopes 1, 2, and 3).

• 93% of energy derived from renewable sources, 96% energy self-sufficiency, and 99.4% solid waste reused or recycled.

• First in Brazil’s forestry sector to publish a TNFD-aligned Nature Transition Plan, reinforcing transparency on climate, water, biodiversity, and soil risks.

• 41% of native forests preserved, zero deforestation, and extensive FSC® certification across owned and third-party forests.