Suzano (SUZB3) Conference presentation summary

Company overview and governance

• Net revenue reached US$9.0 billion LTM 2Q26, with adjusted EBITDA of US$3.8 billion and a 42% margin.

• Net debt stands at US$12.8 billion, with net leverage at 3.4x.

• Board of Directors includes 44% independent members and 22% women, supported by multiple committees.

• Listed on B3's Novo Mercado and NYSE ADR Level 2, reflecting robust governance.

Strategic positioning and market dynamics

• Holds 1.7 million hectares of plantations and 13.4 million tons of market pulp capacity, serving 74 countries.

• Maintains industry leadership in hardwood pulp production and competitiveness, especially in Brazil.

• Focused on enhancing competitiveness, reducing operational disbursement, and deleveraging towards <2.5x net debt/EBITDA.

• Strategic roadmap emphasizes extracting value from past capital allocation and positioning for leadership.

Sustainability and ESG initiatives

• Sustainability embedded through eco-efficiency, genetic innovation, and nature restoration.

• Targets include 15% water withdrawal reduction and 50.4% emissions cut by 2032, with significant progress on biodiversity and poverty reduction goals.

• All industrial units certified, with 100% traceability and zero deforestation commitment.