Suzano SA ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-19.2%projected annual EPS growth
Analyst Coverage
5analysts covering
FY EPS (est.)
$0.28next fiscal year
Monitoring Framework
Key Performance Indicators
Pulp production cash cost ex-downtimes (R$/ton) Quarterly802.0Target: 1983 R$/ton total operational disbursement by 2027
Pulp sales volume (thousand tonnes) Quarterly2.8KTarget: Maintain global leadership scale
Net Debt / Adjusted EBITDA Leverage (USD) Quarterly3.3xTarget: 2.5x by 2027
Watch Items
- Brent crude oil price volatility and Middle East conflict escalationTrigger: Brent crude price exceeding $80/barrelAction: Monitor Brent hedge portfolio (currently ~90% hedged for 2026) and assess EBITDA sensitivity of BRL 47 million per $1/bbl change.
- USD/BRL exchange rate fluctuationsTrigger: Significant BRL appreciation against USDAction: Evaluate FX zero cost collar hedge portfolio (notional US$ 5.6 billion covering 61% of exposure) to protect export margins.
Research as of 2 Sep 2026