Recent Updates — SUZ

Suzano S.A. is changing its financial reporting structure by operating segments, effective with the third-quarter 2026 results. The Consumer Goods business, previously reported within Paper & Packaging, will be presented as a distinct segment following the acquisition of Arbex. Historical data from Q1 2025 through Q2 2026 is restated pro forma to reflect this new methodology and include Arbex's economic performance. These changes apply only to supplementary segment information and do not impact consolidated results. Suzano S.A. operates in the pulp, paper, and cellulose industry.

BlackRock, Inc. notified Suzano S.A. that it acquired an aggregate position of approximately 5.003% of the company's common shares as of October 13, 2026. The investment consists of 62,366,570 common shares and 876,317 American Depositary Receipts (ADRs), totaling 63,242,887 common shares. BlackRock also holds 16,963 cash-settled derivative instruments representing approximately 0.001% of the total issued shares. The investor stated that the acquisition is strictly for investment purposes and does not intend to change the company's control or management structure. Suzano S.A. operates in the pulp and paper industry.

Suzano S.A. entered into an agreement with Imetame Group to acquire a 10% equity stake in Imetame Logística Porto S.A., the entity developing a greenfield port project in Aracruz, Brazil. The acquisition is funded through the contribution of land owned by Suzano, requiring no capital expenditures for 2026 and not materially affecting its capital structure. The port hub will feature five specialized terminals, with general cargo operations expected to begin in early 2027 and a container terminal with 1.2 million TEUs capacity starting mid-2028. Closing is subject to regulatory approval. Suzano S.A. operates in the pulp and paper industry.

Suzano S.A. reported second quarter 2026 results showing Adjusted EBITDA of R$4.7 billion and Adjusted Free Cash Flow of R$3.3 billion, driven by higher pulp prices and volumes in Brazilian operations. Net debt stood at US$1.0 billion with leverage at 3.4x. The company operates in the forestry, pulp, and paper industry.

Suzano S.A. reported second quarter 2026 results with net revenue of R$11.6 billion and adjusted EBITDA of R$4.7 billion. Pulp sales volume declined 11% year-over-year to 2,897 thousand tonnes, while paper sales fell 1%. Net income dropped 64% to R$1.8 billion due to lower financial results and higher costs. Leverage stood at 3.4 times in US dollars. The company completed the acquisition of a 51% stake in a Kimberly-Clark joint venture for US$1.3 billion on July 1, 2026. Suzano S.A. is one of the world's largest integrated pulp and paper producers.