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2 clusters · 2 sources · 15 days · First seen · Last updated

Brazilian pulp and paper industrial expansion

Overview

Major Brazilian pulp and paper companies are undergoing significant industrial expansions and financial restructuring. Fibria completed the R$ 7.5 billion Horizonte 2 project in Mato Grosso do Sul, increasing its cellulose production capacity to 3.25 million tons per year.

Klabin is also focused on modernization and capacity growth. While the company anticipated a transitional period in 2026 due to investments in the Monte Alegre unit, analysts from Itaú BBA have expressed optimism for the second half of the year. This positive outlook is driven by the full operation of the Puma II industrial complex in Paraná, which allows for production flexibility between different products like Eukaliner. The company’s strategic focus is shifting from project construction and ramp-up toward capturing returns, increasing cash generation, and reducing debt.

Entities

Klabin · Itaú BBA · Três Lagoas · Fibria · XP

Timeline

  1. 17 days ago

    [BUSINESS] 2 sources
    Klabin expected to see improved operational results in second half

    Itaú BBA analysts expect strong second-half results for Klabin, driven by the full operation of the Puma II unit, seasonal demand, and increased flexibility in global paper and pulp markets.

  2. about 1 month ago

    [BUSINESS] 2 sources
    Brazilian pulp and paper companies advance industrial expansions

    Brazilian pulp and paper companies Fibria and Klabin are advancing major industrial expansions and modernization projects to increase production capacity and improve long-term cash flow.

Sources

contilnetnoticias.com.br · guiadoinvestidor.com.br