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Suzano (SUZ) to Buy 2 Mills From Pactiv Evergreen for $110M

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Suzano S.A. (SUZ - Free Report) announced that it signed a deal to acquire industrial assets from Pactiv Evergreen in the United States for $110 million. This move will boost Suzao's operations across North America and mark the company's entrance into the region's consumer and food service packaging segments.

The deal includes two mills in Pine Bluff, AR, and Waynesville, NC. The Pine Bluff mill produces liquid packaging boards and cupstock that are used to make beverage cartons, paper cups, and other food and beverage packaging. The Waynesville facility provides incremental extrusion capacity for the boards produced at Pine Bluff.

The acquisition of the above-mentioned assets will boost Suzano’s integrated paperboard production capacity to around 420,000 metric tons per year. Suzano also inked a long-term supply agreement with Pactiv Evergreen for the supply of liquid packaging board for its converting business.

The transaction is expected to close later this year, pending final regulatory approval.

Pactiv Evergreen's assets are already in a favorable position on the North American packaging industry's cost curve. An ample supply of wood in the region, low energy costs, and proximity to railways, ports and highways make these assets strategic fits for Suzano. SUZ intends to collaborate with Pactiv Evergreen's team and leverage its operational knowledge and experience in the paperboard industry to improve the structural competitiveness and profitability of the acquired assets. 

In the first quarter of 2024, Suzano reported earnings of 3 cents per share, down from 76 cents in first-quarter 2023. The top line declined 12% year over year to $1.91 billion.

Price Performance

Shares of Suzano have gained 6.6% year to date compared with the industry's 42.4% growth.

 

Zacks Investment Research
Image Source: Zacks Investment Research

 

Zacks Rank & Stocks to Consider

Suzano currently has a Zacks Rank #5 (Strong Sell).

Some better-ranked stocks from the basic materials space are Ero Copper Corp. (ERO - Free Report) , Ecolab Inc. (ECL - Free Report) and ATI Inc. (ATI - Free Report) . ERO sports a Zacks Rank #1 (Strong Buy) at present, and ECL and ATI have a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Ero Copper’s 2024 earnings is pegged at $1.66 per share. The consensus estimate for 2024 earnings has moved 20.3% north in the past 60 days. It has an average trailing four-quarter earnings surprise of 53.9%. ERO shares have gained 9.5% in a year.

The Zacks Consensus Estimate for Ecolab’s 2024 earnings is pegged at $6.59 per share, indicating an increase of 26.5% from the prior year’s reported number. It has an average trailing four-quarter earnings surprise of 1.3%. ECL shares have gained 34.5% in a year.

The Zacks Consensus Estimate for ATI’s 2024 earnings is pegged at $2.41 per share. The Zacks Consensus Estimate for ATI’s current-year earnings has been revised 3% north in the past 60 days. It has an average trailing four-quarter earnings surprise of 8.3%. The company’s shares have rallied 65.9% in the past year.


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