Klabin cash cost per tonne rises 12% in Q3 on El Niño measures and freight inflation

Klabin's total cash cost rose 12% year on year to USD 641 per tonne (BRL 3,480) in the third quarter of 2026; preventive El Niño measures and higher freight and input prices accounted for nearly half of the increase. Net revenue rose 3% to USD 1.02bn (BRL 5.56bn), but adjusted EBITDA fell 12% to USD 341m (BRL 1.85bn). Net profit attributable to shareholders fell 31% to USD 44.37m (BRL 241.06m). The company kept its 2026 cash cost guidance, although its nine-month average is above the top of the range.

Why this mattersClimate-related forestry measures and freight inflation are lifting Klabin's costs, and a nine-month cash cost already above full-year guidance leaves little room in the fourth quarter.

• Total cash cost rose 12% year on year to USD 641/t (BRL 3,480) in Q3 2026
• El Niño measures (early wood purchases, safety stocks, forest roads) added USD 20/t (BRL 111); freight and input inflation added USD 12/t (BRL 66)
• Net revenue rose 3% to USD 1.02bn (BRL 5.56bn); adjusted EBITDA fell 12% to USD 341m (BRL 1.85bn)
• Net profit attributable to shareholders fell 31% to USD 44.37m (BRL 241.06m); consolidated net profit fell 18% to USD 72.36m (BRL 393.12m)
• 2026 cash cost guidance kept at USD 589-607/t (BRL 3,200-3,300), against a nine-month average of USD 615/t (BRL 3,340)
• Klabin expects El Niño-related costs to continue weighing in the fourth quarter

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