Suzano stock rises after a new pulp price increase

Suzano stock rose 2.81 percent to BRL 48.58 on B3 on September 22, 2026, after the company announced higher pulp prices for October. As Valor reported on September 22, the increase covers the Americas, Europe, China and other Asian markets.

October prices reset the thesis

Suzano plans to raise pulp prices by USD 50 per metric ton in the Americas and Europe from October. The company also set a USD 20 per metric ton increase for China and other Asian markets, extending the pricing action across its main regions.

The European reference price is expected to reach USD 1,360 per metric ton after the increase. In Asia, the move follows a previous USD 20 adjustment, giving the company a second pricing step in a short period.

Quarterly revenue fell 13 percent

The pricing action matters because Suzano's 2Q26 results showed weaker top-line conditions. According to ADVFN, net revenue fell 13 percent year over year to BRL 11.59 billion, while net income declined 64 percent to BRL 1.81 billion.

Adjusted EBITDA reached BRL 4.7 billion in 2Q26, and operating cash generation totaled BRL 2.9 billion. The contrast is important: price increases can support realized pricing even as quarterly revenue and profit remain below the prior-year base.

Suzano stock closed at BRL 48.58

Suzano stock closed at BRL 48.58 on B3 on September 22, 2026, up 2.81 percent on the session. The market reaction links the October price announcement to a potential improvement in pulp revenue, while the 2Q26 comparison keeps debt, volumes and execution central to the investment case.