Suzano achieves record revenue and Bmg publishes results
The pulp manufacturer makes high profits with significant gains, while Bmg presents variations in its financial margin.
BY THE X-TRADER NEWS NEWSROOM · REPORTING FROM MONEY TIMES · 2 MIN
Suzano (SUZB3) presented in its results for the period between July and September 2026 a net gain of around R$2.1 billion, representing an expansion of 6% compared to the same period in the previous year, according to information published by Money Times. The organization also obtained an adjusted Ebitda of R$5.7 billion in the same window, an increase of 9% on the same basis of comparison, according to the same vehicle.
The Ebitda figure, however, was slightly below the market projection compiled by LSEG, which pointed to R$5.8 billion. On the other hand, the company's net revenue reached a record level of R$16.5 billion between July and September 2026, with a significant increase of 36%, driven mainly by Arbex, its joint venture with Kimberly-Clark, according to the Money Times.
Still on Suzano's balance sheet, operating cash generation totaled R$3.8 billion in the period from July to September 2026, representing an increase of 12%. In the financial sector, Banco Bmg (BMGB4) obtained a positive result of R$141 million between July and September, a drop of 4.7%, accompanied by a ROAE of 13.6% compared to 16.6% in the third quarter of 2025, according to Money Times.
Bmg's financial margin reached R$1.56 billion, an increase of almost 16%, with the credit portfolio ending September 2026 at R$23 billion. Regarding the bank's performance, analyst Felix Cardamone pointed out that provision costs weighed more in recent months, although current indicators point to a reversal of this scenario, as published by Money Times.
What changes for the investor
Corporate results highlight the resilience of large exporting companies in the face of macroeconomic adjustments, demonstrating that operational efficiency and strategic partnerships sustain cash generation. For investors focused on fundamentals, a careful reading of balance sheets reinforces the importance of cost discipline and risk management in capital allocation, especially in a scenario where the credit sector is still absorbing impacts from provisions.
Automatically translated from Portuguese.
