On its 2Q2024 Earnings Release, Klabin published solid figures: 41% EBITDA (54% for the Pulp Business), a 33% increase in sales volume of coated board and containerboard (2Q24 × 2Q23), and a production volume of 1,091 million tons.
Interestingly, Klabin disclosed details about machine shutdowns due to market conditions: PM1 (Monte Alegre), which produces kraftliner, resumed operations in January 2024. PM17 (Goiana), which produces recycled paper, resumed operations in June 2024. The recycled paper machines, PM29 (Paulínia) and PM30 (Franco da Rocha), remain shut down.
Klabin manages a vast array of production possibilities, including different mills, fiber lines, paper machines, grades, and businesses: wood, finished boxes, bags & sacks, paper (Containerboard, Cartonboard, Packaging), and pulp (fluff, softwood, hardwood). It must factor in basis weight, furnish choices, logistics, and more.
Given its complexity, Klabin is likely one of the companies that can benefit the most from new Artificial Intelligence Models applied to decision-making processes. A few basis points added to its EBITDA could be achieved without any new investments in traditional assets.
