Aug. 12 at 8:38 PM
RYAM’s 2Q25 marks the expected trough, with stronger performance anticipated in 2H25 and a path to significant EBITDA growth by 2027.
🔹 Revenue of
$340M and EBITDA of
$28M came in line with guidance but impacted by one-time events, including manufacturing disruptions and a labor strike.
🔹 New trade agreements and tariffs on EU, UK, and Brazilian imports could boost US market share in cellulose specialties and paperboard.
🔹 Management expects >
$300M EBITDA run rate by 2027, supported by cost savings, price increases, market share gains, and potential divestment of the Temiscaming plant.
🔹 2025 full-year EBITDA guidance lowered to
$150–160M from prior
$175–185M due to residual headwinds in 2H25.
RYAM is positioning for a rebound, with structural advantages and strategic actions aimed at driving long-term value creation.
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