Suzano · consulting-deck
2025 05 28 Goldman Sachs Brazil Commodities Days
88 pages · 5 arc beats · 2 loops
2025 05 28 Goldman Sachs Brazil Commodities Days
Suzano arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 48 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 9 hits — 0/3 slides
33.3% 1/3 slides — 0/3 slides
100% 3/3 slides — 0/3 slides
Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 49 hits — 0/6 slides
66.7% 4/6 slides · 5 hits 50% 3/6 slides 100% 6/6 slides 100% 6/6 slides Solution & Approach 15 slides 100% 15/15 slides 100% 15/15 slides · 94 hits — 0/15 slides
46.7% 7/15 slides · 9 hits 26.7% 4/15 slides 100% 15/15 slides — 0/15 slides
Evidence & Proof 15 slides 100% 15/15 slides 100% 15/15 slides · 73 hits — 0/15 slides
13.3% 2/15 slides — 0/15 slides
100% 15/15 slides — 0/15 slides
Impact & Next Steps 9 slides 100% 9/9 slides 100% 9/9 slides · 53 hits — 0/9 slides
33.3% 3/9 slides · 4 hits 11.1% 1/9 slides 100% 9/9 slides — 0/9 slides
Slide inventory
88 every slide · same image gating as the playbook
03
The slide uses a visual list format with icons to represent the three sections.front_matter
Open slide detailBeat · Situation & Context
05
The slide highlights board diversity, committee structure, and listing on B3 and NYSE.summarize
07
The slide uses marimekko-style bar charts to show cost (y-axis) vs capacity (width) for hardwood and softwood, and a horizontal bar chart for top 10 capacity.compare_peers
11
The slide uses a horizontal list of five strategic initiatives, each represented by an icon and a short description.present_solution
Open slide detailLoop · Golden Circle
12
The slide uses a horizontal layout with four distinct cards, one of which is highlighted in green.present_solution
Open slide detailLoop · Golden Circle
13
LTG stands for Long Term Goals. The slide uses a pyramid structure to show hierarchy and a circular chart to show compensation metrics.present_framework
Open slide detailLoop · Golden Circle
14
The slide uses UN SDG icons to categorize corporate ESG goals.summarize
Open slide detailLoop · Golden Circle
15
The slide shows a sequence of strategic pillars, with the current focus 'EXPAND BOLDLY INTO NEW MARKETS' highlighted in a large red callout box.transition
Open slide detailLoop · Golden Circle
16
The slide uses a grid of images to represent four distinct business development areas.present_solution
Open slide detailLoop · Golden Circle
17
The slide uses a hub-and-spoke diagram to show global R&D and innovation centers, surrounded by stakeholder groups (universities, startups, etc.).illustrate_case
Open slide detailLoop · Golden Circle
18
The slide uses a central callout box to emphasize the core strategic thesis, surrounded by four supporting strategic pillars.summarize
Open slide detailLoop · Golden Circle
19
The slide features a child drinking from a paper carton, emphasizing the product application.transition
20
The slide is split into two distinct business cases: capital investment in a mill and market expansion.quantify_impact
21
The slide uses a combination of a bar chart for market growth and donut charts to show production mix shifts.quantify_impact
22
Includes a map of US operations and a bar chart showing historical and projected paperboard consumption.size_opportunity
23
The slide uses a vertical arrow to represent the cumulative impact of the three phases on production, costs, and margins.plan_implementation
24
This slide serves as a visual divider or context-setting page for the Consumer Goods business segment.establish_context
25
The slide uses a mix of bar charts and metric cards to summarize post-acquisition performance.quantify_impact
26
The slide uses a map to show geographic footprint and a bar chart to show contribution margin expansion across product categories.quantify_impact
27
The slide uses a vertical bar chart to show market share growth and a list format to detail competitive advantages.present_solution
28
The slide uses a horizontal layout of cards, with one card highlighted in gold to emphasize the 'Maintain Relevance in Pulp' strategy.present_solution
29
The slide uses a flow diagram to show energy allocation and a bar chart to show the increase in grid-available energy.quantify_impact
30
The slide uses a line chart to show cost evolution and a donut chart to show the composition of cost reductions.quantify_impact
31
The slide uses a combination of a line chart for ratios and a stacked bar chart for supply shortages.analyze_data
32
The chart shows a net increase in supply, with a positive bar representing additions and the total reaching 49.6 Mt.analyze_data
33
The chart uses a waterfall structure to bridge 2023 demand to 2028e demand, with additional upside risks represented as additive circles.size_opportunity
34
Includes a map of China with project locations, a bar chart of capacity by player/year, and a cost curve visualization.analyze_data
35
The slide uses a stacked area chart to show total market composition and a bar chart to show annual share gain acceleration.analyze_data
36
The slide uses a stacked bar chart to show market share composition (BHKP vs BSKP) across global and regional benchmarks.quantify_impact
37
The slide uses a stacked bar chart for capacity changes and a line chart with a trend line for price spreads.analyze_data
38
The chart correlates market price fluctuations with specific industry capacity expansion projects.analyze_data
39
Uses a scatter plot to map competitive positioning based on operational efficiency metrics.compare_peers
40
The slide uses a stacked bar chart for demand growth and donut charts for regional demand and supply concentration.size_opportunity
41
The chart is a waterfall-style cost curve showing Suzano's competitive position.illustrate_case
42
The slide highlights a specific capital project (machine conversion) and its impact on cost efficiency.quantify_impact
43
The slide uses a horizontal layout of four cards, with the first card highlighted in orange to emphasize the primary strategic objective.present_solution
44
Uses a before-after-framing approach to show how challenges are being addressed.frame_problem
45
The slide uses a 'From... To' framework to illustrate the technological shift in forest management.quantify_impact
46
Includes a vertical sidebar with the text 'BE "BEST-IN-CLASS" IN THE TOTAL PULP COST VISION'.quantify_impact
47
The slide uses a combination of line charts and stacked bar charts to illustrate trends in logistics and wood sourcing.diagnose
48
The slide uses a density plot to show productivity shifts and a bar chart to show cost reduction over time.illustrate_case
49
The slide uses a waterfall chart to explain the reduction in operational costs per ton.quantify_impact
50
The slide uses a waterfall chart to explain the variance in operational costs between two forecast periods.quantify_impact
Open slide detailBeat · Solution & Approach
52
Includes a photo of a worker, a stacked bar chart for revenue by region, and two donut charts for revenue by product and pulp end use.analyze_data
Open slide detailBeat · Solution & Approach
53
The slide uses a dual-axis approach for EBITDA (bars for currency, line for margin) and a side-by-side comparison for cash generation.summarize
Open slide detailBeat · Solution & Approach
54
Includes a sticky note annotation regarding inventory levels.analyze_data
Open slide detailBeat · Solution & Approach
55
Includes quarterly data from 1Q24 to 1Q25 and LTM 1Q25.summarize
Open slide detailBeat · Solution & Approach
56
Includes a waterfall chart for net debt, a line chart for leverage, and a stacked bar chart for debt maturity.analyze_data
Open slide detailBeat · Solution & Approach
57
The slide uses three donut charts to visualize debt structure.analyze_data
Open slide detailBeat · Solution & Approach
58
Includes a scatter plot of bond yields, a bar chart of issuance costs, and a bar chart comparing G-spreads against industry peers.quantify_impact
Open slide detailBeat · Solution & Approach
59
The slide uses donut charts to show total CAPEX and its composition.analyze_data
Open slide detailBeat · Solution & Approach
60
The slide uses a flow-chart structure to define investment eligibility.present_framework
Open slide detailBeat · Solution & Approach
61
IG stands for Investment Grade. The slide uses a three-column layout to define the M&A strategy.present_framework
Open slide detailBeat · Solution & Approach
62
The slide uses a stacked bar/treemap hybrid visualization to show capital allocation proportions.quantify_impact
Open slide detailBeat · Solution & Approach
63
The chart tracks financial performance from 1Q19 to 1Q25, showing a clear downward trend in leverage.quantify_impact
Open slide detailBeat · Solution & Approach
64
The slide uses a two-column layout to contrast business profile vs financial position, followed by a summary of credit ratings.summarize
Open slide detailBeat · Solution & Approach
67
The table uses green cells to indicate scheduled maintenance periods.analyze_data
Open slide detailBeat · Evidence & Proof
69
The slide uses stacked bar charts to visualize composition of production and consumption segments.analyze_data
Open slide detailBeat · Evidence & Proof
70
The slide uses a combination of a combo chart (bar + line) and a grouped bar chart to illustrate market trends.analyze_data
Open slide detailBeat · Evidence & Proof
71
Includes three distinct charts: a growth bar for Chinese pulp demand, a bar chart for per capita tissue consumption, and a stacked bar chart for regional tissueanalyze_data
Open slide detailBeat · Evidence & Proof
72
The slide uses waterfall-style growth arrows to indicate annual growth rates between data points.analyze_data
Open slide detailBeat · Evidence & Proof
73
The chart shows a total growth of 56 million tons over the period, with a CAGR-like annual growth of 5.1 million tons per year.size_opportunity
Open slide detailBeat · Evidence & Proof
74
The chart highlights BHKP in green to distinguish it from other commodities.compare_peers
Open slide detailBeat · Evidence & Proof
76
The slide uses a color-coded table to track investment amounts and start-up dates for specific industrial projects.plan_implementation
Open slide detailBeat · Evidence & Proof
77
The slide quantifies the tax benefit derived from PPA adjustments and goodwill amortization.quantify_impact
Open slide detailBeat · Evidence & Proof
78
The slide outlines the step-by-step calculation of Cash Tax from EBT, incorporating various adjustments and credits.analyze_data
Open slide detailBeat · Evidence & Proof
79
The slide outlines the company's exposure to USD across various financial metrics and defines the hedging targets for operating and debt components.summarize
Open slide detailBeat · Evidence & Proof
81
The slide uses a split-screen layout with a photo background on the left and text-based bullet points on the right.summarize
Open slide detailBeat · Impact & Next Steps
82
The slide contrasts external environmental threats with internal operational mitigation strategies.diagnose
Open slide detailBeat · Impact & Next Steps
83
The slide uses a numbered list (1-5) to detail specific exclusions in the wood sourcing policy.summarize
Open slide detailBeat · Impact & Next Steps
85
The slide uses a process flow diagram to explain water efficiency metrics.present_solution
Open slide detailBeat · Impact & Next Steps
86
The slide uses a process-like flow to show the funnel from total population to poverty reduction goals, followed by community-level details.establish_context
Open slide detailBeat · Impact & Next Steps
87
The slide uses a split-bar visualization to represent the weighting of financial vs. ESG criteria in capital allocation decisions.present_framework
Open slide detailBeat · Impact & Next Steps