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1Q08 Consolidated Results
     April 24th, 2008




                            1
Highlights 4Q07


1.   Pulp prices increased to US$ 800 / ton (CIF Europe) in February; with a further price
     increase of US$ 40 / ton in April.
2.   Producers’ hardwood pulp inventories in February: 34 days of shipments.
3.   New record in net sales: R$ 970 million.
4.   Record pulp sales volume: 348,000 tons.
5.   Net debt / Ebitda reduces to 3.48 at end-March.
6.   Pulp cash cost per ton (excluding cost of scheduled maintenance shutdown at Mucuri
     in March): R$ 452 / ton.
7.   Record output of paper and market pulp in the quarter: 634,000 tons.
8.   Mucuri Line 2 produced 167,000 tons with schedule maintenance shutdown in March.
9.   Net income of R$ 128.6 million, 39% higher than 4Q07 and 21% higher than 1Q07.



                                                                                             2
Pulp Business Unit

Net price for pulp exports in 4Q07 was US$ 681/t, compared with US$
654/t in 3Q07, and US$ 588/t in 4Q06;

Strong demand, constraints related to wood supply and low
inventories;

Record production: 351 tsd tons of market pulp in 1Q08;

Record volume of 348 tsd tons in 1Q08;

Cash cost of R$ 488 / ton in the quarter, 0.2% lower than 4Q07 even
with scheduled maintenance shutdown.


                                                                      3
Pulp Business Unit
                                                                                        Pulp net sales (R$ million)
        Pulp sales volume (thousand tons)

                   348                                                                            407
  294
                                                                                  337

                                    174                                                                           212
                  286                                                                           339
 238                                                                             277
                                   139                                                                          173
  56              62                34                                           60              68              39
4Q07            1Q08             1Q07                                        4Q07             1Q08            1Q07

   Domestic market       Export market
                                                                                        Domestic market    Export market

                                                      Pulp Exports 1Q08
                                               (participation in sales volume)



                                          North America Latin America
                                               8%             1%


                                                                        Europe
                                            Asia
                                                                         53%
                                            38%

                                                                                                                           4
Paper Business Unit

Volume of 1.13 million tons, 1.8% higher than 1Q07.

Brazilian paper market estimated growth of 8% compared to 1Q07.

Volume sold increased 3.4% excluding Ripasa’s Units.

Average net price decreased 5.5% in reais and increased 14.6% in
dollars, comparing to 1Q07.

54% participation in the domestic market due to seasonal effects.




                                                                    5
Paper Business Unit
         Paper sales volume (thousand tons)                                   Paper Net Sales (R$ million)


     290                                                                624                             584
                     271           266                                                  562
                                                                       208
    118                                                                                 215            221
                    125            117

    171                                                                416              348            363
                    146            149

  4Q07            1Q08          1Q07                              4Q07               1Q08            1Q07

Domestic market    Export market                                      Domestic market       Export market

                                                 Paper Exports 1Q08
                                                   (sales volume)


                                     North America
                                          20%
                                                                 Latin America
                                                                      40%
                                Other markets
                                    15%

                                                 Europe
                                                  25%
                                                                                                              6
Results 1Q08


                                                                        %         %
                                          4Q07     1Q08     1Q07     1Q08/4Q07 1Q08/1Q07
Sales volume (000 tons)                     583      619      440          6,1%    40,7%
Paper volume domestic market (000 tons)     171      146      149       -14,6%     -2,0%
Pulp volume export market (000 tons)        238      286      139        20,5%    105,4%
Net revenue - R$ million                    963      970      809         0,6%     19,8%
Net income - R$ million                      93      129      106        38,6%     21,2%
Cash-cost (R$/tons)                         489      488      465        -0,2%      4,9%
EBITDA - R$ million                         326      341      275         4,7%     24,2%
EBITDA - US$ million                        183      196      130         7,4%     50,7%
EBITDA margin                              33,8%    35,2%    33,9%        4,1%      3,8%
Exchange Rate                              1,78     1,74     2,11        -2,5%    -17,5%
Net debt / EBITDA (LTM)                     3,74     3,48     3,72       -7,0%     -6,5%

                                                      obs

                                                                                           7
IR Team
+55 11 3503 9061
ri@suzano.com.br

Press
Letícia Volponi
GWA Comunicação Integrada
leticia@gwacom.com
+55 11 3816 3922

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1 q08 earnings presentation

  • 1. 1Q08 Consolidated Results April 24th, 2008 1
  • 2. Highlights 4Q07 1. Pulp prices increased to US$ 800 / ton (CIF Europe) in February; with a further price increase of US$ 40 / ton in April. 2. Producers’ hardwood pulp inventories in February: 34 days of shipments. 3. New record in net sales: R$ 970 million. 4. Record pulp sales volume: 348,000 tons. 5. Net debt / Ebitda reduces to 3.48 at end-March. 6. Pulp cash cost per ton (excluding cost of scheduled maintenance shutdown at Mucuri in March): R$ 452 / ton. 7. Record output of paper and market pulp in the quarter: 634,000 tons. 8. Mucuri Line 2 produced 167,000 tons with schedule maintenance shutdown in March. 9. Net income of R$ 128.6 million, 39% higher than 4Q07 and 21% higher than 1Q07. 2
  • 3. Pulp Business Unit Net price for pulp exports in 4Q07 was US$ 681/t, compared with US$ 654/t in 3Q07, and US$ 588/t in 4Q06; Strong demand, constraints related to wood supply and low inventories; Record production: 351 tsd tons of market pulp in 1Q08; Record volume of 348 tsd tons in 1Q08; Cash cost of R$ 488 / ton in the quarter, 0.2% lower than 4Q07 even with scheduled maintenance shutdown. 3
  • 4. Pulp Business Unit Pulp net sales (R$ million) Pulp sales volume (thousand tons) 348 407 294 337 174 212 286 339 238 277 139 173 56 62 34 60 68 39 4Q07 1Q08 1Q07 4Q07 1Q08 1Q07 Domestic market Export market Domestic market Export market Pulp Exports 1Q08 (participation in sales volume) North America Latin America 8% 1% Europe Asia 53% 38% 4
  • 5. Paper Business Unit Volume of 1.13 million tons, 1.8% higher than 1Q07. Brazilian paper market estimated growth of 8% compared to 1Q07. Volume sold increased 3.4% excluding Ripasa’s Units. Average net price decreased 5.5% in reais and increased 14.6% in dollars, comparing to 1Q07. 54% participation in the domestic market due to seasonal effects. 5
  • 6. Paper Business Unit Paper sales volume (thousand tons) Paper Net Sales (R$ million) 290 624 584 271 266 562 208 118 215 221 125 117 171 416 348 363 146 149 4Q07 1Q08 1Q07 4Q07 1Q08 1Q07 Domestic market Export market Domestic market Export market Paper Exports 1Q08 (sales volume) North America 20% Latin America 40% Other markets 15% Europe 25% 6
  • 7. Results 1Q08 % % 4Q07 1Q08 1Q07 1Q08/4Q07 1Q08/1Q07 Sales volume (000 tons) 583 619 440 6,1% 40,7% Paper volume domestic market (000 tons) 171 146 149 -14,6% -2,0% Pulp volume export market (000 tons) 238 286 139 20,5% 105,4% Net revenue - R$ million 963 970 809 0,6% 19,8% Net income - R$ million 93 129 106 38,6% 21,2% Cash-cost (R$/tons) 489 488 465 -0,2% 4,9% EBITDA - R$ million 326 341 275 4,7% 24,2% EBITDA - US$ million 183 196 130 7,4% 50,7% EBITDA margin 33,8% 35,2% 33,9% 4,1% 3,8% Exchange Rate 1,78 1,74 2,11 -2,5% -17,5% Net debt / EBITDA (LTM) 3,74 3,48 3,72 -7,0% -6,5% obs 7
  • 8. IR Team +55 11 3503 9061 ri@suzano.com.br Press Letícia Volponi GWA Comunicação Integrada leticia@gwacom.com +55 11 3816 3922