Core Insights - Sylvamo Corporation (NYSE: SLVM) shares have increased by 20.36% year-over-year [1] - The company reported Q4 2024 revenue of $970 million, reflecting a 0.62% year-over-year increase [1] - For the full fiscal year 2024, Sylvamo's revenue rose to $3.773 billion, marking a 1.4% year-over-year growth [1]

Workforce and Engagement - The company employs over 6,500 people globally, with 25% in Europe, 49% in Latin America, and 26% in North America [20] - In 2024, the company launched a global engagement survey, establishing a baseline for engagement levels, which are considered fairly high across all regions [30] - The company has a Global Inclusion & Diversity Council that meets quarterly to develop strategies for fostering an inclusive workplace [34] - The company faces challenges in hiring and retention due to competition for skilled labor, which may increase labor costs [35] Environmental Compliance and Sustainability - The company expects to spend approximately $2.5 million in 2024 and an aggregate of $14-$15 million in 2025 and 2026 on capital projects to control environmental releases [45] - The company is subject to the European Union Deforestation Regulation (EUDR), with a compliance deadline of December 30, 2025, which may increase costs and affect the availability of goods [41] - The company is committed to compliance with environmental laws, including the U.S. EPA's maximum achievable control technology (MACT) standards [40] - The company aims to reduce its Scope 1, 2, and 3 GHG emissions by 35% by 2030, using a 2019 baseline [49] - The company plans to source 100% of its fiber from sustainably managed forests and aims to conserve, enhance, or restore 250,000 acres of ecologically significant forestland globally by 2030 [60] - The company generated at least 85% of the energy used in its mills from carbon-neutral biomass residuals, minimizing fossil fuel usage [63] - The company has committed to reducing water usage by 25% compared to a 2019 baseline [62] - The company’s GHG emissions reduction targets were validated by the Science Based Targets Initiative (SBTi) in April 2023 [63] - The company maintains partnerships with major environmental organizations to promote sustainable forest management [61] - The company is actively participating in the Carbon Disclosure Project (CDP) to provide transparency on its environmental practices [64] - The company’s sustainability strategy is overseen by a Chief Sustainability Officer who reports to the Senior Vice President, Chief Administrative and Legal Officer [67] - The company integrates sustainability concepts across all regions and business teams, with a dedicated sustainability team led by the Chief Sustainability Officer (CSO) [68] Financial and Market Risks - The company streamlined its organization in 2023 and 2024 through "Project Horizon," resulting in a leaner structure and reduced costs [36] - Forward-looking statements in the annual report include expectations about future business performance and operating outlook [70] - Actual results may differ from forward-looking statements due to various risks, including economic conditions and competition in the paper industry [71] - The company faces risks related to climate change, including adverse environmental events that could impact operations [72] - Compliance with extensive environmental and regulatory laws in multiple jurisdictions poses additional risks [72] - The company does not assume any obligation to update forward-looking statements after the report [73] - Market risk disclosures are included in the Management's Discussion and Analysis section of the annual report [75] Reporting and Transparency - The company provides free access to its annual reports (Form 10-K), quarterly reports (Form 10-Q), and current reports (Form 8-K) on its website [69] - All reports filed with the SEC are publicly available on the company's website [74] - The company is subject to the Corporate Sustainability Reporting Directive (CSRD), requiring reporting for European operations starting in 2026 and globally by 2029 [51] - The company’s Nymölla mill's eligibility for free allocation of GHG emission allowances under the EU ETS is expected to terminate at the end of 2025 [48]

Sylvamo Corporation (NYSE:SLVM) Q4 2024 Earnings Conference Call February 12, 2025 10:00 AM ET Company Participants Hans Bjorkman - Vice President, Investor Relations Jean-Michel Ribieras - Chairman and Chief Executive Officer John Sims - Senior Vice President and Chief Financial Officer Conference Call Participants George Staphos - Bank of America Matthew McKellar - RBC Capital Markets Daniel Harriman - Sidoti & Company Operator Good morning. Thank you for standing by. Welcome to Sylvamo's Fourth Quarter 2 ...

Fourth Quarter and Full Year 2024 Earnings February 12, 2025 © 2025 Sylvamo Corporation. All rights reserved. 1 Cautionary statement concerning forward-looking statements 2 This presentation contains information that includes or is based upon forward-looking statements. Forward-looking statements forecast or state expectations concerning future events. These statements often can be identified by the fact that they do not relate strictly to historical or current facts. They typically use words such as "antic ...

Exhibit 99.1 NEWS RELEASE Financial Highlights – 2024 Full Year vs. 2023 Full Year • Price and mix was unfavorable by $18 million driven by pulp and paper price decreases in Europe (40% of the variance) and mix in North America (30% of the variance) • Volume improved by $6 million due to seasonality in Latin America • Operations and other costs improved by $2 million • Planned maintenance outage expenses increased by $17 million • Input and transportation costs increased by $9 million, primarily driven by h ...

Following my second buy rating on Sylvamo (NYSE: SLVM ) the stock is +21% and still trades at <10x forward EBIT – a fact I still cannot believe for this company. A dollar ofEquity strategist [Bernard Holdings]. Objective view on the directional bias of markets. Technical expertise bridges the complex relationships between value drivers, capital flows and price action. Partners are represented over the cross-section of financial markets, from speculators, hedgers, long-term traders and the public. Research c ...

Financial Performance - Net income for Q3 2024 was $95 million ($2.27 per diluted share), up from $83 million ($1.98 per diluted share) in Q2 2024 [87]. - Net sales increased to $965 million in Q3 2024 from $933 million in the previous quarter, with adjusted EBITDA rising to $193 million and an adjusted EBITDA margin of 20% [87][111]. - Adjusted EBITDA for Q3 2024 was $193 million, compared to $158 million in Q3 2023, reflecting improved operational performance [111]. Segment Performance - North America segment net sales increased by $56 million in Q3 2024, primarily due to higher volumes, while operating profit rose by $23 million compared to the same period in 2023 [107][108]. - Latin America segment net sales increased by $1 million in Q3 2024, but operating profit decreased by $6 million due to higher input costs [102][103]. - Europe segment net sales increased by $10 million in Q3 2024, with operating profit rising by $17 million driven by higher sales prices and volumes [98][99]. Cost Management and Expectations - Planned maintenance outage expenses decreased significantly as there were no major planned outages during Q3 2024, contributing to stable operations and costs across all regions [88]. - The company anticipates an increase in input and transportation costs in Q4 2024, primarily due to transportation and seasonally higher energy costs [89]. - For Q4 2024, the company expects unfavorable price and mix due to pulp and paper price decreases in Europe and higher export mix in Latin America, while volume is anticipated to improve driven by Latin America [89]. Cash Flow and Capital Expenditures - Free Cash Flow for the nine months ended September 30, 2024, was $148 million, a decrease from $190 million for the same period in 2023, reflecting cash provided by operating activities of $305 million in 2024 compared to $337 million in 2023 [115][119]. - Total capital expenditures for the nine months ended September 30, 2024, were $157 million, or 5.6% of net sales, with $140 million allocated to maintenance and regulatory expenditures [124]. - Cash used for working capital components was $44 million for the nine months ended September 30, 2024, compared to cash provided of $3 million in 2023, indicating a significant shift in working capital management [120]. Debt Management and Strategic Investments - Cash used for financing activities in the nine months ended September 30, 2024, included $117 million for Term Loan F, $44 million for Term Loan A, and $93 million for redeeming Senior Notes, totaling significant debt management efforts [122]. - The company expects to spend approximately $30 million to $35 million on high-return projects in 2024, indicating a focus on strategic investments [124]. Operational Insights - Operating cash flow generation is sensitive to pricing and demand changes, with management emphasizing cost management and operational excellence to maintain cash flow [117]. - The decrease in cash provided by operating activities in 2024 was primarily due to the timing of cash flows related to working capital [119]. - The company anticipates annual maintenance, regulatory, and reforestation capital expenditures to be in the range of $175 million to $190 million for the next several years [124]. Accounting Policies - The company has not made any changes to its critical accounting policies during the first nine months of 2024, maintaining consistency in financial reporting [128].

Financial Data and Key Metrics Changes - The company reported adjusted EBITDA of $193 million with a margin of 20%, exceeding the outlook of $170 million to $185 million and increasing by almost $30 million from the prior quarter [6][9] - Free cash flow generation was $119 million, and adjusted operating earnings were $2.44 per share [6][19] - The company is on target to exceed its $110 million year-end run rate savings goal by up to $10 million due to Project Horizon [5][11] Business Line Data and Key Metrics Changes - Price and mix were unfavorable by $4 million, primarily due to North America mix, while volume increased by $10 million driven by North America [7][8] - Planned maintenance outages costs decreased by $28 million as there were no major planned outages in the quarter [7] - Input and transportation costs increased by $4 million, with negative fiber costs in Latin America offsetting positive costs in North America [8] Market Data and Key Metrics Changes - European demand for uncoated freesheet is estimated to decline by 2% next year, while supply is expected to drop by 7% due to mill closures [16] - North America demand is estimated to decline by 3%, with supply expected to drop by 10% [16] - Latin America demand and supply are expected to remain stable in 2025 [16] Company Strategy and Development Direction - The company aims to be a low-cost producer and continues to focus on Project Horizon to streamline costs [11] - The closure of the Georgetown mill is expected to lead to a leaner and more productive North America business, with plans to support customers during the transition [12][14] - The company is committed to maintaining a strong financial position and returning cash to shareholders, with a focus on high-return capital projects [19][52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the future, citing strong cash generation and disciplined capital allocation [19][20] - The company anticipates a net positive impact on the industry from the Georgetown mill closure, despite a projected $40 million earnings impact [26][27] - Management is optimistic about the uncoated freesheet market conditions across regions and is preparing for upcoming opportunities [21][52] Other Important Information - A Brazilian Federal Regional Court ruled in favor of the company regarding a goodwill tax dispute, which may eliminate a $60 million escrow requirement [18] - The company is committed to returning at least 40% of its cash flow to shareholders this year [20] Q&A Session Summary Question: Impact of Georgetown closure on Riverdale agreement - Management is prepared for potential impacts and believes any negative effects can be mitigated through mix improvements [22] Question: Transition of retained business to existing footprint - All retained business has been successfully transitioned [23] Question: Net impact of Georgetown closure on earnings - The $40 million impact is based on 2024 margins, and other factors may mitigate this in 2025 [26][27] Question: Free cash flow estimate for Q4 - The estimated free cash flow of $65 million to $75 million is reasonable [30] Question: Planned maintenance costs in Europe for 2025 - Maintenance costs are expected to be in the $30 million to $40 million range due to outages at specific mills [32] Question: European Union Deforestation Regulation impact - The eventual implementation could positively affect the company as a European producer [36] Question: Capital allocation and share repurchases - The company maintains a strong balance sheet and is committed to returning cash to shareholders while evaluating share repurchases [38] Question: Demand and shipment outlook - Shipments are expected to be comparable to demand, despite slight declines in Europe and North America [49]

Exhibit 99.1 NEWS RELEASE Sylvamo Quarterly Results Exceed Outlook, Generates Strong Free Cash Flow MEMPHIS, Tenn. – Nov. 12, 2024 – Sylvamo (NYSE: SLVM), the world's paper company, is releasing third quarter 2024 earnings. Financial Highlights – Third Quarter vs. Second Quarter • Net income of $95 million ($2.27 per diluted share) vs. $83 million ($1.98 per diluted share) • Adjusted operating earnings of $102 million ($2.44 per diluted share) vs. $83 million ($1.98 per diluted share) • Adjusted EBITDA of $ ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Eve ...