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Rayonier Advanced Materials hikes prices for cellulose products

Published 03/09/2024, 21:26
RYAM
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JACKSONVILLE, Fla. - Rayonier Advanced Materials Inc. (NYSE:RYAM) announced today that it will implement a price increase for its Cellulose Specialties products, with hikes of up to 10% varying by product grade. The company stated that the new pricing would take effect immediately as contracts permit. The decision to adjust prices has been attributed to ongoing market dynamics, escalating costs, and broader economic factors.

The company, which is known for its cellulose-based technology solutions, serves a diverse range of markets, including filters, food, pharmaceuticals, and various industrial applications. Additionally, Rayonier (NYSE:RYN) Advanced Materials manufactures products for the paper and packaging industries. With a global manufacturing footprint that includes facilities in the United States, Canada, and France, the company reported revenues of approximately $1.6 billion for the year 2023.

The price revision comes at a time when many industries are facing inflationary pressures and supply chain challenges. Companies across sectors are evaluating their pricing strategies to navigate the changing economic landscape. Rayonier Advanced Materials' decision reflects the company's response to these conditions as it aims to maintain its market position and manage financial sustainability.

Investors and stakeholders of Rayonier Advanced Materials will be monitoring the impact of the price increases on the company's financial performance. The company's shares are publicly traded on the New York Stock Exchange under the ticker symbol RYAM.

This announcement is based on a press release statement from Rayonier Advanced Materials Inc. and provides an overview of the company's recent decision related to its product pricing. The information reflects the company's current strategy in addressing market and economic conditions affecting its business operations.

In other recent news, Rayonier Advanced Materials (RYAM) has seen a significant uptick in its financial performance, with RBC Capital Markets raising its price target for the company's shares to $9 from the previous $7. This adjustment follows Rayonier's surprising benefit from the Canada Emergency Wage Subsidy (CEWS), which bolstered the company's financial results. The company reported an Adjusted EBITDA of $68 million, considerably surpassing RBC Capital's forecast of $40 million, and the FactSet consensus of $46.6 million.

Furthermore, in its second-quarter earnings call for 2024, Rayonier announced a 152% surge in Adjusted EBITDA, attributing this growth to improvements across multiple segments. The company also increased its full-year EBITDA and adjusted free cash flow guidance, indicating an optimistic outlook for the year.

Additionally, RYAM is actively pursuing the refinancing of its senior notes and the sale of paperboard and high-yield pulp assets, as suggested by RBC Capital's analysis. These recent developments underline the potential for increased value through strategic financial maneuvers and asset sales.

Lastly, Rayonier is progressing with its biomaterials projects, including the prebiotics animal feed product, with production trials set for September and a late 2025 start-up. This progression is expected to contribute to the company's long-term growth trajectory.

InvestingPro Insights

Rayonier Advanced Materials Inc. (NYSE:RYAM) has made a strategic move to increase prices amidst a challenging economic environment. Investors looking at the company's recent performance will find a mixed picture according to InvestingPro data and insights. On the positive side, the company's stock has delivered a strong return over the last month, with a 33.89% increase, and an even more impressive six-month return of 111.11%. This robust performance is also reflected in the one-year price total return of 124.79%, indicating a significant upturn for shareholders.

However, the financial metrics reveal some concerns. The company's revenue has decreased by 12.13% over the last twelve months as of Q2 2024, which could be a point of caution for investors. The gross profit margin stands at 7.58%, a figure that may be affected by the escalating costs that prompted the recent price increases. Additionally, with a negative P/E ratio of -6.52 and an adjusted P/E ratio of -13.72 for the same period, the company's profitability remains under scrutiny.

Two InvestingPro Tips that are particularly relevant in this context are the expectation that net income is predicted to grow this year, and the fact that Rayonier Advanced Materials does not pay a dividend to shareholders. These insights suggest that while the company is taking steps to improve its financial health, investors may need to wait for capital gains rather than immediate income from dividends. For those interested in a deeper analysis, InvestingPro offers 14 additional tips on their website, providing a more comprehensive understanding of Rayonier Advanced Materials' performance and prospects.

As the company navigates through market dynamics and economic factors, these InvestingPro Insights can help investors make more informed decisions regarding Rayonier Advanced Materials Inc.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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