Update shared on 12 Dec 2025
Fair value Decreased 9.09%Analysts have trimmed their price target on Fras-le from R$34.10 to R$31.00, reflecting slightly weaker expected revenue growth and a higher discount rate. These are only partly offset by improved margin and a modestly lower future P E multiple.
What's in the News
- Fras-le S.A. has scheduled a Special and Extraordinary Shareholders Meeting for December 31, 2025, to be held exclusively remotely in Brazil (company announcement).
Valuation Changes
- Fair Value: reduced from R$34.10 to R$31.00, a moderate downward revision to the target valuation.
- Discount Rate: increased slightly from 21.12 percent to 21.84 percent, implying a marginally higher required return and risk perception.
- Revenue Growth: lowered from 15.70 percent to 13.47 percent, reflecting more conservative top line expectations.
- Net Profit Margin: raised from 9.03 percent to 10.35 percent, indicating expectations of better operating efficiency and profitability.
- Future P/E: cut from 24.81x to 22.05x, signaling a modest derating of the valuation multiple applied to future earnings.
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