MAHLE Metal Leve

Emerging Markets And Aftermarket Trends Will Drive Future Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 Feb 25

Updated

11 Dec 25

Views

23

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

24.2%

7D

-0.4%

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1Y

24.2%

7D

-0.4%

You can edit this narrative until Dec 12 2:05 AM. Then, changes will post as Updates.

Author's Valuation

R$32.883.1% overvalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 5.20%

LEVE3: Future Returns Will Balance Higher Required Yield And Modest Earnings Outlook

Analysts have modestly raised their price target on MAHLE Metal Leve from R$31.25 to about R$32.88. This reflects a slightly higher assumed future valuation multiple even as they trim expectations for revenue growth and profit margins and apply a higher discount rate.

Shared on 01 May 25

Fair value Increased 7.28%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 7.33%

AnalystConsensusTarget has increased revenue growth from 6.5% to 7.5%.

Shared on 19 Mar 25

Fair value Decreased 6.61%

AnalystConsensusTarget has decreased revenue growth from 9.4% to 6.5%.

Shared on 13 Mar 25

Fair value Increased 3.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

R$32.88

3.1% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.42%

Auto Components revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

21.44%

Calculation

R$630.54m

Earnings '28

x

12.61x

PE Ratio '28

=

R$7.95b

Market Cap '28

R$7.95b

Market Cap '28

/

135.54m

No. shares '28

=

R$58.67

Share Price '28

R$58.67 Share Price '28

Discounted to 2025 @ 21.46% p.a.

=

R$32.74

Fair Value '25