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Randoncorp Community
BOVESPA:RAPT4 Community
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Randoncorp
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Mogi Guaçu Operations And African Markets Will Shape Our Future
Key Takeaways Integration of acquired companies and synergy capture aims to enhance results, reduce leverage, and improve net margins. Market expansion into Africa and increased South America exports, alongside product innovation, expected to drive future revenue growth.
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R$11.99
FV
42.2% undervalued
intrinsic discount
8.55%
Revenue growth p.a.
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5 days ago
author updated this narrative
Randoncorp
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Leverage And OEM Cycles Will Depress Margins Yet Trigger Progress
Key Takeaways Expanded global footprint and aftermarket growth boost stability, but high leverage, integration risks, and soft OEM demand pressure profitability and limit margin expansion. Vertical integration and favorable supply chain trends offer long-term potential, yet ramp-up costs, pricing pressures, and macro risks constrain profits and growth outlook.
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R$9.00
FV
23.0% undervalued
intrinsic discount
8.03%
Revenue growth p.a.
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0
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5 days ago
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Randoncorp
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Global Infrastructure Investment Will Advance Green Freight Trends
Key Takeaways Rapid integration of international acquisitions and innovation in green, digital equipment are expected to drive significant margin expansion and premium pricing advantages. Strategic global expansion, new customer wins, and heightened export focus position Randoncorp for sustained market share gains and structural revenue growth.
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R$16.00
FV
56.7% undervalued
intrinsic discount
11.61%
Revenue growth p.a.
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5 days ago
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Your Valuation for
RAPT4
RAPT4
Randoncorp
Your Fair Value
R$
Current Price
R$7.17
120.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-56m
18b
2015
2018
2021
2024
2025
2027
2030
Revenue R$18.5b
Earnings R$468.6m
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