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AZZA3: Future Earnings Potential Will Drive Shares Higher Despite Margin Dip

Update shared on 15 Nov 2025

Fair value Decreased 2.07%
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AnalystConsensusTarget's Fair Value
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1Y
-29.4%
7D
3.4%

Analysts have lowered their price target for Azzas 2154 by $1.00, citing slightly reduced forecasts for revenue growth and profit margins in upcoming periods.

Valuation Changes

  • Fair Value decreased modestly from R$48.36 to R$47.36.
  • Discount Rate increased slightly, moving from 23.24% to 23.53%.
  • Revenue Growth was revised downward, now 9.05% versus the previous 9.45% estimate.
  • Profit Margin edged lower from 7.51% to 7.12%.
  • Future P/E dropped significantly from 16.33x to 7.28x.

Disclaimer

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