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AZZA3: Stronger Profit Margins And Remote Meeting Will Drive Share Upside

Update shared on 29 Nov 2025

Fair value Decreased 0.60%
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AnalystConsensusTarget's Fair Value
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1Y
-23.6%
7D
-2.2%

Analysts have slightly lowered the fair value estimate for Azzas 2154 from $47.36 to $47.07. They cite modestly reduced revenue growth expectations and a higher projected discount rate as key factors behind the adjustment.

What's in the News

  • A Special or Extraordinary Shareholders Meeting is scheduled for December 9, 2025. The event will be held exclusively in a remote format in Brazil (Key Developments).

Valuation Changes

  • The Fair Value Estimate has decreased slightly, from R$47.36 to R$47.07.
  • The Discount Rate has risen modestly, from 23.53% to 23.73%.
  • The Revenue Growth Expectation has been revised down, from 9.05% to 8.45%.
  • The Net Profit Margin Forecast has increased, moving from 7.12% to 7.99%.
  • The Future P/E Ratio has risen significantly, from 7.28x to 13.76x.

Disclaimer

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