Update shared on26 Sep 2025
Fair value Decreased 11%Despite higher consensus revenue growth forecasts, a notable decline in net profit margin has driven analysts to lower their fair value estimate for BrasilAgro from R$29.00 to R$25.67.
What's in the News
- Special/Extraordinary Shareholders Meeting scheduled for October 22, 2025.
- Proposal to amend Article 6 and Article 44, Paragraph 7, of the Company's Bylaws to be discussed at the upcoming general meeting.
- Production guidance for the 2025/2026 crop year estimates the planted area to remain at 172,610 hectares, consistent with the previous year.
Valuation Changes
Summary of Valuation Changes for BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
- The Consensus Analyst Price Target has significantly fallen from R$29.00 to R$25.67.
- The Consensus Revenue Growth forecasts for BrasilAgro - Companhia Brasileira de Propriedades Agrícolas has significantly risen from 3.6% per annum to 14.7% per annum.
- The Net Profit Margin for BrasilAgro - Companhia Brasileira de Propriedades Agrícolas has significantly fallen from 17.99% to 14.85%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.