Integration Of South American Plants Will Unlock Synergies

AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Published
12 Feb 25
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
R$7.03
29.1% undervalued intrinsic discount
31 Jul
R$4.98
Loading
1Y
-33.7%
7D
0.8%

Author's Valuation

R$7.0

29.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 20%

Shared on23 Apr 25
Fair value Increased 1.16%

AnalystConsensusTarget has increased profit margin from 1.5% to 1.8% and decreased future PE multiple from 11.9x to 9.2x.

Shared on17 Apr 25
Fair value Increased 1.29%

AnalystConsensusTarget has decreased revenue growth from 21.6% to 15.4%.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 22%

AnalystConsensusTarget has increased revenue growth from 16.8% to 21.6%, decreased profit margin from 1.9% to 1.4% and increased future PE multiple from 7.5x to 11.9x.