Minerva

Export Risks And Integration Hurdles Will Enable Slight Margin Recovery

AnalystLowTarget

Not Invested

Consensus Narrative from 12 Analysts

Published

23 Jul 25

Updated

10 Aug 25

AnalystLowTarget's Fair Value

R$5.60

13.2% undervalued

10 Aug

R$4.86

-36.0%

-7.4%

Author's Valuation

R$5.6

13.2% undervalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

R$5.6

13.2% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

8.52%

Food revenue growth rate

2.10%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

24.26%

Calculation

R$2.40b

Earnings '28

9.55x

PE Ratio '28

R$22.91b

Market Cap '28

R$22.91b

Market Cap '28

2.14b

No. shares '28

R$10.69

Share Price '28

R$10.69 Share Price '28

Discounted to 2025 @ 24.06% p.a.

R$5.60

Fair Value '25