Brazil Ethanol Tightness And Organic Sugar Will Unlock Value

Published
27 Jan 25
Updated
21 Aug 25
AnalystConsensusTarget's Fair Value
R$7.60
63.6% undervalued intrinsic discount
21 Aug
R$2.77
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1Y
-59.4%
7D
-1.1%

Author's Valuation

R$7.6

63.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 3.59%

Shared on23 Apr 25
Fair value Decreased 23%

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget has increased profit margin from 17.0% to 18.8% and decreased future PE multiple from 9.6x to 8.6x.

Shared on02 Apr 25
Fair value Increased 6.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 5.60%

AnalystConsensusTarget has decreased profit margin from 20.5% to 17.0% and increased future PE multiple from 8.5x to 9.5x.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 14%

AnalystConsensusTarget has decreased revenue growth from 16.8% to 12.9% and decreased future PE multiple from 13.2x to 8.5x.