Dual Listing And Diversification Will Expand Future Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Nov 24

Updated

01 May 25

Views

38

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

32.3%

7D

0.5%

Loading

1Y

32.3%

7D

0.5%

You can edit this narrative until May 12 6:02 AM. Then, changes will post as Updates.

Author's Valuation

R$56.0130.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 01 May 25

Fair value Increased 2.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.055%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.53%

AnalystConsensusTarget has increased profit margin from 1.8% to 2.5% and decreased future PE multiple from 20.7x to 14.7x.

Shared on 26 Mar 25

Fair value Increased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 6.80%

AnalystConsensusTarget has increased revenue growth from 4.3% to 5.9%.

AnalystConsensusTarget Fair Value

R$56.01

30.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.13%

Food revenue growth rate

0.40%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

17.99%

Calculation

R$12.36b

Earnings '28

x

16.22x

PE Ratio '28

=

R$200.46b

Market Cap '28

R$200.46b

Market Cap '28

/

2.22b

No. shares '28

=

R$90.38

Share Price '28

R$90.38 Share Price '28

Discounted to 2025 @ 17.29% p.a.

=

R$56.01

Fair Value '25