Update shared on 20 Nov 2025
Fair value Decreased 4.23%Narrative Update on São Martinho: Price Target Revision
Analysts have revised their fair value estimate for São Martinho downward to R$25.32 from R$26.44. This change is due to shifting growth expectations as well as changes in projected margins and discount rates.
What's in the News
- São Martinho S.A. (BOVESPA:SMTO3) was removed from the FTSE All-World Index (USD) (Key Developments)
- São Martinho S.A. has been taken out of the Brazil IBOVESPA Index (Key Developments)
Valuation Changes
- The Fair Value Estimate has decreased from R$26.44 to R$25.32.
- The Discount Rate has risen slightly from 19.07% to 19.54%.
- The Revenue Growth projection has increased from 5.08% to 7.53%.
- The Net Profit Margin has edged higher from 9.98% to 10.17%.
- The Future P/E Ratio has declined from 16.57x to 15.44x.
Disclaimer
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