Boa Safra Sementes

Excess Inventory And Rising Costs Will Crimp Margins Despite Demand

AnalystLowTarget

Not Invested

Community Contributor

Published

01 Sep 25

Updated

15 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

-15.6%

-0.6%

-15.6%

-0.6%

You can edit this narrative until Dec 16 2:10 AM. Then, changes will post as Updates.

Author's Valuation

R$1014.7% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 15 Dec 25

Fair value Decreased 20%

SOJA3: Slower Revenue Outlook Will Shape A More Cautious Future Pricing Environment

Analysts have lowered their price target on Boa Safra Sementes from R$12.50 to R$10.00, reflecting expectations of slower revenue growth, slightly weaker profit margins, a higher discount rate, and a modestly richer future P/E multiple. Valuation Changes The fair value estimate has been reduced significantly from R$12.50 to R$10.00 per share.

AnalystLowTarget Fair Value

R$10

14.7% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

15.79%

Food revenue growth rate

0.44%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

18.45%

Calculation

R$172.67m

Earnings '28

12.90x

PE Ratio '28

R$2.23b

Market Cap '28

R$2.23b

Market Cap '28

134.52m

No. shares '28

R$16.56

Share Price '28

R$16.56 Share Price '28

Discounted to 2025 @ 18.46% p.a.

R$9.96

Fair Value '25