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

Update shared on 15 Dec 2025

Fair value Decreased 20%
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AnalystLowTarget's Fair Value
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1Y
-15.6%
7D
-0.6%

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.
  • The discount rate has risen slightly from 17.80 percent to 18.46 percent, implying a higher perceived risk profile.
  • Revenue growth has been revised down sharply from 25.63 percent to 13.61 percent, indicating more moderate expansion expectations.
  • The net profit margin has declined modestly from 6.15 percent to 5.02 percent, reflecting slightly weaker projected profitability.
  • The future P/E has increased from 11.49x to 12.90x, suggesting a somewhat richer valuation multiple applied to lower earnings expectations.

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