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SOJA3: Stock Dividend Will Support Bullish Long Term Equity Returns

Expanding Production Capacity And Seed Genetics Will Open Future Markets

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SOJA3
AnalystConsensusTarget
Not Invested
Published 13 May 2025
5 viewsusers have viewed this narrative update

Update shared on 02 Feb 2026

Fair value Decreased 21%
Next
10 Jun
R$6.58
AnalystConsensusTarget's Fair Value
R$10.14
35.1% undervalued intrinsic discount
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1Y
-39.9%
7D
6.0%

Analysts have reduced their price target for Boa Safra Sementes to reflect a fair value adjustment from about R$15.27 to roughly R$12.09, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple.

What's in the News

  • Boa Safra Sementes has scheduled a stock dividend of 1.04862872% for Dec-19-2025, offering existing shareholders additional shares in the company (Key Developments).
  • The upcoming stock dividend indicates that returns to shareholders will include equity distribution, not only potential cash payouts. This can matter for your expectations around dilution and future earnings per share (Key Developments).
  • Investors who plan to hold through Dec-19-2025 may want to track the ex dividend and record dates around this 1.04862872% stock distribution to understand eligibility and portfolio impact (Key Developments).

Valuation Changes

  • Fair Value: revised from about R$15.27 to roughly R$12.09, a sizeable step down in the analyst estimate of what the shares may be worth.
  • Discount Rate: moved slightly higher from 17.80% to 18.16%, implying a somewhat stricter required return in the valuation work.
  • Revenue Growth: trimmed from 28.82% to 10.69%, indicating more moderate expectations for how quickly sales could expand.
  • Net Profit Margin: adjusted from 8.34% to 5.65%, pointing to a more conservative view on future profitability levels.
  • Future P/E: lifted from 9.59x to 15.66x, suggesting the new model assumes a higher valuation multiple on expected earnings despite the lower fair value estimate.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.