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Consensus Narrative from 12 Analysts
Ballooning P15 CapEx And Weak Iron Ore Prices Will Erode Earnings And Net Margins
Key Takeaways Increased capital expenditure for the P15 project may strain free cash flows and net margins due to heightened financing needs. Revenue uncertainty arises from reliance on volatile iron ore prices, risking diminished future earnings if prices stay low.
View narrativeR$5.96
FV
10.2% undervalued intrinsic discount-1.86%
Revenue growth p.a.
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8 days ago author updated this narrative