Klabin

Capacity Upgrades And Recyclable Packaging Will Open Global Markets

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Jun 25

Updated

03 Dec 25

Views

n/a

AnalystConsensusTarget's Fair Value

n/a

-21.4%

-2.6%

-21.4%

-2.6%

You can edit this narrative until Dec 4 11:05 PM. Then, changes will post as Updates.

Author's Valuation

R$4.9325.4% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates1

Shared on 03 Dec 25

Fair value Decreased 82%

KLBN4: Dividend Decision Will Support Stronger Share Price Upside

Analysts have modestly reduced their price target on Klabin to 4.93 dollars from 27.00 dollars, reflecting more conservative assumptions for revenue growth, profit margins, and future valuation multiples. What's in the News The Board of Directors has scheduled a meeting for November 3, 2025, to deliberate on the distribution and payment of dividends to shareholders (company filing).

AnalystConsensusTarget Fair Value

R$4.93

25.4% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

4.17%

Packaging revenue growth rate

0.14%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

21.28%

Calculation

R$2.86b

Earnings '28

3.75x

PE Ratio '28

R$10.71b

Market Cap '28

R$10.71b

Market Cap '28

1.21b

No. shares '28

R$8.83

Share Price '28

R$8.83 Share Price '28

Discounted to 2025 @ 21.46% p.a.

R$4.93

Fair Value '25