Analysts have slightly lowered their fair value estimate for Suzano. The target has been reduced from $75.64 to $74.77, reflecting updated expectations for revenue growth, profit margins, and discount rates.
What's in the News
- Board meeting scheduled for August 28, 2025, to discuss a tender offer for bonds (company filing)
- Suzano added to the Brazil Valor BM&FBOVESPA Index (company filing)
- Board meeting set for August 18, 2025, to approve and plan a bond issuance, including ratification of a corporate guarantee and consideration of panda bonds (company filing)
- Board meeting on August 14, 2025, to consider the first issuance of financial liquidation rural product notes (CPR-Fs) totaling BRL 2 billion and to approve service providers for the offering (company filing)
- Approval of a Standing Wood Swap Agreement with Eldorado Brasil Celulose S.A. in the board meeting held on August 6, 2025 (company filing)
Valuation Changes
- Fair Value Estimate has decreased slightly from R$75.64 to R$74.77.
- Discount Rate has declined marginally, moving from 27.03% to 26.81%.
- Revenue Growth expectation has fallen from 9.39% to 9.11%.
- Net Profit Margin has been revised downward from 15.56% to 14.32%.
- Future P/E ratio has increased from 18.18x to 19.58x.
Disclaimer
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