Narrative Update on Suzano
Analysts have maintained Suzano's fair value estimate at R$74.18. They cite a stable fundamental outlook and unchanged revenue growth assumptions in their latest price target review.
What's in the News
- Suzano S.A. has scheduled a Board Meeting on August 28, 2025, to discuss a tender offer for bonds. (Key Developments)
- The company was added to the Brazil Valor BM&FBOVESPA Index. (Key Developments)
- A Board Meeting on August 18, 2025, will address the approval and terms for the issuance of new bonds and related guarantees. (Key Developments)
- On August 14, 2025, a Board Meeting will consider the first issuance of financial liquidation rural product notes (CPR-Fs) totaling BRL 2 billion, as well as the hiring of related service providers and approval of associated transactions. (Key Developments)
- The Standing Wood Swap Agreement with Eldorado Brasil Celulose S.A. was approved at a Board Meeting on August 6, 2025. (Key Developments)
Valuation Changes
- Fair Value: Remains steady at R$74.18, with no change from the previous estimate.
- Discount Rate: Decreased slightly from 27.05% to 26.72%.
- Revenue Growth: Unchanged at 9.03%.
- Net Profit Margin: Remains stable at 14.37%.
- Future P/E: Decreased slightly from 19.50x to 19.35x.
Disclaimer
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