Delivering 2 Million Square Meters Of GLA Will Expand Capacity, Yet Inflation May Squeeze Margins

Published
26 Feb 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
R$24.70
16.0% undervalued intrinsic discount
14 Aug
R$20.74
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1Y
-12.9%
7D
2.7%

Author's Valuation

R$24.7

16.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 Mar 25

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 0.41%

AnalystConsensusTarget has decreased revenue growth from 14.6% to 12.4% and increased future PE multiple from 21.1x to 23.9x.