Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Brazil
/
Retail
Create a narrative
Raízen Community
BOVESPA:RAIZ4 Community
3
Narratives
written by author
0
Comments
on narratives written by author
19
Fair Values set
on narratives written by author
Create a narrative
Raízen
Popular
Undervalued
Overvalued
Community Investing Ideas
Raízen
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Potential Rise In Ethanol Blending Mandates And Efficiency Measures Will Strengthen Future Performance
Key Takeaways Raízen aims to boost EBITDA through cost reduction, capital allocation, and improved operational efficiency by streamlining and divesting non-core assets. Increased ethanol production and regulatory compliance in renewables are expected to drive revenue growth and higher EBITDA margins.
View narrative
R$3.12
FV
52.5% undervalued
intrinsic discount
-2.18%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
Raízen
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Adverse Weather And Delays Will Hamper Prospects Despite Recovery Hopes
Key Takeaways Exposure to agricultural volatility and delays in new technology ramp-up pose risks to revenue stability and margin growth despite expansion in renewables. High leverage, slow deleveraging, and ongoing CapEx are likely to suppress free cash flow and dividend growth, despite operational streamlining efforts.
View narrative
R$1.90
FV
22.1% undervalued
intrinsic discount
-4.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Raízen
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Global Energy Transition Will Expand 2G Ethanol Markets
Key Takeaways Operational efficiencies, strategic cost reductions, and asset sales position Raízen for rapid margin expansion and improved profitability beyond current market expectations. Leadership in 2G ethanol and ESG alignment could secure premium contracts and funding, strengthening Raízen's competitive moat and supporting outsized revenue growth.
View narrative
R$4.50
FV
67.1% undervalued
intrinsic discount
-1.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Your Valuation for
RAIZ4
RAIZ4
Raízen
Your Fair Value
R$
Current Price
R$1.48
76.4% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-4b
255b
2015
2018
2021
2024
2025
2027
2030
Revenue R$230.7b
Earnings R$10.4b
Advanced
Set Fair Value