Efficient Operations And Second Generation Ethanol Will Advance Biofuels

Published
13 Dec 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
R$2.58
59.7% undervalued intrinsic discount
20 Aug
R$1.04
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1Y
-68.2%
7D
0%

Author's Valuation

R$2.6

59.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on19 Aug 25
Fair value Decreased 7.83%

Despite notable improvements in Raízen's net profit margin and consensus revenue growth forecasts, the consensus Analyst Price Target has been revised downward from R$2.80 to R$2.63. What's in the News Raízen S.A. announced a Special/Extraordinary Shareholders Meeting to be held remotely in Brazil.

Shared on04 Aug 25
Fair value Decreased 8.31%

The downward revision in Raízen’s consensus price target reflects analyst concerns over slightly weaker revenue growth projections and a marginal dip in net profit margin, resulting in a new fair value estimate of R$2.84. What's in the News Raízen S.A. is exploring the sale of its aviation fuel distribution business to reduce debt, reportedly working with Bank of America; the business may be valued up to $200 million, and shares rose 5.2% on the news.

Shared on01 May 25
Fair value Decreased 16%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.09%

AnalystConsensusTarget has decreased revenue growth from 0.0% to 0.0%, decreased profit margin from 2.2% to 1.6% and increased future PE multiple from 11.7x to 16.7x.

Shared on09 Apr 25
Fair value Decreased 1.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 1.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 7.56%

AnalystConsensusTarget has decreased future PE multiple from 16.9x to 12.6x and decreased discount rate from 26.1% to 21.1%.

Shared on19 Mar 25
Fair value Decreased 2.93%

AnalystConsensusTarget has decreased revenue growth from 0.1% to 0.0%.

Shared on12 Mar 25
Fair value Increased 31%

AnalystConsensusTarget has decreased revenue growth from 1.6% to 0.1%, increased profit margin from 1.8% to 2.0% and decreased future PE multiple from 33.1x to 16.7x.