Update shared on03 Oct 2025
Fair value Decreased 7.37%Analysts have revised their price target for Raízen downward from $2.38 to $2.20. They cite improved revenue growth and profit margin projections, but also factor in a significantly reduced estimated price-to-earnings ratio for the company's future outlook.
What's in the News
- Fomento Econ mico Mexicano, S.A. de C.V. and Raízen, S.A. have agreed to terminate their joint venture in Brazil known as Grupo N s. FEMSA will retain all OXXO stores, while Raízen will hold all Shell Select stores. The agreement is cash-neutral and divides assets and liabilities between the two companies as outlined in the final terms. (Key Developments)
- Raízen S.A. has been added to the Brazil Small Cap Index. (Key Developments)
- Raízen S.A. has been removed from the Brazil Mid-Large Cap Index. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has decreased from R$2.38 to R$2.20.
- Discount Rate remains unchanged at 27.29%.
- Revenue Growth outlook has shifted from a decline of 13.5% to projected growth of 3.6%.
- Net Profit Margin forecast has increased significantly, rising from 0.25% to 5.80%.
- Future P/E ratio has fallen sharply from 81.7x to 3.2x.
Disclaimer
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