Potential Rise In Ethanol Blending Mandates And Efficiency Measures Will Strengthen Future Performance

AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Published
13 Dec 24
Updated
04 Aug 25
AnalystConsensusTarget's Fair Value
R$2.84
51.4% undervalued intrinsic discount
04 Aug
R$1.38
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1Y
-56.1%
7D
-3.5%

Author's Valuation

R$2.8

51.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 7.05%

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.