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Update shared on04 Aug 2025

Fair value Decreased 7.05%
AnalystConsensusTarget's Fair Value
R$2.84
52.8% undervalued intrinsic discount
07 Aug
R$1.34
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1Y
-57.6%
7D
-5.6%

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.
  • A Special/Extraordinary Shareholders Meeting will be held exclusively remotely.

Valuation Changes


Summary of Valuation Changes for Raízen

  • The Consensus Analyst Price Target has fallen from R$3.05 to R$2.84.
  • The Consensus Revenue Growth forecasts for Raízen has fallen from -1.7% per annum to -1.9% per annum.
  • The Net Profit Margin for Raízen has fallen slightly from 0.48% to 0.46%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.