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Tech Brazilian Community

Our community narratives are driven by numbers and valuation.

Tech Brazilian Investing Ideas

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Intelbras - Indústria de Telecomunicação Eletrônica Brasileira
AN
AnalystConsensusTarget
AnalystConsensusTarget
Consensus Narrative from 10 Analysts

ERP Upgrade And Latin America Digitalization Will Unlock New Potential

Key Takeaways Short-term margin pressure from ERP migration is resolving, with improved productivity and operating leverage expected to boost earnings and margins going forward. Accelerated growth anticipated from expanding IoT, security, and smart home products, alongside stronger distribution channels and rising digitalization in Latin America.
View narrative
R$20.91
FV
37.6% undervalued intrinsic discount
13.52%
Revenue growth p.a.
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4 months ago author updated this narrative
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