Update shared on 22 Oct 2025
Fair value Increased 1.52%Analysts Raise Motiva Price Target Following Improved Margin Outlook and Updated Valuation Metrics
Analysts have raised their price target for Motiva Infraestrutura de Mobilidade from R$16.84 to R$17.09. They cite improved profit margin forecasts and a slightly lower discount rate as key drivers of this positive revision.
What's in the News
- Motiva S.A. reported operating results for the second quarter and first half of 2025, highlighting a slight year-over-year decrease in toll road vehicle equivalents and rail passengers, along with an increase in airport boarded passengers. (Announcement of Operating Results)
- For the first quarter, airport boarded passengers reached 10.4 million, compared to 9.5 million in the prior year. (Announcement of Operating Results)
- An Analyst/Investor Day event was held to underscore ongoing engagement with stakeholders. (Analyst/Investor Day)
Valuation Changes
- The consensus analyst price target has risen slightly from R$16.84 to R$17.09.
- The discount rate has decreased from 24.34% to 21.68%.
- The revenue growth forecast has declined modestly, from -2.48% to -2.93%.
- The net profit margin is projected to increase from 16.54% to 17.63%.
- The future P/E has fallen from 19.92x to 18.02x.
Disclaimer
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