Update shared on27 Aug 2025
Fair value Increased 2.26%The slight upward revision in Motiva Infraestrutura de Mobilidade’s price target reflects a marginal improvement in forecast revenue growth, resulting in a new fair value of R$16.88 per share.
What's in the News
- Q2 and H1 2025 operating results showed a decline in toll road traffic and stable rail passenger numbers, while airport passenger volumes increased year-over-year.
- Toll Roads - Vehicle Equivalents fell to 252.8 million in Q2 (from 294.5 million) and 556.9 million in H1 (from 595.6 million).
- Rails - Passengers Transported remained stable at 188.9 million in Q2 (191.2 million prior) and 369.7 million in H1 (367.0 million prior).
- Airports - Boarded Passengers rose to 10.4 million in Q2 (from 9.5 million) and 20.7 million in H1 (from 19.1 million).
- Held an Analyst/Investor Day.
Valuation Changes
Summary of Valuation Changes for Motiva Infraestrutura de Mobilidade
- The Consensus Analyst Price Target has risen slightly from R$16.51 to R$16.88.
- The Consensus Revenue Growth forecasts for Motiva Infraestrutura de Mobilidade has risen slightly from -2.5% per annum to -2.4% per annum.
- The Future P/E for Motiva Infraestrutura de Mobilidade remained effectively unchanged, moving only marginally from 20.21x to 20.52x.
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.