Goodnight Projects And Curtailment Mitigation May Stabilize Future Performance, But Revenue Is Expected To Decline

AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Published
23 Feb 25
Updated
29 Jul 25
AnalystConsensusTarget's Fair Value
R$12.14
1.8% undervalued intrinsic discount
29 Jul
R$11.92
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1Y
32.4%
7D
0.3%

Author's Valuation

R$12.1

1.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Decreased 11%

The downward revision in Serena Energia’s fair value primarily reflects deteriorating revenue growth forecasts, despite an improvement in net profit margin, resulting in a reduced analyst price target from R$13.65 to R$12.14. What's in the News Shareholders to vote on converting Serena Energia's registration from Category “A” to Category “B” issuer.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.02%

AnalystConsensusTarget has decreased revenue growth from -8.9% to -9.9%.

Shared on09 Apr 25
Fair value Increased 0.51%

AnalystConsensusTarget has increased revenue growth from -10.4% to -8.9%.

Shared on02 Apr 25
Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25

AnalystConsensusTarget has decreased revenue growth from -13.9% to -10.4%, increased profit margin from 7.1% to 8.6% and decreased future PE multiple from 73.9x to 53.5x.