Klabin Zukünftiges Wachstum
Future Kriterienprüfungen 3/6
Klabin wird ein jährliches Gewinn- und Umsatzwachstum von 26.2% bzw. 4.1% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 22.4% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 19.7% betragen.
Wichtige Informationen
26.2%
Wachstumsrate der Gewinne
22.39%
EPS-Wachstumsrate
| Packaging Gewinnwachstum | 23.5% |
| Wachstumsrate der Einnahmen | 4.1% |
| Zukünftige Eigenkapitalrendite | 19.66% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 19 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
KLBN4: Recalibrated Earnings Assumptions Will Support Future Re Rating Potential
Analysts have trimmed their price target on Klabin to around R$4.60 from roughly R$4.75, reflecting slightly softer assumptions for fair value, profit margins and revenue growth following recent downgrades at major banks. Analyst Commentary Recent research, including a downgrade at JPMorgan and a more cautious stance from other banks, highlights a mix of constructive and cautious views on Klabin's outlook.KLBN4: Higher Required Return And Merger Plans Will Support Re Rating Potential
Analysts have trimmed their price target on Klabin to R$4.75 from about R$4.79 as they factor in slightly lower revenue growth, a modestly tighter profit margin profile and a higher required return, even as projected future P/E moves a bit higher, in line with a more cautious stance highlighted in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher projected future P/E as a sign that the market may still be willing to ascribe some value to Klabin's longer term earnings profile, even with a slightly more conservative stance on near term fundamentals.KLBN4: Reset Assumptions And Upcoming Merger Will Support Re Rating Potential
Analysts have adjusted their price target on Klabin to R$4.79 from R$4.74, citing updated assumptions for fair value, discount rate and future P/E. A recent downgrade reflects more cautious sentiment around the shares.KLBN4: Upcoming Dividend And Investor Day Will Support Higher Margin Potential
Analysts have trimmed their price target on Klabin to R$4.74 from R$4.75. This reflects slightly softer revenue growth assumptions, a modestly lower discount rate and a higher projected profit margin after recent research turned more cautious on the shares.KLBN4: Upcoming Dividend And Investor Day Will Support Margin Resilience Potential
Analysts have trimmed their price target on Klabin to R$4.75 from R$4.81, reflecting updated views that combine slightly higher revenue growth expectations with more cautious assumptions on profit margins and future P/E multiples after recent research turned more bearish on the name. Analyst Commentary Bullish Takeaways Bullish analysts still see room for execution upside if Klabin can protect margins while delivering the slightly higher revenue growth now embedded in models, which could support the revised valuation even with lower P/E assumptions.KLBN4: Upcoming Dividend And Investor Day Will Support Future Upside
Analysts have nudged their price target on Klabin slightly lower, trimming fair value from US$4.84 to US$4.81 as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions flow through their models. What's in the News Klabin plans an Analyst/Investor Day event, giving management a platform to update the market on operations, capital allocation and medium term priorities (Key Developments).KLBN4: Upcoming Dividend Actions Will Support Stronger Share Upside
Analysts have slightly increased their price target for Klabin, raising their fair value estimate to US$4.84 from US$4.82, citing small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Klabin plans an Analyst/Investor Day event, giving management a platform to update the market on key priorities and capital allocation plans (Key Developments).KLBN4: Upcoming Dividend Actions Will Support Stronger Share Upside
Analysts have trimmed their price target for Klabin slightly, reflecting refreshed fair value assumptions, modestly adjusted discount rates and updated views on revenue growth, profit margins and future P/E expectations. What's in the News Klabin has scheduled an Analyst and Investor Day, giving you a chance to hear directly from management about the business and capital allocation plans (Key Developments).KLBN4: Dividend Decision And Investor Day Will Support Stronger Share Upside
Analysts have modestly raised their price target on Klabin to reflect slightly higher projected revenue growth and a marginal uptick in long term valuation multiples, partly offset by a small downgrade to expected profit margins. What's in the News Upcoming Board meeting scheduled for November 3, 2025, with an agenda focused on considering the distribution and payment of dividends to shareholders (Board Meeting) Analyst and investor day event planned, providing updated strategic and financial guidance to the market (Analyst/Investor Day) Valuation Changes The fair value estimate remains at R$4.93 per share, reflecting no change in the intrinsic valuation.KLBN4: Dividend Decision Will Support Stronger Share Price Upside
Analysts have modestly reduced their price target on Klabin to 4.93 dollars from 27.00 dollars, reflecting more conservative assumptions for revenue growth, profit margins, and future valuation multiples. What's in the News The Board of Directors has scheduled a meeting for November 3, 2025, to deliberate on the distribution and payment of dividends to shareholders (company filing).E-commerce And Renewable Packaging Will Shape Future Markets
Global sustainability trends and e-commerce growth are driving increased demand for Klabin's renewable packaging and specialty paper products, supporting revenue and margin expansion.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 23,264 | 1,996 | 5,117 | 8,386 | 10 |
| 12/31/2027 | 22,558 | 1,988 | 4,616 | 7,288 | 14 |
| 12/31/2026 | 21,796 | 1,885 | 4,208 | 5,785 | 10 |
| 3/31/2026 | 20,785 | 472 | 2,763 | 5,793 | N/A |
| 12/31/2025 | 20,698 | 1,403 | 3,564 | 6,396 | N/A |
| 9/30/2025 | 20,800 | 1,720 | 4,090 | 6,958 | N/A |
| 6/30/2025 | 20,373 | 2,090 | -2,579 | 6,830 | N/A |
| 3/31/2025 | 20,074 | 1,807 | -1,463 | 7,957 | N/A |
| 12/31/2024 | 19,645 | 1,831 | -2,379 | 7,541 | N/A |
| 9/30/2024 | 18,877 | 2,064 | -2,475 | 7,571 | N/A |
| 6/30/2024 | 18,279 | 1,604 | 3,407 | 7,456 | N/A |
| 3/31/2024 | 17,623 | 1,955 | 2,119 | 6,566 | N/A |
| 12/31/2023 | 18,024 | 2,695 | 2,030 | 6,745 | N/A |
| 9/30/2023 | 18,607 | 2,869 | 2,909 | 8,566 | N/A |
| 6/30/2023 | 19,695 | 4,531 | 1,934 | 9,258 | N/A |
| 3/31/2023 | 20,441 | 4,642 | 676 | 8,759 | N/A |
| 12/31/2022 | 20,033 | 4,461 | 296 | 8,421 | N/A |
| 9/30/2022 | 19,530 | 4,551 | -843 | 6,451 | N/A |
| 6/30/2022 | 18,400 | 3,725 | 554 | 6,023 | N/A |
| 3/31/2022 | 17,437 | 3,633 | 1,092 | 5,606 | N/A |
| 12/31/2021 | 16,481 | 3,020 | 1,014 | 4,891 | N/A |
| 9/30/2021 | 15,193 | 3,444 | 1,017 | 5,356 | N/A |
| 6/30/2021 | 13,943 | 2,151 | 2,254 | 6,941 | N/A |
| 3/31/2021 | 12,824 | 1,054 | 1,929 | 6,711 | N/A |
| 12/31/2020 | 11,949 | -2,488 | 2,226 | 7,012 | N/A |
| 9/30/2020 | 11,361 | -3,216 | 2,165 | 6,183 | N/A |
| 6/30/2020 | 10,730 | -2,802 | 128 | 3,642 | N/A |
| 3/31/2020 | 10,373 | -2,294 | 373 | 3,470 | N/A |
| 12/31/2019 | 10,272 | 676 | N/A | 2,953 | N/A |
| 9/30/2019 | 10,353 | 948 | N/A | 2,564 | N/A |
| 6/30/2019 | 10,682 | 837 | N/A | 2,306 | N/A |
| 3/31/2019 | 10,317 | -188 | N/A | 2,708 | N/A |
| 12/31/2018 | 10,016 | 137 | N/A | 2,787 | N/A |
| 9/30/2018 | 9,529 | -809 | N/A | 2,461 | N/A |
| 6/30/2018 | 8,947 | -522 | N/A | 2,104 | N/A |
| 3/31/2018 | 8,696 | 55 | N/A | 1,697 | N/A |
| 12/31/2017 | 8,373 | 532 | N/A | 1,793 | N/A |
| 9/30/2017 | 8,039 | 724 | N/A | 1,788 | N/A |
| 6/30/2017 | 7,780 | 365 | N/A | 2,077 | N/A |
| 3/31/2017 | 7,494 | 2,010 | N/A | 1,637 | N/A |
| 12/31/2016 | 7,091 | 2,482 | N/A | 1,203 | N/A |
| 9/30/2016 | 6,722 | 2,894 | N/A | 1,315 | N/A |
| 6/30/2016 | 6,203 | 1,521 | N/A | 1,295 | N/A |
| 3/31/2016 | 5,843 | 549 | N/A | 1,481 | N/A |
| 12/31/2015 | 5,688 | -1,253 | N/A | 1,740 | N/A |
| 9/30/2015 | 5,349 | -1,901 | N/A | 1,740 | N/A |
| 6/30/2015 | 5,186 | -553 | N/A | 1,678 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: KLBN4Das prognostizierte Gewinnwachstum (26.2% pro Jahr) liegt über der Sparquote (12.4%).
Ertrag vs. Markt: KLBN4Die Erträge des Unternehmens (26.2% pro Jahr) werden voraussichtlich schneller wachsen als der Markt BR (12.5% pro Jahr).
Hohe Wachstumserträge: KLBN4Es wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: KLBN4Die Einnahmen des Unternehmens (4.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt BR (6.5% pro Jahr).
Hohe Wachstumseinnahmen: KLBN4Die Einnahmen des Unternehmens (4.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: KLBN4Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (19.7%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/24 14:54 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
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| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
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| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Klabin S.A. wird von 23 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Pedro Grimaldi | Barclays |
| Mary Cleia da Silva | BB Banco de Investimento S.A. |
| Caio Ribeiro | BofA Global Research |