Klabin Gestione
Criteri Gestione verificati 1/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Cristiano Teixeira
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 9.3yrs |
| Proprietà del CEO | n/a |
| Durata media del management | 6.8yrs |
| Durata media del Consiglio di amministrazione | Nessun dato |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jun 16
KLBN4: Higher Risk Assumptions Will Still Support Future Stock Re Rating
Analysts have slightly reduced their R$ price target on Klabin as updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, together with a recent downgrade highlighted in Street research, point to a more cautious outlook on the stock. What’s in the News for Klabin stock Recent analyst revisions to Klabin’s fair value assumptions, discount rate and future P/E have led to a slightly lower R$ price target, reinforcing a more cautious stance on the stock.Aggiornamento narrativa • Jun 02
KLBN4: Lower Discount Rate And P/E Assumptions Will Support Future Re Rating
Klabin’s analyst price target has been nudged higher to about R$4.63 from roughly R$4.60, with analysts pointing to adjustments in fair value, discount rate, revenue growth, profit margin and future P/E assumptions following recent research, including the downgrade highlighted by JPMorgan. What's in the News Analysts adjust Klabin’s fair value assumptions, including revenue growth, profit margins and future P/E, following recent research updates.Aggiornamento narrativa • Apr 25
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.Aggiornamento narrativa • Apr 09
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.Aggiornamento narrativa • Mar 26
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.Aggiornamento narrativa • Mar 10
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.Aggiornamento narrativa • Feb 23
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.Aggiornamento narrativa • Feb 08
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).Aggiornamento narrativa • Jan 23
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).Aggiornamento narrativa • Jan 08
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).Aggiornamento narrativa • Dec 18
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.Aggiornamento narrativa • Dec 03
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).Nuova narrativa • Jun 08
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.AMMINISTRATORE DELEGATO
Cristiano Teixeira
9.3yrs
Mandato
Mr. Cristiano Cardoso Teixeira has been Chief Executive Officer and General Director of Klabin S.A. since May 3, 2017 and serves as it Member of Executive Board. Mr. Teixeira served as Chief Financial and...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, General Director & Member of Executive Board | 9.3yrs | Nessun dato | Nessun dato | |
| Chief Financial & Investor Relations Officer and Member of Executive Board | no data | Nessun dato | Nessun dato | |
| Chief Packaging Business Officer & Member of Executive Board | no data | Nessun dato | Nessun dato | |
| Chief Paper Business Officer & Member of Executive board | 6.8yrs | Nessun dato | Nessun dato | |
| Chief Pulp Business Officer & Member of Executive Board | no data | Nessun dato | Nessun dato | |
| Chief Forestry Business Officer & Member of Executive Board | no data | Nessun dato | Nessun dato | |
| Chief Industrial Officer & Member of Executive Board | no data | Nessun dato | Nessun dato | |
| Director of People & Management | 5.6yrs | Nessun dato | Nessun dato | |
| Paper Commercial Director | no data | Nessun dato | Nessun dato |
6.8yrs
Durata media
Gestione esperta: Il team dirigenziale di KLBN4 è esperto e expertise (durata media dell'incarico 6.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/08 18:40 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Klabin S.A. è coperta da 22 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Pedro Grimaldi | Barclays |
| Mary Cleia da Silva | BB Banco de Investimento S.A. |
| Caio Ribeiro | BofA Global Research |