Irani Papel e Embalagem S.A.

BOVESPA:RANI3 株式レポート

時価総額:R$1.8b

Irani Papel e Embalagem 将来の成長

Future 基準チェック /06

Irani Papel e Embalagem利益と収益がそれぞれ年間6.8%と6.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.8% 5.4%なると予測されています。

主要情報

6.8%

収益成長率

5.43%

EPS成長率

Packaging 収益成長24.1%
収益成長率6.4%
将来の株主資本利益率13.78%
アナリストカバレッジ

Low

最終更新日17 Jul 2026

今後の成長に関する最新情報

分析記事 Aug 02

Irani Papel e Embalagem S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) had a good week, as its shares rose 3.9% to close at R$7.55...

Recent updates

ナラティブ更新 Jun 05

RANI3: Upcoming Shareholders Meeting Will Support Future Re Rating Potential

Analysts held their fair value estimate for Irani Papel e Embalagem steady at R$12.25, explaining that slightly higher revenue growth assumptions and a higher future P/E estimate are being balanced by more conservative profit margin expectations and a marginally lower discount rate. What's in the News Irani Papel e Embalagem has a Special and Extraordinary Shareholders Meeting scheduled for May 21, 2026, according to company disclosures.
ナラティブ更新 May 14

RANI3: Upcoming Meetings And Financing Plans Will Support Future Re Rating Potential

Analysts have kept the Irani Papel e Embalagem price target steady at R$12.25, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine rather than shift their overall view. Analyst Commentary Analysts keeping the R$12.25 target unchanged for Irani Papel e Embalagem are essentially saying that, after refreshing their models, the stock still looks fairly valued on their updated assumptions for discount rate, revenue growth, profit margin and future P/E.
分析記事 May 11

Irani Papel e Embalagem's (BVMF:RANI3) Anemic Earnings Might Be Worse Than You Think

A lackluster earnings announcement from Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) last week didn't sink the stock...
ナラティブ更新 Apr 25

RANI3: Upcoming Shareholder Decisions Will Shape Future Re Rating Potential

Analysts have maintained their price target for Irani Papel e Embalagem at R$12.25, citing updated assumptions around discount rate, revenue growth, profit margins and future P/E that they consider more accurately reflect current risks and earnings potential. Analyst Commentary Analysts looking at Irani Papel e Embalagem are focused on how the updated assumptions around discount rate, revenue growth, margins and future P/E line up with the stock's current pricing and execution risks.
ナラティブ更新 Apr 11

RANI3: Upcoming Shareholder Decisions Will Support Future Re Rating Potential

Analysts kept their R$12.25 price target for Irani Papel e Embalagem unchanged, citing largely stable assumptions on the discount rate, revenue growth, profit margins and future P/E multiples in their updated models. Analyst Commentary Analysts maintaining the R$12.25 target price generally see Irani Papel e Embalagem as fairly valued on current assumptions, with little change to their core views on risk and return.
ナラティブ更新 Mar 27

RANI3: Upcoming Shareholder Decisions Will Support Re Rating Potential

Analysts kept their R$12.25 price target for Irani Papel e Embalagem broadly unchanged, with only minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions underpinning the refreshed valuation work. What's in the News A special and extraordinary shareholders meeting is scheduled for April 24, 2026, giving you a key date to watch for governance and capital structure decisions (company filing).
ナラティブ更新 Mar 13

RANI3: Index Inclusion And Upcoming Board Decisions Will Support Re Rating Potential

Analysts have raised their price target for Irani Papel e Embalagem from R$11.25 to R$12.25, attributing the change to a slightly lower discount rate and a modestly higher assumed future P/E multiple as the main drivers of the updated valuation. What's in the News Board meeting scheduled for March 2, 2026, to decide on the potential distribution of interim dividends totaling R$9,583,190.94, based on the financial statements as of December 31, 2025 (company filing).
ナラティブ更新 Feb 27

RANI3: Index Inclusion Will Support Stronger Profitability And Re Rating Potential

Analysts now cite a higher price target for Irani Papel e Embalagem, lifting their fair value estimate from R$9.89 to R$11.25. This reflects updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples.
分析記事 Nov 09

We Think That There Are Issues Underlying Irani Papel e Embalagem's (BVMF:RANI3) Earnings

Despite posting some strong earnings, the market for Irani Papel e Embalagem S.A.'s ( BVMF:RANI3 ) stock hasn't moved...
分析記事 Aug 02

Irani Papel e Embalagem S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) had a good week, as its shares rose 3.9% to close at R$7.55...
分析記事 May 10

Why Irani Papel e Embalagem's (BVMF:RANI3) Shaky Earnings Are Just The Beginning Of Its Problems

The market rallied behind Irani Papel e Embalagem S.A.'s ( BVMF:RANI3 ) stock, leading do a rise in the share price...
User avatar
新しいナラティブ Mar 18

Investments In Gaia Platform Will Drive Future Growth, But Rising Costs May Affect Margins

Investments in the Gaia platform and price adjustments are projected to boost margins and EBITDA through enhanced production efficiencies and demand.
分析記事 Nov 08

There May Be Reason For Hope In Irani Papel e Embalagem's (BVMF:RANI3) Disappointing Earnings

Shareholders appeared unconcerned with Irani Papel e Embalagem S.A.'s ( BVMF:RANI3 ) lackluster earnings report last...
分析記事 Sep 14

We Like These Underlying Return On Capital Trends At Irani Papel e Embalagem (BVMF:RANI3)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Dec 13

Does Irani Papel e Embalagem (BVMF:RANI3) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 Mar 21

Irani Papel e Embalagem (BVMF:RANI3) Is Looking To Continue Growing Its Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 Oct 12

Irani Papel e Embalagem (BVMF:RANI3) Is Looking To Continue Growing Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Aug 03

Irani Papel e Embalagem S.A. Beat Revenue Forecasts By 6.7%: Here's What Analysts Are Forecasting Next

It's been a good week for Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) shareholders, because the company has just...
分析記事 May 31

Analysts Just Made A Huge Upgrade To Their Irani Papel e Embalagem S.A. (BVMF:RANI3) Forecasts

Celebrations may be in order for Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) shareholders, with the analysts delivering...
分析記事 May 20

Here's Why Irani Papel e Embalagem (BVMF:RANI3) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 May 02

New Forecasts: Here's What Analysts Think The Future Holds For Irani Papel e Embalagem S.A. (BVMF:RANI3)

Celebrations may be in order for Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) shareholders, with the analysts delivering...
分析記事 Mar 12

Why Irani Papel e Embalagem S.A. (BVMF:RANI3) Is A Dividend Rockstar

Dividend paying stocks like Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) tend to be popular with investors, and for good...

業績と収益の成長予測

BOVESPA:RANI3 - アナリストの将来予測と過去の財務データ ( )BRL Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,982245241N/A2
12/31/20271,880256673813
12/31/20261,7672111175223
3/31/20261,673213206500N/A
12/31/20251,686254250504N/A
9/30/20251,750393239495N/A
6/30/20251,731391160427N/A
3/31/20251,616332179407N/A
12/31/20241,555316166396N/A
9/30/20241,532133179407N/A
6/30/20241,52615896347N/A
3/31/20241,550345-23311N/A
12/31/20231,594383-100270N/A
9/30/20231,618462-206235N/A
6/30/20231,651493-151330N/A
3/31/20231,686349-156346N/A
12/31/20221,687378-167378N/A
9/30/20221,692356-160402N/A
6/30/20221,683358-176382N/A
3/31/20221,658341-144342N/A
12/31/20211,606285-28367N/A
9/30/20211,48325628292N/A
6/30/20211,31218495256N/A
3/31/20211,149131167253N/A
12/31/20201,03093124196N/A
9/30/202097273129204N/A
6/30/20209496396174N/A
3/31/20209334443128N/A
12/31/201989926N/A108N/A
9/30/2019877-3N/A117N/A
6/30/20198558N/A129N/A
3/31/201977633N/A117N/A
12/31/201879927N/A137N/A
9/30/2018819-56N/A122N/A
6/30/2018826-79N/A121N/A
3/31/2018889-99N/A118N/A
12/31/2017702-65N/A87N/A
9/30/2017822-15N/A31N/A
6/30/2017793-25N/A18N/A
3/31/2017781-23N/A29N/A
12/31/201663924N/A-10N/A
9/30/2016777-23N/A79N/A
6/30/2016778-12N/A99N/A
3/31/2016767-4N/A75N/A
12/31/20157590N/A89N/A
9/30/201575545N/A94N/A

アナリストによる今後の成長予測

収入対貯蓄率: RANI3の予測収益成長率 (年間6.8% ) は 貯蓄率 ( 12.4% ) を下回っています。

収益対市場: RANI3の収益 ( 6.8% ) BR市場 ( 12.9% ) よりも低い成長が予測されています。

高成長収益: RANI3の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: RANI3の収益 ( 6.4% ) BR市場 ( 7.4% ) よりも低い成長が予測されています。

高い収益成長: RANI3の収益 ( 6.4% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: RANI3の 自己資本利益率 は、3年後には低くなると予測されています ( 13.8 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/18 08:55
終値2026/07/17 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Irani Papel e Embalagem S.A. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Leonardo CorreaBTG Pactual
Carlos Palhares SequeiraBTG Pactual
Marcelo AraziBTG Pactual