View ValuationLavoro 将来の成長Future 基準チェック /06現在、 Lavoroの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Trade Distributors 収益成長13.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報分析記事 • Feb 06Lavoro Limited (NASDAQ:LVRO) Just Reported And Analysts Have Been Cutting Their EstimatesLavoro Limited ( NASDAQ:LVRO ) just released its latest first-quarter report and things are not looking great. It was a...お知らせ • Feb 04Lavoro Revises Consolidated Revenue Guidance for Fiscal Year 2025Lavoro revised consolidated revenue Guidance for Fiscal Year 2025. For the period, consolidated revenue is now projected to range between BRL 6.50 billion to BRL 7.50 billion, and for consolidated Inputs revenue to range between BRL 5.90 billion and BRL 6.90 billion. In US dollar terms, FY2025 consolidated revenue is now projected to range between $1.12 billion to $1.28 billion, and for consolidated Inputs revenue to range between $1.02 billion and $1.18 billion.お知らせ • Nov 02Lavoro Limited Provides Consolidated Earnings Guidance for the Fiscal Year 2025Lavoro Limited provided consolidated earnings guidance for the fiscal year 2025. For the year, the company expects consolidated revenue to be between BRL 8.60 billion to BRL 9.20 billion. Inputs revenue to be between BRL 7.70 billion to BRL 8.30 billion. On a USD basis, consolidated revenue to be between USD 1.50 billion to USD 1.60 billion. Inputs revenue to be between USD 1.35 billion to USD 1.45 billion.お知らせ • Jun 05Lavoro Limited Revises Consolidated Earnings Guidance for the Year 2024Lavoro Limited revised consolidated earnings guidance for the year 2024. The company now expects revenue to be $1,800 million - $1,950 million against previous guidance of $2,000 million - $2,300 million.お知らせ • Mar 09Lavoro Limited Provides Earnings Guidance for Full Fiscal Year 2024Lavoro Limited provided earnings guidance for Full Fiscal Year 2024. For the year, with consolidated revenue projected between $2.0 billion and $2.3 billion, consolidated Inputs revenue expected to range from $1.7 billion to $2.0 billion.Price Target Changed • Feb 01Price target decreased by 28% to US$9.67Down from US$13.50, the current price target is an average from 3 analysts. New target price is 20% above last closing price of US$8.05. Stock is down 21% over the past year. The company posted a net loss per share of R$2.29 last year.すべての更新を表示Recent updatesお知らせ • Mar 07Lavoro Limited Files Form 15Lavoro Limited has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A Ordinary shares was $0.001 per share and Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 under the Securities Exchange Act of 1934, as amended.お知らせ • Feb 25Lavoro Limited(OTCPK:LVRO.F) dropped from NASDAQ Composite IndexLavoro Limited has been dropped from the NASDAQ Composite Index (^COMP)Seeking Alpha • Jan 22Lavoro: Too Low To SellSummary Lavoro has suffered an 80% stock decline since I last checked in July 2024 but has seen a surprise rebound of 2.5x in 2026 so far. The rebound comes despite the company's weak financial position and even non-compliance with financial disclosures, likely as the harvest season promises to be good in Brazil. Both soybeans and corn, the two key crops in the country, are expected to see a good harvest, with limited price downside, suggesting stable times ahead for companies like Lavoro. How far it can recover remains to be seen, though. In the meantime, it's best to hold as the stock is still near all-time lows. Read the full article on Seeking Alphaお知らせ • Nov 04Lavoro Limited announced delayed 20-F filingOn 11/03/2025, Lavoro Limited announced that they will be unable to file their next 20-F by the deadline required by the SEC.お知らせ • Jun 03Lavoro Limited, Annual General Meeting, Jun 27, 2025Lavoro Limited, Annual General Meeting, Jun 27, 2025. Location: av. dr. cardoso de melo, 1450, 4th floor, office 401, sp, 04548-005, sao paulo, Brazil分析記事 • Feb 06Lavoro Limited (NASDAQ:LVRO) Just Reported And Analysts Have Been Cutting Their EstimatesLavoro Limited ( NASDAQ:LVRO ) just released its latest first-quarter report and things are not looking great. It was a...分析記事 • Feb 04One Lavoro Limited (NASDAQ:LVRO) Analyst Just Made A Major Cut To Next Year's EstimatesOne thing we could say about the covering analyst on Lavoro Limited ( NASDAQ:LVRO ) - they aren't optimistic, having...お知らせ • Feb 04Lavoro Revises Consolidated Revenue Guidance for Fiscal Year 2025Lavoro revised consolidated revenue Guidance for Fiscal Year 2025. For the period, consolidated revenue is now projected to range between BRL 6.50 billion to BRL 7.50 billion, and for consolidated Inputs revenue to range between BRL 5.90 billion and BRL 6.90 billion. In US dollar terms, FY2025 consolidated revenue is now projected to range between $1.12 billion to $1.28 billion, and for consolidated Inputs revenue to range between $1.02 billion and $1.18 billion.お知らせ • Jan 22Lavoro Limited to Report Q1, 2025 Results on Feb 03, 2025Lavoro Limited announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2025分析記事 • Jan 15Lacklustre Performance Is Driving Lavoro Limited's (NASDAQ:LVRO) 25% Price DropLavoro Limited ( NASDAQ:LVRO ) shareholders won't be pleased to see that the share price has had a very rough month...分析記事 • Nov 07Lavoro Limited (NASDAQ:LVRO) Held Back By Insufficient Growth Even After Shares Climb 33%Lavoro Limited ( NASDAQ:LVRO ) shareholders are no doubt pleased to see that the share price has bounced 33% in the...お知らせ • Nov 02Lavoro Limited Provides Consolidated Earnings Guidance for the Fiscal Year 2025Lavoro Limited provided consolidated earnings guidance for the fiscal year 2025. For the year, the company expects consolidated revenue to be between BRL 8.60 billion to BRL 9.20 billion. Inputs revenue to be between BRL 7.70 billion to BRL 8.30 billion. On a USD basis, consolidated revenue to be between USD 1.50 billion to USD 1.60 billion. Inputs revenue to be between USD 1.35 billion to USD 1.45 billion.お知らせ • Oct 23Lavoro Limited to Report Q4, 2024 Results on Oct 31, 2024Lavoro Limited announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2024分析記事 • Sep 26Is Lavoro Limited (NASDAQ:LVRO) Worth US$3.9 Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, Lavoro fair value estimate is US$2.91 Lavoro's US$3.89 share...分析記事 • Aug 15It's A Story Of Risk Vs Reward With Lavoro Limited (NASDAQ:LVRO)When close to half the companies operating in the Trade Distributors industry in the United States have price-to-sales...Seeking Alpha • Jul 09Lavoro: Improved Environment Expected (Rating Upgrade)Summary Lavoro's stock price decline YTD was expected considering unfavourable weather and market conditions, risks to its outlook and elevated market multiples. The company's weak financial performance since further impacted the stock, as it saw far lower revenue growth and a far bigger adjusted EBITDA contraction than initial expected. However, positive signs are visible now, with farmers' profits expected to improve in FY25. Lavoro is expected to report net profits again and market multiples look improved too. Read the full article on Seeking Alphaお知らせ • Jun 05Lavoro Limited Revises Consolidated Earnings Guidance for the Year 2024Lavoro Limited revised consolidated earnings guidance for the year 2024. The company now expects revenue to be $1,800 million - $1,950 million against previous guidance of $2,000 million - $2,300 million.分析記事 • Jun 04Is Lavoro (NASDAQ:LVRO) Using Debt In A Risky Way?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • May 26Lavoro Limited to Report Q3, 2024 Results on Jun 03, 2024Lavoro Limited announced that they will report Q3, 2024 results After-Market on Jun 03, 2024お知らせ • Mar 09Lavoro Limited Provides Earnings Guidance for Full Fiscal Year 2024Lavoro Limited provided earnings guidance for Full Fiscal Year 2024. For the year, with consolidated revenue projected between $2.0 billion and $2.3 billion, consolidated Inputs revenue expected to range from $1.7 billion to $2.0 billion.Reported Earnings • Mar 09Second quarter 2024 earnings released: R$0.13 loss per share (vs R$1.32 profit in 2Q 2023)Second quarter 2024 results: R$0.13 loss per share (down from R$1.32 profit in 2Q 2023). Revenue: R$3.07b (down 4.8% from 2Q 2023). Net loss: R$15.0m (down 110% from profit in 2Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US.お知らせ • Feb 29Lavoro Limited to Report Q2, 2024 Results on Mar 07, 2024Lavoro Limited announced that they will report Q2, 2024 results After-Market on Mar 07, 2024分析記事 • Feb 16Does Lavoro (NASDAQ:LVRO) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Feb 01Price target decreased by 28% to US$9.67Down from US$13.50, the current price target is an average from 3 analysts. New target price is 20% above last closing price of US$8.05. Stock is down 21% over the past year. The company posted a net loss per share of R$2.29 last year.Board Change • Feb 01Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Director Ricardo Scavazza is the most experienced director on the board, commencing their role in 2021. Independent Director Mike Stern was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Jan 25Lavoro Limited Provides Updates Earnings Guidance for Fiscal Year 2024Lavoro Limited provided updated earnings guidance for fiscal year 2024. For the year, company expects Total revenue of and input revenue projections remain unchanged, with ranges of $2.0 to $2.3 billion and $1.7 to $2.0 billion, respectively.お知らせ • Jan 17Lavoro Limited to Report Q1, 2024 Results on Jan 24, 2024Lavoro Limited announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Jan 24, 2024お知らせ • Nov 02+ 1 more updateLavoro Limited announced delayed 20-F filingOn 11/01/2023, Lavoro Limited announced that they will be unable to file their next 20-F by the deadline required by the SEC.Reported Earnings • Nov 02Full year 2023 earnings releasedFull year 2023 results: R$2.29 loss per share. Revenue: R$9.35b (up 21% from FY 2022). Net loss: R$260.7m (down 434% from profit in FY 2022).お知らせ • Oct 26Lavoro Limited to Report Q4, 2023 Results on Oct 31, 2023Lavoro Limited announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2023分析記事 • Sep 01The Market Lifts Lavoro Limited (NASDAQ:LVRO) Shares 26% But It Can Do MoreLavoro Limited ( NASDAQ:LVRO ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...お知らせ • Jun 02Lavoro Agro Holding S.A. acquired unknown majority stake in Cromo Química.Lavoro Agro Holding S.A. agreed to acquire unknown majority stake in Cromo Química on January 27, 2023. The acquisition is subject to regulatory approval and completion of other conditions precedent.Lavoro Agro Holding S.A. completed the acquisition of unknown majority stake in Cromo Química on June 1, 2023.お知らせ • May 23Lavoro Limited to Report Q3, 2023 Results on Jun 01, 2023Lavoro Limited announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Jun 01, 2023Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$6.03, the stock trades at a trailing P/E ratio of 44.5x. Average forward P/E is 10x in the Trade Distributors industry in the US. Total loss to shareholders of 38% over the past year.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$5.54, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 13x in the Trade Distributors industry in the US. Total loss to shareholders of 43% over the past year.分析記事 • Mar 10Investors Should Be Encouraged By Lavoro's (NASDAQ:LVRO) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two... このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Lavoro は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測OTCPK:LVRO.F - 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6/30/20256,517-2,667-945-917N/A3/31/20256,857-2,470N/AN/AN/A12/31/20248,329-2,178N/AN/AN/A9/30/20249,079-944-7520N/A6/30/20249,392-76251166N/A3/31/20249,293-457-105-19N/A12/31/20239,273-552102186N/A9/30/20239,427-387-82-50N/A6/30/20239,347-26143108N/A3/31/20239,154-288-391-325N/A12/31/20229,238166-520-448N/A9/30/20228,02577-527-425N/A6/30/20227,74778-307-259N/A3/31/20227,503141-134-110N/A6/30/20215,099381954N/A6/30/20202,706-109-45-11N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LVRO.Fの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: LVRO.Fの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: LVRO.Fの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: LVRO.Fの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: LVRO.Fの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: LVRO.Fの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/06/08 08:06終値2026/06/05 00:00収益2025/06/30年間収益2025/06/30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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Lavoro Limited 0 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。2 アナリスト機関Kristen OwenOppenheimer & Co. Inc.Vincent AndersonStifel, Equities Research
分析記事 • Feb 06Lavoro Limited (NASDAQ:LVRO) Just Reported And Analysts Have Been Cutting Their EstimatesLavoro Limited ( NASDAQ:LVRO ) just released its latest first-quarter report and things are not looking great. It was a...
お知らせ • Feb 04Lavoro Revises Consolidated Revenue Guidance for Fiscal Year 2025Lavoro revised consolidated revenue Guidance for Fiscal Year 2025. For the period, consolidated revenue is now projected to range between BRL 6.50 billion to BRL 7.50 billion, and for consolidated Inputs revenue to range between BRL 5.90 billion and BRL 6.90 billion. In US dollar terms, FY2025 consolidated revenue is now projected to range between $1.12 billion to $1.28 billion, and for consolidated Inputs revenue to range between $1.02 billion and $1.18 billion.
お知らせ • Nov 02Lavoro Limited Provides Consolidated Earnings Guidance for the Fiscal Year 2025Lavoro Limited provided consolidated earnings guidance for the fiscal year 2025. For the year, the company expects consolidated revenue to be between BRL 8.60 billion to BRL 9.20 billion. Inputs revenue to be between BRL 7.70 billion to BRL 8.30 billion. On a USD basis, consolidated revenue to be between USD 1.50 billion to USD 1.60 billion. Inputs revenue to be between USD 1.35 billion to USD 1.45 billion.
お知らせ • Jun 05Lavoro Limited Revises Consolidated Earnings Guidance for the Year 2024Lavoro Limited revised consolidated earnings guidance for the year 2024. The company now expects revenue to be $1,800 million - $1,950 million against previous guidance of $2,000 million - $2,300 million.
お知らせ • Mar 09Lavoro Limited Provides Earnings Guidance for Full Fiscal Year 2024Lavoro Limited provided earnings guidance for Full Fiscal Year 2024. For the year, with consolidated revenue projected between $2.0 billion and $2.3 billion, consolidated Inputs revenue expected to range from $1.7 billion to $2.0 billion.
Price Target Changed • Feb 01Price target decreased by 28% to US$9.67Down from US$13.50, the current price target is an average from 3 analysts. New target price is 20% above last closing price of US$8.05. Stock is down 21% over the past year. The company posted a net loss per share of R$2.29 last year.
お知らせ • Mar 07Lavoro Limited Files Form 15Lavoro Limited has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A Ordinary shares was $0.001 per share and Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 under the Securities Exchange Act of 1934, as amended.
お知らせ • Feb 25Lavoro Limited(OTCPK:LVRO.F) dropped from NASDAQ Composite IndexLavoro Limited has been dropped from the NASDAQ Composite Index (^COMP)
Seeking Alpha • Jan 22Lavoro: Too Low To SellSummary Lavoro has suffered an 80% stock decline since I last checked in July 2024 but has seen a surprise rebound of 2.5x in 2026 so far. The rebound comes despite the company's weak financial position and even non-compliance with financial disclosures, likely as the harvest season promises to be good in Brazil. Both soybeans and corn, the two key crops in the country, are expected to see a good harvest, with limited price downside, suggesting stable times ahead for companies like Lavoro. How far it can recover remains to be seen, though. In the meantime, it's best to hold as the stock is still near all-time lows. Read the full article on Seeking Alpha
お知らせ • Nov 04Lavoro Limited announced delayed 20-F filingOn 11/03/2025, Lavoro Limited announced that they will be unable to file their next 20-F by the deadline required by the SEC.
お知らせ • Jun 03Lavoro Limited, Annual General Meeting, Jun 27, 2025Lavoro Limited, Annual General Meeting, Jun 27, 2025. Location: av. dr. cardoso de melo, 1450, 4th floor, office 401, sp, 04548-005, sao paulo, Brazil
分析記事 • Feb 06Lavoro Limited (NASDAQ:LVRO) Just Reported And Analysts Have Been Cutting Their EstimatesLavoro Limited ( NASDAQ:LVRO ) just released its latest first-quarter report and things are not looking great. It was a...
分析記事 • Feb 04One Lavoro Limited (NASDAQ:LVRO) Analyst Just Made A Major Cut To Next Year's EstimatesOne thing we could say about the covering analyst on Lavoro Limited ( NASDAQ:LVRO ) - they aren't optimistic, having...
お知らせ • Feb 04Lavoro Revises Consolidated Revenue Guidance for Fiscal Year 2025Lavoro revised consolidated revenue Guidance for Fiscal Year 2025. For the period, consolidated revenue is now projected to range between BRL 6.50 billion to BRL 7.50 billion, and for consolidated Inputs revenue to range between BRL 5.90 billion and BRL 6.90 billion. In US dollar terms, FY2025 consolidated revenue is now projected to range between $1.12 billion to $1.28 billion, and for consolidated Inputs revenue to range between $1.02 billion and $1.18 billion.
お知らせ • Jan 22Lavoro Limited to Report Q1, 2025 Results on Feb 03, 2025Lavoro Limited announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2025
分析記事 • Jan 15Lacklustre Performance Is Driving Lavoro Limited's (NASDAQ:LVRO) 25% Price DropLavoro Limited ( NASDAQ:LVRO ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 • Nov 07Lavoro Limited (NASDAQ:LVRO) Held Back By Insufficient Growth Even After Shares Climb 33%Lavoro Limited ( NASDAQ:LVRO ) shareholders are no doubt pleased to see that the share price has bounced 33% in the...
お知らせ • Nov 02Lavoro Limited Provides Consolidated Earnings Guidance for the Fiscal Year 2025Lavoro Limited provided consolidated earnings guidance for the fiscal year 2025. For the year, the company expects consolidated revenue to be between BRL 8.60 billion to BRL 9.20 billion. Inputs revenue to be between BRL 7.70 billion to BRL 8.30 billion. On a USD basis, consolidated revenue to be between USD 1.50 billion to USD 1.60 billion. Inputs revenue to be between USD 1.35 billion to USD 1.45 billion.
お知らせ • Oct 23Lavoro Limited to Report Q4, 2024 Results on Oct 31, 2024Lavoro Limited announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2024
分析記事 • Sep 26Is Lavoro Limited (NASDAQ:LVRO) Worth US$3.9 Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, Lavoro fair value estimate is US$2.91 Lavoro's US$3.89 share...
分析記事 • Aug 15It's A Story Of Risk Vs Reward With Lavoro Limited (NASDAQ:LVRO)When close to half the companies operating in the Trade Distributors industry in the United States have price-to-sales...
Seeking Alpha • Jul 09Lavoro: Improved Environment Expected (Rating Upgrade)Summary Lavoro's stock price decline YTD was expected considering unfavourable weather and market conditions, risks to its outlook and elevated market multiples. The company's weak financial performance since further impacted the stock, as it saw far lower revenue growth and a far bigger adjusted EBITDA contraction than initial expected. However, positive signs are visible now, with farmers' profits expected to improve in FY25. Lavoro is expected to report net profits again and market multiples look improved too. Read the full article on Seeking Alpha
お知らせ • Jun 05Lavoro Limited Revises Consolidated Earnings Guidance for the Year 2024Lavoro Limited revised consolidated earnings guidance for the year 2024. The company now expects revenue to be $1,800 million - $1,950 million against previous guidance of $2,000 million - $2,300 million.
分析記事 • Jun 04Is Lavoro (NASDAQ:LVRO) Using Debt In A Risky Way?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • May 26Lavoro Limited to Report Q3, 2024 Results on Jun 03, 2024Lavoro Limited announced that they will report Q3, 2024 results After-Market on Jun 03, 2024
お知らせ • Mar 09Lavoro Limited Provides Earnings Guidance for Full Fiscal Year 2024Lavoro Limited provided earnings guidance for Full Fiscal Year 2024. For the year, with consolidated revenue projected between $2.0 billion and $2.3 billion, consolidated Inputs revenue expected to range from $1.7 billion to $2.0 billion.
Reported Earnings • Mar 09Second quarter 2024 earnings released: R$0.13 loss per share (vs R$1.32 profit in 2Q 2023)Second quarter 2024 results: R$0.13 loss per share (down from R$1.32 profit in 2Q 2023). Revenue: R$3.07b (down 4.8% from 2Q 2023). Net loss: R$15.0m (down 110% from profit in 2Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US.
お知らせ • Feb 29Lavoro Limited to Report Q2, 2024 Results on Mar 07, 2024Lavoro Limited announced that they will report Q2, 2024 results After-Market on Mar 07, 2024
分析記事 • Feb 16Does Lavoro (NASDAQ:LVRO) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Feb 01Price target decreased by 28% to US$9.67Down from US$13.50, the current price target is an average from 3 analysts. New target price is 20% above last closing price of US$8.05. Stock is down 21% over the past year. The company posted a net loss per share of R$2.29 last year.
Board Change • Feb 01Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Director Ricardo Scavazza is the most experienced director on the board, commencing their role in 2021. Independent Director Mike Stern was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Jan 25Lavoro Limited Provides Updates Earnings Guidance for Fiscal Year 2024Lavoro Limited provided updated earnings guidance for fiscal year 2024. For the year, company expects Total revenue of and input revenue projections remain unchanged, with ranges of $2.0 to $2.3 billion and $1.7 to $2.0 billion, respectively.
お知らせ • Jan 17Lavoro Limited to Report Q1, 2024 Results on Jan 24, 2024Lavoro Limited announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Jan 24, 2024
お知らせ • Nov 02+ 1 more updateLavoro Limited announced delayed 20-F filingOn 11/01/2023, Lavoro Limited announced that they will be unable to file their next 20-F by the deadline required by the SEC.
Reported Earnings • Nov 02Full year 2023 earnings releasedFull year 2023 results: R$2.29 loss per share. Revenue: R$9.35b (up 21% from FY 2022). Net loss: R$260.7m (down 434% from profit in FY 2022).
お知らせ • Oct 26Lavoro Limited to Report Q4, 2023 Results on Oct 31, 2023Lavoro Limited announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2023
分析記事 • Sep 01The Market Lifts Lavoro Limited (NASDAQ:LVRO) Shares 26% But It Can Do MoreLavoro Limited ( NASDAQ:LVRO ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
お知らせ • Jun 02Lavoro Agro Holding S.A. acquired unknown majority stake in Cromo Química.Lavoro Agro Holding S.A. agreed to acquire unknown majority stake in Cromo Química on January 27, 2023. The acquisition is subject to regulatory approval and completion of other conditions precedent.Lavoro Agro Holding S.A. completed the acquisition of unknown majority stake in Cromo Química on June 1, 2023.
お知らせ • May 23Lavoro Limited to Report Q3, 2023 Results on Jun 01, 2023Lavoro Limited announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Jun 01, 2023
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$6.03, the stock trades at a trailing P/E ratio of 44.5x. Average forward P/E is 10x in the Trade Distributors industry in the US. Total loss to shareholders of 38% over the past year.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$5.54, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 13x in the Trade Distributors industry in the US. Total loss to shareholders of 43% over the past year.
分析記事 • Mar 10Investors Should Be Encouraged By Lavoro's (NASDAQ:LVRO) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...