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Brazilian (BOVESPA) Infrastructure Industry Analysis

UpdatedApr 04, 2026
DataAggregated Company Financials
Companies3
  • 7D7.4%
  • 3M4.4%
  • 1Y41.2%
  • YTD4.4%

In the last week, the Infrastructure industry is up 7.4%, with all of the companies up. This means that the industry has gained 41% over the past year. Looking forward, earnings are forecast to grow by 4.2% annually.

Industry Valuation and Performance

Has the Brazilian Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Apr 2026R$39.2bR$31.4bR$3.4b9.2x11.7x1.2x
Mon, 02 Mar 2026R$41.2bR$31.1bR$3.8b9.8x11x1.3x
Wed, 28 Jan 2026R$42.6bR$34.0bR$3.7b10.4x11.4x1.3x
Fri, 26 Dec 2025R$37.8bR$34.0bR$3.7b9.2x10.1x1.1x
Sun, 23 Nov 2025R$46.5bR$37.2bR$4.4b10.9x10.5x1.2x
Tue, 21 Oct 2025R$43.7bR$35.9bR$3.5b11.8x12.6x1.2x
Thu, 18 Sep 2025R$56.1bR$39.3bR$4.3b12.9x13.1x1.4x
Sat, 16 Aug 2025R$51.9bR$39.3bR$4.3b12.1x12.1x1.3x
Mon, 14 Jul 2025R$50.6bR$39.4bR$3.6b14.2x14x1.3x
Wed, 11 Jun 2025R$51.7bR$39.4bR$3.6b14.2x14.3x1.3x
Fri, 09 May 2025R$51.4bR$38.8bR$3.7b14.5x14x1.3x
Sun, 06 Apr 2025R$46.7bR$38.8bR$3.4b15.4x13.9x1.2x
Tue, 04 Mar 2025R$45.9bR$38.4bR$3.4b15.3x13.5x1.2x
Thu, 30 Jan 2025R$44.7bR$38.3bR$3.8b14x11.9x1.2x
Sat, 28 Dec 2024R$42.1bR$38.3bR$3.8b13x11.2x1.1x
Mon, 25 Nov 2024R$47.5bR$38.3bR$3.8b14.5x12.6x1.2x
Wed, 23 Oct 2024R$47.7bR$36.8bR$3.4b16.3x13.9x1.3x
Fri, 20 Sep 2024R$50.2bR$36.8bR$3.4b16.4x14.6x1.4x
Sun, 18 Aug 2024R$52.3bR$36.8bR$3.4b17.9x15.2x1.4x
Tue, 16 Jul 2024R$51.5bR$34.6bR$3.2b16.9x16.1x1.5x
Thu, 13 Jun 2024R$45.4bR$34.6bR$3.2b15.8x14.2x1.3x
Sat, 11 May 2024R$48.9bR$34.5bR$3.1b17.6x15.7x1.4x
Mon, 08 Apr 2024R$52.4bR$33.4bR$3.2b17.9x16.5x1.6x
Wed, 06 Mar 2024R$50.9bR$32.3bR$3.0b17.9x16.8x1.6x
Fri, 02 Feb 2024R$49.6bR$29.9bR$2.3b20.2x22x1.7x
Sun, 31 Dec 2023R$51.1bR$29.9bR$2.3b19.4x22.7x1.7x
Tue, 28 Nov 2023R$46.3bR$29.9bR$2.3b17.2x20.6x1.5x
Thu, 26 Oct 2023R$42.0bR$28.1bR$2.3b16.7x18.2x1.5x
Sat, 23 Sep 2023R$44.5bR$28.1bR$2.3b18.2x19.3x1.6x
Mon, 21 Aug 2023R$45.0bR$28.1bR$2.3b17.8x19.6x1.6x
Wed, 19 Jul 2023R$46.7bR$27.2bR$2.3b21.1x20.5x1.7x
Fri, 16 Jun 2023R$47.2bR$27.2bR$2.3b21.3x20.8x1.7x
Sun, 14 May 2023R$44.7bR$27.2bR$2.3b18.4x19.7x1.6x
Tue, 11 Apr 2023R$41.8bR$30.6bR$5.2b15.3x8.1x1.4x
Price to Earnings Ratio

8.1x


Total Market Cap: R$41.8bTotal Earnings: R$5.2bTotal Revenue: R$30.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Infrastructure Industry Price to Earnings3Y Average 15.1x202420252026
Current Industry PE
    There are only 3 companies in the Brazilian Infrastructure industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have declined 13% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Brazilian Industrials industry?

BR Market3.43%
Industrials6.01%
Infrastructure7.38%
Highways and Railtracks7.38%
Marine Ports and Services0%0
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry even though it's trading below its 3-year average PE ratio of 14.6x.
    • Analysts are expecting annual earnings growth of 4.2%, which is lower than the prior year's growth of 90.8% per year.
  • Investors are most pessimistic about the Highways and Railtracks industry, which is trading below its 3-year average of 14.6x.
Forecasted Growth
  • Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 4.2% over the next 5 years.
  • In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 4.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MOTV3 Motiva Infraestrutura de MobilidadeR$16.196.1%
+R$1.9b		38.0%PE11.2x
ECOR3 EcoRodovias Infraestrutura e LogísticaR$9.1814.8%
+R$820.8m		59.7%PE7.2x
TPIS3 Triunfo Participações e InvestimentosR$6.881.9%
+R$5.6m		52.9%PS0.3x

Latest News

MOTV3
R$16.19
Motiva Infraestrutura de Mobilidade
7D
6.1%
1Y
38.0%

MOTV3: Higher Future P/E And Governance Decisions Will Support Stronger Returns

Analysts have updated their view on Motiva Infraestrutura de Mobilidade with an unchanged fair value estimate at R$18.88. The estimate is now supported by adjusted assumptions that include a higher discount rate, a slightly higher revenue growth outlook, a marginally lower profit margin, and a higher future P/E multiple.
ECOR3
R$9.18
EcoRodovias Infraestrutura e Logística
7D
14.8%
1Y
59.7%

ECOR3: Stable Margins And Undervalued P/E Will Support Future Upside

Narrative Update on EcoRodovias Infraestrutura e Logística Analysts are keeping their R$17.62 price target for EcoRodovias Infraestrutura e Logística unchanged, citing a mix of softer expected revenue growth and slightly higher projected profit margins, along with a steady forward P/E assumption. Valuation Changes Fair Value: The R$17.62 fair value estimate is unchanged, indicating no revision to the central valuation point.
TPIS3
R$6.88
Triunfo Participações e Investimentos
7D
1.9%
1Y
52.9%