Azzas 2154 Beheer

Beheer criteriumcontroles 0/4

De CEO Azzas 2154 is Alexandre Birman, benoemd in Jan2013, heeft een ambtstermijn van 12.83 jaar. bezit rechtstreeks 11.62% van de aandelen van het bedrijf, ter waarde R$ 668.56M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.3 jaar en 1.8 jaar.

Belangrijke informatie

Alexandre Birman

Algemeen directeur

n/a

Totale compensatie

Percentage CEO-salaris	n/a
Dienstverband CEO	12.8yrs
Eigendom CEO	11.6%
Management gemiddelde ambtstermijn	1.3yrs
Gemiddelde ambtstermijn bestuur	1.8yrs

Recente managementupdates

Recent updates

These 4 Measures Indicate That Azzas 2154 (BVMF:AZZA3) Is Using Debt Extensively

Jul 14

Why Investors Shouldn't Be Surprised By Azzas 2154 S.A.'s (BVMF:AZZA3) 33% Share Price Surge

May 06

Azzas 2154 (BVMF:AZZA3) Has A Somewhat Strained Balance Sheet

Apr 14

With A 30% Price Drop For Azzas 2154 S.A. (BVMF:AZZA3) You'll Still Get What You Pay For

Mar 13

Operational Efficiencies And Global Expansion Will Strengthen Hering And Farm Brands By 2025

Feb 09 Strategic brand recovery and international expansion for Hering and Farm suggest potential revenue growth and market strength in Brazil and globally.

At R$29.14, Is Azzas 2154 S.A. (BVMF:AZZA3) Worth Looking At Closely?

Dec 28

We Think Azzas 2154 (BVMF:AZZA3) Can Stay On Top Of Its Debt

Dec 05

Azzas 2154 S.A.'s (BVMF:AZZA3) Business Is Trailing The Market But Its Shares Aren't

Nov 15

Azzas 2154's (BVMF:AZZA3) Earnings Are Of Questionable Quality

Aug 20

Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3) Investors Are Less Pessimistic Than Expected

Jul 30

The Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3) First-Quarter Results Are Out And Analysts Have Published New Forecasts

May 11

At R$49.75, Is It Time To Put Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3) On Your Watch List?

May 10

Earnings Tell The Story For Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3)

Mar 05

Is Now An Opportune Moment To Examine Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3)?

Jan 21

Arezzo Indústria e Comércio (BVMF:ARZZ3) Seems To Use Debt Quite Sensibly

Nov 14

When Should You Buy Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3)?

Oct 23

Arezzo Indústria e Comércio (BVMF:ARZZ3) Has A Pretty Healthy Balance Sheet

Aug 12

Arezzo Indústria e Comércio (BVMF:ARZZ3) Has A Pretty Healthy Balance Sheet

May 11

Arezzo Indústria e Comércio (BVMF:ARZZ3) Has A Pretty Healthy Balance Sheet

Feb 10

Here's Why Arezzo Indústria e Comércio (BVMF:ARZZ3) Has Caught The Eye Of Investors

Jan 23

Here's Why Arezzo Indústria e Comércio (BVMF:ARZZ3) Can Manage Its Debt Responsibly

Nov 02

Here's Why We Think Arezzo Indústria e Comércio (BVMF:ARZZ3) Might Deserve Your Attention Today

Oct 16

Is There Now An Opportunity In Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3)?

Aug 31

Arezzo Indústria e Comércio (BVMF:ARZZ3) Seems To Use Debt Rather Sparingly

Jul 28

Does Arezzo Indústria e Comércio (BVMF:ARZZ3) Deserve A Spot On Your Watchlist?

Jul 08

What Is Arezzo Indústria e Comércio S.A.'s (BVMF:ARZZ3) Share Price Doing?

May 17

Arezzo Indústria e Comércio (BVMF:ARZZ3) Has A Rock Solid Balance Sheet

Mar 21

CEO

Alexandre Birman (47 yo)

12.8yrs

Tenure

Mr. Alexandre Cafe Birman is a Co-Owner of Albir Participacoes SA. Mr. Birman serves as the Chief Executive Officer of Azzas 2154 S.A. (formerly known as Arezzo Indústria e Comércio S.A.) and has been its...

Leiderschapsteam

Naam	Positie	Tenure	Compensatie	Eigendom
Alexandre Birman	CEO, CCO	12.8yrs	geen gegevens	11.62% R$ 668.6m
Eric Alencar	Chief Financial & Investor Relations Officer and Member of Board of Executive Officers	less than a year	geen gegevens	geen gegevens
Rafael da Silva	Member of Board of Executive Officers	no data	geen gegevens	geen gegevens
Cassiano Lemos	Operations Executive Officer	no data	geen gegevens	geen gegevens
Roberto Jatahy Gonçalves	Member of Board of Executive Officers & Director	1.8yrs	geen gegevens	4.52% R$ 259.9m
Ruy Kameyama	Member of Board of Executive Officers	less than a year	geen gegevens	geen gegevens
Mauricio Turquenitch	Chief Digital Officer	no data	geen gegevens	geen gegevens

1.3yrs

Gemiddelde duur

47.5yo

Gemiddelde leeftijd

Ervaren management: Het managementteam van AZZA3 wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.3 jaar), wat duidt op een nieuw team.

Bestuursleden

Naam	Positie	Tenure	Compensatie	Eigendom
Alexandre Birman	CEO, CCO	no data	geen gegevens	11.62% R$ 668.6m
Roberto Jatahy Gonçalves	Member of Board of Executive Officers & Director	1.8yrs	geen gegevens	4.52% R$ 259.9m
Anna Andrea Votta Chaia	Independent Vice Chairman	1.8yrs	geen gegevens	geen gegevens
Edison de Andrade Melo e Souza Filho	Independent Director	1.8yrs	geen gegevens	geen gegevens
Jose Beni Bolonha	Board Member	14.9yrs	geen gegevens	geen gegevens
Guilherme Dias Benchimol	Director	1.8yrs	geen gegevens	geen gegevens
Marcel Sapir	Director	less than a year	geen gegevens	geen gegevens
Sylvia de Leao Wanderley	Director	1.8yrs	geen gegevens	geen gegevens
Nicola Neto	Independent President of the Board	less than a year	geen gegevens	geen gegevens
Martin Silva Gesto	Member of Fiscal Council	7.8yrs	geen gegevens	geen gegevens
Ricardo Maltz	Member of Fiscal Council	7.8yrs	geen gegevens	geen gegevens
João Trindade Telles da Silva	Member of Fiscal Council	6.8yrs	geen gegevens	geen gegevens

1.8yrs

Gemiddelde duur

51.5yo

Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van AZZA3 wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.8 jaar), wat duidt op een nieuw bestuur.

Bedrijfsanalyse en status van financiële gegevens

Gegevens	Laatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse	2025/11/28 15:45
Aandelenkoers aan het einde van de dag	2025/11/27 00:00
Inkomsten	2025/09/30
Jaarlijkse inkomsten	2024/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

Pakket	Gegevens	Tijdframe	Voorbeeld Amerikaanse bron ^*
Financiële gegevens bedrijf	10 jaar	Resultatenrekening Kasstroomoverzicht Balans	SEC-formulier 10-K SEC-formulier 10-Q
Consensus schattingen analisten	+3 jaar	Financiële prognoses Koersdoelen analisten	Onderzoeksrapporten van analisten Blue Matrix
Marktprijzen	30 jaar	Aandelenprijzen Dividenden, splitsingen en acties	ICE Marktgegevens SEC-formulier S-1
Eigendom	10 jaar	Top aandeelhouders Handel met voorkennis	SEC-formulier 4 SEC-formulier 13D
Beheer	10 jaar	Leiderschapsteam Raad van bestuur	SEC-formulier 10-K SEC-formulier DEF 14A
Belangrijkste ontwikkelingen	10 jaar	Bedrijfsaankondigingen	SEC-formulier 8-K

^* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren, zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen voor het gebruik van onze rapporten en tutorials op Youtube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Azzas 2154 S.A. wordt gevolgd door 19 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

Analist	Instelling
David Belaunde	Barclays
Robert Ford Aguilar	BofA Global Research
Pedro Pinto	Bradesco S.A. Corretora de Títulos e Valores Mobiliários

Azzas 2154 Beheer

Beheer criteriumcontroles 0/4

Belangrijke informatie

Recente managementupdates

Azzas 2154 S.A., Annual General Meeting, Apr 30, 2025

Arezzo Indústria e Comércio S.A., Annual General Meeting, Apr 30, 2024

Arezzo Indústria e Comércio S.A., Annual General Meeting, Apr 28, 2023

Less than half of directors are independent

Less than half of directors are independent

Recent updates

Solid Earnings May Not Tell The Whole Story For Azzas 2154 (BVMF:AZZA3)

Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind

Consensus EPS estimates increase by 12%

Azzas 2154 (BVMF:AZZA3) Has A Somewhat Strained Balance Sheet

Investor sentiment deteriorates as stock falls 17%

What Azzas 2154 S.A.'s (BVMF:AZZA3) P/E Is Not Telling You

Investor sentiment deteriorates as stock falls 16%

Second quarter 2025 earnings: Revenues miss analyst expectations

These 4 Measures Indicate That Azzas 2154 (BVMF:AZZA3) Is Using Debt Extensively

Now 21% undervalued

Price target increased by 8.4% to R$50.54

Price target increased by 7.2% to R$49.46

Now 21% undervalued

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

Investor sentiment improves as stock rises 21%

Why Investors Shouldn't Be Surprised By Azzas 2154 S.A.'s (BVMF:AZZA3) 33% Share Price Surge

Azzas 2154 (BVMF:AZZA3) Has A Somewhat Strained Balance Sheet

Azzas 2154 S.A., Annual General Meeting, Apr 30, 2025

New minor risk - Earnings quality

New minor risk - Share price stability

With A 30% Price Drop For Azzas 2154 S.A. (BVMF:AZZA3) You'll Still Get What You Pay For

New minor risk - Profit margin trend

Investor sentiment deteriorates as stock falls 16%

Now 25% undervalued after recent price drop

Operational Efficiencies And Global Expansion Will Strengthen Hering And Farm Brands By 2025

Price target decreased by 8.8% to R$52.67

Price target decreased by 8.2% to R$55.08

Azzas 2154 S.A. to Report Q1, 2025 Results on May 05, 2025

Azzas 2154 S.A. to Report Q3, 2025 Results on Nov 10, 2025

At R$29.14, Is Azzas 2154 S.A. (BVMF:AZZA3) Worth Looking At Closely?

Consensus EPS estimates fall by 20%

Price target decreased by 9.3% to R$63.17

Consensus EPS estimates fall by 25%, revenue upgraded

We Think Azzas 2154 (BVMF:AZZA3) Can Stay On Top Of Its Debt

Price target decreased by 8.6% to R$66.00

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Azzas 2154 S.A.'s (BVMF:AZZA3) Business Is Trailing The Market But Its Shares Aren't

Consensus EPS estimates fall by 10%

New major risk - Shareholder dilution

Consensus EPS estimates fall by 27%

Azzas 2154's (BVMF:AZZA3) Earnings Are Of Questionable Quality

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Now 22% overvalued after recent price rise

Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3) Investors Are Less Pessimistic Than Expected

The Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3) First-Quarter Results Are Out And Analysts Have Published New Forecasts

At R$49.75, Is It Time To Put Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3) On Your Watch List?

First quarter 2024 earnings released: EPS: R$0.66 (vs R$0.57 in 1Q 2023)

Price target decreased by 7.8% to R$80.13

Now 23% overvalued

Full year 2023 earnings released

Earnings Tell The Story For Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3)

Arezzo Indústria e Comércio S.A. to Report Q2, 2024 Results on Aug 08, 2024

Arezzo Indústria e Comércio S.A. to Report Q4, 2023 Results on Mar 07, 2024

New minor risk - Share price stability

Is Now An Opportune Moment To Examine Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3)?

Arezzo Indústria e Comércio S.A., Annual General Meeting, Apr 30, 2024

Arezzo Indústria e Comércio (BVMF:ARZZ3) Seems To Use Debt Quite Sensibly

Third quarter 2023 earnings released: EPS: R$1.03 (vs R$0.91 in 3Q 2022)

When Should You Buy Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3)?

Arezzo Indústria e Comércio (BVMF:ARZZ3) Has A Pretty Healthy Balance Sheet

Second quarter 2023 earnings released

Consensus EPS estimates fall by 14%

New minor risk - Dividend sustainability

Arezzo Indústria e Comércio (BVMF:ARZZ3) Has A Pretty Healthy Balance Sheet

First quarter 2023 earnings released: EPS: R$1.13 (vs R$0.92 in 1Q 2022)

Investor sentiment improves as stock rises 16%

Full year 2022 earnings released

Arezzo Indústria e Comércio (BVMF:ARZZ3) Has A Pretty Healthy Balance Sheet

Here's Why Arezzo Indústria e Comércio (BVMF:ARZZ3) Has Caught The Eye Of Investors

Arezzo Indústria e Comércio S.A. to Report Q2, 2023 Results on Aug 10, 2023