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Blau Farmacêutica S.A. Stock Price

BOVESPA:BLAU3 Community·R$2.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

BLAU3 Share Price Performance

R$9.92
-0.83 (-7.75%)
R$12.85
Fair Value
R$9.92
-0.83 (-7.75%)
22.8% undervalued intrinsic discount
R$12.85
Fair Value
Price R$9.92
AnalystConsensusTarget R$12.85
AnalystHighTarget R$16.99
AnalystLowTarget R$9.00

BLAU3 Community Narratives

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Fair Value R$12.85 22.8% undervalued intrinsic discount

Future Production Expansions Will Support Latin American Healthcare Demand

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Fair Value R$16.99 41.6% undervalued intrinsic discount

Aging Latin American Populations Will Amplify Biotech And Biosimilar Demand

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·
Fair Value R$9 10.2% overvalued intrinsic discount

Latin American Pricing Pressures And Biosimilar Competition Will Cut Profits

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R$12.85
22.8% undervalued intrinsic discount
Revenue
13.46% p.a.
Profit Margin
16.36%
Future PE
12.21x
Price in 2029
R$21.5

Trending Discussion

Updated Narratives

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BLAU3: Upcoming Board Review Of 2025 Results Will Support A More Optimistic Outlook

Fair Value: R$16.99 41.6% undervalued intrinsic discount
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BLAU3: Lower Future P/E Multiple Will Pressure Expected Share Returns

Fair Value: R$9 10.2% overvalued intrinsic discount
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BLAU3: Upcoming US Subsidiary Investment Will Support Future Earnings Re Rating

Fair Value: R$12.85 22.8% undervalued intrinsic discount
2 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet and fair value.

1 Risk
3 Rewards

Blau Farmacêutica S.A. Key Details

R$1.8b

Revenue

R$1.1b

Cost of Revenue

R$713.5m

Gross Profit

R$469.7m

Other Expenses

R$243.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 12, 2026
1.06
40.44%
13.82%
23.2%
View Full Analysis

About BLAU3

Founded
1987
Employees
n/a
CEO
Marcelo Hahn
WebsiteView website
www.blau.com

Blau Farmacêutica S.A., a pharmaceutical company provides drug products in Brazil, Argentina, Chile, Colombia, Uruguay, Ecuador, Peru, and the United States. Its products cover various areas, such as immunology, hematology, oncology, nephrology, infectology, and anesthesiology. The company offers uterine stimulator, antirheumatic, anaesthetics, antibiotics, feminine health care, biopharmaceuticals, oncologicals, hospital products, antivirals and antiretrovirals, biológicos, acid pump inhibitor, hemoderivatives, antithrombotic, and thrombolytics products. Blau Farmacêutica S.A. was incorporated in 1987 and is headquartered in Cotia, Brazil.

Recent BLAU3 News & Updates

Narrative Update Jun 05

BLAU3: Upcoming Board Review Of 2025 Results Will Support A More Optimistic Outlook

Analysts have trimmed their price target for Blau Farmacêutica to R$16.99 from R$17.51, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E levels. What's in the News Board meeting scheduled for Mar 17, 2026, at 13:00 UTC to review and deliberate on the financial statements and explanatory notes for the fiscal year ended Dec 31, 2025.
Narrative Update May 20

BLAU3: Lower Future P/E Multiple Will Pressure Expected Share Returns

Analysts have reduced their fair value estimate for Blau Farmacêutica from R$11.00 to R$9.00. This adjustment reflects updated assumptions for slightly lower revenue growth, a modestly higher profit margin, and a reduced future P/E multiple.

Recent updates

No updates