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KLBN11 logo

Klabin S.A. Stock Price

BOVESPA:KLBN11 Community·R$23.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

KLBN11 Share Price Performance

R$19.05
0.97 (5.37%)
​
R$22.46
Fair Value
R$19.05
0.97 (5.37%)
15.2% undervalued intrinsic discount
R$22.46
Fair Value
Price R$19.05
AnalystConsensusTarget R$22.46
AnalystLowTarget R$18.71
AnalystHighTarget R$28.19
Fri, 10 Jul 26
Fair ValueR$22.46
Share Pricen/a

KLBN11 Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value R$22.46 15.2% undervalued intrinsic discount

Pulp Capacity Expansion And Defensive Packaging Demand Will Support Stronger Long Term Performance

1users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value R$18.71 1.8% overvalued intrinsic discount

Pulp Price Recovery And Puma II Ramp-Up Will Support Steady Long-Term Earnings

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value R$28.19 32.4% undervalued intrinsic discount

Ramp-Up Of New Mills And Forestry Assets Will Drive Strong Long-Term Upside

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
KLBN11 logo
Klabin

Pulp Capacity Expansion And Defensive Packaging Demand Will Support Stronger Long Term Performance

Klabin is coming out of a heavy building phase with new, modern mills that could boost output and lower unit costs just as demand for everyday packaging like food and drink stays resilient. The big watch‑outs are whether global pulp prices stay weak and whether debt reduction takes longer than expected, which could limit returns to shareholders.Read more

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AN
AnalystConsensusTarget
R$22.46
15.2% undervalued intrinsic discount
AnalystConsensusTarget's
Fair Value
Revenue
4.29% p.a.
Profit Margin
7.74%
Future PE
26.63x
Price in 2029
R$39.38
View
KLBN11 logo
Klabin

Ramp-Up Of New Mills And Forestry Assets Will Drive Strong Long-Term Upside

Klabin is moving from a heavy build-out phase to getting more out of its newer mills and forestry assets, which could boost what it earns as production ramps and its product mix improves. The upside depends on packaging demand staying healthy and pulp prices recovering, while tough competition, weather shocks, and weak end-markets could keep the benefits from showing up.Read more

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AN
AnalystHighTarget
R$28.19
32.4% undervalued intrinsic discount
AnalystHighTarget's
Fair Value
Revenue
7.52% p.a.
Profit Margin
10.28%
Future PE
23.13x
Price in 2029
R$49.82
View
KLBN11 logo
Klabin

Pulp Price Recovery And Puma II Ramp-Up Will Support Steady Long-Term Earnings

Catalysts About Klabin Klabin is a Brazilian producer of pulp, paper and packaging solutions with an integrated forestry base. What are the underlying business or industry changes driving this perspective?Read more

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AN
AnalystLowTarget
R$18.71
1.8% overvalued intrinsic discount
AnalystLowTarget's
Fair Value
Revenue
2.44% p.a.
Profit Margin
8.52%
Future PE
21.33x
Price in 2028
R$33.51
View

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
KLBN11 logo

KLBN11: Future Earnings Repricing Will Support More Optimistic Outlook

Fair Value: R$22.46 15.2% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
KLBN11 logo

None

Fair Value: R$28.19 32.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
KLBN11 logo

Pulp Price Recovery And Puma II Ramp-Up Will Support Steady Long-Term Earnings

Fair Value: R$18.71 1.8% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Slight risk with moderate growth potential.

4 Risks
2 Rewards
View Full Analysis

Klabin S.A. Key Details

R$20.7b

Revenue

R$15.5b

Cost of Revenue

R$5.2b

Gross Profit

R$5.0b

Other Expenses

R$176.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 28, 2026
0.14
24.92%
0.86%
218.2%
View Full Analysis

About KLBN11

Founded
1899
Employees
18153
CEO
Cristiano Teixeira
WebsiteView website
www.klabin.com.br

Klabin S.A., together with its subsidiaries, produces and exports packaging paper and sustainable paper packaging solutions in Brazil and internationally. The company operates through Forestry, Pulp, Paper, and Packaging segments. It engages in the planting and growing of pine and eucalyptus trees, and in the forest management business. The company is also involved in the sale of commercial timber. In addition, it produces and sells hardwood (eucalyptus), softwood (pine), and fluff pulp, as well as paperboard, Kraftliner paper, recycled paper, corrugated cardboard boxes, corrugated cardboard, and industrial sacks. Klabin S.A. was founded in 1899, and is headquartered in São Paulo, Brazil.

Recent KLBN11 News & Updates

User avatar
Narrative Update • Jul 10

KLBN11: Future Earnings Repricing Will Support More Optimistic Outlook

The analyst price target for Klabin has been revised from R$24.17 to R$22.46, with analysts citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E as key drivers of the change. What’s in the News for Klabin No recent news items for Klabin are available from the provided sources at this time.

Recent updates

No updates

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