• 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

MDIA3 Share Price Performance

R$17.20
-7.39 (-30.05%)
R$32.00
Fair Value
R$17.20
-7.39 (-30.05%)
46.3% undervalued intrinsic discount
R$32.00
Fair Value
Price R$17.20
AnalystHighTarget R$32.00
AnalystConsensusTarget R$25.64
AnalystLowTarget R$20.00

MDIA3 Community Narratives

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Fair Value R$32 46.3% undervalued intrinsic discount

Healthier Adjacencies And Sell Out Model Will Redefine This Food Leader’s Future

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1users have followed this narrative
·
Fair Value R$25.64 32.9% undervalued intrinsic discount

Digital Automation And Distribution Optimization Will Broaden Brazil Market Reach

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·
Fair Value R$20 14.0% undervalued intrinsic discount

Weak Core Volumes And Cost Pressures Will Challenge Margin Gains Yet Leave Upside Potential

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R$20
14.0% undervalued intrinsic discount
Revenue
4.5% p.a.
Profit Margin
7.78%
Future PE
11.99x
Price in 2029
R$33.13

Trending Discussion

No trending discussion available.

Updated Narratives

MDIA3 logo

Healthier Adjacencies And Sell Out Model Will Redefine This Food Leader’s Future

Fair Value: R$32 46.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MDIA3 logo

MDIA3: Stable Assumptions Will Support Future Bullish Undervalued Thesis

Fair Value: R$25.64 32.9% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MDIA3 logo

Weak Core Volumes And Cost Pressures Will Challenge Margin Gains Yet Leave Upside Potential

Fair Value: R$20 14.0% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Very undervalued with flawless balance sheet.

0 Risks
4 Rewards

M. Dias Branco S.A. Indústria e Comércio de Alimentos Key Details

R$10.4b

Revenue

R$7.6b

Cost of Revenue

R$2.9b

Gross Profit

R$2.2b

Other Expenses

R$696.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 13, 2026
2.08
27.67%
6.67%
17.0%
View Full Analysis

About MDIA3

Founded
1936
Employees
16631
CEO
Francisco de Sá Dias Branco
WebsiteView website
mdiasbranco.com.br

M. Dias Branco S.A. Indústria e Comércio de Alimentos manufactures, distributes, and sells food products in Brazil. It offers cookies and crackers, pasta, and wheat flour/bran; vegetable shortenings and margarines, cakes, cake mixes, packaged toast, and snacks; and cereals, snacks, granolas, gluten-free products, seasonings, sauces, and condiments under the Adria, Aldente, Basilar, Bonsabor, Estrela, Fortaleza, Finna, Fit Food, Frontera, Isabela, Jasmine, Pelágio, Pilar, Piraquê, Predilleto, Richester, Salsito, Smart, Taste&Co, Treloso, Vitarella, Zabet, and Las Acacias brands. The company also provides refined oils and wheat milling services. In addition, it exports its products. The company was founded in 1936 and is headquartered in Eusébio, Brazil.

Recent MDIA3 News & Updates

New Narrative Jul 04

Healthier Adjacencies And Sell Out Model Will Redefine This Food Leader’s Future

Catalysts About M. Dias Branco Indústria e Comércio de Alimentos M.
Narrative Update Jun 24

MDIA3: Stable Assumptions Will Support Future Bullish Undervalued Thesis

Analysts trimmed their price target for M. Dias Branco Indústria e Comércio de Alimentos slightly from R$26.09 to R$25.64, reflecting updated assumptions for revenue, profit margin, and anticipated P/E levels.

Recent updates

No updates