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São Martinho S.A. Stock Price

BOVESPA:SMTO3 Community·R$5.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

SMTO3 Share Price Performance

R$15.26
-8.85 (-36.71%)
R$22.29
Fair Value
R$15.26
-8.85 (-36.71%)
31.6% undervalued intrinsic discount
R$22.29
Fair Value
Price R$15.26
AnalystConsensusTarget R$22.29
AnalystHighTarget R$40.00
AnalystLowTarget R$13.90

SMTO3 Community Narratives

AnalystConsensusTarget·
Fair Value R$22.29 31.6% undervalued intrinsic discount

Analysts Lower São Martinho Price Target as Revenue and Profit Expectations Ease

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AnalystHighTarget·
Fair Value R$39 60.9% undervalued intrinsic discount

Renewable Fuels And Precision Agriculture Will Open New Markets

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AnalystLowTarget·
Fair Value R$13.9 9.8% overvalued intrinsic discount

Adverse Weather Will Weaken Ethanol Margins But Spur Value

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R$22.29
31.6% undervalued intrinsic discount
Revenue
5.41% p.a.
Profit Margin
9.77%
Future PE
15.31x
Price in 2028
R$38.77
R$39
60.9% undervalued intrinsic discount
Revenue
7.16% p.a.
Profit Margin
15.27%
Future PE
14.78x
Price in 2028
R$64.54

Trending Discussion

Updated Narratives

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SMTO3: Removal From FTSE Index Will Pressure Liquidity And Returns

Fair Value: R$13.9 9.8% overvalued intrinsic discount
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SMTO3: Future Upside Will Be Supported By Resilient Profit Margins

Fair Value: R$22.29 31.6% undervalued intrinsic discount
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Renewable Fuels And Precision Agriculture Will Open New Markets

Fair Value: R$39 60.9% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with adequate balance sheet.

3 Risks
3 Rewards

São Martinho S.A. Key Details

R$7.2b

Revenue

R$5.5b

Cost of Revenue

R$1.7b

Gross Profit

R$1.2b

Other Expenses

R$502.2m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Feb 09, 2026
1.53
23.33%
7.02%
127.7%
View Full Analysis

About SMTO3

Founded
1914
Employees
n/a
CEO
Fabio Venturelli
WebsiteView website
www.saomartinho.com.br

São Martinho S.A., together with its subsidiaries, engages in the production and sale of sugar, ethanol, and other sugarcane byproducts in Brazil. The company operates through Sugar, Ethanol, Corm Ethanol, Electric Power, Real Estate Businesses, Yeast, and Other Products segment. It offers a range of raw sugar; hydrated ethanol, which is used in tanks of cars powered by ethanol; anhydrous ethanol that is used as a gasoline additive in gasoline-powered vehicles; and industrial ethanol, which is primarily used in the production of paints, cosmetics, and alcoholic beverages. The company also generates electricity from sugarcane bagasse; provides byproducts, including yeast used in animal feed; offers fusel oil used as a solvent and pure amyl ethanol; and SMartLiO, a substitute for soybean oil used in the production of biofuels, paint, and chemicals, as well as Dried Distillers Grains with Solubles, an animal nutrition for ruminants, pigs, horses, birds, fish, and pets. In addition, it is involved in the cultivation of sugarcane; development of real estate properties; import and export of goods, products, and raw materials; agricultural productions; and investment in other companies. The company was founded in 1914 and is based in São Paulo, Brazil. São Martinho S.A. is a subsidiary of LJN Participações S.A.

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