Analysts Have Made A Financial Statement On Camil Alimentos S.A.'s (BVMF:CAML3) Second-Quarter Report

Shareholders might have noticed that Camil Alimentos S.A. (BVMF:CAML3) filed its second-quarter result this time last week. The early response was not positive, with shares down 4.8% to R$8.24 in the past week. Results overall were respectable, with statutory earnings of R$1.02 per share roughly in line with what the analysts had forecast. Revenues of R$3.3b came in 3.0% ahead of analyst predictions. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Camil Alimentos after the latest results.

Check out our latest analysis for Camil Alimentos

Taking into account the latest results, the current consensus from Camil Alimentos' six analysts is for revenues of R$12.4b in 2025. This would reflect a reasonable 4.3% increase on its revenue over the past 12 months. Before this earnings report, the analysts had been forecasting revenues of R$12.5b and earnings per share (EPS) of R$1.03 in 2025. Overall, while the analysts have reconfirmed their revenue estimates, the consensus now no longer provides an EPS estimate. This implies that the market believes revenue is more important after these latest results.

We'd also point out that thatthe analysts have made no major changes to their price target of R$11.39. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Camil Alimentos, with the most bullish analyst valuing it at R$12.00 and the most bearish at R$9.50 per share. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Camil Alimentos' past performance and to peers in the same industry. It's pretty clear that there is an expectation that Camil Alimentos' revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 8.8% growth on an annualised basis. This is compared to a historical growth rate of 16% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 5.4% annually. Even after the forecast slowdown in growth, it seems obvious that Camil Alimentos is also expected to grow faster than the wider industry.

The Bottom Line

The clear take away from these updates is that the analysts made no change to their revenue estimates for next year, with the business apparently performing in line with their models. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at R$11.39, with the latest estimates not enough to have an impact on their price targets.

We have estimates for Camil Alimentos from its six analysts out to 2027, and you can see them free on our platform here.

Even so, be aware that Camil Alimentos is showing 2 warning signs in our investment analysis , and 1 of those doesn't sit too well with us...

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.