Camil Alimentos S.A. Just Recorded A 5.0% Revenue Beat: Here's What Analysts Think

Last week saw the newest quarterly earnings release from Camil Alimentos S.A. (BVMF:CAML3), an important milestone in the company's journey to build a stronger business. It was a workmanlike result, with revenues of R$3.0b coming in 5.0% ahead of expectations, and statutory earnings per share of R$0.61, in line with analyst appraisals. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. 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.

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Taking into account the latest results, Camil Alimentos' seven analysts currently expect revenues in 2026 to be R$11.7b, approximately in line with the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of R$12.7b and earnings per share (EPS) of R$0.41 in 2026. So we can see that while the consensus made a small dip in revenue estimates, it no longer provides an earnings per share estimate. This suggests that the market is now more focused on revenue after the latest result.

View our latest analysis for Camil Alimentos

There's been no real change to the consensus price target of R$7.27, with Camil Alimentos seemingly executing in line with expectations. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Camil Alimentos, with the most bullish analyst valuing it at R$8.60 and the most bearish at R$4.50 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that revenue is expected to reverse, with a forecast 1.0% annualised decline to the end of 2026. That is a notable change from historical growth of 11% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 7.8% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Camil Alimentos is expected to lag the wider industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their revenue estimates for next year. On the negative side, they also downgraded their revenue estimates, and forecasts imply revenues will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

We have estimates for Camil Alimentos from its seven analysts out to 2028, and you can see them free on our platform here.

You should always think about risks though. Case in point, we've spotted 4 warning signs for Camil Alimentos you should be aware of, and 1 of them is a bit concerning.

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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.