Boa Safra Sementes Future Growth
Future criteria checks 3/6
Boa Safra Sementes is forecast to grow earnings and revenue by 49.3% and 5.2% per annum respectively. EPS is expected to grow by 54.7% per annum. Return on equity is forecast to be 7.1% in 3 years.
Key information
49.3%
Earnings growth rate
54.66%
EPS growth rate
| Food earnings growth | 42.2% |
| Revenue growth rate | 5.2% |
| Future return on equity | 7.11% |
| Analyst coverage | Good |
| Last updated | 14 May 2026 |
Recent future growth updates
Recent updates
Narrative Update • May 27
SOJA3: Future Returns Will Rely On Upcoming Shareholder Meeting Decisions
Analysts have revised their fair value estimate for Boa Safra Sementes from R$9.54 to R$7.50. They cited updated assumptions that now reflect a higher discount rate, lower projected revenue growth of 3.49%, and a reduced future P/E multiple of 7.27x.
Narrative Update • May 12
SOJA3: Future Margin Resilience And Meeting Outcome Will Support Bullish Outlook
Analysts have revised their fair value estimate for Boa Safra Sementes from R$11.10 to approximately R$10.14, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and future P/E. What's in the News Boa Safra Sementes has scheduled a Special and Extraordinary Shareholders Meeting for May 20, 2026, which could bring changes to its corporate or capital structure (Key Developments).
Narrative Update • Apr 28
SOJA3: Higher Revenue Outlook Will Support Repricing Despite Softer Margins
Analysts have adjusted their price target on Boa Safra Sementes to R$12.00, reflecting updated assumptions around a lower discount rate, higher revenue growth expectations, slightly softer profit margins, and a reduced future P/E multiple. Valuation Changes Fair Value: revised from R$14.79 to R$12.00, a reduction of about 19%.Narrative Update • Apr 14
SOJA3: Higher Required Return Will Still Support Bullish Dividend Outlook
Analysts have reduced their price target on Boa Safra Sementes from R$11.95 to R$11.10, citing more conservative assumptions on revenue growth and margins, along with a slightly higher discount rate, partially offset by a modestly higher future P/E multiple. Valuation Changes Fair value: reduced slightly from R$11.95 to R$11.10 per share.Analysis Article • Apr 01
Why Boa Safra Sementes' (BVMF:SOJA3) Shaky Earnings Are Just The Beginning Of Its Problems
Last week's earnings announcement from Boa Safra Sementes S.A. ( BVMF:SOJA3 ) was disappointing to investors, with a...Narrative Update • Mar 30
SOJA3: Higher Future P/E Will Support Repricing Despite Revised Assumptions
Analysts have trimmed their price target for Boa Safra Sementes from R$15.10 to about R$14.79, citing updates to fair value estimates that reflect revised assumptions for future revenue growth, profit margins, and a higher expected P/E multiple. Valuation Changes Fair Value: Revised from R$15.10 to about R$14.79, a small reduction in the central valuation estimate.Narrative Update • Mar 16
SOJA3: Stock Dividend And Stable Outlook Will Support Bullish Returns
Analysts have trimmed their price target on Boa Safra Sementes from R$12.09 to R$11.95, reflecting slightly updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News Boa Safra Sementes plans a stock dividend of 1.04862872% scheduled for Dec 19, 2025, which will be paid in shares rather than cash (Key Developments).Narrative Update • Mar 02
SOJA3: Future Returns Will Benefit From Stock Dividend And Profitability Assumptions
Analysts have trimmed their R$ price target for Boa Safra Sementes, reflecting updated assumptions that combine a slightly lower discount rate with more moderate revenue growth expectations, a modestly higher profit margin and a marginally lower future P/E. What's in the News Boa Safra Sementes has a stock dividend of 1.04862872% scheduled for Dec-19-2025, classified as a Stock Dividends <5% event (Key Developments).Narrative Update • Feb 16
SOJA3: Stock Dividend Will Support Higher Future P/E Repricing
Analysts have revised their price target on Boa Safra Sementes to R$15.10 from R$20.44, reflecting updated views on fair value, expected revenue growth, profit margins, and a higher assumed future P/E multiple. What's in the News Boa Safra Sementes has announced a stock dividend of 1.04862872% scheduled for Dec-19-2025, which will be paid in shares rather than cash (Key Developments).Narrative Update • Feb 02
SOJA3: Stock Dividend Will Support Bullish Long Term Equity Returns
Analysts have reduced their price target for Boa Safra Sementes to reflect a fair value adjustment from about R$15.27 to roughly R$12.09, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News Boa Safra Sementes has scheduled a stock dividend of 1.04862872% for Dec-19-2025, offering existing shareholders additional shares in the company (Key Developments).Narrative Update • Jan 19
SOJA3: Future Returns Will Reflect Stock Dividend And Steady Expectations
Analysts have adjusted their price target on Boa Safra Sementes to reflect updated views on revenue growth, profit margins and future P/E assumptions, which together influence their revised valuation range for the stock. What's in the News Announced a stock dividend of 1.04862872% for Boa Safra Sementes S.A., with the distribution date set for December 19, 2025 (Key Developments).Narrative Update • Jan 05
SOJA3: Future Returns Will Reflect Modest Payouts And Stable Expectations
Analysts have modestly trimmed their price target on Boa Safra Sementes to R$9.54 from R$10.00, citing slightly lower fair value assumptions, even though revenue growth and profit margin forecasts have improved marginally and there has been a small reduction in the discount rate and future P/E multiple. What's in the News Boa Safra Sementes S.A. announced a stock dividend of 1.04862872 percent, scheduled for December 19, 2025 (Key Developments).Narrative Update • Dec 15
SOJA3: Slower Revenue Outlook Will Shape A More Cautious Future Pricing Environment
Analysts have lowered their price target on Boa Safra Sementes from R$12.50 to R$10.00, reflecting expectations of slower revenue growth, slightly weaker profit margins, a higher discount rate, and a modestly richer future P/E multiple. Valuation Changes The fair value estimate has been reduced significantly from R$12.50 to R$10.00 per share.Analysis Article • Nov 14
Is Boa Safra Sementes (BVMF:SOJA3) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • May 16
Does Boa Safra Sementes (BVMF:SOJA3) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Narrative • May 13
280,000 Big Bags And SBS Venture Will Advance Agricultural Sustainability
Investments in distribution and retail aim to reduce distributor dependency, potentially improving margins and expanding the customer base.Analysis Article • Mar 28
Boa Safra Sementes S.A. Just Missed Earnings - But Analysts Have Updated Their Models
Boa Safra Sementes S.A. ( BVMF:SOJA3 ) missed earnings with its latest full-year results, disappointing...Analysis Article • Nov 21
Boa Safra Sementes (BVMF:SOJA3) Shareholders Should Be Cautious Despite Solid Earnings
The healthy profit announcement from Boa Safra Sementes S.A. ( BVMF:SOJA3 ) didn't seem to impress investors. We think...Analysis Article • Nov 17
Earnings Report: Boa Safra Sementes S.A. Missed Revenue Estimates By 17%
Last week, you might have seen that Boa Safra Sementes S.A. ( BVMF:SOJA3 ) released its quarterly result to the market...Analysis Article • Aug 19
Boa Safra Sementes S.A. (BVMF:SOJA3) Analysts Are Reducing Their Forecasts For This Year
One thing we could say about the analysts on Boa Safra Sementes S.A. ( BVMF:SOJA3 ) - they aren't optimistic, having...Analysis Article • Aug 13
Boa Safra Sementes S.A. Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected
Last week, you might have seen that Boa Safra Sementes S.A. ( BVMF:SOJA3 ) released its quarterly result to the market...Analysis Article • Mar 18
Shareholders Shouldn’t Be Too Comfortable With Boa Safra Sementes' (BVMF:SOJA3) Strong Earnings
Boa Safra Sementes S.A.'s ( BVMF:SOJA3 ) stock rose after it released a robust earnings report. Despite the strong...Analysis Article • Mar 13
With EPS Growth And More, Boa Safra Sementes (BVMF:SOJA3) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysis Article • Nov 14
Does Boa Safra Sementes (BVMF:SOJA3) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analysis Article • Jul 05
Boa Safra Sementes (BVMF:SOJA3) Is Doing The Right Things To Multiply Its Share Price
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Analysis Article • Mar 03
Boa Safra Sementes S.A.'s (BVMF:SOJA3) Earnings Haven't Escaped The Attention Of Investors
With a price-to-earnings (or "P/E") ratio of 13.6x Boa Safra Sementes S.A. ( BVMF:SOJA3 ) may be sending bearish...Analysis Article • Nov 26
Boa Safra Sementes (BVMF:SOJA3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Boa Safra Sementes S.A.'s ( BVMF:SOJA3 ) robust earnings report didn't manage to move the market for its stock. We did...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 3,072 | 154 | -51 | 171 | 4 |
| 12/31/2027 | 2,816 | 133 | 130 | 159 | 7 |
| 12/31/2026 | 2,593 | 111 | 91 | 249 | 1 |
| 3/31/2026 | 2,645 | 13 | -190 | -98 | N/A |
| 12/31/2025 | 2,622 | 20 | -172 | -89 | N/A |
| 9/30/2025 | 2,323 | 90 | -106 | -32 | N/A |
| 6/30/2025 | 1,919 | 90 | -83 | 19 | N/A |
| 3/31/2025 | 1,882 | 89 | -182 | -7 | N/A |
| 12/31/2024 | 1,841 | 93 | -237 | -60 | N/A |
| 9/30/2024 | 1,725 | 235 | -357 | -156 | N/A |
| 6/30/2024 | 1,985 | 301 | -163 | 47 | N/A |
| 3/31/2024 | 2,032 | 315 | -160 | 37 | N/A |
| 12/31/2023 | 2,079 | 302 | -135 | 116 | N/A |
| 9/30/2023 | 1,928 | 165 | -35 | 181 | N/A |
| 6/30/2023 | 1,822 | 165 | -192 | 52 | N/A |
| 3/31/2023 | 1,887 | 157 | -177 | 17 | N/A |
| 12/31/2022 | 1,771 | 169 | -171 | 37 | N/A |
| 9/30/2022 | 1,485 | 135 | -195 | 21 | N/A |
| 6/30/2022 | 1,190 | 122 | -332 | -150 | N/A |
| 3/31/2022 | 1,031 | 124 | -255 | -78 | N/A |
| 12/31/2021 | 1,044 | 128 | -198 | -90 | N/A |
| 9/30/2021 | 873 | 136 | -188 | -98 | N/A |
| 6/30/2021 | 592 | 74 | -226 | -189 | N/A |
| 3/31/2021 | 601 | 66 | -67 | -40 | N/A |
| 12/31/2020 | 589 | 70 | -20 | 8 | N/A |
| 9/30/2020 | 561 | 63 | -37 | -13 | N/A |
| 12/31/2019 | 404 | 27 | N/A | 0 | N/A |
| 12/31/2018 | 311 | 7 | N/A | -19 | N/A |
| 12/31/2017 | 210 | -2 | N/A | -15 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SOJA3's forecast earnings growth (49.3% per year) is above the savings rate (12.4%).
Earnings vs Market: SOJA3's earnings (49.3% per year) are forecast to grow faster than the BR market (12.6% per year).
High Growth Earnings: SOJA3's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: SOJA3's revenue (5.2% per year) is forecast to grow slower than the BR market (6.9% per year).
High Growth Revenue: SOJA3's revenue (5.2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: SOJA3's Return on Equity is forecast to be low in 3 years time (7.1%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/07 01:14 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
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Industry and Sector Metrics
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Analyst Sources
Boa Safra Sementes S.A. is covered by 11 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Georgia Jorge | BB Banco de Investimento S.A. |
| Henrique Brustolin | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Leandro Fontanesi | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |