Irani Papel e Embalagem S.A.

BOVESPA:RANI3 Stock Report

Market Cap: R$1.8b

Irani Papel e Embalagem Future Growth

Future criteria checks 0/6

Irani Papel e Embalagem is forecast to grow earnings and revenue by 3.2% and 4.8% per annum respectively. EPS is expected to grow by 0.7% per annum. Return on equity is forecast to be 13% in 3 years.

Key information

3.2%

Earnings growth rate

0.69%

EPS growth rate

Packaging earnings growth22.5%
Revenue growth rate4.8%
Future return on equity12.99%
Analyst coverage

Low

Last updated30 Apr 2026

Recent future growth updates

Irani Papel e Embalagem S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Aug 02
Irani Papel e Embalagem S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Recent updates

RANI3: Upcoming Shareholder Decisions Will Shape Future Re Rating Potential

Analysts have maintained their price target for Irani Papel e Embalagem at R$12.25, citing updated assumptions around discount rate, revenue growth, profit margins and future P/E that they consider more accurately reflect current risks and earnings potential. Analyst Commentary Analysts looking at Irani Papel e Embalagem are focused on how the updated assumptions around discount rate, revenue growth, margins and future P/E line up with the stock's current pricing and execution risks.

RANI3: Upcoming Shareholder Decisions Will Support Future Re Rating Potential

Analysts kept their R$12.25 price target for Irani Papel e Embalagem unchanged, citing largely stable assumptions on the discount rate, revenue growth, profit margins and future P/E multiples in their updated models. Analyst Commentary Analysts maintaining the R$12.25 target price generally see Irani Papel e Embalagem as fairly valued on current assumptions, with little change to their core views on risk and return.

RANI3: Upcoming Shareholder Decisions Will Support Re Rating Potential

Analysts kept their R$12.25 price target for Irani Papel e Embalagem broadly unchanged, with only minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions underpinning the refreshed valuation work. What's in the News A special and extraordinary shareholders meeting is scheduled for April 24, 2026, giving you a key date to watch for governance and capital structure decisions (company filing).

RANI3: Index Inclusion And Upcoming Board Decisions Will Support Re Rating Potential

Analysts have raised their price target for Irani Papel e Embalagem from R$11.25 to R$12.25, attributing the change to a slightly lower discount rate and a modestly higher assumed future P/E multiple as the main drivers of the updated valuation. What's in the News Board meeting scheduled for March 2, 2026, to decide on the potential distribution of interim dividends totaling R$9,583,190.94, based on the financial statements as of December 31, 2025 (company filing).

RANI3: Index Inclusion Will Support Stronger Profitability And Re Rating Potential

Analysts now cite a higher price target for Irani Papel e Embalagem, lifting their fair value estimate from R$9.89 to R$11.25. This reflects updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples.

We Think That There Are Issues Underlying Irani Papel e Embalagem's (BVMF:RANI3) Earnings

Nov 09
We Think That There Are Issues Underlying Irani Papel e Embalagem's (BVMF:RANI3) Earnings

Irani Papel e Embalagem S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Aug 02
Irani Papel e Embalagem S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Why Irani Papel e Embalagem's (BVMF:RANI3) Shaky Earnings Are Just The Beginning Of Its Problems

May 10
Why Irani Papel e Embalagem's (BVMF:RANI3) Shaky Earnings Are Just The Beginning Of Its Problems
User avatar

Investments In Gaia Platform Will Drive Future Growth, But Rising Costs May Affect Margins

Investments in the Gaia platform and price adjustments are projected to boost margins and EBITDA through enhanced production efficiencies and demand.

There May Be Reason For Hope In Irani Papel e Embalagem's (BVMF:RANI3) Disappointing Earnings

Nov 08
There May Be Reason For Hope In Irani Papel e Embalagem's (BVMF:RANI3) Disappointing Earnings

We Like These Underlying Return On Capital Trends At Irani Papel e Embalagem (BVMF:RANI3)

Sep 14
We Like These Underlying Return On Capital Trends At Irani Papel e Embalagem (BVMF:RANI3)

Does Irani Papel e Embalagem (BVMF:RANI3) Have A Healthy Balance Sheet?

Dec 13
Does Irani Papel e Embalagem (BVMF:RANI3) Have A Healthy Balance Sheet?

Irani Papel e Embalagem (BVMF:RANI3) Is Looking To Continue Growing Its Returns On Capital

Mar 21
Irani Papel e Embalagem (BVMF:RANI3) Is Looking To Continue Growing Its Returns On Capital

Irani Papel e Embalagem (BVMF:RANI3) Is Looking To Continue Growing Its Returns On Capital

Oct 12
Irani Papel e Embalagem (BVMF:RANI3) Is Looking To Continue Growing Its Returns On Capital

Irani Papel e Embalagem S.A. Beat Revenue Forecasts By 6.7%: Here's What Analysts Are Forecasting Next

Aug 03
Irani Papel e Embalagem S.A. Beat Revenue Forecasts By 6.7%: Here's What Analysts Are Forecasting Next

Analysts Just Made A Huge Upgrade To Their Irani Papel e Embalagem S.A. (BVMF:RANI3) Forecasts

May 31
Analysts Just Made A Huge Upgrade To Their Irani Papel e Embalagem S.A. (BVMF:RANI3) Forecasts

Here's Why Irani Papel e Embalagem (BVMF:RANI3) Can Manage Its Debt Responsibly

May 20
Here's Why Irani Papel e Embalagem (BVMF:RANI3) Can Manage Its Debt Responsibly

New Forecasts: Here's What Analysts Think The Future Holds For Irani Papel e Embalagem S.A. (BVMF:RANI3)

May 02
New Forecasts: Here's What Analysts Think The Future Holds For Irani Papel e Embalagem S.A. (BVMF:RANI3)

Why Irani Papel e Embalagem S.A. (BVMF:RANI3) Is A Dividend Rockstar

Mar 12
Why Irani Papel e Embalagem S.A. (BVMF:RANI3) Is A Dividend Rockstar

Irani Papel e Embalagem (BVMF:RANI3) Seems To Use Debt Quite Sensibly

Feb 18
Irani Papel e Embalagem (BVMF:RANI3) Seems To Use Debt Quite Sensibly

Earnings and Revenue Growth Forecasts

BOVESPA:RANI3 - Analysts future estimates and past financials data (BRL Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20281,921258267N/A2
12/31/20271,8482591623813
12/31/20261,7582892095221
12/31/20251,686254250504N/A
9/30/20251,750393239495N/A
6/30/20251,731391160427N/A
3/31/20251,688321179407N/A
12/31/20241,555316166396N/A
9/30/20241,532133179407N/A
6/30/20241,52615896347N/A
3/31/20241,550345-23311N/A
12/31/20231,594383-100270N/A
9/30/20231,618462-206235N/A
6/30/20231,651493-151330N/A
3/31/20231,686349-156346N/A
12/31/20221,687378-167378N/A
9/30/20221,692356-160402N/A
6/30/20221,683358-176382N/A
3/31/20221,658341-144342N/A
12/31/20211,606285-28367N/A
9/30/20211,48325628292N/A
6/30/20211,31218495256N/A
3/31/20211,149131167253N/A
12/31/20201,03093124196N/A
9/30/202097273129204N/A
6/30/20209496396174N/A
3/31/20209334443128N/A
12/31/20198992625108N/A
9/30/2019877-3N/A117N/A
6/30/20198558N/A129N/A
3/31/201977633N/A117N/A
12/31/201879927N/A137N/A
9/30/2018819-56N/A122N/A
6/30/2018826-79N/A121N/A
3/31/2018889-99N/A118N/A
12/31/2017702-65N/A87N/A
9/30/2017822-15N/A31N/A
6/30/2017793-25N/A18N/A
3/31/2017781-23N/A29N/A
12/31/201663924N/A-10N/A
9/30/2016777-23N/A79N/A
6/30/2016778-12N/A99N/A
3/31/2016767-4N/A75N/A
12/31/20157590N/A89N/A
9/30/201575545N/A94N/A
6/30/201575264N/A78N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: RANI3's forecast earnings growth (3.2% per year) is below the savings rate (12.1%).

Earnings vs Market: RANI3's earnings (3.2% per year) are forecast to grow slower than the BR market (12.2% per year).

High Growth Earnings: RANI3's earnings are forecast to grow, but not significantly.

Revenue vs Market: RANI3's revenue (4.8% per year) is forecast to grow slower than the BR market (6.4% per year).

High Growth Revenue: RANI3's revenue (4.8% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: RANI3's Return on Equity is forecast to be low in 3 years time (13%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/02 10:53
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Irani Papel e Embalagem S.A. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Leonardo CorreaBTG Pactual
Carlos Palhares SequeiraBTG Pactual
Marcelo AraziBTG Pactual