Vibra Energia S.A.

BOVESPA:VBBR3 Stock Report

Market Cap: R$42.3b

Vibra Energia Future Growth

Future criteria checks 0/6

Vibra Energia is forecast to grow earnings and revenue by 5.2% and 2% per annum respectively. EPS is expected to grow by 8.8% per annum. Return on equity is forecast to be 16.5% in 3 years.

Key information

5.2%

Earnings growth rate

8.76%

EPS growth rate

Specialty Retail earnings growth19.6%
Revenue growth rate2.0%
Future return on equity16.47%
Analyst coverage

Good

Last updated31 Jul 2026

Recent future growth updates

Recent updates

Narrative Update • Jul 29

VBBR3: Richer Earnings Multiple Will Eventually Confront Weak Revenue Trend

Analyst price targets for Vibra Energia have moved higher, with the fair value estimate shifting from R$27.16 to R$28.06, as analysts point to valuation support and improved company fundamentals reflected in recent research. What’s in the News for Vibra Energia No major recent news items for Vibra Energia were identified in the provided sources as of 28 Jul 2026.
Narrative Update • Jun 18

VBBR3: Higher Fair Value And Fundamentals Will Support Bullish Re Rating

Analysts now see Vibra Energia's fair value at R$43.20, up from R$38.00, citing updated views on valuation and the company's fundamentals as key drivers of the higher price target. What’s in the News for Vibra Energia Analysts updated their fair value estimate for Vibra Energia to R$43.20, reflecting revised views on the company’s fundamentals and valuation approach.
Narrative Update • Jun 04

VBBR3: Temporary Tax Tailwinds Will Eventually Face Meeting And Margin Uncertainties

Analysts have nudged their fair value estimate for Vibra Energia slightly lower to R$27.16 from R$27.50, while highlighting that Jefferies' higher R$38 price target reflects a more constructive view on Brazilian fuel retailers following recent government tax and subsidy changes. What's in the News Vibra Energia has scheduled a Special and Extraordinary Shareholders Meeting for April 15, 2026, which is expected to focus on matters requiring shareholder approval.
Narrative Update • May 20

VBBR3: Policy Shifts Will Support Future Re Rating Potential

The analyst fair value estimate for Vibra Energia has been revised higher from R$33.79 to R$36.43, with analysts citing the recent upgrade in rating and the higher Street price target following changes to Brazil's oil export tax and fuel policy. Analyst Commentary Recent Street commentary around Vibra Energia has focused on the impact of Brazil's temporary oil export tax, fuel tax cuts, and diesel subsidies on the company's earnings outlook and valuation.
Narrative Update • May 01

VBBR3: Temporary Tax Tailwinds Will Eventually Constrain Future Upside Potential

Analysts now put Vibra Energia's fair value at R$27.50, up from R$25.40, citing updated views on Brazil's temporary 12% oil export tax, fuel tax cuts, and diesel subsidies that they see as supportive for fuel retailers in the near term. Analyst Commentary Street research around Vibra Energia has recently centered on how Brazil's temporary 12% oil export tax, fuel tax cuts, and diesel subsidies may affect earnings visibility and valuation for fuel retailers.
Narrative Update • Apr 16

VBBR3: Fair Value Will Reflect Policy Shifts And Earnings Resilience

Analysts have lifted their price target on Vibra Energia from R$24.51 to R$33.79, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E following recent sector wide upgrades and policy changes in Brazil's fuel market. Analyst Commentary Recent research opinions on Vibra Energia reflect a mix of optimism around near term earnings support and caution around policy risk and sector volatility.
Narrative Update • Apr 02

VBBR3: Tax Shift And Jefferies Upgrade Will Support Stronger Bullish Re Rating

Analysts have lifted their price target for Vibra Energia to R$38 from R$36.20, citing updated fair value estimates and recent upgrades that reflect changing views on Brazilian fuel retailers following government tax and subsidy measures. Analyst Commentary Recent Street research highlights a more constructive tone around Vibra Energia after the Brazilian government announced a temporary 12% oil export tax, alongside cuts in fuel taxes and diesel subsidies intended to contain the inflationary impact of the Iran war.
Narrative Update • Mar 19

VBBR3: Tax Policy Tailwinds Will Still Offer Limited Long Term Upside

Analysts have raised their fair value estimate for Vibra Energia from R$23.54 to R$25.40, citing recent upgrades and higher price targets driven by improved sentiment toward Brazilian fuel retailers following government tax and subsidy changes. Analyst Commentary Recent Street research points to a more constructive stance on Vibra Energia, helped by policy moves around oil export taxes, fuel taxes, and diesel subsidies.
Narrative Update • Mar 04

VBBR3: Higher Discounted Fair Value Will Still Signal Limited Upside

Analysts have raised their price target for Vibra Energia slightly to about R$23.54, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples following recent research, including the latest upgrade from a major global bank. Analyst Commentary Recent research on Vibra Energia has centered on updated assumptions for discount rates, revenue trajectories, profit margins and future P/E levels, including the latest upgrade from Goldman Sachs.
Narrative Update • Feb 18

VBBR3: Goldman Upgrade And Refined Assumptions Will Support Stronger Bullish Re Rating

Narrative Update: Vibra Energia Analyst Price Target Shift Analysts have nudged their fair value estimate for Vibra Energia to R$36.20 from R$36.00, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions reflected in recent research. Analyst Commentary Recent Street research includes an upgrade from Goldman Sachs, which adds to a generally constructive tone around Vibra Energia.
Narrative Update • Feb 04

VBBR3: Higher Future P/E Assumptions Will Support Stronger Bullish Re Rating

Analysts have kept their fair value estimate for Vibra Energia steady at R$36.00, with a slightly lower discount rate and small adjustments to revenue growth, profit margin and future P/E assumptions guiding the updated price target narrative. What's in the News Vibra Energia has a planned stock split or significant stock dividend at a 1.07110235-for-1 ratio scheduled for November 26, 2025 (Key Developments).
Analysis Article • Jan 30

Vibra Energia S.A.'s (BVMF:VBBR3) Business Is Trailing The Industry But Its Shares Aren't

It's not a stretch to say that Vibra Energia S.A.'s ( BVMF:VBBR3 ) price-to-sales (or "P/S") ratio of 0.2x right now...
Narrative Update • Jan 21

VBBR3: Higher Future P/E Assumptions Will Support Stronger Bullish Re Rating

Analysts have nudged their price target for Vibra Energia up from R$35.00 to R$36.00, reflecting refreshed assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News Vibra Energia has a stock split or significant stock dividend planned at a ratio of 1.07110235 to 1 for holders, scheduled for Nov-26-2025 (Key Developments).
Narrative Update • Jan 07

VBBR3: Lower Future P/E Will Signal Downside Risk Despite Stock Split

Analysts have raised their price target on Vibra Energia to R$23.25 from R$20.74, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple as the main drivers of the revision. What's in the News Vibra Energia plans a stock split or significant stock dividend with a ratio of 1.07110235 to 1, scheduled for November 26, 2025 (Key Developments).
Narrative Update • Dec 23

VBBR3: Future Margin Expansion Will Drive Stronger Bullish Re-Rating

Analysts have raised their price target for Vibra Energia from R$30.00 to R$35.00, citing expectations for faster revenue growth, improving profit margins, a slightly lower perceived risk profile, and a more attractive future price to earnings multiple. What's in the News Vibra Energia has announced a stock split or significant stock dividend at a ratio of 1.07110235 to 1, effective November 26, 2025 (Key Developments).
Analysis Article • Dec 19

Vibra Energia (BVMF:VBBR3) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Narrative Update • Dec 09

VBBR3: Fair Value Will Hold As Margins And Payout Adjustments Evolve

Analysts have lowered their price target on Vibra Energia from R$27.59 to R$24.51, citing slightly softer expectations for revenue growth, profit margins and future valuation multiples. What's in the News Vibra Energia has announced a stock split or significant stock dividend at a ratio of 1.07110235 to 1, scheduled for November 26, 2025 (Key Developments) The company has scheduled an Analyst and Investor Day event, providing an opportunity to update the market on its strategy and outlook (Key Developments) Valuation Changes Fair Value Estimate has fallen moderately, from R$27.59 to R$24.51 per share, implying a lower target valuation.
Narrative Update • Nov 25

VBBR3: Fair Value Will Remain Steady With Higher Profit Margins Ahead

Analysts have raised their price target for Vibra Energia from R$27.33 to R$27.59. They cite stronger revenue growth expectations and improved profit margins as the reasons behind the modest upward revision.
Narrative Update • Nov 06

VBBR3: Fair Value Will Remain Steady With Higher Profit Margins Ahead

Analysts have slightly lowered their price target for Vibra Energia, reflecting updated estimates for revenue growth and profitability. The new fair value remains steady at R$27.33 per share, despite modest adjustments in financial assumptions.
Narrative Update • Oct 23

Analysts Lift Vibra Energia Price Target as Valuation Adjusts After Investor Day

Analysts have raised their price target for Vibra Energia from R$26.73 to R$27.33. This reflects modest adjustments in forecasted growth and valuation metrics.
Narrative Update • Sep 19

Brazil Ethanol Expansion Will Advance Amid Decarbonization Challenges

Vibra Energia's net profit margin has improved and its future P/E has declined, supporting a marginal increase in the consensus analyst price target to R$26.73. Valuation Changes Summary of Valuation Changes for Vibra Energia The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from R$26.46 to R$26.73.
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New Narrative • Mar 02

New Service Stations And BR Mania Stores Will Expand Market Presence But High Leverage May Strain Future Operations

Expansion into new markets and improved reseller relationships are expected to enhance revenue, net margins, and competitiveness.

Earnings and Revenue Growth Forecasts

BOVESPA:VBBR3 - Analysts future estimates and past financials data (BRL Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2028210,5644,0784,8866,56911
12/31/2027205,1223,5614,6016,22412
12/31/2026213,2384,9306,5918,78911
3/31/2026192,2203,0067,1438,362N/A
12/31/2025189,0752,0045,2146,666N/A
9/30/2025183,0421,8385,1176,627N/A
6/30/2025180,9685,6273,6595,097N/A
3/31/2025177,5326,1933,8865,323N/A
12/31/2024172,2726,3673,0144,148N/A
9/30/2024171,6429,1543,0664,115N/A
6/30/2024168,4346,2083,0263,971N/A
3/31/2024163,5095,4742,5153,295N/A
12/31/2023162,9474,7665,5056,247N/A
9/30/2023164,3612,0354,6805,369N/A
6/30/2023172,1327194,1214,854N/A
3/31/2023182,1021,2933,0423,771N/A
12/31/2022181,4461,5375361,263N/A
9/30/2022175,6401,9961,6682,326N/A
6/30/2022160,5002,6551,0091,626N/A
3/31/2022142,3692,3301,5502,139N/A
12/31/2021130,1212,4971,6922,276N/A
9/30/2021115,1444,620-123458N/A
6/30/2021100,5874,357-245373N/A
3/31/202186,4464,1638031,413N/A
12/31/202081,5013,9051,2121,818N/A
9/30/202081,3558531,3981,979N/A
6/30/202084,5781,8542,9673,525N/A
3/31/202093,7411,9681,9982,571N/A
12/31/201994,9852,211N/A2,899N/A
9/30/201996,0563,720N/A5,141N/A
6/30/201998,1513,462N/A3,283N/A
3/31/201997,7033,423N/A3,783N/A
12/31/201897,7703,193N/A3,328N/A
9/30/201895,7552,119N/A2,071N/A
6/30/201891,1391,435N/A1,560N/A
3/31/201887,0171,242N/A1,161N/A
12/31/201784,5671,151N/A1,270N/A
9/30/201782,542672N/A1,084N/A
6/30/201782,687264N/A2,564N/A
3/31/201784,443103N/A3,752N/A
12/31/201686,637-315N/A2,634N/A
12/31/201597,280-1,161N/A482N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: VBBR3's forecast earnings growth (5.2% per year) is below the savings rate (12.4%).

Earnings vs Market: VBBR3's earnings (5.2% per year) are forecast to grow slower than the BR market (13.3% per year).

High Growth Earnings: VBBR3's earnings are forecast to grow, but not significantly.

Revenue vs Market: VBBR3's revenue (2% per year) is forecast to grow slower than the BR market (7.7% per year).

High Growth Revenue: VBBR3's revenue (2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: VBBR3's Return on Equity is forecast to be low in 3 years time (16.5%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/05 03:27
End of Day Share Price 2026/08/04 00:00
Earnings2026/03/31
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

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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

Vibra Energia S.A. is covered by 24 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Daniel CobucciBB Banco de Investimento S.A.
Leonardo MarcondesBofA Global Research
Vicente Falanga NetoBradesco S.A. Corretora de Títulos e Valores Mobiliários