Analysts Have Made A Financial Statement On Consorcio ARA, S. A. B. de C. V.'s (BMV:ARA) Annual Report

It's been a good week for Consorcio ARA, S. A. B. de C. V. (BMV:ARA) shareholders, because the company has just released its latest full-year results, and the shares gained 4.7% to Mex$3.76. The result was positive overall - although revenues of Mex$7.1b were in line with what the analysts predicted, Consorcio ARA S. A. B. de C. V surprised by delivering a statutory profit of Mex$0.57 per share, modestly greater than expected. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

See our latest analysis for Consorcio ARA S. A. B. de C. V

Taking into account the latest results, the current consensus from Consorcio ARA S. A. B. de C. V's two analysts is for revenues of Mex$7.49b in 2025. This would reflect a credible 5.3% increase on its revenue over the past 12 months. Statutory per-share earnings are expected to be Mex$0.56, roughly flat on the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of Mex$7.82b and earnings per share (EPS) of Mex$0.66 in 2025. From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a substantial drop in earnings per share estimates.

Despite the cuts to forecast earnings, there was no real change to the Mex$6.72 price target, showing that the analysts don't think the changes have a meaningful impact on its intrinsic value.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Consorcio ARA S. A. B. de C. V's growth to accelerate, with the forecast 5.3% annualised growth to the end of 2025 ranking favourably alongside historical growth of 1.7% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to see revenue growth of 14% annually. It seems obvious that, while the future growth outlook is brighter than the recent past, Consorcio ARA S. A. B. de C. V is expected to grow slower than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. On the negative side, they also downgraded their revenue estimates, and forecasts imply they 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.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At least one analyst has provided forecasts out to 2027, which can be seen for free on our platform here.

You should always think about risks though. Case in point, we've spotted 2 warning signs for Consorcio ARA S. A. B. de C. V you should be aware of.

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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.