Raízen S.A.

BOVESPA:RAIZ4 Aktierapport

Börsvärde: R$2.7b

Raízen Framtida tillväxt

Future kriterier kontrolleras 3/6

Raízen förväntas öka intäkter och intäkter med 137.9% respektive 3.2% per år. EPS förväntas tillväxt med 136.1% per år. Avkastningen på eget kapital förväntas bli -4.9% om 3 år.

Viktig information

137.9%

Tillväxttakt i vinsten

136.15%

Tillväxttakt för EPS

Specialty Retail vinsttillväxt19.5%
Intäkternas tillväxttakt3.2%
Framtida avkastning på eget kapital-4.90%
Bevakning av analytiker

Good

Senast uppdaterad21 Jul 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse Jul 26

RAIZ4: Lower Future P/E Assumptions Will Support Upside Potential

Analysts have adjusted their fair value estimate for Raízen from R$1.24 to R$0.79, citing revised assumptions for discount rates, revenue growth, profit margins, and future P/E expectations as key drivers of the change in the price target. What’s in the News for Raízen Raízen filed its annual report on Jun 29, 2026 for the period ending Mar 31, 2026, providing updated information on its financial position and operations.
Uppdatering av berättelse Jul 12

RAIZ4: Higher Profitability Assumptions Will Offset Going Concern Uncertainty

Analysts have trimmed their Raízen price target, with the updated fair value estimate shifting from R$2.85 to R$2.21. This reflects refreshed assumptions around revenue growth, profitability and future P/E levels.
Uppdatering av berättelse Jun 28

RAIZ4: Compressed Growth Assumptions Will Drive Bearish Repricing Ahead

Analysts have adjusted their Raízen price target to reflect updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Together, these factors imply a revised R$ valuation framework for the stock.
Uppdatering av berättelse Jun 14

RAIZ4: Stable Assumptions And Slightly Lower Risk Will Support Upside Potential

Analysts have adjusted their price target for Raízen to R$2.85, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E in their models. What's in the News No recent company specific news, periodical coverage or key developments were provided in the sources above.
Uppdatering av berättelse May 30

RAIZ4: Index Removals Will Support Future Upside Potential

Analysts have nudged their Raízen price target slightly higher to R$2.85 from R$2.84, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. These changes leave their overall view broadly intact, but slightly more constructive on profitability and valuation.
Uppdatering av berättelse May 14

RAIZ4: Index Removals And Compressed Margins Will Shape Balanced Repricing

Analysts have reduced the Raízen price target from R$0.75 to R$0.50 as they now factor in a lower profit margin, a very high forward P/E of about 18x, and updated assumptions for revenue growth and discount rates. What's in the News Raízen has been dropped from the S&P Global BMI Index, removing the stock from a broad global benchmark that many index funds track (Key Developments).
Uppdatering av berättelse Apr 29

RAIZ4: Index Removals And Argentine Asset Sale Will Support Future Upside

Analysts have adjusted their price target on Raízen to R$2.84, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E. These changes keep their fair value view broadly in line with prior estimates.
Uppdatering av berättelse Apr 14

RAIZ4: Argentine Asset Sale Prospects Will Drive Future Undervalued Upside

Raízen's updated analyst price target has shifted to reflect changes in estimated fair value, discount rate, revenue growth, profit margin, and a higher future P/E assumption. Analysts point to these revised inputs as the key drivers of their refreshed outlook in R$ terms.
Uppdatering av berättelse Mar 31

RAIZ4: Index Removals And Argentina Asset Sale Prospects Will Support Upside Potential

Analysts have trimmed their Raízen price target to R$1.24 from R$1.58, reflecting updated assumptions around slightly higher revenue growth, a modestly lower fair value estimate, a small change in discount rate, a slightly softer profit margin outlook, and a reduced future P/E of 63.19x versus 80.35x previously. What's in the News Raízen has been dropped from the S&P Global BMI Index, removing the stock from a broad global benchmark followed by many institutional investors (Index constituent change).
Uppdatering av berättelse Mar 17

RAIZ4: Index Removals And Asset Sale Talks Will Support Future Upside Potential

Analysts have adjusted their price target on Raízen to R$1.58 from R$1.83, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E that they see as better aligned with the company’s current outlook. What's in the News Raízen has been removed from the Brazil IBRX Index, reducing its presence in a broad benchmark followed by local equity investors (index announcement).
Uppdatering av berättelse Mar 03

RAIZ4: Potential Argentine Asset Sale Will Support Future Undervalued Upside

Analysts have trimmed their Raízen price target from R$4.19 to R$3.94, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News Mercuria Energy Group is reported to be moving closer to acquiring a refinery and hundreds of fuel retail stations in Argentina from Raízen, with sources indicating negotiations have advanced significantly and a potential deal value expected to exceed US$1b, although no binding agreement has been signed and the deal could still fall through (sources familiar with the talks).
Uppdatering av berättelse Feb 17

RAIZ4: Potential Argentine Asset Sale Will Support Stronger Long Term Repricing

Analysts have lifted their fair value estimate for Raízen from R$1.25 to R$1.75 per share, citing updates to discount rate assumptions, slightly softer revenue growth and margin expectations, and a lower expected future P/E multiple. What's in the News Mercuria Energy Group is reported to be moving closer to acquiring a refinery and hundreds of fuel retail stations in Argentina from Raízen, although sources say the deal still carries execution risk and may take weeks to sign, if it proceeds at all (Bloomberg, sources familiar with the talks).
Uppdatering av berättelse Feb 02

RAIZ4: Higher Future P/E Will Support Upside Potential

Analysts have trimmed their fair value estimate for Raízen from R$1.92 to R$1.83 as updated assumptions for a lower discount rate, higher revenue growth, a much thinner profit margin, and a substantially higher future P/E are reflected in their models. Valuation Changes Fair Value: Trimmed slightly from R$1.92 to R$1.83 per share.
Uppdatering av berättelse Jan 19

RAIZ4: Higher Margins And Lower Future P/E Will Support Upside Potential

Analysts have nudged their price target on Raízen slightly lower, trimming it by a small amount in currency terms as they factor in modestly higher projected profit margins alongside a slightly reduced future P/E multiple. Valuation Changes Fair Value: Model fair value per share is unchanged at 1.91923.
Uppdatering av berättelse Jan 05

RAIZ4: Higher Revenue Assumptions And P/E Rerating Will Support Upside Potential

Analysts have adjusted their price target for Raízen, reflecting updated assumptions on discount rates, revenue growth at 80.27% and a future P/E of 2.99. Together, these factors imply a recalibration of expected cash flows and valuation in currency terms.
Uppdatering av berättelse Dec 15

RAIZ4: Exit From Joint Venture Will Drive Renewed Focus And Upside

Narrative Update Analysts have trimmed their price target on Raízen slightly, reducing fair value from approximately $1.98 to $1.92. They are factoring in a higher discount rate and more moderate revenue growth assumptions, partly offset by a marginally stronger profit margin outlook and a modestly lower future P/E multiple.
Uppdatering av berättelse Dec 01

RAIZ4: Exit From Joint Venture Will Drive Renewed Focus And Upside

Raízen’s analyst price target has been modestly adjusted upward to $1.98. Analysts cite incremental changes in profitability and underlying risk assumptions as the key drivers behind the revised valuation.
Uppdatering av berättelse Nov 17

RAIZ4: Revenue Momentum And Index Shift Will Drive Further Upside

Analysts have slightly raised their price target for Raízen, citing improved revenue growth expectations. However, this is offset by a higher discount rate and marginally lower profit margin forecasts.
Uppdatering av berättelse Nov 01

RAIZ4: Lower Discount Rate And Asset Reshuffle Will Unlock Future Upside

Analysts have revised Raízen's fair value estimate downward by approximately R$0.18. They cite updated projections for revenue growth and a reduced discount rate in their latest evaluation.
Uppdatering av berättelse Oct 17

Efficient Operations And Second Generation Ethanol Will Advance Biofuels

Analysts have slightly lowered their price target for Raízen to R$2.16 from R$2.20, citing minor adjustments in profit margin and forward price-to-earnings estimates. Overall growth projections remain steady.
Uppdatering av berättelse Oct 03

Efficient Operations And Second Generation Ethanol Will Advance Biofuels

Analysts have revised their price target for Raízen downward from $2.38 to $2.20. They cite improved revenue growth and profit margin projections, but also factor in a significantly reduced estimated price-to-earnings ratio for the company's future outlook.
Uppdatering av berättelse Sep 02

Efficient Operations And Second Generation Ethanol Will Advance Biofuels

Raízen’s fair value estimate has been revised downward, primarily reflecting a moderate contraction in its future P/E multiple while top-line growth expectations remain flat, resulting in a new analyst price target of R$2.40. What's in the News Raízen S.A. added to Brazil Small Cap Index.
Uppdatering av berättelse Aug 19

Potential Rise In Ethanol Blending Mandates And Efficiency Measures Will Strengthen Future Performance

Despite notable improvements in Raízen's net profit margin and consensus revenue growth forecasts, the consensus Analyst Price Target has been revised downward from R$2.80 to R$2.63. What's in the News Raízen S.A. announced a Special/Extraordinary Shareholders Meeting to be held remotely in Brazil.
User avatar
Ny berättelse Dec 13

Operational Efficiency, E2G Expansion, And Refinery Modernization To Drive Profitability Growth In Renewable Energy

Raízen's focus on operational efficiency, increasing E2G production, and asset optimization aims to boost revenue, profitability, and margins significantly.

Prognoser för vinst- och omsättningstillväxt

BOVESPA:RAIZ4 - Analytikernas framtida uppskattningar och tidigare finansiella data (BRL Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
3/31/2029255,705N/A-1,6377,4942
3/31/2028233,572194-2,5276,9757
3/31/2027217,560-2,370-4,0205,3064
3/31/2026225,849-27,048-12,005-3,795N/A
12/31/2025232,247-22,257-7,2982,477N/A
9/30/2025238,727-9,293-6,1914,096N/A
6/30/2025251,727-7,153-6,8564,087N/A
3/31/2025255,268-4,257-5,2416,216N/A
12/31/2024251,226-2,5992,53814,620N/A
9/30/2024242,8467713,90416,223N/A
6/30/2024229,3929336,53118,762N/A
3/31/2024220,4545219,34521,421N/A
12/31/2023221,7373,9935,12116,375N/A
9/30/2023223,6143,3884,77815,897N/A
6/30/2023228,3962,5272,10612,905N/A
3/31/2023245,8322,4412,39913,056N/A
12/31/2022244,358962639,634N/A
9/30/2022239,3791,3081548,746N/A
6/30/2022223,4812,9004588,168N/A
3/31/2022191,2703,1497,67113,914N/A
12/31/2021164,2793,3401,1844,777N/A
9/30/2021133,9882,3533582,040N/A
6/30/2021107,9042,1303,6544,413N/A
3/31/202189,4159962,2022,732N/A
12/31/202086,4526902,0862,576N/A
9/30/202088,0681,6612,6703,241N/A
6/30/202091,3721,4471,4172,070N/A
3/31/2020100,9412,0562,6953,449N/A
12/31/2019100,5782,487N/A4,494N/A
9/30/201998,9421,610N/A4,562N/A
6/30/201994,4511,681N/A4,569N/A
3/31/201988,9511,654N/A3,750N/A
12/31/201885,2681,470N/A2,482N/A
9/30/201879,5651,415N/A1,625N/A
6/30/201876,9491,515N/A1,643N/A
3/31/201874,5861,607N/A2,334N/A
12/31/201772,7891,450N/A1,876N/A
9/30/201771,3631,535N/A1,547N/A
6/30/201770,2341,641N/A1,729N/A
3/31/201769,4491,599N/A1,490N/A
12/31/201668,1431,556N/A1,761N/A
9/30/201667,1131,510N/A2,205N/A
6/30/201665,4291,240N/A1,966N/A
3/31/201663,7431,164N/A1,814N/A
12/31/201561,4131,321N/A2,641N/A
9/30/201559,1991,245N/A2,466N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: RAIZ4 förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 12.4% ).

Resultat vs marknad: RAIZ4 förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.

Höga tillväxtresultat: RAIZ4 förväntas bli lönsam under de kommande 3 åren.

Intäkt vs marknad: RAIZ4 s intäkter ( 3.2% per år) förväntas växa långsammare än marknaden för BR ( 7.7% per år).

Hög tillväxtintäkter: RAIZ4 s intäkter ( 3.2% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: RAIZ4 förväntas bli olönsam om 3 år.


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/08/04 01:55
Aktiekurs vid dagens slut2026/08/04 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Raízen S.A. bevakas av 17 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Daniel CobucciBB Banco de Investimento S.A.
Isabella SimonatoBofA Global Research
Vicente Falanga NetoBradesco S.A. Corretora de Títulos e Valores Mobiliários