Delayed
Sao Paulo
10:01:03 27/06/2024 pm IST
|
5-day change
|
1st Jan Change
|
143.5
BRL
|
+21.17%
|
|
+3.20%
|
+8.33%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
1,01,450
|
1,00,823
|
1,02,360
|
69,104
|
60,379
|
56,138
|
-
|
-
|
Enterprise Value (EV)
1 |
1,19,410
|
1,14,984
|
1,15,159
|
81,150
|
70,428
|
60,820
|
59,685
|
60,011
|
P/E ratio
|
22.6
x
|
18.9
x
|
17.6
x
|
11.8
x
|
-8.66
x
|
16
x
|
13.3
x
|
12.2
x
|
Yield
|
3.26%
|
3.36%
|
3.33%
|
4.97%
|
5.49%
|
3.4%
|
3.01%
|
3.29%
|
Capitalization / Revenue
|
3.16
x
|
3.13
x
|
2.9
x
|
2.02
x
|
1.85
x
|
2.38
x
|
2.3
x
|
2.23
x
|
EV / Revenue
|
3.72
x
|
3.57
x
|
3.26
x
|
2.37
x
|
2.16
x
|
2.58
x
|
2.44
x
|
2.38
x
|
EV / EBITDA
|
14.2
x
|
13.1
x
|
12.4
x
|
9.07
x
|
8.64
x
|
9.23
x
|
8.55
x
|
8.28
x
|
EV / FCF
|
22.2
x
|
17.4
x
|
19.7
x
|
21.1
x
|
13.9
x
|
16.1
x
|
16.6
x
|
17
x
|
FCF Yield
|
4.5%
|
5.75%
|
5.08%
|
4.73%
|
7.19%
|
6.2%
|
6.01%
|
5.88%
|
Price to Book
|
10.1
x
|
7.81
x
|
6.72
x
|
4.61
x
|
12.4
x
|
9.52
x
|
6.86
x
|
5.32
x
|
Nbr of stocks (in thousands)
|
5,75,051
|
5,76,822
|
5,76,253
|
5,76,253
|
5,52,317
|
5,53,361
|
-
|
-
|
Reference price
2 |
176.4
|
174.8
|
177.6
|
119.9
|
109.3
|
101.4
|
101.4
|
101.4
|
Announcement Date
|
28/01/20
|
26/01/21
|
25/01/22
|
24/01/23
|
23/01/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
32,136
|
32,184
|
35,355
|
34,229
|
32,681
|
23,606
|
24,441
|
25,197
|
EBITDA
1 |
8,417
|
8,755
|
9,284
|
8,947
|
8,147
|
6,588
|
6,984
|
7,251
|
EBIT
1 |
6,824
|
6,844
|
7,369
|
7,116
|
6,388
|
5,087
|
5,470
|
5,801
|
Operating Margin
|
21.23%
|
21.27%
|
20.84%
|
20.79%
|
19.55%
|
21.55%
|
22.38%
|
23.02%
|
Earnings before Tax (EBT)
1 |
5,712
|
6,711
|
7,204
|
6,392
|
-9,688
|
4,621
|
5,223
|
5,739
|
Net income
1 |
4,570
|
5,384
|
5,921
|
5,777
|
-6,995
|
3,494
|
4,163
|
4,584
|
Net margin
|
14.22%
|
16.73%
|
16.75%
|
16.88%
|
-21.4%
|
14.8%
|
17.03%
|
18.19%
|
EPS
2 |
7.810
|
9.250
|
10.12
|
10.18
|
-12.63
|
6.329
|
7.616
|
8.309
|
Free Cash Flow
1 |
5,371
|
6,612
|
5,851
|
3,842
|
5,065
|
3,768
|
3,586
|
3,528
|
FCF margin
|
16.71%
|
20.54%
|
16.55%
|
11.22%
|
15.5%
|
15.96%
|
14.67%
|
14%
|
FCF Conversion (EBITDA)
|
63.81%
|
75.52%
|
63.02%
|
42.94%
|
62.17%
|
57.2%
|
51.35%
|
48.66%
|
FCF Conversion (Net income)
|
117.53%
|
122.81%
|
98.82%
|
66.51%
|
-
|
107.85%
|
86.13%
|
76.98%
|
Dividend per Share
2 |
5.760
|
5.880
|
5.920
|
5.960
|
6.000
|
3.445
|
3.051
|
3.338
|
Announcement Date
|
28/01/20
|
26/01/21
|
25/01/22
|
24/01/23
|
23/01/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 Q4
|
2022 Q1
|
2022 Q2
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
---|
Net sales
1 |
8,612
|
8,829
|
8,702
|
8,619
|
8,079
|
8,031
|
8,325
|
8,312
|
8,013
|
8,003
|
5,822
|
6,049
|
5,865
|
5,872
|
5,977
|
EBITDA
1 |
2,123
|
2,100
|
2,288
|
2,305
|
2,004
|
1,813
|
1,963
|
2,325
|
2,046
|
2,096
|
1,486
|
1,757
|
1,540
|
1,679
|
1,675
|
EBIT
1 |
1,616
|
1,641
|
1,826
|
1,855
|
1,544
|
1,376
|
1,545
|
1,859
|
1,608
|
1,690
|
1,149
|
1,394
|
1,246
|
1,330
|
1,282
|
Operating Margin
|
18.76%
|
18.59%
|
20.98%
|
21.52%
|
19.11%
|
17.13%
|
18.56%
|
22.37%
|
20.07%
|
21.12%
|
19.74%
|
23.04%
|
21.24%
|
22.64%
|
21.45%
|
Earnings before Tax (EBT)
1 |
1,564
|
1,603
|
60
|
4,132
|
597
|
1,189
|
-9,023
|
-2,854
|
1,000
|
1,237
|
1,145
|
1,379
|
1,163
|
1,421
|
1,207
|
Net income
1 |
1,339
|
1,299
|
78
|
3,859
|
541
|
976
|
-6,841
|
-2,075
|
945
|
928
|
911.9
|
1,082
|
956.3
|
1,146
|
973.3
|
Net margin
|
15.55%
|
14.71%
|
0.9%
|
44.77%
|
6.7%
|
12.15%
|
-82.17%
|
-24.96%
|
11.79%
|
11.6%
|
15.66%
|
17.89%
|
16.31%
|
19.52%
|
16.28%
|
EPS
2 |
2.310
|
2.260
|
0.1400
|
6.770
|
0.9800
|
1.760
|
-12.35
|
-3.740
|
1.700
|
1.670
|
1.668
|
1.994
|
1.761
|
2.056
|
1.745
|
Dividend per Share
2 |
1.480
|
1.490
|
1.480
|
1.490
|
1.490
|
1.500
|
1.500
|
-
|
1.500
|
-
|
0.7000
|
0.7000
|
0.7000
|
0.7945
|
0.7945
|
Announcement Date
|
25/01/22
|
26/04/22
|
26/07/22
|
25/10/22
|
24/01/23
|
25/04/23
|
25/07/23
|
24/10/23
|
23/01/24
|
30/04/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
17,960
|
14,161
|
12,799
|
12,046
|
10,049
|
4,681
|
3,546
|
3,873
|
Net Cash position
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
2.134
x
|
1.617
x
|
1.379
x
|
1.346
x
|
1.233
x
|
0.7106
x
|
0.5078
x
|
0.5341
x
|
Free Cash Flow
1 |
5,371
|
6,612
|
5,851
|
3,842
|
5,065
|
3,768
|
3,586
|
3,529
|
ROE (net income / shareholders' equity)
|
45.8%
|
46.7%
|
42.2%
|
38.4%
|
52.2%
|
93.1%
|
82.4%
|
70%
|
ROA (Net income/ Total Assets)
|
11.3%
|
11.7%
|
12.5%
|
12.4%
|
-14.4%
|
7.75%
|
8.8%
|
9.7%
|
Assets
1 |
40,580
|
46,001
|
47,208
|
46,763
|
48,517
|
45,075
|
47,288
|
47,264
|
Book Value Per Share
2 |
17.50
|
22.40
|
26.40
|
26.00
|
8.790
|
10.70
|
14.80
|
19.10
|
Cash Flow per Share
2 |
12.10
|
13.90
|
12.70
|
9.850
|
12.10
|
7.780
|
9.420
|
10.90
|
Capex
1 |
1,699
|
1,501
|
1,603
|
1,749
|
1,615
|
1,303
|
1,338
|
1,320
|
Capex / Sales
|
5.29%
|
4.66%
|
4.53%
|
5.11%
|
4.94%
|
5.52%
|
5.47%
|
5.24%
|
Announcement Date
|
28/01/20
|
26/01/21
|
25/01/22
|
24/01/23
|
23/01/24
|
-
|
-
|
-
|
Last Close Price
101.4
USD Average target price
108.8
USD Spread / Average Target +7.21% Consensus |
1st Jan change
|
Capi.
|
---|
| +13.26% | 885B | | +1.90% | 243B | | +25.50% | 176B | | +2.31% | 139B | | +79.65% | 102B | | -9.52% | 71.28B | | +107.50% | 34.93B | | -35.64% | 32.83B | | +25.46% | 32.81B |
Consumer Goods Conglomerates
|