Stock BEEF3 MINERVA S.A.
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Financials Minerva S.A.

Equities

BEEF3

BRBEEFACNOR6

Food Processing

Market Closed - Sao Paulo
Other stock markets
 04:07:40 2024-07-02 pm EDT 		5-day change 1st Jan Change
6.85 BRL +2.39% Intraday chart for Minerva S.A. +6.86% -8.30%
May. 09 Transcript : Minerva S.A., Q1 2024 Earnings Call, May 09, 2024
May. 09 Minerva S.A. Reports Earnings Results for the First Quarter Ended March 31, 2024 CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 5,142 5,551 6,091 7,572 4,383 4,020 - -
Enterprise Value (EV) 1 11,196 10,721 12,194 14,267 13,262 16,323 15,383 16,007
P/E ratio 318 x 7.67 x 10.3 x 11.6 x 10.4 x 13 x 6.57 x 5.81 x
Yield - 10.1% 6.51% - - 2.12% 1.2% 5.26%
Capitalization / Revenue 0.3 x 0.29 x 0.23 x 0.24 x 0.16 x 0.13 x 0.11 x 0.1 x
EV / Revenue 0.65 x 0.55 x 0.45 x 0.46 x 0.49 x 0.54 x 0.41 x 0.4 x
EV / EBITDA 6.4 x 5 x 5.05 x 5.03 x 5.18 x 5.6 x 4.32 x 4.36 x
EV / FCF 7.41 x 3.7 x 5.73 x 6.02 x 6.62 x 10.1 x 14.9 x 21.3 x
FCF Yield 13.5% 27% 17.4% 16.6% 15.1% 9.91% 6.69% 4.7%
Price to Book -18.3 x 6.37 x 9.46 x 15 x 25.1 x 8.62 x 3.64 x 5.42 x
Nbr of stocks (in thousands) 400,447 545,276 574,616 584,230 586,801 586,801 - -
Reference price 2 12.84 10.18 10.60 12.96 7.470 6.850 6.850 6.850
Announcement Date 2/19/20 2/25/21 2/23/22 2/23/23 3/25/24 - - -
1BRL in Million2BRL
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 17,123 19,406 26,965 30,978 26,892 29,972 37,715 40,390
EBITDA 1 1,751 2,143 2,413 2,838 2,563 2,912 3,564 3,670
EBIT 1 1,462 1,794 2,035 2,423 2,050 2,342 2,686 2,791
Operating Margin 8.54% 9.24% 7.55% 7.82% 7.62% 7.81% 7.12% 6.91%
Earnings before Tax (EBT) 1 -132.6 766 585.6 388.1 341.2 573.9 797.3 932.3
Net income 1 16.16 697.1 598.9 652.5 421.1 315.9 810.1 712.8
Net margin 0.09% 3.59% 2.22% 2.11% 1.57% 1.05% 2.15% 1.76%
EPS 2 0.0404 1.327 1.030 1.116 0.7175 0.5250 1.042 1.180
Free Cash Flow 1 1,511 2,897 2,127 2,371 2,004 1,618 1,030 752
FCF margin 8.82% 14.93% 7.89% 7.65% 7.45% 5.4% 2.73% 1.86%
FCF Conversion (EBITDA) 86.3% 135.19% 88.13% 83.55% 78.21% 55.56% 28.88% 20.49%
FCF Conversion (Net income) 9,350.93% 415.55% 355.12% 363.37% 475.99% 512.22% 127.08% 105.49%
Dividend per Share 2 - 1.030 0.6900 - - 0.1450 0.0821 0.3600
Announcement Date 2/19/20 2/25/21 2/23/22 2/23/23 3/25/24 - - -
1BRL in Million2BRL
Estimates

Income Statement Evolution (Quarterly data)

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
Net sales 1 7,506 7,229 8,472 8,438 6,839 6,381 7,276 7,068 6,166 7,187 7,366 7,224 7,764 7,640
EBITDA 1 735.3 646 778 806.2 607.5 531.9 711.2 713.7 605.9 628.9 717 - - -
EBIT 1 634.8 551 671 703.6 497.6 400.9 571.4 574.7 503.2 476.6 590.8 521.9 671.7 413.3
Operating Margin 8.46% 7.62% 7.92% 8.34% 7.28% 6.28% 7.85% 8.13% 8.16% 6.63% 8.02% 7.22% 8.65% 5.41%
Earnings before Tax (EBT) 1 92.21 -136.6 408.9 180.5 - 116.9 144.3 38.82 41.14 -149.9 170.4 - - -
Net income 150.3 114.6 424.7 141.5 -28.22 119.8 118 155.5 27.76 -200.9 - - - -
Net margin 2% 1.59% 5.01% 1.68% -0.41% 1.88% 1.62% 2.2% 0.45% -2.8% - - - -
EPS 2 0.1800 0.1961 0.7269 0.2422 -0.0496 0.2048 0.2011 0.2650 0.0480 - 0.2500 0.1700 0.3700 0.0300
Dividend per Share 2 - - 0.2192 0.2192 - - 0.1900 0.1900 - - - - - -
Announcement Date 2/23/22 5/11/22 8/10/22 11/9/22 2/23/23 5/9/23 8/9/23 11/8/23 3/25/24 5/8/24 - - - -
1BRL in Million2BRL
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 6,054 5,171 6,103 6,695 8,878 12,303 11,363 11,987
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 3.459 x 2.413 x 2.529 x 2.359 x 3.465 x 4.224 x 3.188 x 3.266 x
Free Cash Flow 1 1,511 2,897 2,127 2,371 2,004 1,618 1,030 752
ROE (net income / shareholders' equity) - 250% 80.2% 112% 124% 91.1% 65.5% 52.3%
ROA (Net income/ Total Assets) - 4.62% 3.24% 3.15% 1.68% 7.97% 7.85% -
Assets 1 - 15,078 18,496 20,735 24,997 3,965 10,318 -
Book Value Per Share 2 -0.7000 1.600 1.120 0.8700 0.3000 0.8000 1.880 1.270
Cash Flow per Share - 6.140 4.450 - - - - -
Capex 1 247 327 468 764 693 786 724 -
Capex / Sales 1.44% 1.69% 1.74% 2.46% 2.58% 2.62% 1.92% -
Announcement Date 2/19/20 2/25/21 2/23/22 2/23/23 3/25/24 - - -
1BRL in Million2BRL
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Minerva S.A.

Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
10
Last Close Price
6.85 BRL
Average target price
9.205 BRL
Spread / Average Target
+34.38%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Animal Slaughtering & Processing
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