Stock SMTO3 SÃO MARTINHO S.A.
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Financials São Martinho S.A.

Equities

SMTO3

BRSMTOACNOR3

Food Processing

Market Closed - Sao Paulo
Other stock markets
 04:07:59 2024-04-26 pm EDT 		5-day change 1st Jan Change
28.13 BRL -1.40% Intraday chart for São Martinho S.A. +0.54% -4.03%
Mar. 25 São Martinho S.A. announces an Equity Buyback for 14,234,811 shares, representing 10% of its issued share capital. CI
Mar. 25 São Martinho S.A. authorizes a Buyback Plan. CI

Valuation

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 6,434 5,138 10,570 15,809 9,629 9,744 - -
Enterprise Value (EV) 1 8,850 8,018 13,272 18,717 13,877 13,348 13,699 13,168
P/E ratio 20.5 x 8.02 x 11.1 x 10.4 x 9.21 x 8.88 x 8.36 x 9.34 x
Yield 1.71% 3.34% 3.93% 4.08% 5.27% 5.24% 5.58% 5.07%
Capitalization / Revenue 1.91 x 1.39 x 2.46 x 2.76 x 1.45 x 1.39 x 1.29 x 1.25 x
EV / Revenue 2.63 x 2.17 x 3.08 x 3.27 x 2.09 x 1.91 x 1.82 x 1.69 x
EV / EBITDA 5.38 x 4.32 x 6.07 x 5.96 x 4.4 x 3.76 x 3.54 x 3.1 x
EV / FCF 22.5 x 13.8 x 17.3 x 18.6 x 33.3 x - -652 x -253 x
FCF Yield 4.44% 7.25% 5.76% 5.37% 3% - -0.15% -0.39%
Price to Book 1.77 x 1.53 x 2.58 x 2.89 x 1.58 x 1.54 x 1.44 x 1.37 x
Nbr of stocks (in thousands) 350,803 347,647 356,375 356,375 356,375 346,375 - -
Reference price 2 18.34 14.78 29.66 44.36 27.02 28.13 28.13 28.13
Announcement Date 6/24/19 6/30/20 6/21/21 6/21/22 6/19/23 - - -
1BRL in Million2BRL
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 3,360 3,694 4,305 5,720 6,628 6,995 7,537 7,790
EBITDA 1 1,645 1,857 2,188 3,142 3,152 3,547 3,866 4,241
EBIT 1 599.8 792.5 1,022 2,413 2,077 1,657 1,919 2,007
Operating Margin 17.85% 21.46% 23.74% 42.18% 31.33% 23.68% 25.46% 25.76%
Earnings before Tax (EBT) 1 379.2 733.7 1,209 1,939 1,194 1,267 1,406 1,394
Net income 1 314 639 927.1 1,481 1,016 1,089 1,162 1,054
Net margin 9.35% 17.3% 21.54% 25.89% 15.33% 15.57% 15.42% 13.54%
EPS 2 0.8952 1.843 2.677 4.275 2.932 3.167 3.367 3.013
Free Cash Flow 1 393 581 765 1,006 416.2 - -21 -52
FCF margin 11.7% 15.73% 17.77% 17.58% 6.28% - -0.28% -0.67%
FCF Conversion (EBITDA) 23.9% 31.28% 34.97% 32.01% 13.2% - - -
FCF Conversion (Net income) 125.15% 90.91% 82.51% 67.92% 40.98% - - -
Dividend per Share 2 0.3135 0.4933 1.164 1.808 1.424 1.473 1.569 1.426
Announcement Date 6/24/19 6/30/20 6/21/21 6/21/22 6/19/23 - - -
1BRL in Million2BRL
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: March 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 2025 Q3 2025 Q4
Net sales 1 1,418 1,532 1,483 1,697 1,582 1,534 1,814 1,343 1,535 1,592 2,413 1,426 1,670 1,732 -
EBITDA 1 849.8 - - 875.7 652.3 1,056 675.3 571.6 1,045 473.8 912.7 803.6 787.5 889.9 -
EBIT 1 544.8 1,037 459.1 515.8 439.1 803.4 318.2 380.5 857.8 233.7 176.3 483.5 473.7 484.7 -
Operating Margin 38.42% 67.68% 30.96% 30.39% 27.76% 52.37% 17.54% 28.34% 55.89% 14.67% 7.3% 33.9% 28.36% 27.98% -
Earnings before Tax (EBT) 1 - - - - - - - - - - 94.28 340.3 347.8 302.2 -
Net income 1 368.4 696.9 225.4 221.6 212.6 429.7 151.9 220.3 418.1 210.6 101.4 272.2 278.2 241.7 -
Net margin 25.98% 45.5% 15.2% 13.05% 13.44% 28.01% 8.37% 16.41% 27.24% 13.23% 4.2% 19.09% 16.66% 13.96% -
EPS 2 1.064 2.012 0.6508 0.6397 0.6138 1.240 0.4385 0.6359 1.207 0.6081 0.3155 0.7860 0.8032 0.6979 -
Dividend per Share 2 - - 1.808 - - - 1.424 0.4479 - - 0.3135 0.3137 0.3137 0.3137 0.3676
Announcement Date 11/8/21 2/14/22 6/21/22 8/8/22 11/7/22 2/13/23 6/19/23 8/14/23 11/9/23 2/8/24 - - - - -
1BRL in Million2BRL
Estimates

Balance Sheet Analysis

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 2,417 2,879 2,702 2,908 4,248 3,605 3,955 3,424
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 1.47 x 1.55 x 1.235 x 0.9255 x 1.348 x 1.016 x 1.023 x 0.8074 x
Free Cash Flow 1 393 581 765 1,006 416 - -21 -52
ROE (net income / shareholders' equity) 9.4% 19% 25.3% 31.8% 18.1% 17.1% 16% 14.1%
ROA (Net income/ Total Assets) 3.33% 2.71% 4.25% 9.95% 5.61% 3.08% 5.25% 7.56%
Assets 1 9,432 23,561 21,812 14,888 18,091 35,364 22,117 13,952
Book Value Per Share 2 10.30 9.650 11.50 15.40 17.10 18.30 19.50 20.50
Cash Flow per Share 2 5.140 5.640 6.560 9.950 8.620 7.710 8.210 -
Capex 1 1,288 1,376 1,508 2,441 2,571 2,321 1,892 2,101
Capex / Sales 38.33% 37.25% 35.03% 42.67% 38.79% 33.18% 25.11% 26.98%
Announcement Date 6/24/19 6/30/20 6/21/21 6/21/22 6/19/23 - - -
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 São Martinho S.A.

Trading Rating
Investor Rating
ESG Refinitiv
C+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
11
Last Close Price
28.13 BRL
Average target price
37.55 BRL
Spread / Average Target
+33.47%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Sugar & Artificial Sweeteners

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Sugar & Artificial Sweeteners
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