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Irani Papel e Embalagem S.A.BOVESPA:RANI3 Stock Report

Market Cap R$1.8b
Share Price
R$7.86
R$12.25
35.8% undervalued intrinsic discount
1Y2.9%
7D-0.5%
1D
Portfolio Value
View

Irani Papel e Embalagem S.A.

BOVESPA:RANI3 Stock Report

Market Cap: R$1.8b

RANI3 Community Fair Values

Create Narrative

See what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.

Irani Papel e Embalagem S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Irani Papel e Embalagem
Historical stock prices
Current Share PriceR$7.86
52 Week HighR$10.12
52 Week LowR$7.06
Beta-0.016
1 Month Change2.75%
3 Month Change-13.63%
1 Year Change2.88%
3 Year Change-7.53%
5 Year Change-10.88%
Change since IPO686.00%

Recent News & Updates

Narrative Update Jun 05

RANI3: Upcoming Shareholders Meeting Will Support Future Re Rating Potential

Analysts held their fair value estimate for Irani Papel e Embalagem steady at R$12.25, explaining that slightly higher revenue growth assumptions and a higher future P/E estimate are being balanced by more conservative profit margin expectations and a marginally lower discount rate. What's in the News Irani Papel e Embalagem has a Special and Extraordinary Shareholders Meeting scheduled for May 21, 2026, according to company disclosures.
Narrative Update May 14

RANI3: Upcoming Meetings And Financing Plans Will Support Future Re Rating Potential

Analysts have kept the Irani Papel e Embalagem price target steady at R$12.25, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine rather than shift their overall view. Analyst Commentary Analysts keeping the R$12.25 target unchanged for Irani Papel e Embalagem are essentially saying that, after refreshing their models, the stock still looks fairly valued on their updated assumptions for discount rate, revenue growth, profit margin and future P/E.
Analysis Article May 11

Irani Papel e Embalagem's (BVMF:RANI3) Anemic Earnings Might Be Worse Than You Think

A lackluster earnings announcement from Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) last week didn't sink the stock...

Recent updates

Narrative Update Jun 05

RANI3: Upcoming Shareholders Meeting Will Support Future Re Rating Potential

Analysts held their fair value estimate for Irani Papel e Embalagem steady at R$12.25, explaining that slightly higher revenue growth assumptions and a higher future P/E estimate are being balanced by more conservative profit margin expectations and a marginally lower discount rate. What's in the News Irani Papel e Embalagem has a Special and Extraordinary Shareholders Meeting scheduled for May 21, 2026, according to company disclosures.
Narrative Update May 14

RANI3: Upcoming Meetings And Financing Plans Will Support Future Re Rating Potential

Analysts have kept the Irani Papel e Embalagem price target steady at R$12.25, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine rather than shift their overall view. Analyst Commentary Analysts keeping the R$12.25 target unchanged for Irani Papel e Embalagem are essentially saying that, after refreshing their models, the stock still looks fairly valued on their updated assumptions for discount rate, revenue growth, profit margin and future P/E.
Analysis Article May 11

Irani Papel e Embalagem's (BVMF:RANI3) Anemic Earnings Might Be Worse Than You Think

A lackluster earnings announcement from Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) last week didn't sink the stock...
Narrative Update Apr 25

RANI3: Upcoming Shareholder Decisions Will Shape Future Re Rating Potential

Analysts have maintained their price target for Irani Papel e Embalagem at R$12.25, citing updated assumptions around discount rate, revenue growth, profit margins and future P/E that they consider more accurately reflect current risks and earnings potential. Analyst Commentary Analysts looking at Irani Papel e Embalagem are focused on how the updated assumptions around discount rate, revenue growth, margins and future P/E line up with the stock's current pricing and execution risks.
Narrative Update Apr 11

RANI3: Upcoming Shareholder Decisions Will Support Future Re Rating Potential

Analysts kept their R$12.25 price target for Irani Papel e Embalagem unchanged, citing largely stable assumptions on the discount rate, revenue growth, profit margins and future P/E multiples in their updated models. Analyst Commentary Analysts maintaining the R$12.25 target price generally see Irani Papel e Embalagem as fairly valued on current assumptions, with little change to their core views on risk and return.
Narrative Update Mar 27

RANI3: Upcoming Shareholder Decisions Will Support Re Rating Potential

Analysts kept their R$12.25 price target for Irani Papel e Embalagem broadly unchanged, with only minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions underpinning the refreshed valuation work. What's in the News A special and extraordinary shareholders meeting is scheduled for April 24, 2026, giving you a key date to watch for governance and capital structure decisions (company filing).
Narrative Update Mar 13

RANI3: Index Inclusion And Upcoming Board Decisions Will Support Re Rating Potential

Analysts have raised their price target for Irani Papel e Embalagem from R$11.25 to R$12.25, attributing the change to a slightly lower discount rate and a modestly higher assumed future P/E multiple as the main drivers of the updated valuation. What's in the News Board meeting scheduled for March 2, 2026, to decide on the potential distribution of interim dividends totaling R$9,583,190.94, based on the financial statements as of December 31, 2025 (company filing).
Narrative Update Feb 27

RANI3: Index Inclusion Will Support Stronger Profitability And Re Rating Potential

Analysts now cite a higher price target for Irani Papel e Embalagem, lifting their fair value estimate from R$9.89 to R$11.25. This reflects updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples.
Analysis Article Nov 09

We Think That There Are Issues Underlying Irani Papel e Embalagem's (BVMF:RANI3) Earnings

Despite posting some strong earnings, the market for Irani Papel e Embalagem S.A.'s ( BVMF:RANI3 ) stock hasn't moved...
Analysis Article Aug 02

Irani Papel e Embalagem S.A. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) had a good week, as its shares rose 3.9% to close at R$7.55...
Analysis Article May 10

Why Irani Papel e Embalagem's (BVMF:RANI3) Shaky Earnings Are Just The Beginning Of Its Problems

The market rallied behind Irani Papel e Embalagem S.A.'s ( BVMF:RANI3 ) stock, leading do a rise in the share price...
User avatar
New Narrative Mar 18

Investments In Gaia Platform Will Drive Future Growth, But Rising Costs May Affect Margins

Investments in the Gaia platform and price adjustments are projected to boost margins and EBITDA through enhanced production efficiencies and demand.
Analysis Article Nov 08

There May Be Reason For Hope In Irani Papel e Embalagem's (BVMF:RANI3) Disappointing Earnings

Shareholders appeared unconcerned with Irani Papel e Embalagem S.A.'s ( BVMF:RANI3 ) lackluster earnings report last...
Analysis Article Sep 14

We Like These Underlying Return On Capital Trends At Irani Papel e Embalagem (BVMF:RANI3)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Dec 13

Does Irani Papel e Embalagem (BVMF:RANI3) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analysis Article Mar 21

Irani Papel e Embalagem (BVMF:RANI3) Is Looking To Continue Growing Its Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Analysis Article Oct 12

Irani Papel e Embalagem (BVMF:RANI3) Is Looking To Continue Growing Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Aug 03

Irani Papel e Embalagem S.A. Beat Revenue Forecasts By 6.7%: Here's What Analysts Are Forecasting Next

It's been a good week for Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) shareholders, because the company has just...
Analysis Article May 31

Analysts Just Made A Huge Upgrade To Their Irani Papel e Embalagem S.A. (BVMF:RANI3) Forecasts

Celebrations may be in order for Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) shareholders, with the analysts delivering...
Analysis Article May 20

Here's Why Irani Papel e Embalagem (BVMF:RANI3) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article May 02

New Forecasts: Here's What Analysts Think The Future Holds For Irani Papel e Embalagem S.A. (BVMF:RANI3)

Celebrations may be in order for Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) shareholders, with the analysts delivering...
Analysis Article Mar 12

Why Irani Papel e Embalagem S.A. (BVMF:RANI3) Is A Dividend Rockstar

Dividend paying stocks like Irani Papel e Embalagem S.A. ( BVMF:RANI3 ) tend to be popular with investors, and for good...

Shareholder Returns

RANI3BR PackagingBR Market
7D-0.5%-2.4%-0.6%
1Y2.9%4.4%10.0%

Return vs Industry: RANI3 underperformed the BR Packaging industry which returned 7.9% over the past year.

Return vs Market: RANI3 underperformed the BR Market which returned 10.9% over the past year.

Price Volatility

Is RANI3's price volatile compared to industry and market?
RANI3 volatility
RANI3 Average Weekly Movement4.0%
Packaging Industry Average Movement5.0%
Market Average Movement4.9%
10% most volatile stocks in BR Market7.8%
10% least volatile stocks in BR Market1.9%

Stable Share Price: RANI3 has not had significant price volatility in the past 3 months compared to the BR market.

Volatility Over Time: RANI3's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19412,095Odivan Cargninirani.com.br

Irani Papel e Embalagem S.A. manufactures and sells corrugated cardboard and packaging papers in Brazil and internationally. It operates through three segments: Sustainable Packaging; Paper Segment for Sustainable Packaging; and RS Forestry. The company offers light, corrugated, and heavy cardboard boxes and sheets; and low and high density kraft papers and recycled papers.

Irani Papel e Embalagem S.A. Fundamentals Summary

How do Irani Papel e Embalagem's earnings and revenue compare to its market cap?
RANI3 fundamental statistics
Market capR$1.81b
Earnings (TTM)R$212.58m
Revenue (TTM)R$1.67b
8.5x
P/E Ratio
1.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
RANI3 income statement (TTM)
RevenueR$1.67b
Cost of RevenueR$1.12b
Gross ProfitR$553.95m
Other ExpensesR$341.37m
EarningsR$212.58m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Jul 31, 2026

Earnings per share (EPS)0.92
Gross Margin33.11%
Net Profit Margin12.71%
Debt/Equity Ratio125.2%

How did RANI3 perform over the long term?

See historical performance and comparison

Dividends

6.6%
Current Dividend Yield
52%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/11 09:24
End of Day Share Price 2026/06/10 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Irani Papel e Embalagem S.A. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Leonardo CorreaBTG Pactual
Carlos Palhares SequeiraBTG Pactual
Marcelo AraziBTG Pactual