LVRO

Lavoro Ltd

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Advanced Chart

1.760

-0.08(-4.348%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

1.8199

Open

1.780

VWAP

1.79

Vol

17.49K

Mkt Cap

201.67M

Low

1.690

Amount

31.26K

EV/EBITDA(TTM)

10.95

Total Shares

116.61M

491.10M

EV/OCF(TTM)

37.88

P/S(TTM)

0.12

Lavoro Limited is a Brazil-based agricultural input retailer and a provider of agriculture biologics inputs. The Company has three reportable segments: the Brazil Cluster, which comprises companies dedicated to the distribution of agricultural inputs such as crop protection, seeds, fertilizers and specialty products, in Brazil; the LATAM Cluster, which includes companies dedicated to the distribution ofagricultural inputs outside Brazil primarily in Colombia; as well as the Crop Care Cluster, which includes companies that produce and import Lavoro's own portfolio of private label products including off-patent crop protection and specialty products, e.g., biologicals and specialty fertilizers. The main crops served are: soy, corn, cotton, coffee, beans, rice, sugar cane, wheat, citrus and pastures. The Company has a broad geographical presence, operating in Brazil, Colombia, and Uruguay.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

199.30M

-18.42%

-0.167

-75.06%

314.60M

-35.32%

-0.250

-52.11%

338.00M

-45.37%

-0.068

-404.05%

Estimates Revision

The market is revising No Change the revenue expectations for Lavoro Limited (LVRO) for FY2025, with the revenue forecasts being adjusted by 0% over the past three months. During the same period, the stock price has changed by -19.63%.

Revenue Estimates for FY2025

No Change

0.00%

In Past 3 Month

EPS Estimates for FY2025

No Change

0.00%

In Past 3 Month

Stock Price

Go Down

-19.63%

In Past 3 Month

3 Analyst Rating

9.09% Upside

Wall Street analysts forecast LVRO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LVRO is 1.92 USD with a low forecast of 1.50 USD and a high forecast of 2.25 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

0 Buy

2 Hold

1 Sell

Moderate Sell

9.09% Upside

Current: 1.760

Low

1.50

Averages

1.92

High

2.25

9.09% Upside

Current: 1.760

Low

1.50

Averages

1.92

High

2.25

Canaccord

Buy -> Hold

downgrade

2025-06-23

Reason

Canaccord

Price Target

2025-06-23

downgrade

Buy -> Hold

Reason

As previously reported, Canaccord downgraded Lavoro to Hold from Buy with a price target of $2.25, down from $5.50, after the company pre-announced Q2 earnings on Wednesday evening and management withdrew its previously issued FY25 financial outlook. Management indicated that it submitted an out-of-court negotiated reorganization plan associated with an agreement tied to the company's principal suppliers, effectively creating a multi-year inventory financing framework that extends the company's payment terms and provides short-term financial relief following a sharp deterioration in inventory financing conditions in Q1 in Brazil, the analyst noted. While payment terms with Lavoro's suppliers have been extended, the challenging financing/interest rate environment in Brazil and currency depreciation in the BRL could create additional challenges over the fiscal year, the analyst tells investors.

Canaccord

Buy

Hold

downgrade

2025-06-21

Reason

Canaccord

Price Target

2025-06-21

downgrade

Buy

Hold

Reason

Canaccord downgraded Lavoro to Hold from Buy with a price target of $2.25, down from $5.50.

Oppenheimer

Kristen Owen

Outperform -> Underperform

downgrade

2025-06-05

Reason

Oppenheimer

Kristen Owen

Price Target

2025-06-05

downgrade

Outperform -> Underperform

Reason

Oppenheimer analyst Kristen Owen double downgraded Lavoro to Underperform from Outperform without a price target. The firm believes tight credit conditions in Brazil and the overhang of lengthened cash conversion cycles "create a handicap to near-term estimates." While sentiment within the Brazilian agriculture industry has improved on the back of healthier commodities prices and U.S. trade policy, Oppenheimer is cautious on the outlook over the next 6-12 months "as the country grapples with persistently high inflation, tight monetary policy, and an upcoming election cycle," the analyst tells investors in a research note. The firm says the overhang of the bottoming ag cycle and limited working capital capacity "create a handicap" to Lavoro's ability to participate in the upside from improved end user demand.

Barclays

Benjamin Theurer

Overweight -> Underweight

downgrade

2025-05-14

Reason

Barclays

Benjamin Theurer

Price Target

2025-05-14

downgrade

Overweight -> Underweight

Reason

Barclays analyst Benjamin Theurer double downgraded Lavoro to Underweight from Overweight with a price target of $1.50, down from $5.

Barclays

Overweight -> Underweight

downgrade

2025-05-14

Reason

Barclays

Price Target

2025-05-14

downgrade

Overweight -> Underweight

Reason

Barclays downgraded Lavoro to Underweight from Overweight with a price target of $1.50, down from $5. The firm cites a more risk-averse credit policy in Brazil following the bankruptcy of peer AgroGalaxy in mid-September for the double downgrade. As a result, banks tightened credit policies and gave less flexibility to retailers - increasing the difficulty of building out an order book and inventory, the analyst tells investors in a research note. Additionally, FMC's move to more direct-to-farmer sales in Latin America presents a headwind to Lavoro sales, contends Barclays.

Oppenheimer

Kristen Owen

Buy

Maintains

$6 → $5

2025-04-22

Reason

Oppenheimer

Kristen Owen

Price Target

$6 → $5

2025-04-22

Maintains

Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Lavoro Ltd (LVRO.O) is -2.07, compared to its 5-year average forward P/E of -0.32. For a more detailed relative valuation and DCF analysis to assess Lavoro Ltd 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

-0.32

Current PE

-2.07

Overvalued PE

33.45

Undervalued PE

-34.10

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

7.80

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

13.37

Undervalued EV/EBITDA

2.23

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

N/A

5Y Average PS

0.24

Current PS

0.00

Overvalued PS

0.38

Undervalued PS

0.10

Financials

Annual

Quarterly

FY2025Q1

YoY :

-13.24%

2.05B

Total Revenue

FY2025Q1

YoY :

-114.47%

3.50M

Operating Profit

FY2025Q1

YoY :

+276.15%

-267.06M

Net Income after Tax

FY2025Q1

YoY :

+271.19%

-2.19

EPS - Diluted

FY2025Q1

YoY :

+20.64%

-741.19M

Free Cash Flow

FY2025Q1

YoY :

+26.21%

15.65

Gross Profit Margin - %

FY2025Q1

-0.83

FCF Margin - %

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

0-3

Months

0.0

Volume

3-6

Months

0.0

Volume

6-9

Months

0.0

Volume

0-12

Months

0.0

Volume

Bought

0-3

0.0

Volume

Months

3-6

0.0

Volume

Months

6-9

0.0

Volume

Months

0-12

0.0

Volume

Months

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

LVRO News & Events

Events Timeline

2025-07-14 (ET)

2025-07-14

16:12:25

Lavoro receives noncompliance notification from Nasdaq

News

7.5

09-17Benzinga

New Fortress Energy Shares Surge 41%; Check Out 20 Stocks Making Moves in Premarket Trading

7.5

09-16Benzinga

Webtoon Entertainment Shares Surge 48%; Check Out 20 Stocks Making Moves in Premarket Trading

8.5

06-18Newsfilter

Lavoro Reaches Out-of-Court Restructuring Agreement with Key Suppliers and Reports Certain Preliminary Unaudited Financial Information for Second Quarter of Fiscal 2025