Sao Martinho stock reports a 77.92 percent profit drop
Published on 09/30/2026 at 17:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Sao Martinho (ISIN BRSMTOACNOR3) reported BRL 38.15 million in net income for Q1 2027, down 77.92 percent from BRL 172.85 million in the previous quarter. The result puts operating performance and commodity prices at the center of the stock story on September 30, 2026.
Q1 profit fell to BRL 38.15 million
According to Investing.com, Sao Martinho posted BRL 1.53 billion in revenue and BRL 38.15 million in net income in its latest reported quarter, released on August 10, 2026. The same source lists adjusted? No, the reported earnings per share was BRL 0.12 for the quarter.
The quarter-on-quarter comparison is stark: revenue declined from BRL 2.24 billion to BRL 1.53 billion, while net income dropped from BRL 172.85 million to BRL 38.15 million. That makes the profit decline the clearest quantified pressure point for Sao Martinho stock.
Revenue missed the BRL 1.73 billion forecast
Investing.com reported Q1 2027 revenue of BRL 1.53 billion against a BRL 1.73 billion forecast and earnings per share of BRL 0.12 against a forecast of minus BRL 0.20. The revenue shortfall was paired with an earnings beat, creating a mixed quarterly signal rather than a uniform deterioration.
Frontier's September 16, 2026 analysis put Q2 2026 revenue at USD 300.9 million, down 9.70 percent year over year, and net profit at USD 7.5 million, down 33.30 percent. The figures use a different reporting currency and period, so they provide context rather than a direct comparison with the Q1 2027 BRL figures.
Analysts keep a Neutral consensus
On September 2, 2026, Investing.com showed a Neutral consensus and an average 12-month price target of BRL 20.74. The page listed Citi at Hold with a BRL 20.00 target and JPMorgan at Hold with BRL 18.00, while the broader analyst range ran from BRL 15.00 to BRL 25.00.
The next earnings report is scheduled for November 9, 2026, according to Investing.com. That date gives investors the next fixed checkpoint for judging whether the first-quarter profit contraction is continuing.
B3 valuation carries BRL 5.7 billion
Sao Martinho was last quoted at BRL 17.57 on B3 on September 29, 2026, while its market capitalization stood at BRL 5.7 billion as of September 30, 2026. Sao Martinho trades on B3 under ticker SMTO3 and produces sugar, ethanol and sugarcane-derived products.
Sao Martinho stock facts
- Company: Sao Martinho S.A.
- ISIN: BRSMTOACNOR3
- Ticker: SMTO3
- Primary exchange: B3
- Market capitalization: BRL 5.7 billion (as of September 30, 2026)
- Next earnings date: November 9, 2026
