Dexco proposes BRL 38.10 million transfer. Analysts lift Dexco stock target to BRL 8.44

Published on 10/25/2026 at 02:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

The October 26, 2026 vote covers forestry assets and a 1.058 billion share authorization. The target for Dexco stock rose 7.79 percent.

Corporate action and valuation

Dexco proposed a BRL 38.10 million asset transfer on October 6, 2026.
Adjusted recurring EBITDA reached BRL 547 million in the second quarter of 2026, while net debt to EBITDA was 2.72 times.
The October 26, 2026 meeting will vote on the transfer and authorized share limit.

Dexco, BRDXCOACNOR8, Illustration mit AI erstellt.

Dexco (BRDXCOACNOR8) proposed a BRL 38.10 million transfer of forestry assets ahead of its October 26, 2026 shareholder vote, according to UOL on October 6, 2026. The proposal transfers assets from wholly owned Duratex Florestal and does not require new Dexco shares or dilute existing holders.

For Dexco stock, the immediate issue is governance and capital flexibility rather than a completed sale. The meeting will also consider raising the authorized share limit from 920 million to 1.058 billion ordinary shares, while the company has not announced an equity offering.

What does the transfer change?

The assets were valued at BRL 40.69 million, with BRL 38.10 million of net equity after deferred tax liabilities, UOL reported. The stated purpose is to place forestry and rural property assets directly under Dexco for operating use and potential financing, but the proposal remains subject to shareholder approval.

Three dates shape the case

On September 25, 2026, Dexco's investor presentation summary showed adjusted recurring EBITDA of BRL 547 million in the second quarter, up 23.60 percent year over year, and net debt to EBITDA of 2.72 times, according to Quartr. On October 21, 2026, a Simply Wall St update said its analyst consensus target rose from BRL 7.83 to BRL 8.44, a 7.79 percent increase, based on revised margin and discount-rate assumptions, according to Simply Wall St. The October 26, 2026 meeting is the latest dated event and will decide the proposed BRL 38.10 million transfer.

Which dates come next?

The next two scheduled dates are the October 26, 2026 special shareholder meeting and the November 4, 2026 third-quarter results release, with a results conference scheduled for November 5, 2026, according to TraderNews.

Market value sets the backdrop

Dexco had a market capitalization of BRL 7.4 billion and a 52-week range of BRL 4.06 to BRL 8.47 as of October 23, 2026. Those figures place the proposed asset transfer in the context of a company whose valuation remains tied to operating improvement, leverage reduction and the quality of cash generation.