Grupo SBF grows revenue 14.40 percent: what it means for Grupo SBF stock

Published on 10/02/2026 at 04:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Net profit was BRL 486.8 million through June 30, 2026, down 7.50 percent. Grupo SBF stock had 8 of 9 Buy ratings and a BRL 15.89 average target.

Grupo SBF, BRSBFGACNOR1, Illustration mit AI erstellt.

Grupo SBF (ISIN BRSBFGACNOR1) generated BRL 8.4 billion in net revenue for the last twelve months through the second quarter of 2026, up 14.40 percent year over year, according to Quartr on September 15, 2026. The figures put revenue growth beside a weaker profit trend and give Grupo SBF stock a more complex operating picture.

Revenue grows faster than profit

Gross profit reached BRL 4.1 billion in the same period, up 13.50 percent year over year, while earnings before interest, taxes, depreciation and amortization rose 5.10 percent to BRL 787 million, Quartr reported. Net profit was BRL 486.8 million, down 7.50 percent, and the net margin stood at 5.80 percent.

The gap between revenue and net profit growth matters because it shows that sales expansion has not translated into equivalent earnings momentum. Gross margin was 48.80 percent, while digital channels accounted for 37.00 percent of revenue, making channel mix and cost control central to the next results cycle.

Analyst targets remain above the market

Investing.com lists 8 Buy ratings among 9 analysts and an average twelve-month target of BRL 15.89. The same page shows a high target of BRL 20.00 and a low target of BRL 14.00, placing the consensus well above the BRL 8.14 quote supplied by the finance market snapshot, although that snapshot is outside the regular B3 session and is not used as the article price.

That valuation gap points to a market debate over execution rather than demand alone. Grupo SBF operates 281 stores, and its Centauro and Fisia businesses connect physical retail, digital sales and Nike distribution in Brazil, according to Quartr.

Market value and trading range

Grupo SBF is listed on B3 under ticker SBFG3, and the listing carries ISIN BRSBFGACNOR1, according to Global Banking and Finance Review. Its market capitalization was BRL 1.9 billion and its 52-week range was BRL 7.50 to BRL 16.00 as of October 1, 2026. The range keeps the analyst target debate firmly tied to the companys earnings conversion and digital expansion.