Company Fras-le S.A.

Equities

FRAS3

BRFRASACNOR0

Auto, Truck & Motorcycle Parts

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Sector

Sales per Business

Sales per region

Ratings for Fras-le S.A.

EPS Revisions

Quarterly revenue - Rate of surprise

Sector Automotive Systems

Delayed Sao Paulo Other stock markets 02:54:01 2024-04-29 pm EDT			5-day change	1st Jan Change
17.9 ^BRL	-0.21%		-0.94%	+5.29%

Mar. 12	Transcript : Fras-le S.A., Q4 2023 Earnings Call, Mar 12, 2024
Mar. 12	Fras-le S.A. Reports Earnings Results for the Full Year Ended December 31, 2023	CI

Fras Le SA is a Brazil-based company principally engaged in the manufacture of friction materials. The Company focuses on the design, production, commercialization, export and import of friction materials for motor vehicle brake systems. The Company's product line includes clutch facings, brake linings, brake shoes and brake pads for trucks, buses, cars, tractors, subways, lifts and aircrafts, among others. The Company's brand portfolio includes Fras-le and Lonaflex. Its activities are divided into two business segments: Automakers, which offers products for the automotive market, and Replacement, which provides friction materials for the spare parts market. The Company operates through a number of subsidiaries in the Americas, Europe, Asia and South Africa. The Company is controlled by Randon SA Implementos e Participacoes.

Number of employees: 5,000

BRL in Million	2022	Weight	2023	Weight	Delta
Replacement 88.1 %	2,662	87.0 %	2,984	88.1 %	+12.11%
Automakers 11.9 %	396	13.0 %	404	11.9 %	+2.07%

BRL in Million	2022	Weight	2023	Weight	Delta
Brazil 63.6 %	1,882	61.5 %	2,155	63.6 %	+14.51%
North America 13.5 %	448	14.6 %	457	13.5 %	+2.17%
South America 9.6 %	-	-	325	9.6 %	-
Europe 7.6 %	83	2.7 %	258	7.6 %	+208.81%
Asia and Pacific 3.1 %	79	2.6 %	105	3.1 %	+33.70%
Central America 1.5 %	-	-	51	1.5 %	-
Africa 1.1 %	25	0.8 %	37	1.1 %	+51.18%

Managers	Title	Age	Since
Sergio Lisbão Moreira de Carvalho CEO	Chief Executive Officer	66	17-05-04
Daniel Raul Randon BRD	Director/Board Member	47	05-12-31
Hemerson Fernando de Souza IRC	Investor Relations Contact	-	-
Dionéia Canal AUD	Comptroller/Controller/Auditor	-	-

Members of the board	Title	Age	Since
David Abramo Randon CHM	Chairman	64	16-04-25
Daniel Raul Randon BRD	Director/Board Member	47	05-12-31
Astor Milton Schmitt BRD	Director/Board Member	80	95-12-31
Dan Conrado BRD	Director/Board Member	59	10-07-03
Monica Pires da Silva BRD	Director/Board Member	-	22-04-11

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	270,016,000	89,841,163 ( 33.27 %)	3,000,000 ( 1.111 %)	33.27 %

Name	Equities	%	Valuation
RANDON S.A. IMPLEMENTOS E PARTICIPAÇÕES 52.57 %	141,944,855	52.57 %	508 M R$
Randon Family 13.05 %	35,230,325	13.05 %	126 M R$
Caixa de Previdência dos Funcionários do Banco do Brasil 10.00 %	27,006,698	10.00 %	97 M R$
FRAS-LE S.A. 1.111 %	3,000,000	1.111 %	11 M R$
Constância Investimentos Ltda. 0.2667 %	720,200	0.2667 %	3 M R$
Kinea Investimentos Ltda. 0.2338 %	631,300	0.2338 %	2 M R$
TPE Gestora de Recursos Ltda 0.1789 %	483,032	0.1789 %	2 M R$
BTG Pactual WM Gestão de Recursos Ltda. 0.1263 %	341,100	0.1263 %	1 M R$
BNP Paribas Asset Management Brasil Ltda. 0.1117 %	301,500	0.1117 %	1 M R$
Caixa DTVM SA 0.0771 %	208,200	0.0771 %	744 529 R$

Name	Equities	%	Valuation
FRAS-LE S.A. 1.11%	3,000,000	1.11%	10,728,090 $

Fras-Le SA

Rodovia RS 122, Km 66, nº 10945 Prédio adm

95010-550, Caxias do Sul

http://www.fras-le.com.br

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

17.96 BRL

Average target price

21.79 BRL

Spread / Average Target

+21.35%

Consensus

Estimates Revisions

Company calendar

Consumer Cyclicals

Automobiles & Auto Parts

Automobiles & Auto Parts

Auto, Truck & Motorcycle Parts

Automotive Systems

	1st Jan change	Capi.
FRAS-LE S.A.	+5.29%	936M
IMOTION AUTOMOTIVE TECHNOLOGY (SUZHOU) CO., LTD.	+233.23%	3.18B
BETHEL AUTOMOTIVE SAFETY SYSTEMS CO., LTD	-19.75%	3.15B
JTEKT CORPORATION	+5.57%	2.75B
NHK SPRING CO., LTD.	+33.25%	2.24B
HANON SYSTEMS	-24.14%	2.04B
NEXTEER AUTOMOTIVE GROUP LIMITED	-16.43%	1.26B
AOTECAR NEW ENERGY TECHNOLOGY CO., LTD.	-12.00%	1.24B
ZHEJIANG VIE SCIENCE & TECHNOLOGY CO., LTD.	+56.02%	1.13B
ZHEJIANG WANLIYANG CO., LTD.	-17.45%	1.07B

Automotive Systems