Will Higher Revenue but Lower Profit in Q3 Reshape Buenaventura's (BVN) Investment Narrative?

Compañía de Minas Buenaventura S.A.A. reported its third quarter 2025 results on October 30, showing quarterly revenue of US$431.04 million and net income of US$167.15 million. While revenue increased year-over-year, the company experienced a decrease in quarterly net income and earnings per share compared to the same period in 2024. We'll explore how this combination of higher revenue but lower net income impacts Buenaventura's investment narrative and future outlook. Outshine the giants: these 26 early-stage AI stocks could fund your retirement.Compañía de Minas BuenaventuraA Investment Narrative Recap To believe in Compañía de Minas Buenaventura, an investor needs confidence in the company’s ability to execute upcoming projects and manage operational risks amid fluctuating commodity prices. While the recent Q3 results coupled higher revenue with lower net income, these changes do not appear to materially alter the main short-term catalyst, the ramp-up of the San Gabriel project, and the largest risk remains potential construction or permitting delays at this site. The October 16 updated production guidance stands out as highly relevant, reinforcing the company’s operational targets ahead of San Gabriel’s start-up. These volume targets, particularly for gold and copper, tie directly to the expected revenue growth from upcoming project milestones and underline the central narrative for shareholders. On the other hand, investors should be aware that persistent permitting or construction delays at San Gabriel could... Read the full narrative on Compañía de Minas BuenaventuraA (it's free!)Compañía de Minas BuenaventuraA is projected to achieve $1.4 billion in revenue and $490.9 million in earnings by 2028. This outlook is based on an assumed annual revenue growth rate of 2.8% and reflects a decrease in earnings of $15.5 million from current earnings of $506.4 million.Uncover how Compañía de Minas BuenaventuraA's forecasts yield a $22.73 fair value, a 5% upside to its current price.Exploring Other PerspectivesBVN Community Fair Values as at Nov 2025 Five Simply Wall St Community fair value estimates for Buenaventura range from US$7.34 to US$22.78 per share. While investors’ views differ significantly, the reliance on timely San Gabriel progress continues to shape the outlook for future growth and profitability. Explore 5 other fair value estimates on Compañía de Minas BuenaventuraA - why the stock might be worth less than half the current price!Build Your Own Compañía de Minas BuenaventuraA NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Compañía de Minas BuenaventuraA research is our analysis highlighting 4 key rewards that could impact your investment decision.Our free Compañía de Minas BuenaventuraA research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Compañía de Minas BuenaventuraA's overall financial health at a glance.Contemplating Other Strategies?Our daily scans reveal stocks with breakout potential. Don't miss this chance:Uncover the next big thing with financially sound penny stocks that balance risk and reward.These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.The latest GPUs need a type of rare earth metal called Terbium and there are only 38 companies in the world exploring or producing it. Find the list for free. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.