BrasilAgro - Companhia Brasileira de Propriedades Agrícolas S.A. ADR (LND)
BrasilAgro Faces A Risk Storm But Crop Prices Are Not Reacting
BrasilAgro (LND) reported weak 3Q26 results, reflecting bottom-cycle profitability amid falling crop prices and rising input costs. LND's revenues and adjusted EBITDA declined sharply, with negative R$30 million EBITDA and a 26% YoY revenue drop driven by lower fair value and volumes. Management warns of elevated input costs, challenging climate risks (El Niño), and potential cash flow strain for the next planting season.
Brasilagro Cia Brasileira De Propriedades Agricolas Q3 Earnings Call Highlights
Brasilagro Cia Brasileira De Propriedades Agricolas NYSE: LND reported a weaker first nine-month period as lower commodity margins, sugarcane volume pressure and higher financial expenses weighed on results, while management emphasized the company's land liquidity, hedging position and efforts to control input costs.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2026 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2026 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2026 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2026 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2026 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ( LND ) Q1 2026 Earnings Call November 7, 2025 8:00 AM EST Company Participants Ana Paula Zerbinati Gama - Investor Relations Manager & Institute Director André Guillaumon - CEO & Member of Board of Executive Officers Gustavo Lopez - CFO, Investor Relations Officer & Member of Board of Executive Officers Conference Call Participants Pedro Fonseca Presentation Ana Paula Zerbinati Gama Investor Relations Manager & Institute Director Hello. Good morning.
BrasilAgro: Tariffs Winner With Market-Leading Margins And Dividend Yields
BrasilAgro is a financially healthy Brazilian agriculture company with industry-leading margins that has historically been a solid compounder. The stock is currently fairly valued as its growth potential is balanced by a high degree of volatility from commodity prices and currency fluctuations. The company's performance is heavily influenced by a combination of Brazilian politics, interest rates, exchange rates and China's demand for agricultural exports.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2025 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q3 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Ana Paula Zerbinati - IR & Capital Market Head André Guillaumon - CEO Gustavo Lopez - CFO & IRO Conference Call Participants Pedro Fonseca - XP Guilherme Guttilla - BTG Pactual Bruno Tomazetto - Itaú Ana Paula Zerbinati Good morning, everyone. We are here once again to disclose our earnings for BrasilAgro.
BrasilAgro: A Possible Beneficiary Of The Trade War
I am upgrading my recommendation on BrasilAgro shares from Hold to Buy due to the US-China Trade War creating a significant opportunity. BrasilAgro's resilient business model and solid financial health make it less dependent on climate events compared to peers. The company acquires, develops, and sells farms, reducing exposure to climate problems and enhancing asset value.
BrasilAgro's Markets Are Improving Moderately, But The Stock Remains Uninteresting
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's Q2 2025 results were mixed, with strong sugarcane performance offset by challenges in soybeans and large FX derivative losses. Sugarcane harvest was positive, with increased yields and favorable pricing, while soybean and corn outlooks remain uncertain. Operational adjusted EBITDA margins improved to 20%, but high depreciation and interest costs led to continued negative operational net income.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2025 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q2 2025 Results Conference Call February 7, 2025 8:00 AM ET Company Participants Ana Paula Zerbinati - IR & Capital Market Head André Guillaumon - CEO Gustavo Lopez - CFO & IRO Conference Call Participants Pedro Fonseca - XP Bruno Tomazetto - Itaú Thiago Duarte - BTG Ana Paula Zerbinati Good morning, everyone. We are here for another Earnings Call at BrasilAgro to disclose our Second Quarter of our Harvest Year '25-'26, which represents the First Half of the Year.
BrasilAgro Is Cheaper After Q1 2025, But Still Not An Opportunity
BrasilAgro's 1Q25 results show improved margins in soybeans and sugarcane, but operational profits still don't cover D&A and interest. The sale of the Taquari farm generated significant gains but reflects a strategy of selling assets in a weak market. Hedging at challenging BRL exchange rates could negatively impact margins, despite pre-purchasing 85% of fertilizers.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2025 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q1 2025 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Ana Paula Zerbinati - Investor Relations & Capital Market Head André Guillaumon - Chief Executive Officer Gustavo Lopez - Chief Financial Officer & Investor Relations Officer Conference Call Participants Pedro Soares - BTG Gustavo Troyano - Itau Guilherme Guttilla - BTG Ana Paula Zerbinati Good morning, everyone. We are gathered here together for an Earnings Call for BrasilAgro.
