SLC Agricola S.A. Sponsored ADR (SLCJY)
SLC Agrícola S.A. (SLCJY) Q4 2025 Earnings Call Transcript
SLC Agrícola S.A. (SLCJY) Q4 2025 Earnings Call Transcript
SLC Agrícola Looks Undervalued, But Current Trends Aren't Helpful
SLC Agrícola remains one of the best-managed ag companies, yet near-term commodity price weakness overshadows operational excellence. Despite yield and acreage growth, SLCJY faces margin pressure from rising input costs and subdued crop prices, especially in soy and cotton. Long-term, SLCJY's scale, access to capital, and land improvement strategy position it to outlast weaker peers and opportunistically expand.
SLC Agrícola S.A. (SLCJY) Q3 2025 Earnings Call Transcript
SLC Agrícola S.A. (OTCPK:SLCJY) Q3 2025 Earnings Call November 7, 2025 8:00 AM EST Company Participants Aurelio Pavinato - CEO & Member of the Board of Executive Officers Ivo Brum - CFO, Director of Financial & Investor Relations and Member of Executive Board Conference Call Participants Lucas Ferreira - JPMorgan Chase & Co, Research Division Isabella Simonato - BofA Securities, Research Division Henrique Brustolin - Banco Bradesco BBI S.A.
SLC Agrícola S.A. (SLCJY) Q2 2025 Earnings Call Transcript
SLC Agrícola S.A. (OTCPK:SLCJY) Q2 2025 Earnings Conference Call August 14, 2025 9:00 AM ET Company Participants Aurelio Pavinato - CEO & Member of the Board of Executive Officers Ivo Marcon Brum - CFO, Director of Financial & Investor Relations and Member of Executive Board Conference Call Participants Bruno Tomazetto - Unidentified Company Gabriel Coelho Barra - Citigroup Inc., Research Division Julia Rizzo - Morgan Stanley, Research Division Larissa Pérez - JPMorgan Chase & Co, Research Division Pedro Luis Silva Fonseca - Unidentified Company Unidentified Company Representative [Foreign Language] We have this feature available on Zoom.
SLC Agricola Offers Good Capital Allocation In The Depressed Agricultural Cycle
SLC Agricola is resilient, maintaining positive margins and no leverage despite cyclical lows in soybeans and cotton, and pays a 4% dividend yield. The company invests countercyclically, expanding planted area and infrastructure during downturns, positioning itself for future growth as the cycle turns. Valuation based on cash flow from operations is attractive, with potential for both dividend income and capital appreciation as fundamentals recover.
SLC Agrícola S.A. (SLCJY) Q1 2025 Earnings Call Transcript
SLC Agrícola S.A. (OTCPK:SLCJY) Q1 2025 Earnings Call May 14, 2025 9:00 AM ET Company Participants André Vasconcellos - Planning and Investor Relations Manager Ivo Brum - Chief Financial Officer and Investor Relations Officer Conference Call Participants Gabriel Barra - Citi Matheus Enfeldt - UBS Pedro Fonseca - XP Henrique Brustolin - Bradesco Lucas Ferreira - JPMorgan Guilherme Palhares - Santander Julia Rizzo - Morgan Stanley Thiago Duarte - BTG André Vasconcellos [Abrupt Start] Q1 2025 Earnings Webcast.
SLC AgrÃ-cola S.A. (SLCJY) Q4 2024 Earnings Call Transcript
SLC AgrÃ-cola S.A. (OTCPK:SLCJY) Q4 2024 Earnings Conference Call March 13, 2025 9:00 AM ET Company Participants Aurélio Pavinato - Chief Executive Officer Ivo Brum - Chief Financial Officer and Investor Relations Officer Rodrigo Gelain - Financial and Investor Relations Manager Conference Call Participants Pedro Soares Brazil - BTG Pactual Isabella Simonato - Bank of America Julia Rizzo - Morgan Stanley Matheus Enfeldt - UBS Guilherme Guttilla - BTG Pactual Pedro Fonseca - XP Research Gustavo Troyano - Itaú BBA Laura Hirata - Santander Rodrigo Gelain Good morning everyone and welcome to SLC Agrícola's Q4 2024 Earnings Conference Call.
SLC AgrÃ-cola S.A. (SLCJY) Q3 2024 Earnings Call Transcript
SLC AgrÃ-cola S.A. (OTCPK:SLCJY) Q3 2024 Earnings Conference Call November 13, 2024 8:00 AM ET Company Participants Rodrigo Gelain – Financial and Investor Relations Manager Aurélio Pavinato – CEO Ivo Brum – Chief Financial Officer and Investor Relations Officer Conference Call Participants Pedro Fonseca – XP Henrique Brustolin – Bradesco Pedro Gama – Citibank Larissa Pérez – JPMorgan Laura Hirata – Santander Rodrigo Gelain Good morning everyone.
SLC Agricola: Transitioning From El Nino To La Nina For A Promising Harvest Ahead
SLC Agrícola experienced a notable decline in its ADR as a result of adverse weather and commodity price pressures, impacting Q1 and Q2 results significantly. Despite recent underperformance, I maintain a positive outlook due to expected favorable weather conditions from La Niña and strategic cost-reduction measures. SLC Agricola's diversified crop portfolio, advanced agricultural practices, and growing demand for agricultural products support long-term investment potential.
SLC Agrícola S.A. (SLCJY) Q2 2024 Earnings Call Transcript
SLC Agrícola S.A. (OTCPK:SLCJY) Q2 2024 Results Conference Call August 15, 2024 9:00 AM ET Company Participants Aurelio Pavinato - CEO Ivo Brum - CFO Conference Call Participants Gabriel Barra - Citibank Matheus Enfeldt - UBS Julia Rizzo - Morgan Stanley Operator [Call Starts Abruptly] IR website.
