Brazil · Delayed Price · Currency is BRL BrasilAgro - Companhia Brasileira de Propriedades Agrícolas Earnings Call Transcripts
Fiscal Year 2026
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Revenue reached R$470 million with adjusted EBITDA of R$71.3 million and a net loss of R$61.8 million, driven by sugarcane setbacks and strong soy/corn performance. Strategic crop diversification, cost management, and telemetrics implementation supported resilience amid volatile markets.
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First quarter results reflect seasonal weakness and significant mark-to-market impacts, with net revenue of BRL 286.6 million, Adjusted EBITDA of BRL 64 million, and a net loss of BRL 64.3 million. Diversification, asset sales, and strategic hedging supported margins amid volatile commodity markets and high interest rates.
Fiscal Year 2025
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Farm sales and operational efficiency drove returns, but net profit and EBITDA declined year-over-year due to higher interest costs and margin compression. Strategic crop diversification, technology investments, and prudent capital allocation position the company for resilience amid volatile markets.
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Net revenue and profitability rose sharply year-over-year, driven by higher prices and volumes in sugarcane and soy, despite currency volatility and rising interest rates. Expansion into new regions and strategic price locking supported margins, while capital allocation and dividend policy are being reassessed amid market uncertainties.
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Net revenue and net income surged year-over-year, driven by strong crop performance, real estate sales, and disciplined cost management. Diversification and investments in irrigation supported resilience, while commodity and currency volatility remained key risks.
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Net income reached BRL 97.5 million, driven by strong operational results and land sales, with soy and sugarcane as key contributors. Margins returned to historical levels, and the company expects regular area expansion amid ongoing climate and market challenges.
Fiscal Year 2024
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Net revenue reached BRL 1.1 billion and net profit BRL 227 million, driven by resilient operational and real estate strategies despite commodity price declines. Cost reductions and productivity gains are expected to support margin recovery, with a strong dividend proposed.