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BrasilAgro - Companhia Brasileira de Propriedades Agrícolas

NYSE•LND
CEO: Mr. André Guillaumon
Sector: Consumer Defensive
Industry: Agricultural Farm Products
Listing Date: 2012-05-15
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas engages in the acquisition, development, exploration, and sale of agricultural activities in Brazil, Paraguay, and Bolivia. It operates through six segments: Real Estate, Grains, Sugarcane, Cattle Raising, Cotton, and Other. The company is involved in the cultivation of soybean, corn, sugarcane, sesame, sorghum, bean, and cotton lint and seed, as well as pasture; and production and sale of beef calves after weaning. It also engages in exploration, import, and export of agricultural activities and inputs, cattle raising, livestock, and forestry activities; and purchases, sells, and rents real estate in rural and/or urban properties. In addition, the company provides real estate brokerage services; manages third-party assets; and operates farms through own and leased lands. BrasilAgro - Companhia Brasileira de Propriedades Agrícolas was incorporated in 2005 and is headquartered in São Paulo, Brazil.
Contact Information
Avenida Brigadeiro Faria Lima, 1309, 5th Floor, São Paulo, SP, 01452-002, Brazil
55-11-3035-5350
ri.brasil-agro.com
Market Cap
$412.41M
P/E (TTM)
-1292.6
48.5
Dividend Yield
3.7%
52W High
$4.45
52W Low
$3.47
52W Range
68%
Rank39Top 39.1%
4.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q2 2026 Data

Revenue

$35.99M+0.00%
4-Quarter Trend

EPS

$0.00+0.00%
4-Quarter Trend

FCF

-$29.60M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Revenue Increased Net revenue reached R$877.4M, up 13.8%, driven by increased soybean volume and higher TRS sugarcane price.
Gross Income Improved Gross income totaled R$338.2M, up 8.4%, primarily due to improved margins on agricultural products sold.
Farm Sale Gains Dropped Gain from farm sales decreased R$68.3M compared to prior year, impacting overall profitability metrics.
Total Assets Grew Total assets grew to R$3.84B, supported by strategic acquisitions like Novo Horizonte completed in August 2024.

Risk Factors

Net Income Significantly Decreased Net income fell to R$138.0M, down 39.2%, mainly due to reduced gains recognized from farm sales transactions.
Indebtedness Increased Substantially Total debt rose 29.9% to R$885.5M, reflecting higher financing for working capital and inventory carrying strategy.
High Customer Concentration Top three customers accounted for 52.9% of 2025 revenue, posing significant adverse impact if any customer defaults.
Brazilian Land Acquisition Risk Ongoing Supreme Court review on foreign land acquisition laws creates material uncertainty for future property strategy.

Outlook

Continue Property Development Intend to invest in developing and transforming agricultural properties across Brazil, Bolivia, and Paraguay for value appreciation.
Diversify Sugarcane Revenue Entered lease agreement in São Paulo to diversify revenue by entering the sugar market alongside existing ethanol production.
Seek Development Financing Plan to continue applying for financing with government development banks to support ongoing growth initiatives and capital needs.
Manage Commodity Price Volatility Utilize derivative instruments to hedge exposure to commodity price risks, maintaining exposures within pre-established limits.

Peer Comparison

Revenue (TTM)

DDL stock ticker logoDDL
$3.38B
+5.2%
USNA stock ticker logoUSNA
$925.26M
+8.3%
VSTA stock ticker logoVSTA
$304.65M
+13.6%

Gross Margin (Latest Quarter)

USNA stock ticker logoUSNA
88.8%
-5.2pp
VSTA stock ticker logoVSTA
67.9%
+4.8pp
VFF stock ticker logoVFF
38.7%
+29.0pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
DDL$580.68M17.923.1%34.7%
LND$412.41M-1292.6-0.1%43.2%
VSTA$394.00M4.09.9%17.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
7.5%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
50%
Cash Flow Needs Attention

Deep Research

Next earnings:May 7, 2026
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LTM
No Data