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LND

BrasilAgro

LND

Market cap $358M

3.59 USD

+0.01

0.28%

At close Updated Sep 16, 4:00 PM EDT

Pre-market

After hours

3.58

-0.01

0.28%

1 day

0.28%

5 days

-4.77%

1 month

0.84%

3 months

-2.71%

6 months

-17.28%

Year to date

0.28%

1 year

-8.18%

5 years

-35.32%

10 years

7.16%

About: Brasilagro - Cia Bras de Prop Agricolas is a Brazil-based company, engaged in the acquisition, development, operation, and sale of rural properties suitable for agricultural activities. The business activity of the firm is operated through Real estate, Grains, Sugarcane, Cattle rising, Cotton, and Other segments. The Grains segment is involved in the production and sale of soybean and corn. The Sugarcane segment includes the sale of raw product. The Real Estate segment presents the P&L from operations carried out in the company's subsidiaries. The Cattle Raising segment consists of producing and selling beef calves after weaning, which characterizes the activity as breeding and the Other segment engages in other corporate activities. The majority of revenue is earned from Grain Segment.

Employees: 457

Consumer Staples Farm Products

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 0%

Neutral 100%

Negative 0%

Brasilagro Cia Brasileira De Propriedades Agricolas Q4 Earnings Call Highlights

Brasulagro Cia Brasileira De Propriedades Agricolas NYSE: LND reported a net loss of BRL 90 million for its 2025/2026 harvest year ended June 30, 2026, compared with a BRL 138 million loss in the prior-year period, as weaker sugarcane and cotton results offset stronger grain production.

Brasilagro Cia Brasileira De Propriedades Agricolas Q4 Earnings Call Highlights

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 Faces A Risk Storm But Crop Prices Are Not Reacting

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 Cia Brasileira De Propriedades Agricolas Q3 Earnings Call Highlights

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) Q3 2026 Earnings Call Transcript

High Dividend Packaged Foods: Relative Favorability

The packaged foods industry has broadly declined over the last year with some producers dropping over 20%; dividend yields have expanded to as much as 9.5%. However, a high dividend yield does might not indicate value, profitability, or financial strength. Twenty-three high yield packaged food producers we compared on a matrix of factors including yield, payout ratio, value, growth, profitability, and debt.

High Dividend Packaged Foods: Relative Favorability

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) 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 - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2026 Earnings Call Transcript

BrasilAgro Closed Its Third Year Of Operational Challenges, And Remains Unattractive

BrasilAgro posted 4Q25 results, showing continued operational losses excluding land sales amid a tough agricultural cycle. FY26 outlook remains challenging for LND, with crop prices still low and input costs on the rise, complicating profitability. Despite short-term uncertainty, a long-term cyclical perspective does not reveal an attractive opportunity in LND shares.

BrasilAgro Closed Its Third Year Of Operational Challenges, And Remains Unattractive

BrasilAgro - Companhia Brasileira De Propriedades Agrícolas (LND) Q4 2025 Earnings Call Transcript

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q4 2025 Earnings Call September 4, 2025 9:00 AM EDT 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 Thiago Duarte - Banco BTG Pactual S.A., Research Division Pedro Fonseca Presentation Ana Paula Zerbinati Gama Investor Relations Manager & Institute Director Good morning, everyone.

BrasilAgro - Companhia Brasileira De Propriedades Agrícolas (LND) Q4 2025 Earnings Call Transcript

BrasilAgro Q4 2025: Challenging Quarter, But Upside Is Attractive

I reiterate my buy recommendation on BrasilAgro despite weak Q4 results, citing a 26.5% upside based on my DCF valuation. The company's unique model—improving and selling farmland—remains resilient, with management projecting crop recovery and operational improvement in the coming quarters. LND's position in the perennial, globally competitive Brazilian agribusiness sector and attractive valuation support a favorable long-term risk-return profile.

BrasilAgro Q4 2025: Challenging Quarter, But Upside Is Attractive

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