Lavoro (LVRO)

• Market cap: $345M
• 1 day: -9.59%
• 5 days: -10.51%
• 1 month: -12.87%
• 3 months: -39.59%
• 6 months: -37.88%
• Year to date: -47.20%
• 1 year: -52.86%
• 5 years: -72.21%
• 10 years: -72.21%
• Sector: Materials
• Industry: Agricultural Inputs

About: Lavoro Ltd operates in the agricultural inputs retail market, with operations spread across Brazil and Colombia, and an emergent agricultural input trading company in Uruguay. The reportable segments of the company include the Brazil Ag Retail, which comprises companies dedicated to the distribution of agricultural inputs such as crop protection, seeds, fertilizers and specialty products, in Brazil; Latam Ag Retail, which includes companies dedicated to the distribution of agricultural inputs outside Brazil (predominantly in Colombia); and the Crop Care. A substantial part of the company's overall revenue is generated from its Brazil Ag Retail segment.

Employees: 3,767

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

22% more funds holding

Funds holding: 9 [Q3] → 11 (+2) [Q4]

8% more capital invested

Capital invested by funds: $26.8M [Q3] → $28.9M (+$2.12M) [Q4]

0.01% more ownership

Funds ownership: 3.12% [Q3] → 3.13% (+0.01%) [Q4]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $5 89% upside
• Avg. target: $5.25 99% upside
• High target: $5.50 108% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Oppenheimer Kristen Owen 42% 1-year accuracy 19 / 45 met price target	89% upside $5	Outperform Maintained	22 Apr 2025
Canaccord Genuity Austin Moeller 32% 1-year accuracy 19 / 59 met price target	108% upside $5.50	Buy Maintained	4 Feb 2025