Lavoro (LVRO)

• Market cap: $280M
• 1 day: 6.25%
• 5 days: 7.59%
• 1 month: -16.67%
• 3 months: -46.54%
• 6 months: -44.69%
• Year to date: -49.00%
• 1 year: -55.26%
• 5 years: -73.16%
• 10 years: -73.16%
• 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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

3.08% less ownership

Funds ownership: 3.13% [Q4 2024] → 0.06% (-3.08%) [Q1 2025]

45% less funds holding

Funds holding: 11 [Q4 2024] → 6 (-5) [Q1 2025]

99% less capital invested

Capital invested by funds: $28.9M [Q4 2024] → $199K (-$28.7M) [Q1 2025]

100% less funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 0 (-2) [Q1 2025]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Research analyst outlook

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

• Low target: $1.50 41% downside
• Avg. target: $3.25 27% upside
• High target: $5 96% upside

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

Barclays Benjamin Theurer	41% downside $1.50	Underweight Downgraded	14 May 2025
Oppenheimer Kristen Owen	96% upside $5	Outperform Maintained	22 Apr 2025