Key Points – BrasilAgro posted a weaker nine-month result, with BRL 637 million in net revenue, BRL 42.8 million in adjusted EBITDA and a BRL 76 million net loss, as lower commodity margins, sugarcane volume pressure and higher financial expenses hurt performance. – The company…
ghlighted a land sale in Paraguay as proof of portfolio liquidity, saying the deal generated an IRR of 23% in reais and 14% in dollars while also showing continued demand for assets in the region. – Management said hedging and cost control remain key supports, with about 65% of soy currency exposure locked, 76% of cotton sold and 54% of corn sold, while the company has already secured roughly 70% of its potassium chloride needs despite fertilizer price inflation. 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
Chief Executive Officer André Guillaumon opened the call by noting that BrasilAgro is marking its 20th anniversary. He said the company’s history reflected “a lot of resilience” and lessons learned, along with regional development tied to roads, electrical networks and employment. Turning to the current year, he described the operating environment as “really complex” because of interest rates and other external factors, but said management is focused on what it can control, including technology, planting decisions and productivity.
For the first nine months, Guillaumon said BrasilAgro posted BRL 637 million in net revenue, BRL 42.8 million in adjusted EBITDA and a BRL 76 million net loss. Chief Financial Officer and Investor Relations Officer Gustavo Javier Lopez said the company had reported a positive result of BRL 76 million in the same period last year, while adjusted EBITDA in the prior-year period was BRL 195…