SLC Agricola SA (BSP:SLCE3)
R$ 18.04 +0.11 (+0.61%) Market Cap: 7.96 Bil Enterprise Value: 16.53 Bil PE Ratio: 10.64 PB Ratio: 1.62 GF Score: 89/100
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Q1 2025 SLC Agricola SA Earnings Call Transcript

May 14, 2025 / 01:00 PM GMT
Release Date Price: R$18.66 (-1.69%)

Key Points

Positve
  • SLC Agricola SA (SLCJY) reported a 19.1% increase in net revenue for Q1 2025, reaching BRL2.3 billion, driven by a record volume of soybeans and cotton invoiced.
  • The company achieved a significant increase in adjusted EBITDA, reaching BRL943 million with a margin of 40.5%, and net income increased by 123.1% compared to the previous year.
  • SLC Agricola SA (SLCJY) has made significant progress in purchasing fertilizers and pesticides for the 25/26 crop season, securing a substantial portion of necessary inputs.
  • The company has strategically balanced its debt structure with a focus on long-term sustainability, despite an increase in net debt to BRL5.2 billion.
  • SLC Agricola SA (SLCJY) has a strong cash generation capability, with expectations to reduce leverage levels by mid-2026, maintaining a stable dividend payout strategy.
Negative
  • Cotton prices remain under pressure due to challenging macroeconomic conditions, including the ongoing trade war between the US and China.
  • The company's leverage has increased, with a net debt over adjusted EBITDA ratio of 2.27 times, influenced by recent investments and acquisitions.
  • Soybean and cotton yields were slightly below initial forecasts due to weather-related delays, impacting overall production efficiency.
  • The company faces uncertainties in the macroeconomic scenario, particularly regarding geopolitical changes and new tariffs that could affect trading strategies.
  • There is a risk of increased costs for fertilizers and crop protection inputs, with some molecules currently being sold at higher prices than the previous year.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SLCE3.SA - SLC Agricola SA
Q1 2025 SLC Agricola SA Earnings Call
May 14, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to SLC Agricullas Q1 2025 earnings webcast. My name is Andrea Vasconcelos. I am the planning and investor relations manager. Also joining me this morning, we have our CFO and IRO Broom. It's a pleasure to have you with us this morning. Please note that this webcast is being recorded and will be available on the company's investor relations website where you can also find the presentation. For those who need simultaneous interpretation, we have this feature available on Zoom under interpretation located at the bottom center of your screen. Just choose your preferred. Language Portuguese or English. Those listening to the webcast in English have the option to mute the original Portuguese audio by clicking on mute
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