Q3 2025 BrasilAgro Brazilian Agricultural Real Estate Co Earnings Call Transcript

May 8, 2025 / 01:00 PM GMT

Release Date Price: $3.63

Transcript

Key Points

Positve

Brasilagro - Cia Bras de Prop Agricolas (LND) reported 870 million in net revenue for the first nine months, showcasing strong financial performance.
The company achieved 195 million in adjusted EBITDA, indicating effective cost management and operational efficiency.
Brasilagro has successfully locked in favorable prices for corn and cotton, ensuring stable revenue streams.
The company has incorporated over 20,000 hectares of plantations, expanding its agricultural footprint and potential output.
Brasilagro's strategic positioning in regions like Mato Grosso and Bahia has allowed it to capitalize on favorable agricultural conditions.

Negative

The company faced significant currency volatility, impacting financial results and requiring careful management of exchange rates.
Soy production was below budgeted expectations in some regions due to adverse weather conditions, affecting overall margins.
High interest rates have increased the cost of capital, posing challenges for financing and investment decisions.
Brasilagro's debt level is a concern, with a total adjusted net debt of 779 million riais, necessitating careful financial management.
The company anticipates a need to rethink its budget and funding strategies due to changing economic conditions and interest rates.

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

AGRO3.SA - BrasilAgro - Companhia Brasileira de Propriedades Agricolas
Q3 2025 BrasilAgro Brazilian Agricultural Real Estate Co Earnings Call
May 08, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone.

We are here once again to disclose our earnings for Brazaro.

Today we're going to talk about the closing of our period from 31st of March 2025, the nine months accumulated.

For our harvest year 2,425. Good morning everyone.

Today I have Andre, our CEO and Gustavo O Lapiz, our CFO. For those listening in English, we have the presentation available on the chats in the English version, and at the end we'll also open up to Q&A.

On to and have a great call.

Good morning everyone.

Thank you, Ana Paolo.

Thank you everyone once again for being with us, listening to the

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