Q4 2025 Cresud SACIF y A Earnings Call Transcript
Key Points
- Cresud SACIF y A (CRESY) experienced a stable year in commodity prices, with a rebound in soybean and corn prices by 9% and 8% respectively.
- The company benefited from favorable Argentine government measures, including a permanent reduction in grain export taxes, improving margins.
- Cattle operations showed significant improvement with higher prices, better margins, and increased production, leading to intensified activities in Argentina.
- Real estate transactions resulted in substantial gains, with $66 million in nominal sales and $56 million in gains from four transactions.
- Cresud SACIF y A (CRESY) achieved significant progress in ESG initiatives, including RGRS certification for soybean and corn, and substantial social investments in local communities.
- Certain regions in Argentina and Paraguay faced adverse climate conditions, negatively impacting yields, particularly in Los Pozos and Paraguay farms.
- Despite stable commodity prices, high input costs, especially fertilizers, led to lower margins, affecting activities in Argentina.
- The company experienced a 30% drop in farm sales results compared to the previous year, attributed to lower sales volume and inflation adjustments.
- Sugarcane production in Brazil was affected by drought and early frost, resulting in reduced hectares and sugar production.
- The company faced challenges in the grains segment, with a loss of ARS5.6 billion due to lower prices and yields than initially estimated.
Good afternoon everyone. I'm Santiago Donato, Investor Relations officer of Cresud, and I welcome you to the fiscal year 2025 results conference call. First of all, I would like to remind you that both [Audi] and Slideshow may be accessed through company's Investor Relation website at www.cresud.com.ar by clicking on the banner webcast link. The following presentation and the earnings release are also available for download on the company website.
After management remarks, there will be a question and answer session for analysts and investors. If you want to make a question, please use the chat. Before we begin, I would like to remind you that this call is being recorded and that information discussed today may include forward-looking statements regarding the company's financial and operating performance.
All projections are subject to risk and uncertainties, and actual results may differ materially. Please refer to the detailed note in the company's earnings
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