Cresud SACIF y A (STU:CD8)

Q1 2026 Cresud SACIF y A Earnings Call Transcript

Nov 12, 2025 / 06:00 PM GMT

Release Date Price: €9.67 (-0.99%)

Transcript

Key Points

Positve

Cresud SACIF y A (CRESY) is experiencing favorable weather conditions, which are expected to positively impact both winter and summer crop yields.
The company reported a significant increase in commodity prices, particularly soybeans, due to temporary export tax reductions in Argentina.
Cresud SACIF y A (CRESY) has intensified its cattle operations, benefiting from high global cattle prices and improved productivity.
The company received substantial dividends from its subsidiaries, including $66 million from IRSA, enhancing its cash flow.
Cresud SACIF y A (CRESY) is expanding its agricultural operations, with a 7.4% increase in planted area, driven by leasing more land in Argentina and Brazil.

Negative

There were no farmland sales in the first quarter, which contrasts with the previous year and may impact revenue expectations.
The company faced challenges in its sugarcane operations due to adverse climate conditions and lower prices.
Cresud SACIF y A (CRESY) reported a loss in net financial results due to the impact of currency devaluation on its dollar-denominated debt.
The company is experiencing reduced liquidity in Brazil, affecting land prices and sales potential.
Higher costs and negative margins are affecting many global farmers, although Cresud SACIF y A (CRESY) remains optimistic about its position.

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

CRESm.BA - Cresud SACIF y A
Q1 2026 Cresud SACIF y A Earnings Call
Nov 12, 2025 / 06:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone. I'm Santiago Donato, investor relations officer of Creut, and I welcome you to the first quarter of 2026 results conference call. First of all, I would like to remind you that both Audie and slideshow may be accessed through company's investor relations website at www.cresut.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

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