Cresud SACIF y A (STU:CD8)

Q2 2026 Cresud SACIF y A Earnings Call Transcript

Feb 10, 2026 / 09:00 PM GMT

Release Date Price: €10.8 (+2.86%)

Transcript

Key Points

Positve

Cresud SACIF y A (CRESY) reported improved weather conditions and increased hectares in four countries, leading to better yields, particularly in wheat.
The company achieved a 10% higher yield in wheat than expected, thanks to good use of fertilizers in Argentina.
Cattle activity showed strong performance with sustained prices and increased investments in feedlots, resulting in very good results.
Cresud SACIF y A (CRESY) successfully issued local capital market bonds totaling $117 million to manage debt maturity.
The company paid a significant dividend of approximately $64 million, with 70% in cash and 30% in shares, demonstrating strong shareholder returns.

Negative

Lower margins were reported due to a drop in prices and higher input costs compared to previous years.
Brazilagro experienced lower production results, particularly in sugarcane, affecting the first half of the year.
The planted area decreased by 6,000 hectares due to strict planting windows and lower margins in some farms.
Commodity prices, particularly soybean and corn, remain low in real terms, impacting profitability.
The company has not closed any real estate transactions in the first half of the year, affecting potential revenue streams.

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

CRESm.BA - Cresud SACIF y A
Q2 2026 Cresud SACIF y A Earnings Call
Feb 10, 2026 / 09:00PM 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 Cresud, and I welcome you to the second quarter of fiscal year '26 results conference call. First of all, I would like to remind you that both audio and slideshow may be accessed through the company's investor relations 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

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