AGXY3.SA(AGXY3.SA)

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AGXY3.SA(AGXY3.SA)

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$1.83—

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AGXY3.SA(AGXY3.SA)

AGXY3.SA

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/3/26

AGROGALAXY PARTICIPAÇÕES (AGXY3.SA)

Friday

5:50 PM

Thesis: The company's ongoing operational losses and negative cash flow are raising concerns about its sustainability in a competitive market.

Revenue Outlook

Metric	FY2024	FY2025E	FY2026E
Revenue	$4.6B	$8.5B	$9.3B
Rev. Growth	-50.9%	+84.6%	+9.5%
EPS	$-213.80	$-6.75	$-1.38
EPS Growth	-538%	+96.8%	+79.6%
P/E	—	—	—

★ Analysts see FY2025 revenue reaching $8.5B — +84.6% growth in a single year.

What Moves the Stock

1Fluctuations in commodity prices, particularly soybeans and corn, which directly impact farmer purchasing decisions.
2Changes in agricultural policy and subsidies in Brazil that can affect input demand.
3Seasonal planting and harvesting cycles that drive sales volume.
4Currency fluctuations, particularly the BRL/USD exchange rate, affecting import costs for fertilizers and seeds.
5Sales of fertilizers (approximately 40%)
6Sales of seeds (approximately 30%)
7Crop protection products (approximately 30%)
8Sustainability in agricultural practices

FY2024 Snapshot

Revenue: $4.6B
Rev. Growth: -50.9%
Gross Margin: -3.7%
Op. Margin: -35.7%
Net Margin: -65.0%
Net Income: $-3.0B
NI Growth: -701%
EPS: $-213.80
1Y Return: -69.6%

AGXY3.SA Chart

My Notes

"Management noted, 'We are facing unprecedented challenges that require immediate strategic adjustments to ensure our viability.'"
Moat: AgroGalaxy's competitive advantage is currently weak due to high competition and operational inefficiencies.
value - Investors may be attracted to the stock due to its low valuation metrics, despite operational challenges.
Moderate - Rising interest rates can increase financing costs for farmers, potentially reducing their spending on agricultural inputs.
Watch on earnings: Soybean futures prices (ZSUSX), Corn futures prices (ZCUSX), Brazilian agricultural export volumes.

One Sentence Summary:

AgroGalaxy Participações: the story is balanced — fluctuations in commodity prices, particularly soybeans and corn, which directly impact farmer purchasing decisions.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2024

FY2025E

FY2026E

P/E

—

What Moves the Stock

1Fluctuations in commodity prices, particularly soybeans and corn, which directly impact farmer purchasing decisions.

2Changes in agricultural policy and subsidies in Brazil that can affect input demand.

3Seasonal planting and harvesting cycles that drive sales volume.

4Currency fluctuations, particularly the BRL/USD exchange rate, affecting import costs for fertilizers and seeds.

5Sales of fertilizers (approximately 40%)

6Sales of seeds (approximately 30%)

7Crop protection products (approximately 30%)

8Sustainability in agricultural practices

My Notes

"Management noted, 'We are facing unprecedented challenges that require immediate strategic adjustments to ensure our viability.'"

Moat: AgroGalaxy's competitive advantage is currently weak due to high competition and operational inefficiencies.

value - Investors may be attracted to the stock due to its low valuation metrics, despite operational challenges.

Moderate - Rising interest rates can increase financing costs for farmers, potentially reducing their spending on agricultural inputs.

Watch on earnings: Soybean futures prices (ZSUSX), Corn futures prices (ZCUSX), Brazilian agricultural export volumes.