BrasilAgro - Companhia Brasileira de Propriedades Agrícolas(LND)

$3.58—Stale · unknown old

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BrasilAgro - Companhia Brasileira de Propriedades Agrícolas(LND)

NYSE • Last print unknown ago

$3.58—Stale · unknown old

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LND(LND)

LND

9/15/26

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND)

Tuesday

10:19 PM

ThesisThe recent decline in crop prices and rising operational costs have led to concerns about profitability, overshadowing potential growth from new land acquisitions.

Revenue Outlook

Metric	FY2026	FY2027E	FY2028E
Revenue	$922M	$1.3B	$1.4B
Rev. Growth	+507%	+43.8%	+6.8%
EPS	$-0.93	$0.00	$0.00
EPS Growth	-167%	+100%	—
P/E	—	—	—

★ Analysts see FY2027 revenue reaching $1.3B — +43.8% growth in a single year.

Why Revenue Could Explode

01Recent drought conditions in key agricultural regions are expected to reduce soybean yields by 15%, potentially driving up prices.
02BrasilAgro has secured a new land lease agreement that increases its operational footprint by 20%, enhancing production capacity.
03Increased tariffs on imported agricultural products could boost domestic prices, benefiting BrasilAgro's sales.
04Sustainable agricultural practices
05Technological advancements in farming
06Soybean and corn prices - fluctuations directly impact revenue
07Land valuation changes - affects asset value and potential sales
08Operational efficiency improvements - cost reductions can enhance margins

FY2026 Snapshot

Revenue: $922M
Rev. Growth: +507%
Gross Margin: 31.8%
Op. Margin: -0.4%
Net Margin: -10.1%
Net Income: $-93M
NI Growth: -486%
EPS: $-0.93
1Y Return: -2.2%

LND Chart

My Notes

"Management noted, 'While we are expanding our footprint, the current market conditions pose significant challenges to our margins.'"
Moat: BrasilAgro's competitive advantage lies in its extensive land holdings and established distribution networks…
value - Investors may seek undervalued agricultural assets with potential for recovery.
Higher interest rates can increase financing costs for land acquisitions and operational expenses…
Watch on earnings: Soybean futures prices (ZSUSX), Corn futures prices (ZCUSX), Free cash flow yield.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $1.3B to $1.4B as recent drought conditions in key agricultural regions are expected to reduce soybean yields by 15%.

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

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Metric

FY2026

FY2027E

FY2028E

—

P/E

—

Why Revenue Could Explode

01Recent drought conditions in key agricultural regions are expected to reduce soybean yields by 15%, potentially driving up prices.

02BrasilAgro has secured a new land lease agreement that increases its operational footprint by 20%, enhancing production capacity.

03Increased tariffs on imported agricultural products could boost domestic prices, benefiting BrasilAgro's sales.

04Sustainable agricultural practices

05Technological advancements in farming

06Soybean and corn prices - fluctuations directly impact revenue

07Land valuation changes - affects asset value and potential sales

08Operational efficiency improvements - cost reductions can enhance margins

My Notes

"Management noted, 'While we are expanding our footprint, the current market conditions pose significant challenges to our margins.'"

Moat: BrasilAgro's competitive advantage lies in its extensive land holdings and established distribution networks…

value - Investors may seek undervalued agricultural assets with potential for recovery.

Higher interest rates can increase financing costs for land acquisitions and operational expenses…

Watch on earnings: Soybean futures prices (ZSUSX), Corn futures prices (ZCUSX), Free cash flow yield.