BRASILAGRO - COMPANHIA BRASILEIRA DE PROPRIEDADES AGRÍCOLAS (LND)

Sunday

9:32 PM

Thesis: The 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	FY2025	FY2026E	FY2027E
Revenue	$152M	$1.1B	$1.3B
Rev. Growth	-85.1%	+646%	+10.5%
EPS	$1.39	$0.00	$0.00
EPS Growth	-39.0%	-100%	—
P/E	2.7×	—	—

★ Analysts see FY2026 revenue reaching $1.1B — +646% growth in a single year.

What Moves the Stock

1Soybean and corn prices - fluctuations directly impact revenue
2Land valuation changes - affects asset value and potential sales
3Operational efficiency improvements - cost reductions can enhance margins
4Regulatory changes in agriculture - can impact operational capabilities
5Crop sales (soybeans, corn, cotton) - 80%
6Land leasing - 15%
7Other agricultural services - 5%
8Sustainable agricultural practices

FY2025 Snapshot

Revenue: $152M
Rev. Growth: -85.1%
Gross Margin: 36.8%
Op. Margin: 3.2%
Net Margin: 15.9%
Net Income: $24M
NI Growth: -89.4%
EPS: $1.39
1Y Return: +0.8%

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:

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas: the story is balanced — soybean and corn prices - fluctuations directly impact revenue.

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

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