LVROF(LVROF)

$0.00—Earnings · Sep 2

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LVROF(LVROF)

OTC

$0.00—Earnings · Sep 2

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LVROF(LVROF)

LVROF

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8/23/26

LAVORO (LVROF)

Sunday

8:58 AM

Thesis: The combination of declining market share, negative cash flow, and potential adverse weather conditions is leading to a more pessimistic outlook for Lavoro's operational…

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$6.2B	$7.1B	$7.5B
Rev. Growth	-33.6%	+13.7%	+6.2%
EPS	$-22.62	$-2.18	$-0.85
EPS Growth	-237%	+90.4%	+60.9%
P/E	—	—	—

★ Analysts see FY2026 revenue reaching $7.1B — +13.7% growth in a single year.

What Could Go Wrong

1Declining fertilizer prices could further compress margins, leading to potential operational restructuring.
2Increased competition from local suppliers has led to a 15% drop in market share over the past year.
3Weather forecasts indicate a potential drought in key agricultural regions, which could reduce demand for inputs.
4Operational cash flow remains negative, indicating ongoing liquidity challenges.
5Long-term risk of climate change impacting agricultural productivity
6Regulatory changes related to environmental standards in agriculture
7Increased competition from local and international agricultural input suppliers
8Potential for price wars in the fertilizer market

FY2025 Snapshot

Revenue: $6.2B
Rev. Growth: -33.6%
Gross Margin: 13.9%
Op. Margin: -23.4%
Net Margin: -40.9%
Net Income: $-2.6B
NI Growth: -235%
EPS: $-22.62
1Y Return: -99.9%

LVROF Chart

My Notes

"The market is increasingly concerned about Lavoro's ability to sustain its position amidst rising competition and operational losses."
Moat: Lavoro's competitive advantage is weakened by increasing competition and operational challenges, limiting its pricing power.
Watch: The rise of sustainable agricultural practices could shift demand away from traditional inputs, posing a long-term threat.
value - Investors may be attracted to Lavoro due to its low valuation metrics despite operational challenges.
Interest rates affect Lavoro's financing costs for inventory and operations, potentially impacting profitability and capital expenditures.
Watch on earnings: Global fertilizer price index, Brazilian soybean and corn production levels, Operating cash flow trends.

One Sentence Summary:

The bear case: declining fertilizer prices could further compress margins, leading to potential operational restructuring.

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

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—

What Could Go Wrong

1Declining fertilizer prices could further compress margins, leading to potential operational restructuring.

2Increased competition from local suppliers has led to a 15% drop in market share over the past year.

3Weather forecasts indicate a potential drought in key agricultural regions, which could reduce demand for inputs.

4Operational cash flow remains negative, indicating ongoing liquidity challenges.

5Long-term risk of climate change impacting agricultural productivity

6Regulatory changes related to environmental standards in agriculture

7Increased competition from local and international agricultural input suppliers

8Potential for price wars in the fertilizer market

My Notes

"The market is increasingly concerned about Lavoro's ability to sustain its position amidst rising competition and operational losses."

Moat: Lavoro's competitive advantage is weakened by increasing competition and operational challenges, limiting its pricing power.

Watch: The rise of sustainable agricultural practices could shift demand away from traditional inputs, posing a long-term threat.

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

Interest rates affect Lavoro's financing costs for inventory and operations, potentially impacting profitability and capital expenditures.

Watch on earnings: Global fertilizer price index, Brazilian soybean and corn production levels, Operating cash flow trends.