BrasilAgro Companhia Brasileira de Propriedades Agrícolas ADR/$LND

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About BrasilAgro Companhia Brasileira de Propriedades Agrícolas ADR

Brasilagro - Cia Bras de Prop Agricolas is a Brazil-based company, engaged in the acquisition, development, operation, and sale of rural properties suitable for agricultural activities. The business activity of the firm is operated through Real estate, Grains, Sugarcane, Cattle rising, Cotton, and Other segments. The Grains segment is involved in the production and sale of soybean and corn. The Sugarcane segment includes the sale of raw product. The Real Estate segment presents the P&L from operations carried out in the company's subsidiaries. The Cattle Raising segment consists of producing and selling beef calves after weaning, which characterizes the activity as breeding and the Other segment engages in other corporate activities. The majority of revenue is earned from Grain Segment.

Ticker

$LND

Primary listing

NYSE

Employees

-

Headquarters

São Paulo, Brazil

LND Metrics

BasicAdvanced
$368M
14.59
$0.25
0.29
$0.25
6.74%

Bulls say / Bears say

Consistent land monetization: For FY2025, BrasilAgro generated R$241.3 million from farmland sales and has averaged R$380.4 million annually over the past five years, underscoring its disciplined land transformation strategy. (SEC Form 6-K)
Segment diversification: Despite weather-related grain challenges, sugarcane achieved a 30% gross margin and the cattle-raising unit contributed positively, mitigating volatility in core agribusiness operations. (Investing.com)
Production growth outlook: For the 2025/26 cycle, BrasilAgro projects a 21% increase in combined grain and cotton output to 442,587 tons, supported by a 3% expansion in planted area. (Investing.com)
Input cost inflation: Regional corn prices have surged over 23% year-to-date to above R$90 per 60 kg bag, raising feed and production costs for BrasilAgro’s grain segment and compressing margins. (Reuters)
Regulatory risk: Brazil’s lower house approved a bill in October 2025 restricting foreign ownership of land near borders and in the Amazon, which could limit BrasilAgro’s ability to acquire and expand rural property holdings. (Reuters)
Operational shortfalls: Grain and cotton output fell 9% below initial estimates in the 2024/25 cycle due to adverse weather and reduced planted areas, leading to lower volumes and higher unit costs. (Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 1 Oct 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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