LND

BrasilAgro (LND) reported weak 3Q26 results, reflecting bottom-cycle profitability amid falling crop prices and rising input costs. LND's revenues and adjusted EBITDA declined sharply, with negative R$30 million EBITDA and a 26% YoY revenue drop driven by lower fair value and volumes. Management warns of elevated input costs, challenging climate risks (El Niño), and potential cash flow strain for the next planting season.

Brasilagro Cia Brasileira De Propriedades Agricolas NYSE: LND reported a weaker first nine-month period as lower commodity margins, sugarcane volume pressure and higher financial expenses weighed on results, while management emphasized the company's land liquidity, hedging position and efforts to control input costs.

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2026 Earnings Call Transcript