
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2027 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrcolas is dedicated to the acquisition, development, exploration and sale of rural properties suitable for agricultural activities in Brazil. The company is headquartered in Sao Paulo, Brazil.
| Revenue (TTM) | $942.44M |
| Gross Profit (TTM) | $140.24M |
| EBITDA | $21.08M |
| Operating Margin | 10.70% |
| Return on Equity | 2.69% |
| Return on Assets | -0.06% |
| Revenue/Share (TTM) | $9.46 |
| Book Value | $4.05 |
| Price-to-Book | 0.88 |
| Price-to-Sales (TTM) | 2.00 |
| EV/Revenue | 3.181 |
| EV/EBITDA | 15.67 |
| Quarterly Earnings Growth (YoY) | -73.50% |
| Quarterly Revenue Growth (YoY) | 16.10% |
| Shares Outstanding | $99.61M |
| Float | $45.49M |
| % Insiders | 0.68% |
| % Institutions | 8.11% |
Volatility is currently expanding

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2027 Earnings Call Transcript

Brasulagro Cia Brasileira De Propriedades Agricolas NYSE: LND reported a net loss of BRL 90 million for its 2025/2026 harvest year ended June 30, 2026, compared with a BRL 138 million loss in the prior-year period, as weaker sugarcane and cotton results offset stronger grain production.

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
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on LND and any ticker you trade — then tracks every position and per-strategy win rate.