BrasilAgro signals growth in sugarcane and ethanol production amid strong operational results

Written by Emily J. Thompson, Senior Investment Analyst

Source: SeekingAlpha

Updated: Feb 07 2025

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Should l Buy LND?

Source: SeekingAlpha

Financial Performance: BrasilAgro reported strong Q2 2025 results with net revenue of R$644 million and a net income increase to R$77.8 million, driven by sugarcane and real estate sales, while maintaining an adjusted EBITDA margin of 31%.
Outlook and Risks: Management remains optimistic about future growth in sugarcane and ethanol production despite potential climate-related risks and high interest rates, emphasizing investments in irrigation and diversified crop strategies to mitigate challenges.

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About LND

BrasilAgro - Companhia Brasileira de Propriedades Agricolas is a Brazil-based company. Its core business consists of the acquisition, development, operation and sale of rural properties suitable for agricultural activities. The Company's activities are carried out through one operating segment: commercialization of properties, through purchase, sale or lease, and the production and commercialization of agricultural products. BrasilAgro is a producer of grains, cotton, sugar cane, and livestock. The Company actively manages its operations by combining the returns generated from BrasilAgro’s properties and operations, while mitigating weather and crop risks through geographic diversification and by obtaining high yields on the rural properties.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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