AGRO Earnings

AGRO reported its FY2025Q2 earnings on 2025-08-18, showcasing a revenue of 391.98M against an estimate of 402.00M, resulting in a -2.49% surprise. The EPS was 0, surpassing the expected 0 by 0% . The stock experienced a 0.99% price change on the earnings day and a -5.93% change over the next five days, reflecting market reactions to the results.

Following AGRO's FY2025Q2 earnings announcement on 2025-08-18, the stock price moved by 0.99% on the day of the release. Over the subsequent five days, it saw a -5.93% change. Historically, AGRO's stock price tends to shift by an average of -3.83% in the 10 days leading up to earnings and -0.90% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate AGRO’s annual revenue to reach 376.07M, while the EPS is projected at -0.16. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.17% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between AGRO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -0.17%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AGRO's stock price typically moves by -3.83% in the 10 days before its earnings and -0.90% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of -0.16 and revenue of 376.07M.

The earnings call presented a mixed picture with positive elements like increased cow productivity and ethanol production mix, but also significant negative aspects including lower sales volumes, higher costs in the dairy business, and a 29% decline in gross sales. The Q&A revealed concerns about leverage, unclear guidance on future dividends and financing, and a cautious CapEx approach due to weak pricing. Despite some optimism in sugar and ethanol outlooks, the overall sentiment is negative, especially for a small-cap stock, likely resulting in a -2% to -8% stock price movement.