BrasilAgro Closed Its Third Year Of Operational Challenges, And Remains Unattractive
BrasilAgro posted 4Q25 results, showing continued operational losses excluding land sales amid a tough agricultural cycle. FY26 outlook remains challenging for LND, with crop prices still low and i...
BrasilAgro - Companhia Brasileira De Propriedades Agrícolas (LND) Q4 2025 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q4 2025 Earnings Call September 4, 2025 9:00 AM EDT Company Participants Ana Paula Zerbinati Gama - Investor Relations Manage...
BrasilAgro Q4 2025: Challenging Quarter, But Upside Is Attractive
I reiterate my buy recommendation on BrasilAgro despite weak Q4 results, citing a 26.5% upside based on my DCF valuation. The company's unique model—improving and selling farmland—remains resilient...
BrasilAgro: Tariffs Winner With Market-Leading Margins And Dividend Yields
BrasilAgro is a financially healthy Brazilian agriculture company with industry-leading margins that has historically been a solid compounder. The stock is currently fairly valued as its growth pot...
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2025 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q3 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Ana Paula Zerbinati - IR & Capital Market Head A...
BrasilAgro: A Possible Beneficiary Of The Trade War
I am upgrading my recommendation on BrasilAgro shares from Hold to Buy due to the US-China Trade War creating a significant opportunity. BrasilAgro's resilient business model and solid financial he...
BrasilAgro's Markets Are Improving Moderately, But The Stock Remains Uninteresting
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's Q2 2025 results were mixed, with strong sugarcane performance offset by challenges in soybeans and large FX derivative losses. Sugarcan...
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2025 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q2 2025 Results Conference Call February 7, 2025 8:00 AM ET Company Participants Ana Paula Zerbinati - IR & Capital Market He...
BrasilAgro's Q4: Extended Weak Performance And Dividend Concerns
BrasilAgro's investment thesis faces challenges due to low commodity prices and difficulties in acquiring land, impacting its dividend sustainability and growth prospects. Despite weak recent earni...
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q4 2024 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q4 2024 Earnings Conference Call September 1, 2024 9:00 AM ET Company Participants Ana Paula Zerbinati - Investor Relations &...
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2024 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q3 2024 Earnings Conference Call May 9, 2024 9:00 AM ET Company Participants André Guillaumon - CEO Gustavo Lopez - CFO and I...
BrasilAgro: Real Estate Resilience During A Challenging Harvest
BrasilAgro should report a lower yield due to challenging factors in the 2022/23 harvest, but maintains a positive outlook for the future. The company's strategy revolves around efficient real esta...
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