Welcome to our dedicated page for Brasilagro SEC filings (Ticker: LND), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The BrasilAgro – Companhia Brasileira de Propriedades Agrícolas (LND) SEC filings page brings together the company’s U.S. regulatory disclosures as a foreign private issuer. BrasilAgro files an annual report on Form 20-F for each fiscal year ended June 30, and it has announced the submission of these reports for multiple years. The Form 20-F includes audited financial statements prepared in accordance with International Financial Reporting Standards (IFRS), segment information for grains, sugarcane, cattle raising, cotton, real estate and other activities, and detailed notes on the company’s agricultural and rural real estate operations.
In addition to the Form 20-F, BrasilAgro regularly submits current reports on Form 6-K. These filings cover a wide range of topics, such as consolidated quarterly and annual results, material facts on farm sales and new leases, estimates for agricultural operations in upcoming crop years, and information related to annual and extraordinary general shareholders’ meetings. 6-Ks also include call notices, management proposals, minutes of meetings, and details on dividend declarations and allocation of net income.
For investors analyzing BrasilAgro, the filings provide insight into planted area by crop, production per product, production costs per hectare, hedge positions, and property portfolio metrics, as well as the composition of the company’s governing bodies and changes to its bylaws. They also document the company’s approach to acquiring, developing, operating, and selling rural properties across six Brazilian states, Paraguay, and Bolivia.
On Stock Titan, these filings are updated as they are released through the SEC’s EDGAR system. AI-powered tools can help summarize lengthy documents like the Form 20-F and detailed 6-Ks, highlight key figures and segment trends, and surface information on dividends, property transactions, and operational estimates, so users can review BrasilAgro’s regulatory history more efficiently.
BrasilAgro updated its estimates for the 2025/2026 harvest, reporting a 2% reduction in total planted grain area versus the initial plan, mainly from lower soybean and second-crop bean acreage after strategic and budget adjustments.
The company still expects a positive crop year, projecting total production of 249,640 tons, 1% below the previous estimate but 17% above the 2024/25 harvest. Sugarcane output was 1.7 million tons in 2025 with 67.55 tons per hectare, and production for 2026 is estimated at 2.1 million tons with 79.51 tons per hectare. Cattle operations are projected at 11,637 head over 8,649 hectares, and updated production costs per hectare are provided by crop. All figures are hypothetical projections and not a performance promise.
Kopernik Global Investors, LLC and David B. Iben have reported a passive stake in BrasilAgro - Brazilian Agricultural Real Estate Co. They report beneficial ownership of 6,509,500 common shares, equal to 6.34% of BrasilAgro’s outstanding common shares, based on 102,683,444 shares outstanding.
Their clients hold all of the shares, with no shares held directly by the reporting persons. Voting power is shared for 6,183,700 shares and dispositive power is shared for 6,509,500 shares. The filers certify the position is held in the ordinary course of business and not for the purpose of changing or influencing control of BrasilAgro.
BrasilAgro (NYSE: LND) reported first‑quarter results for the period ended September 30, 2025. The company posted a net loss of R$64.3 million, reversing a profit in the year‑ago quarter. Net sales revenue was R$302.969 million and Net revenue was R$286.643 million, entirely from agricultural product sales, as there were no farm sales this quarter.
Adjusted EBITDA reached R$64.349 million with a 21% margin. Results were weighed by lower sugarcane sales volume (down 19%) and a negative financial result tied to higher debt costs and present value adjustments on farm‑sale receivables amid a stronger real and lower soybean prices, which management characterizes as non‑recurring and non‑cash effects.
Operationally, the company targets producing 20% more in grains and cotton on the same planted area, with 34% of soybean area sown and 64% of Mato Grosso within the optimal window. The sugarcane harvest reached 1.6 million tons by September with revised projections of 1.7 million tons. The Annual Shareholders’ Meeting approved R$75.0 million in dividends (R$0.75 per share), noted as a 9.6% yield.
BrasilAgro (LND) updated its 2025/26 harvest estimates, noting a favorable outlook for crop mix and planted area, while cautioning that inconsistent rainfall could affect planting schedules and the second harvest.
Sugarcane is now projected at about 1.7 million tons with TCH of 67.78 for 2025. The company also adjusted cattle raising after the sale of Fazenda Preferência, with estimated 25/26 figures showing 8,649 hectares, 11,567 heads, and 1,909,570 kg of meat production. Planted area across crops remains broadly stable, near 173 thousand hectares.
For grains, estimated 25/26 production includes soybeans of 252,022 tons, corn of 64,872 tons, and second-crop corn of 99,230 tons. Production costs per hectare for 25/26 are estimated at R$5,247 for soybeans and R$4,698 for corn, with cotton at R$12,303 and sugarcane at R$11,735. The company emphasized these are hypothetical estimates and not a performance promise.
BrasilAgro – Companhia Brasileira de Propriedades Agrícolas (LND) filed its annual report on Form 20‑F for the fiscal year ended June 30, 2025. The company’s ADSs, each representing one ordinary share, trade on the NYSE under LND. Financial statements are prepared under IFRS, with the Brazilian real as functional currency. Dividends, when paid in cash, are in reais, and conversion exposes ADS holders to exchange-rate effects; the selling rate was R$5.4571 per US$1.00 on June 30, 2025 and R$5.3186 on September 30, 2025.
The filing highlights key risks typical of Brazilian agribusiness: commodity and FX volatility, seasonality, logistics constraints, and environmental compliance. Customer concentration increased: in the year ended June 30, 2025, three customers accounted for 52.9% of revenue; two customers made up 50% of grain/cotton revenue and one customer 64% of sugarcane revenue. The report notes legal limits on foreign ownership of rural land, potential impacts from tariffs and geopolitics, reliance on third‑party contractors, and continued use of hedging. The company is an emerging growth company and may use certain reporting exemptions.
BrasilAgro (LND)BRL 138,019,098.80.
The Company declared total dividends of BRL 75,000,000.00, equal to BRL 0.75289521 per share as of June 30, 2025, comprising mandatory dividends of BRL 32,779,535.97 and additional dividends of BRL 42,220,464.04. Dividends are payable within 60 days to holders of record at the end of trading on the meeting date, with shares trading ex-dividend from October 23, 2025.
Other allocations included a legal reserve of BRL 6,900,954.94 and BRL 56,118,143.86 to an Investment and Expansion Reserve. Governance actions set the Board of Directors at nine members and elected directors and fiscal council members. Compensation approvals included BRL 386,987.00 for the Fiscal Council and a global management limit of BRL 17,896,938.00. Bylaws were amended, confirming capital of BRL 1,587,987,665.07 divided into 102,683,444 common shares and updating takeover-related provisions.
BrasilAgro – Companhia Brasileira de Propriedades Agrícolas is calling an exclusively digital annual and extraordinary shareholders’ meeting for October 22, 2025 to vote on its June 30, 2025 financial statements, profit allocation, board and fiscal council elections, management compensation, and minor bylaw amendments.
For the fiscal year, the company reported net income of BRL 138.0 million, down from BRL 226.9 million, on net sales revenue of BRL 877.4 million and strong gains from farm sales of BRL 180.1 million. Management proposes total dividends of BRL 75.0 million, equal to BRL 0.75289521 per share and 57.20% of adjusted net income, with the balance of BRL 56.1 million allocated to an investment and expansion reserve. Shareholders will also vote on keeping the board at nine members, reelecting most current directors and fiscal council members, and approving a global management pay cap of BRL 17.9 million for the year starting July 1, 2025.
BrasilAgro is calling its annual and extraordinary general meeting for shareholders to be held exclusively in digital format at 12 p.m. (UTC-3) on October 22, 2025, using the Ten Meetings online platform. The meeting will be accessed through a specific electronic address and will follow Brazilian corporate law and Brazilian Securities Commission rules.
To participate virtually, shareholders, legal representatives, or proxies must register on the platform by October 20, 2025, providing identification details and supporting documents. The company will also use a remote voting system through distance voting ballots, which must be submitted by October 18, 2025, via custody agents, the share registrar, the central depository, or directly to BrasilAgro. Shareholders holding at least 5% of the voting capital may request adoption of the multiple voting procedure for electing the board of directors, and this request must be made by 12 p.m. on October 20, 2025.