BrasilAgro updates 2025/26 harvest with 1.7M tons sugarcane

Rhea-AI Filing Summary

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.

FORM 6-K
U.S. SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549

REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 OF THE
SECURITIES EXCHANGE ACT OF 1934

dated November 6, 2025

BRASILAGRO – COMPANHIA BRASILEIRA DE PROPRIEDADES AGRÍCOLAS (Exact Name as Specified in its Charter)

BrasilAgro – Brazilian Agricultural Real Estate Company

(Translation of Registrant’s Name)

Avenida Rebouças, 2942, 6th floor

(Address of principal executive offices)

Gustavo Javier Lopez,

Chief Financial and Investor Relations Officer,

Tel. +55 11 3035 5350, Fax +55 11 3035 5366, ri@brasil-agro.com

1309 Av. Brigadeiro Faria Lima, 5^th floor

São Paulo, São Paulo 01452-002, Brazil

(Name, Telephone, E-mail and/or Facsimile number and Address of Company Contact Person)

Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.

Form 20-F ☒    Form 40-F ☐

‘1 Material Fact BRASILAGRO – COMPANHIA BRASILEIRA DE PROPRIEDADES AGRÍCOLAS Publicly - Held Company with Authorized Capital CNPJ/MF No. 07.628.528/0001 - 59 NIRE 35.300.326.237 MONITORING OF THE AGRICULTURAL OPERATIONS ESTIMATES 2025/2026 HARVEST YEAR BrasilAgro – Companhia Brasileira de Propriedades Agrícolas (B 3 : AGRO 3 ) (NYSE : LND), a Brazilian leader i n the acquisition, development and s ale of rural properties with high upside potential, informs its shareholders and the market i n general about the monitoring and a n y adjustments to the agricultural operations estimates for the 2025 / 2026 harvest year . Planted Area by Crop (hectares) Our analysis of crop mix, production, and planted area indicates a favorable forecast for the 2025 / 26 season . However, inconsistent rainfall patterns could impact planting schedules and, as a result, the second harvest . Pla nted Area by Crop (hecta res) 24 / 25 Ha rvest Realized 25/ 26 Ha rvest Estimated Chg. (%) 25/ 26 Ha rvest Projected Chg. (%) 10% 1% 112.990 80.033 n.a. 5% 102.260 79.344 102.043 75.541 Grains Soybeans n.a. 27.328 41% 27.328 19.333 Cornd and Corn 2nd Crop - 15% 5.629 - 7% 6.658 7.168 Beans and Beans 2nd 1% 30.035 - 4% 29.677 30.857 Sugarcane n.a. 8.649 - 46% 8.649 16.115 Pasture 6% 4.355 - 57% 4.112 9.669 Cotton n.a. 16.841 17% 16.841 14.382 Others n.a. 172.871 n.a. 172.610 173.0 67 Total Production per product (tons) Chg. 25/ 26 Ha r vest Chg. 25/ 26 Ha r vest 24 / 25 Ha r vest (%) Projected (%) Estimated Realized Production per product (tons) 2% 257.246 17% 252.022 214.742 Soybean 3% 66.878 43% 64.872 45.431 Corn - 1% 97.825 39% 99.230 71.487 Corn - 2nd Crop n.a - 41% 954 676 Beans - 8% 6.661 70% 7.274 4.288 Beans - 2nd Crop 2% 8.619 - 51% 8.427 17.248 Cotton 17% 11.481 - 20% 9.808 12.187 Cotton - 2nd Crop 1% 4 4 8.711 21% 4 4 2.587 366.0 59 Tota l

‘2 Sugarcane O desempenho ficou abaixo do esperado devido à idade avançada do canavial, temperaturas elevadas na formação da cultura, déficit hídrico no período de desenvolvimento, geadas em Brotas/SP e incidência de pragas no Mato Grosso . Em setembro, uma queimada atingiu parte da Fazenda São José, contribuindo para a redução da produtividade . Diante desse cenário, atualizamos nossas estimativas e projetamos uma produção de 1 , 7 milhão de toneladas, com TCH de 67 , 78 para a safra 2025 . Cattle raising With the sale of Fazenda Preferência in June 2025, we updated our cattle raising estimates by adjusting both area and herd. Production cost (R$/ha) It is worth noting that the estimates are hypothetical data and do not constitute a promise of performance . To learn more about the Company's operating estimates, see the projections section of our Reference Form . São Paulo, November 6, 2025. Gustavo Javier Lopez CFO & DRI Sugarcane Harvest Year Result 20 24 Harvest realized 20 25 Harvest estimated Chg. (%) 20 25 Harvest projected Chg. (%) (Apr/ 01 to Dec/ 31) (Apr/ 01 to Dec/ 31) (Apr/ 01 to Dec/ 31) - 22% 1.764.115 10% 2.272.136 2.060.451 Tons harvested - 1% 26.028 5% 26.326 25.132 Hectares harvested - 21% 67,78 5% 86,31 81,98 TCH - Harvest tons per hectares Chg. 25/ 26 Harvest Chg. 25/ 26 Harvest 24 / 25 Harvest (%) Projected (%) Estimated Realized Cattle Raising n..a 8.649 - 46% 8.649 16.115 Hectares 2% 11.817 - 36% 11.567 18.152 Number of heads - 5% 1.815.687 - 15% 1.909.570 2.236.307 Meat production (kg) - 5% 0,45 - 4% 0,47 0,49 Weight Gain per Day - 5% 210 59% 221 139 Weight Gain per hectare Chg. (%) 25/ 26 Harvest Projected Chg. (%) 25/ 26 Harvest Estimated 24 / 25 Harvest Realized Production Cost (R$/ ha) 1% 5.286 7% 5.247 4.904 Soybeans (1) - 1% 4.664 - 7% 4.698 5.069 Corn (1) 5% 4.404 4% 4.211 4.059 Corn 2nd Crop n.a - - 4% 4.121 4.296 Beans - 12% 2.372 32% 2.691 2.034 Beans 2nd Crop - 4% 11.837 14% 12.303 10.765 Cotton 4% 15.969 12% 15.421 13.746 Cotton 2nd Crop + Pivot - 3% 11.329 16% 11.735 10.158 Sugarcane (1) includes area opening amortizat ion

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this Report to be signed on its behalf by the undersigned, thereunto duly authorized.

Date: November 6, 2025	By:	/s/ Gustavo Javier Lopez
		Name:	Gustavo Javier Lopez
		Title:	CFO and IRO

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FAQ

What did BrasilAgro (LND) change in its 2025/26 harvest outlook?

It updated crop mix, planted area, and production estimates, highlighting weather risks that could affect planting and the second harvest.

What is BrasilAgro’s projected sugarcane output for 2025?

Projected production is about 1.7 million tons with a TCH of 67.78.

How did cattle raising estimates change for 2025/26 at BrasilAgro (LND)?

After selling Fazenda Preferência, estimates show 8,649 hectares, 11,567 heads, and 1,909,570 kg of meat production.

What are the 2025/26 estimated grain productions for BrasilAgro?

Estimated production includes 252,022 tons of soybeans, 64,872 tons of corn, and 99,230 tons of second-crop corn.

What production costs per hectare did BrasilAgro estimate for 2025/26?

Estimated costs are R$5,247/ha for soybeans, R$4,698/ha for corn, R$12,303/ha for cotton, and R$11,735/ha for sugarcane.

What risks could impact BrasilAgro’s 2025/26 harvest execution?

The company cited inconsistent rainfall, which could affect planting schedules and the second harvest.