BrasilAgro (NYSE: LND) revises 2025/26 crop, cattle and cost outlook

Rhea-AI Filing Summary

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.

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 February 5, 2026

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) Following the conclusion of grain planting, the total planted area decreased by 2 % compared to the initial estimate . This variation primarily reflects a reduction in soybean and second - crop bean acreage, resulting from strategic and budgetary adjustments . Production per product (tons) Following the review of the crop mix and adjustments to planted areas, the outlook for the 2025 / 26 crop year remains positive, despite irregular rainfall at the start of the cycle, which later stabilized and has supported strong production levels . Cha nge 25/ 26 Ha rvest Cha nge 25/ 26 Ha rvest 24 / 25 Ha rvest (%) Projected (%) Estimated Realized Pla nted a rea per culture (hecta re) 7% 109.273 n.a. 102.260 102.043 Grains - 2% 78.020 5% 79.344 75.541 Soybean 1% 27.529 41% 27.328 19.333 Corn and Corn 2nd Crop - 44% 3.724 - 7% 6.658 7.168 Bean and Bean 2nd Crop 6% 31.375 - 4% 29.677 30.857 Sugarcane n.a 8.649 6% 8.649 16.115 Pasture - 15% 3.483 - 57% 4.112 9.669 Cotton 1% 17.078 17% 16.841 14.382 Other - 2% 169.858 n.a . 172.610 173.0 67 Tota l Cha ng e 25/ 26 Ha rvest Cha nge 25/ 26 Ha rvest 24 / 25 Ha rvest (%) Projected (%) Estimated Realized Production per product (tons) - 1% 249.640 17% 252.022 214.742 Soybean 4% 67.276 43% 64.872 45.431 Corn 2% 100.893 39% 99.230 71.487 Corn - 2nd Crop n.a - 41% 954 676 Beans - 40% 4.351 70% 7.274 4.288 Beans - 2nd Crop 3% 8.643 - 51% 8.427 17.248 Cotton - 28% 7.103 - 20% 9.808 12.187 Cotton - 2nd Crop - 1% 4 37.90 7 21% 4 4 2.587 366.0 59 Tota l

‘2 The sugarcane harvest was completed in November, with 1 . 7 million metric tons of sugarcane, corresponding to 67 . 55 tons of cane per hectare (TCH) . For the 2026 sugarcane crop, we estimate production of 2 . 1 million metric tons, with TCH of 79 . 51 , reflecting the renewal of the fields and the normalization of production conditions . Performance fell short of expectations, primarily due to the advanced age of the sugarcane fields, which amplified the impact of high temperatures during crop formation and water deficits during crop development . Additionally, frost events in Brotas (SP), pest outbreaks in Mato Grosso, and a fire in September that affected part of São José Farm further contributed to the decline in productivity during the period . Cattle raising We projected 11,637 head of cattle, distributed across 8,649 hectares of active pastureland in Brazil and Paraguay. Production cost (R$/ha) It is worth noting that the estimates are hypothetical data and do not constitute a promise of performance . To learn more about the Company's operating estimates, see the projections section of our Reference Form . São Paulo, February 5, 2026. Gustavo Javier Lopez CFO & DRI Sugarcane Change 20 26 Harvest Change 20 25 Harvest 20 25 Harvest (%) Estimated (%) Realized Estimated Sugarcane Harvest Year Result (Apr/ 01 to Dec/ 31) (Apr/ 01 to Dec/ 31) (Apr/ 01 to Dec/ 31) - 4% 2.176.350 - 23% 1.741.625 2.272.136 Tons harvested 4% 27.372 - 2% 25.782 26.326 Hectares harvested - 8% 79,51 - 22% 67,55 86,31 TCH - Harvest tons per hectares Cha nge 25/ 26 Ha rvest Cha nge 25/ 26 Ha rvest 24 / 25 Ha rvest (%) Projected * (%) Estimated * Realized Ca ttle Ra ising n.a 8.649 - 46% 8.649 16.115 Hectares 1% 11.637 - 36% 11.567 18.152 Number of heads - 9% 1.743.378 - 15% 1.909.570 2.236.307 Meat production (kg) - 5% 0,45 - 4% 0,47 0,49 Weight Gain per Day - 9% 202 59% 221 139 Weight Gain per hectare * Already includes the sale of Pref erência Farm. Cha ng e 25/ 26 Ha rvest Cha ng e 24 / 25 Ha rvest 24 / 25 Ha rvest (%) Projected (%) Estimated Realized Production cost (R$/ ha) - 1% 5.173 7% 5.247 4.904 Soybean (1) 2% 4.806 - 7% 4.698 5.069 Corn (1) 8% 4.550 4% 4.211 4.059 Corn 2nd Crop n.a. - - 4% 4.121 4.296 Beans - 7% 2.490 32% 2.691 2.034 Beans 2nd Crop - 3% 11.888 14% 12.303 10.765 Cotton 5% 16.125 12% 15.421 13.746 Cotton 2nd Crop - 6% 11.082 16% 11.735 10.158 Sugarcane (1) includes area opening amortiza t 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: February 5, 2026	By:	/s/ Gustavo Javier Lopez
		Name:	Gustavo Javier Lopez
		Title:	CFO and IRO

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FAQ

What did BrasilAgro (LND) disclose about its 2025/2026 planted area?

BrasilAgro reported that, after completing grain planting, total planted area decreased 2% versus its initial estimate. The reduction mainly affects soybean and second-crop bean acreage, reflecting strategic and budgetary adjustments rather than operational constraints across the broader portfolio.

How does BrasilAgro’s projected 2025/26 crop production compare to 2024/25?

BrasilAgro projects total production of 249,640 tons for 2025/26, 1% below its earlier estimate but 17% above the 2024/25 realized harvest. This outlook assumes a positive crop year despite earlier irregular rainfall that later stabilized and supported stronger production levels.

What are BrasilAgro’s sugarcane production expectations for 2026?

For the 2026 sugarcane crop, BrasilAgro estimates 2.1 million metric tons produced with 79.51 tons of cane per hectare. This follows a 2025 harvest of 1.7 million tons at 67.55 tons per hectare, influenced by older fields, weather, frost, pests, and a fire incident.

What cattle raising metrics did BrasilAgro (LND) project for 2025/26?

BrasilAgro projected 11,637 head of cattle distributed over 8,649 hectares of active pastureland in Brazil and Paraguay. The company also presented estimates for meat production in kilograms, daily weight gain, and weight gain per hectare, already including the sale of Preferência Farm.

How did BrasilAgro address production costs per hectare for key crops?

BrasilAgro provided projected production costs per hectare in Brazilian reais for soybean, corn, beans, cotton, and sugarcane for 2025/26. The table shows percentage changes versus 2024/25, and soybean cost is projected at R$5,173 per hectare, with sugarcane costs including area opening amortization.

Does BrasilAgro guarantee its 2025/26 operational estimates?

BrasilAgro explicitly states that its 2025/26 estimates are hypothetical data and do not constitute a promise of performance. Investors are directed to the projections section of the company’s Reference Form for additional details on operating estimates and underlying assumptions.