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BrasilAgro reports a stronger 2024/25 crop year despite difficult weather. Net revenue reached R$ 1.2 billion, up 5% year over year, driven by R$ 877.4 million from agricultural products and R$ 241.3 million from farmland sales.
Net income totaled R$ 138.0 million, while adjusted EBITDA came to R$ 267.3 million, supported by better margins in soybeans and sugarcane. The company completed the sale of Fazenda Preferência for R$ 141.4 million, generating an estimated 9.3% annual IRR and contributing to about R$ 1.9 billion in farmland sales over five years.
BrasilAgro’s property portfolio was appraised at about R$ 3.5 billion, reflecting an 18% five-year CAGR in land value. Weather and operational issues reduced grain and cotton output versus estimates, but diversification into sugarcane and cattle, plus active hedging, helped preserve overall profitability.
BrasilAgro (LND) outlines its initial operating estimates for the 2025/2026 crop year, keeping total planted area at 172,610 hectares, in line with 2024/2025. Management notes that despite recent farm sales, area will be maintained through a new lease in Mato Grosso and recently converted land coming into production. The company aims to improve results through favorable weather, tighter operational discipline, and continued investment in technology.
For grains and cotton, production in the 2024/2025 season came in 9% below the initial estimate, mainly due to a smaller planted area, adverse weather, and operational issues. The tables show planned shifts among crops, with soybean and corn taking a larger role and significant percentage changes in several individual lines such as sugarcane and pasture area. Sugarcane performance in the current harvest has been pressured by older fields, heat, water deficit, frost in Brotas (SP), and disease in Mato Grosso, leading to an updated projection of 1.9 million tons at 71.53 tons per hectare.
In cattle raising, the sale of Fazenda Preferência triggered revisions to area and herd estimates, with lower projected hectares and headcount but higher weight gain per hectare. The company also provides updated production cost estimates per hectare by crop, highlighting differentiated cost dynamics across soybean, corn, beans, cotton, and sugarcane. Management emphasizes that all figures are hypothetical estimates, not a performance guarantee.
Kopernik Global Investors, LLC and its controlling member David B. Iben have filed a Schedule 13G disclosing a passive stake in BrasilAgro (NYSE: LND). As of 30 June 2025, the reporting persons beneficially own 5,161,700 common shares (held as ADSs), representing 5.03 % of the company’s outstanding equity (based on 102.7 M shares reported in the issuer’s 6-K dated 8 May 2025).
The holding is entirely shared: 4,643,600 shares carry shared voting power and 5,161,700 shares carry shared dispositive power; neither party has sole voting or dispositive authority. Kopernik is classified as an investment adviser (IA); Mr. Iben is reported as a parent holding/control person (HC). Both certify the stake is held in the ordinary course of business and not for the purpose of influencing control.
The disclosure crosses the 5 % threshold that triggers a Schedule 13G filing but contains no indication of activist intent, additional transactions, or changes to BrasilAgro’s operations.