BrasilAgro Cia Brasileira de Propriedades Agricolas (LND) AI Stock Analysis

• Market Cap: $365.73M
• Dividend Yield: 6.78%
• Average Volume (3M): 36.87K
• Price to Earnings (P/E): 15.2
• Beta (1Y): 0.12
• Revenue Growth: 0.32%
• EPS Growth: -42.97%
• Country: US
• Employees: 342
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Agricultural Farm Products
• EPS (TTM): 0.11
• Shares Outstanding: 102,683,440
• 10 Day Avg. Volume: 46,767
• 30 Day Avg. Volume: 36,874
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 1.63
• Enterprise Value/Revenue: 0.48
• Enterprise Value/Gross Profit: 2.10
• Enterprise Value/Ebitda: 1.33
• 1Y Price Target: $4.00
• Price Target Upside: 8.40% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 0

• Rating: 56 Neutral
• Price Target: $4.00 ▲(8.40% Upside)

The overall stock score of 56 reflects the financial challenges faced by BrasilAgro, including declining revenue and cash flow issues, which are partially offset by a reasonable valuation and attractive dividend yield. Technical analysis provides mixed signals, indicating a neutral market sentiment.

BrasilAgro Cia Brasileira de Propriedades Agricolas Business Overview & Revenue Model

Company Description

BrasilAgro Cia Brasileira de Propriedades Agricolas (LND) is a prominent Brazilian agricultural company specializing in the acquisition, development, and management of farmland for the production of various crops. The company operates primarily in the agribusiness sector, focusing on high-value agricultural operations such as soybean, corn, cotton, and cattle ranching. BrasilAgro is dedicated to sustainable agricultural practices and aims to enhance productivity while maximizing the value of its agricultural assets.

How the Company Makes Money

BrasilAgro generates revenue primarily through the sale of agricultural products cultivated on its owned and managed properties. The company benefits from the appreciation of its land assets, which can be sold or leased to other agricultural operators, thereby creating additional income streams. Key revenue sources include direct sales of crops, leasing agricultural land to third parties, and strategic partnerships with agribusiness firms to enhance operational efficiencies and market access. The company also capitalizes on favorable market conditions and price fluctuations in the agricultural commodities sector to optimize its earnings.

BrasilAgro Cia Brasileira de Propriedades Agricolas Financial Statement Overview

Summary

BrasilAgro displays strong profitability and operational efficiency, with high net profit and EBITDA margins. However, inconsistent revenue growth and declining cash reserves pose potential liquidity risks. The balance sheet is stable but cash flow challenges due to negative free cash flow growth and limited cash generation relative to earnings need attention.

Income Statement

The company shows a solid performance with a high gross profit margin of 22.67% for TTM (Trailing-Twelve-Months), indicating efficient cost management. The net profit margin is robust at 24.79%, reflecting strong profitability. However, revenue growth has been inconsistent, with a decline of 7.47% from the previous annual period. EBIT and EBITDA margins are healthy at 32.91% and 35.73%, respectively, suggesting good operational efficiency.

Balance Sheet

The balance sheet exhibits moderate leverage with a debt-to-equity ratio of 0.62 for TTM, which is manageable. The return on equity is impressive at 14.27%, indicating effective use of equity capital. However, the equity ratio stands at 54.64%, showing a moderate level of equity financing. The company's total assets have grown, but a decreasing trend in cash reserves may be a concern for liquidity.

Cash Flow

The cash flow statement presents challenges, with negative free cash flow growth, highlighting potential liquidity issues. Operating cash flow to net income ratio is modest at 0.14, indicating limited cash generation relative to earnings. The free cash flow to net income ratio is negative, suggesting the company is not generating free cash flow in line with its net income, mainly due to capital expenditures.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	1.25B	1.06B	1.02B	1.25B	1.42B	716.05M
Gross Profit	283.13M	215.55M	311.89M	315.50M	226.16M	-35.82M
EBITDA	446.15M	105.07M	338.91M	286.15M	787.98M	436.83M
Net Income	309.59M	138.02M	226.87M	268.54M	520.10M	317.65M
Balance Sheet
Total Assets	3.97B	3.84B	3.61B	3.51B	3.35B	3.43B
Cash, Cash Equivalents and Short-Term Investments	81.22M	159.82M	193.89M	412.04M	530.36M	1.06B
Total Debt	1.34B	1.31B	1.04B	871.97M	702.19M	862.18M
Total Liabilities	1.80B	1.66B	1.43B	1.31B	1.13B	1.25B
Stockholders Equity	2.17B	2.18B	2.18B	2.20B	2.22B	2.18B
Cash Flow
Free Cash Flow	-29.99M	59.33M	11.02M	94.95M	154.34M	132.52M
Operating Cash Flow	44.53M	139.31M	79.42M	155.73M	205.18M	151.23M
Investing Cash Flow	-49.71M	-106.68M	-27.85M	55.04M	-89.73M	-214.01M
Financing Cash Flow	-153.64M	-60.70M	-265.80M	-261.06M	-737.80M	954.86M

BrasilAgro Cia Brasileira de Propriedades Agricolas Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 3.69
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LND, the sentiment is Negative. The current price of 3.69 is below the 20-day moving average (MA) of 3.80, below the 50-day MA of 3.82, and below the 200-day MA of 3.79, indicating a bearish trend. The MACD of -0.05 indicates Positive momentum. The RSI at 41.11 is Neutral, neither overbought nor oversold. The STOCH value of 17.56 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LND.

BrasilAgro Cia Brasileira de Propriedades Agricolas Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CALM	84 Outperform	$4.46B	3.53	55.20%	8.94%	65.80%	197.95%
FDP	72 Outperform	$1.61B	10.75	7.49%	3.48%	1.41%	―
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
LMNR	62 Neutral	$264.59M	36.96	-4.88%	2.01%	-14.97%	-278.36%
AGRO	59 Neutral	$760.95M	21.29	2.63%	4.56%	19.45%	-82.38%
LND	56 Neutral	$365.73M	15.24	6.28%	6.78%	0.32%	-42.97%
ALCO	50 Neutral	$263.61M	32.96	-82.35%	0.58%	-4.72%	-700.99%

BrasilAgro Cia Brasileira de Propriedades Agricolas Corporate Events

BrasilAgro Announces Digital AGM-EGM for October 2025

BrasilAgro has announced its upcoming Annual and Extraordinary General Meeting (AGM-EGM) scheduled for October 22, 2025, which will be held in a digital format. The agenda includes reviewing the management’s accounts, discussing the allocation of net income for the fiscal year ended June 30, 2025, and electing members to the Board of Directors and Fiscal Council. Additionally, proposed amendments to the company’s bylaws will be addressed. This meeting is crucial for stakeholders as it will determine key financial and governance decisions impacting the company’s future operations.

BrasilAgro Announces Digital General Meeting for October 2025

BrasilAgro has announced its Annual and Extraordinary General Meeting scheduled for October 22, 2025, to be held digitally. The meeting will address several key agenda items, including the approval of financial statements for the fiscal year ended June 30, 2025, the allocation of net income, and the election of board members. This meeting is significant for stakeholders as it involves decisions on financial allocations and governance that could impact the company’s strategic direction.

BrasilAgro Reports Strong Financial Results Amidst Operational Challenges

BrasilAgro reported its consolidated results for the quarter and year ending June 30, 2025, highlighting a 5% increase in net revenue to R$1.2 billion, despite challenges like adverse weather conditions and reduced production in grains and cotton. The company successfully completed the sale of Fazenda Preferência, marking a significant milestone in its real estate strategy, and projected a promising outlook for the 2025/26 crop year with expectations of more stable weather and improved margins.

BrasilAgro Announces 2025/2026 Crop Year Estimates Amid Operational Adjustments

On September 3, 2025, BrasilAgro announced its initial estimates for the 2025/2026 crop year, maintaining a planted area of 172,610 hectares despite a 3% reduction in the previous year’s planted area due to adverse weather conditions. The company anticipates improved results driven by favorable weather, operational discipline, and technological investments, despite challenges such as high temperatures, water deficits, and disease impacting sugarcane production.