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

BrasilAgro Cia Brasileira de Propriedades Agricolas

(NYSE:LND)

Select Model

Rating:44Neutral

Price Target:$3.00▼(-6.95% Downside)

Action:reiterated

Date:10/27/26

The overall score is low, reflecting significant financial distress and weak market sentiment. The primary drags are the company's swing to a net loss, deteriorating cash flows, and a bearish technical outlook with the stock trading below all major moving averages. The cautiously optimistic earnings call guidance and a modest dividend yield provide some support, but they are outweighed by the current negative financial trends and high volatility inherent in the agricultural sector.

Positive Factors

Revenue RecoveryThe sharp revenue rebound shows that BrasilAgro retains substantial operating scale across its agricultural activities. Although earnings were weak, the preserved gross margin indicates that the business can still generate meaningful value from higher production and sales volumes when operating conditions improve.

Negative Factors

Profitability ReversalThe move from solid profits in 2022–2024 to an operating loss and sizable net loss demonstrates materially higher earnings volatility. This weakens internally generated capital, reduces resilience during difficult harvests and makes future performance more dependent on a recovery in operating conditions.

BrasilAgro Cia Brasileira de Propriedades Agricolas (LND) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $316.78M
Dividend Yield: 1.81%
Average Volume (3M): 58.77K
Price to Earnings (P/E): -19.1
Beta (1Y): 0.11
Revenue Growth: 10.11%
EPS Growth: -167.71%
Country: US
Employees: 342
Sector: Consumer Defensive
Sector Strength: 62
Industry: Agricultural Farm Products

BrasilAgro Cia Brasileira de Propriedades Agricolas Business Overview & Revenue Model

Company Description

BrasilAgro (LND) is a company dedicated to the agricultural sector, specializing in the identification, development, exploitation, and divestment of rural properties suitable for agricultural ventures across Brazil. The company's operations are struc...

How the Company Makes Money

BrasilAgro makes money through a combination of (1) agricultural and livestock operating revenues and (2) gains from rural property development and sales. On the operating side, it generates revenue by producing and selling agricultural commodities c...

BrasilAgro Cia Brasileira de Propriedades Agricolas Earnings Call Summary

Earnings Call Date:Sep 02, 2026(Q4-2026)|% Change Since:-14.86%|Next Earnings Date:Nov 02, 2026

Earnings Call SentimentPositive

The call was cautiously optimistic. Management acknowledged a difficult year marked by a BRL 90 million loss, lower sugarcane and cotton performance, higher financial expenses, weather disruptions and elevated capital costs. However, these challenges were balanced by strong soy and corn productivity, disciplined cost and currency management, land-portfolio value creation, an improving sugarcane outlook, planned debt reduction and confidence in improved results in the next harvest.

Positive Updates

Record Harvest Area and Substantial Land Portfolio

BrasilAgro reported an all-time-high harvest of 167,000 hectares planted and a portfolio value of BRL 3.1 billion, later described as approximately BRL 3.34 billion after land appreciation and portfolio changes.

Negative Updates

Net Loss Despite Positive Crop Contributions

BrasilAgro reported BRL 926 million of net revenue, BRL 100 million of adjusted EBITDA and a BRL 90 million loss. The loss compared with a BRL 138 million loss in the same period last year.

Company Guidance

Management said they “should expect a recovery in these numbers” and a “positive harvest situation,” with “significant sale impacts” next year that would “bring stability to our operational results from a recurring manner”; sugarcane harvesting was expected to finish “by November 30th or even a little before,” with “BRL 625 million, about 40 something” considered in the first part, while cost expectations were “incrementing marginally” and costs had been stabilized; the company expected to perform farm sales “in the next period,” could be “more of a buyer,” and said it was “not going to sell BRL 2 billion in the next five unless we have a major acquisition”; it also expected to reduce debt, including finishing with “BRL 160 million, BRL 150 million less in debt,” after an investment of “about BRL 300 million, BRL 400 million” and resuming “about BRL 200 million and some,” while CapEx was being reduced from “about BRL 150 million per year”; the proposed dividend was “about $0.30 per share,” representing “BRL 30 million” in reserves.

BrasilAgro Cia Brasileira de Propriedades Agricolas Financial Statement Overview

Summary

Financial performance is weak, driven by a highly volatile income statement that swung to a net loss, declining cash flow generation, and rising leverage. While the balance sheet provides a moderate buffer, the negative trends in profitability and cash flow are significant concerns.

Income Statement

35Negative

Balance Sheet

55Neutral

Cash Flow

40Negative

Financial statement breakdown
Breakdown	TTM	Jun 2026	Jun 2025	Jun 2024	Jun 2023	Jun 2022
Income Statement
Total Revenue	647.23M	922.17M	151.91M	1.02B	1.20B	1.37B
Gross Profit	159.53M	293.38M	55.84M	311.89M	393.74M	775.92M
EBITDA	187.83M	78.45M	86.14M	338.91M	421.73M	787.98M
Net Income	-37.55M	-93.20M	24.12M	226.87M	268.54M	520.10M
Balance Sheet
Total Assets	3.70B	3.70B	3.84B	3.61B	3.51B	3.35B
Cash, Cash Equivalents and Short-Term Investments	184.56M	184.56M	159.82M	193.89M	412.04M	530.36M
Total Debt	1.43B	1.43B	1.31B	1.04B	871.97M	702.19M
Total Liabilities	1.68B	1.68B	1.66B	1.43B	1.31B	1.13B
Stockholders Equity	2.02B	2.02B	2.18B	2.18B	2.20B	2.22B
Cash Flow
Free Cash Flow	23.16M	31.23M	59.33M	11.02M	94.95M	154.34M
Operating Cash Flow	86.65M	97.41M	139.31M	79.42M	155.73M	205.18M
Investing Cash Flow	-108.58M	-117.47M	-106.68M	-27.85M	55.04M	-89.73M
Financing Cash Flow	38.86M	46.66M	-60.70M	-265.80M	-261.06M	-737.80M

BrasilAgro Cia Brasileira de Propriedades Agricolas Technical Analysis

Technical Analysis SentimentNegative

Last Price3.22

Price Trends

50DMA3.59Negative

100DMA3.59Negative

200DMA3.76Negative

Market Momentum

MACD-0.10Positive

RSI31.25Neutral

STOCH8.33Positive

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 3.22 is below the 20-day moving average (MA) of 3.54, below the 50-day MA of 3.59, and below the 200-day MA of 3.76, indicating a bearish trend. The MACD of -0.10 indicates Positive momentum. The RSI at 31.25 is Neutral, neither overbought nor oversold. The STOCH value of 8.33 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 Risk Analysis

BrasilAgro Cia Brasileira de Propriedades Agricolas disclosed 55 risk factors in its most recent earnings report. BrasilAgro Cia Brasileira de Propriedades Agricolas reported the most risks in the "Macro & Political" category.

Macro & Political - Risks related to catastrophic events or geopolitical conditions that may disrupt the company’s business

Latest Risks Added

1 New Risk

1.We may be unable to timely and effectively implement IFRS S1 and IFRS S2, including measuring and presenting greenhouse-gas emissions.Q2, 2025

BrasilAgro Cia Brasileira de Propriedades Agricolas Peers Comparison

Overall Rating

UnderperformOutperform

Sector (62)

Financial Indicators

LND against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	62Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
CALM	62Neutral	$2.97B	53.41	2.22%	7.57%	-42.51%	-95.45%
AGRO	58Neutral	$1.40B	29.81	3.03%	3.06%	7.20%	-10.41%
ALCO	49Neutral	$277.45M	178.09	1.50%	0.53%	-61.38%	―
LMNR	46Neutral	$193.65M	-4.47	-27.40%	2.81%	-19.91%	-342.57%
LND	44Neutral	$315.55M	-19.13	-4.37%	1.81%	10.11%	-167.71%

* Consumer Defensive Sector Average

Performance Comparison

LND and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
LND	Brasilagro Cia Brasileira De Propriedades Agricolas ADR	3.18	-0.48	-13.07%
AGRO	Adecoagro	9.69	1.88	24.06%
ALCO	Alico Inc	37.40	4.10	12.32%
CALM	Cal-maine Foods	63.56	-23.73	-27.19%
LMNR	Limoneira	10.68	-3.15	-22.75%

BrasilAgro Cia Brasileira de Propriedades Agricolas Corporate Events

BrasilAgro Shareholders Approve 2026 Dividend Payout and Agrifirma Merger

Oct 22, 2026

On October 21, 2026, BrasilAgro held its annual and extraordinary general shareholders’ meeting digitally, with nearly 75% of share capital represented, to address financial statements for the year ended June 30, 2026 and key corporate governan...

BrasilAgro Declares R$30 Million in Interim Dividends at October 21 Meeting

Oct 21, 2026

At the Annual and Extraordinary Shareholders’ Meeting held on October 21, 2026, BrasilAgro approved interim dividends totaling R$30 million, equivalent to R$0.30115808232 per common share, excluding treasury stock. The distribution is based on...

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Oct 27, 2026

BrasilAgro Cia Brasileira de Propriedades Agricolas AI Stock Analysis