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BrasilAgro Cia Brasileira de Propriedades Agricolas
(NYSE:LND)
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Rating:55Neutral
Price Target:
$3.50
▼(-5.66% Downside)
Action:Reiterated
Date:09/15/26
The score is held back mainly by weakened financial performance (net loss and softer free cash flow) and a technically weak price trend below major moving averages. Offsetting factors include a workable balance sheet with a solid equity buffer, an attractive dividend yield, and earnings-call guidance pointing to improved results and planned debt reduction, though execution and weather/commodity volatility remain key risks.
Positive Factors
Land value creation platform
BrasilAgro’s integrated land strategy creates value beyond annual crop income by improving underutilized properties and monetizing them through sales. This diversified earnings engine can support returns across agricultural cycles and gives the company strategic flexibility in capital allocation.
Negative Factors
Profitability reversal
The shift from previously positive earnings to a net loss indicates that revenue growth is not currently translating into reliable profitability. Persistent margin pressure would limit internally funded investment, weaken dividend sustainability, and increase dependence on asset sales or borrowing.
Read all positive and negative factors
Positive Factors
Negative Factors
Land value creation platform
BrasilAgro’s integrated land strategy creates value beyond annual crop income by improving underutilized properties and monetizing them through sales. This diversified earnings engine can support returns across agricultural cycles and gives the company strategic flexibility in capital allocation.
Read all positive factors
BrasilAgro Cia Brasileira de Propriedades Agricolas (LND) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$350.28M
Dividend Yield3.93%
Average Volume (3M)54.91K
Price to Earnings (P/E)―
Beta (1Y)0.04
Revenue Growth10.11%
EPS Growth-167.71%
CountryUS
Employees342
SectorConsumer Defensive
Sector Strength42
IndustryAgricultural Farm Products
Share Statistics
EPS (TTM)-0.90
Shares Outstanding102,683,440
10 Day Avg. Volume57,291
30 Day Avg. Volume54,906
Financial Highlights & Ratios
PEG Ratio0.12
Price to Book (P/B)0.91
Price to Sales (P/S)1.99
P/FCF Ratio58.86
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 st...
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 commoditie...
BrasilAgro Cia Brasileira de Propriedades Agricolas Earnings Call Summary
Earnings Call Date:Sep 03, 2026
(Q4-2026)
| % Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Positive
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.
Read all updates
Q4-2026 Updates
Positive
Negative
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.
Read all positive updates
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
Income Statement
52
Neutral
Balance Sheet
61
Positive
Cash Flow
57
Neutral
| Breakdown | Jun 2026 | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 922.17M | 151.91M | 1.02B | 1.20B | 1.37B |
| Gross Profit | 293.38M | 55.84M | 311.89M | 393.74M | 775.92M |
| EBITDA | 78.45M | 18.03M | 338.91M | 421.73M | 787.98M |
| Net Income | -93.20M | 24.12M | 226.87M | 268.54M | 520.10M |
Balance Sheet | |||||
| Total Assets | 3.70B | 3.84B | 3.61B | 3.51B | 3.35B |
| Cash, Cash Equivalents and Short-Term Investments | 184.56M | 159.82M | 193.89M | 412.04M | 530.36M |
| Total Debt | 1.43B | 1.31B | 1.04B | 871.97M | 702.19M |
| Total Liabilities | 1.68B | 1.66B | 1.43B | 1.31B | 1.13B |
| Stockholders Equity | 2.02B | 2.18B | 2.18B | 2.20B | 2.22B |
Cash Flow | |||||
| Free Cash Flow | 31.23M | 59.33M | 11.02M | 94.95M | 154.34M |
| Operating Cash Flow | 97.41M | 139.31M | 79.42M | 155.73M | 205.18M |
| Investing Cash Flow | -117.47M | -106.68M | -27.85M | 55.04M | -89.73M |
| Financing Cash Flow | 46.66M | -60.70M | -265.80M | -261.06M | -737.80M |
BrasilAgro Cia Brasileira de Propriedades Agricolas Technical Analysis
Negative
3.71
Price Trends
3.69
Negative
3.71
Negative
3.82
Negative
Market Momentum
>-0.01
Positive
40.04
Neutral
9.24
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 3.71 is below the 20-day moving average (MA) of 3.74, above the 50-day MA of 3.69, and below the 200-day MA of 3.82, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 40.04 is Neutral, neither overbought nor oversold. The STOCH value of 9.24 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.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
BrasilAgro Cia Brasileira de Propriedades Agricolas Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | $3.49B | 11.29 | 11.82% | 6.48% | -31.68% | -73.76% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
58 Neutral | $1.67B | 178.71 | 3.03% | 2.55% | 7.20% | -10.41% | |
55 Neutral | $350.28M | -20.25 | -4.37% | 3.93% | 10.11% | -167.71% | |
50 Neutral | $294.81M | 187.62 | 1.50% | 0.51% | -61.38% | ― | |
49 Neutral | $238.44M | -5.29 | -27.40% | 2.37% | -19.91% | -342.57% |
* Consumer Defensive Sector Average
LND
BrasilAgro Cia Brasileira de Propriedades Agricolas
3.59
-0.15
-4.01%
AGRO
Adecoagro SA
11.62
3.81
48.86%
ALCO
Alico
39.40
5.62
16.64%
CALM
Cal-Maine Foods
74.29
-27.19
-26.79%
LMNR
Limoneira Co
12.65
-2.55
-16.78%
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.