Brasilagro Cia Brasileira De Propriedades Agricolas · BMFBOVESPA:AGRO3
Brasilagro Cia Brasileira De Propriedades Agricolas — Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) — Q3 2025 Earnings Presentation
12 slides from Brasilagro Cia Brasileira De Propriedades Agricolas's earnings presentation, May 9, 2025
Slide 1: Results Presentation 3Q25 | 9M25
RESULTS PRESENTATION 3Q25 | 9M25 André Guillaumon Gustavo Lopez Ana Paula Zerbinati CEO CFO & IRO IR and Capital Market Head
Slide 2: 9M25 Earnings Call
9M25 EARNINGS CALL PORTUGUÊS Essa videoconferência será em português, com tradução ENGLISH simultânea para o inglês. ENGLISH The following presentation will be held in The following Portuguese, presentation with simultaneous will be held into translation Alteração de Idioma: para acessar a tradução
Slide 3: Highlights 9M25
Highlights Destaques 6M25 9M25 77.832 R$ 870.5 R$ 195.3 R$ 76.7 million of net million million of net 77.832 revenue adjusted EBITDA income
Slide 4: Scenario: Commodity performance
Scenario Commodity performance (Jun/24 - Apr/25) Soybean - Paranaguá -2% Cattle Raising +46% 137,79 322,70 134,42 221,60 Corn - BM&FBOVESPA +31% Ethanol - Hydreted Futuro B3 +17% 2.811,00 76,41 2.406,50 58,22 Cotton -13% Sugarcane - (Açúcar Futuro NY) -4% 76,15 17,62 66,35 18,30 4
Slide 5: Inputs: Price of the inputs
Price of the inputs Average Price Status Purchase Fertilizers – 25/26 Harvest – Jan/25 BrasilAgro: +24% MAP BRASIL (usd/ton) 698 24/25 Harvest: Potassium chloride 598,00 USD/Ton 23% 25/26 Harvest: Phosphates 563 635,00 USD/Ton INPUTS Mar-24 May-24 Jul-24 Sep-24 Nov-24 Jan-25 Mar-25 May-25 77% NPK -
Slide 6: 24/25 Harvest Status | Grains and Cotton
24/25 HARVEST STATUS | Grains and Cotton Production per Crop 23/24 Harvest 24/25 Harvest 24/25 Harvest Chg. % Chg. % (tons) Realized Estimated Projected Soybean 200.246 251.788 26% 216.111 -14% Corn 18.106 42.033 n.a. 47.527 13% Corn 2nd Crop 48.152 54.102 12% 73.237 35% Bean 9.045 2.691 -70% 903 -6
Slide 7: Hedge Position as of May 7, 2025
HEDGE POSITION as of May 7, 2025 Safra 24/25 SOYBEAN ETHANOL CORN 83% R$/USD 98% 72% U$D/bushel 6,39 39% 63% U$D/bushel R$/USD 10,36 R$/sc 24% 10,88 5,41 20% R$/m¹ R$/m¹ 53,58 2.464 2.679 Commodity Exchange Câmbio Commodity Exchange Câmbio Commodity Commodity Commodity 24/25 Harvest Harvest 25/26 24
Slide 8: Key Figures
Key Figures Fiscal Year Highlights (R$ Thousand) Net Income (R$ Thousand) 103.209 (R$ mil) 9M24 9M25 Var. % (2.914) (4.197) Revenues from Operations 540.762 648.709 20% 17.553 76.738 21.614 2.537 Revenues from Farm Sales 5.165 129.301 n.a 47.315 (106.065) (1.298) 4.968 Net Sales Revenue 545.927 778.
Slide 9: Key Figures: Gross Income by Culture
KEY FIGURES Soybean Corn Bean Sugarcane Gross Income by Culture 9M25 9M24 9M25 9M24 9M25 9M24 9M25 9M24 Quantity sold (tons) 139.631 101.738 42.773 113.614 2.101 2.333 1.340.673 1.305.064 Net Revenue 269.213 193.205 30.861 77.293 5.310 4.126 239.423 166.898 Derivatives Result 3.323 10.972 (267) (1.2
Slide 10: Indebtedness
INDEBTEDNESS Net Financial Debt Amortization Schedule (R$ thousand) 03/31/2025 06/30/2024 Chg. (%) 90,59% CDI Short Term 337.575 177.311 90% Long Term 547.405 504.627 8% R$815,6 884.980 million of Total Indebtedness 884.980 681.938 30% Farmland sales receivables (-) Cash and cash equivalents 105.577
Slide 11: Disclaimer
Disclaimer The statements contained in this document related to business perspectives, projections on operating and financial results and those related to BrasilAgro's growth prospects are mere projections and, as such, are based exclusively on the board's expectations about the future of the busine
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