Brasilagro Cia Brasileira De Propriedades Agricolas · BMFBOVESPA:AGRO3
Brasilagro Cia Brasileira De Propriedades Agricolas — Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) — Q3 2026 Earnings Presentation
14 slides from Brasilagro Cia Brasileira De Propriedades Agricolas's earnings presentation, May 8, 2026
Slide 1: Results Presentation 3Q26 | 9M26
RESULTS PRESENTATION 3Q26 | 9M26 brasilagroY Ana Paula Zerbinati IR and Capital Market Head
Slide 2: Earnings Call
EARNINGS CALL brasilagro Essa videoconferéncia sera em portugués, com tradugao simultanea para o inglés. The following presentation will be held in Portuguese, with simultaneous translation to English. A le Idioma: para acessar a tradugdo simultdnea, clique no , botao RniaqeNaietiion, na parte infer
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Slide 4: Results 9M26
RESULTS 9M26 R$ 637.3 R$ 42.8 R$ 76.1 million million million of Net Revenue Adjusted EBITDA of Net Loss
Slide 5: Real Estate Results: Moroti Farm Sale
Imobiliário Real Estate RESUTALDOS 9M26 Morotí Farm Sale Location Nominal Value Estimated IRR US$ 1.5 million US$ 14.2% Paraguay US$ 3,062 per arable ha R$ 23.2%
Slide 6: Scenario: Commodity performance
Cenário Cenário Scenario Commodity performance | JUN/24 – APR/26 Soybean – PARANAGUÁ -6% Cattle Raising – BOI GORDO +61% Conflict onset 137.79 356.25 129.10 Conflict onset 221.60 Corn – BM&FBOVESPA Milho - +17% +17% Ethanol – HYDRATED FUTURO B3 +6% BM&FBOVESPA Conflict onset 67.95 67,95 58.22 Confli
Slide 7: Scenario: Input prices
Cenário Cenário Scenario INPUT PRICES Average Price STATUS PURCHASE INPUTS | APR/26 BrasilAgro +52% MAP BRASIL Conflict onset 26/27 HARVEST 25/26 HARVEST: (USD/TON) 880 643,00 Potassium chloridade USD/Ton Purchase 25/26 578 26/27 HARVEST: 69% 22% Purchase 26/27 672,00 purchased jun-24 mar-26 USD/ton
Slide 8: Operational Performance
OPERATIONAL PERFORMANCE PLANTED AREA OPERATION STATUS WEATHER SOYBEANS 25/26 HARVEST 77,971 hectares After a period of more intense Projected rainfall, rainfall volumes are 94% harvested showing signs of stabilization, Projected: 246.0 thousand tons with expectations of a 10% strengthening of El Niñ
Slide 9: Hedge Position as of May 08
HEDGE POSITION as of May, 08 Soybeans Cotton 81% 75% 76% 58% U$D/bushel R$/USD c/lb R$/USD 10,85 5,89 69,15 6,65 Commodity Exchange Commodity Exchange Câmbio 25/26 Harvest 25/26 Harvest Ethanol Corn Receivables (farm sale) 76% R$/m3 54% 60% 2.498 13% R$/sc R$/usd R$/usd 54,03 10,79 5,86 Commodity Co
Slide 10: Key Figures
Key Figures Fiscal Year Highlights (R$Thousand) Net Income (R$ Thousand) 76.738 (R$ Thousand) 9M26 9M25 Change 13.840 (36.152) Revenues from Operations 635.779 648.709 -2% (29.187) (58.975) 31.792 Revenues from Farm Sales 4.064 129.301 -97% 37.316 (76.066) 2.567 (1.877) Net Sales Revenue 639.843 778
Slide 11: Key Figures: Gross Income by Crop
Key Figures Soybeans Corn Beans Sugarcane Gross Income by Crop 9M26 9M25 9M26 9M25 9M26 9M25 9M26 9M25 Quantity sold (tons) 146.573 139.631 80.951 42.773 3.530 2.101 971.466 1.340.673 Net Revenue 277.422 269.213 61.876 30.861 8.548 5.310 164.129 239.423 Derivatives Result 7.301 3.323 5.190 (267) - -
Slide 12: Indebtedness
INDEBTEDNESS Net Financial Debt Amortization Schedule (R$ thoussand) 03/31/2026 06/30/2025 Chig. % COST OF DEBT: 93.2% CDI Short Term 473.344 355.841 33% Long Term 527.272 529.678 n.a R$678.3 Total Indebtedness 1.000.616 885.519 13% million of Farmland (-) Cash and cash equivalents 113.323 159.816 -
Slide 13: 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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