Cresud Sa · BCBA:CRES

Cresud Sa — Cresud S.A.C.I.F. y A. — Q3 2026 Earnings Presentation

16 slides from Cresud Sa's earnings presentation, May 8, 2026

  1. Slide 1: IIIQ 2026 Conference Call

    IIIQ 2026 Hosted by: Conference Call Alejandro Elsztain, CEO Matias Gaivironsky, CFO May 8, 2026 Maximizing Agricultural Potential

  2. Slide 2: Key Highlights for 9M26

    Key Highlights for 9M26 2026 Campaign Progressing with Record Planted Area (both in owned & leased farms) 1 Favorable weather conditions overall, except for some regions where we operate, mainly in Brazil Rising Commodity Prices and Input Costs 2 Reduction in export taxes supported prices in Argenti

  3. Slide 3: FY 2026 – Regional Planted Area

    FY 2026 – Regional Planted Area Planted Area Evolution (Th. Ha) Crop Breakdown Leased to 3rd parties +4.2% Paraguay SOYBEAN Bolivia 50% CORN Brazil 312 299 27% Argentina 278 283 279 283 277 18 18 12 262 14 24 12 6 24 28 21 6 10 11 11 226 14 13 13 12 7 220 220 217 213 14 12 SUGARCANE 208 197 123 181

  4. Slide 4: Commodity Price Trends – Nominal & Real Terms

    Commodity Price Trends – Nominal & Real Terms USD cents per bushel Since IIQ26 YOY May 5, 2026 Soja Real Real Terms Soybean Nominal Δ Nominal Δ BOOM POST-COVID Soybean Nominal Terms Soja Nominal SOYBEAN +15.9% +15.1% & RUS/UKR WAR CornReal Maiz Real Terms 2.400 SOYBEAN CORN +5.7% +4.3% Corn Nominal

  5. Slide 5: 2026 Campaign – Climate Conditions and Harvest Progress

    2026 Campaign – Climate Conditions and Harvest Progress Good Regional Weather Conditions Harvest Progress May-25 Soybean Corn Argentina 7.0% 16.0% Bolivia 100.0% - Brazil 100.0% 1.0% Paraguay 25.0% 0.0% Total Region 54.0% 11.0% Record wheat production and good development Adverse weather events in c

  6. Slide 6: 2026 Campaign: Agricultural Production Forecast

    2026 Campaign: Agricultural Production Forecast Crop Production (th. tn) Sugarcane Production (th. tn) +22.6% 1.017 2,411 2,150 2,215 2,123 2,153 172 105 2,039 2,053 1,919 813 828 844 798 763 829 146 147 111 118 Bolivia 182 112 707 432 612 Region 596 568 589 350 311 368 536 359 469 435 483 362 304 2

  7. Slide 7: Strong Livestock Activity in Argentina

    Strong Livestock Activity in Argentina International Steer Prices (Export) Livestock Inventory Evolution in Argentina (USD/Kg carcass) (Million heads) 704,119 heads 27,3 *Argentina: Price adjusted by tax exports and export FX *Source: Globaltecnos as of Apr-26 Cattle Inventory, Production and Livest

  8. Slide 8: Agricultural Commercial Services Performance (51.2% stake)

    Agricultural Commercial Services Performance (51.2% stake) Business Segments Traded Volumes and Market Share Evolution (million & %) 8,24% 7,56 7,60 6,65 6,83 6,44 6,41% 5,76 5,48 6,10% 5,10 4,00 5,60% 5,65% 3,31 4,42% 4,71% 3,03 3,95% 2,97% 2,93% 15-16 16-17 17-18 18-19 19-20 20-21 21-22 22-23 23/2

  9. Slide 9: Investment in IRSA – Performance Overview (53.44% stake)

    Investment in IRSA – Performance Overview (53.44% stake) 9M26 Main Events Adjusted EBITDA by Segment (ARS million) Shopping Malls Office Buildings 9M 26 NET GAIN OF ARS 239,741 MM 1 Strong performance across all rental segments Hotels S&D + Others +3.5% 2 SHOPPING MALLS: INCREASE IN REVENUES & EBITD

  10. Slide 10: Financial Results

    Financial CRESUD Results

  11. Slide 11: FX & Inflation Evolution

    FX & Inflation Evolution Nominal Official FX Evolution Nominal MEP FX Evolution 1455 5% 1380 1382 1503 1483 15% -1% 1423 15% -5% 18% 24% -4% 1205 1348 1314 -3% 12% 4% 1074 1032 -10% 6% 18% Inflation Index Evolution 1209 1214 971 6% -4% 1168 912 11077 9% 25% FY26 FY25 FY26 FY25 10121 8% FY Beginning

  12. Slide 12: 9M 26 – Agribusiness Results by Segment

    9M 26 – Agribusiness Results by Segment Agribusiness (ARS million) Farming (ARS million) Farmland sales Farming FyO Others 9M 25 9M 26 Var % 13,090 Grains -7,253 -29,783 310.6% 12,532 Sugarcane 11,483 -3,729 -132.5% 33,141 Cattle 8,318 10,651 28.0% 12,994 5,696 Agriculture Rent & Service -16 -345 -

  13. Slide 13: 9M 26 – Consolidated Operating Results (ARS million)

    9M 26 – Consolidated Operating Results (ARS million) Operating Income (excluding fair value changes) Change in Fair Value of Investment Properties 31,216 -6.4% 192,641 180,372 -182,253 9M 25 9M 26 9M 25 9M 26 13

  14. Slide 14: 9M 26 – Consolidated Results (ARS million)

    9M 26 – Consolidated Results (ARS million) Net Financial Result Net Result 115,317 90,518 231,308 109,643 9M 25 9M 26 Key Drivers 9M 25 9M 26 Δ Net FX Result 77,564 146,181 68,617 77,358 Net Interests -49,292 -99,157 -49,865 47,297 121,665 Change in FV of Financial 91,066 45,991 -45,075 Assets & Lia

  15. Slide 15: Standalone Debt Profile as of March 31, 2026

    Standalone Debt Profile as of March 31, 2026 (USD million) Net Debt Evolution Amortization Schedule Series L (Jan-26) Gross Debt 393.1 Series LII (abr-26): • Rate: 4,75% • Rate: 4,75% • Amount: USD 40.8M • Amount: USD 41.2M • Maturity: mar-29 • Maturity: apr-28 -17% Series LI (Jan-26): 178.5 • Amoun

  16. Slide 16: Contact Information

    Contact Alejandro Elsztain Matías Gaivironsky Santiago Donato CEO CFO Head of IR & ESG Information Corporate Offices Independent Auditors Della Paolera 261, 9th Floor PricewaterhouseCoopers Argentina www.cresud.com.ar +54 911 4323-7449 C1001ADA – City of Buenos Aires, Argentina Bouchard 557, 7th Flo

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