Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (LND) Q2 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:01.769 -- 00:00:03.769 Good 00:00:04.152 -- 00:00:06.452 morning, everyone. 00:00:07.336 -- 00:00:11.641 We are here for another earnings call at Brazil Agro to 00:00:11.641 -- 00:00:16.747 disclose our second quarter of our harvest year 25-26, which 00:00:16.747 -- 00:00:21.753 represents the first half of the year. If you're new around here, it's important to 00:00:21.753 -- 00:00:27.080 highlight that the Brazil Agro year goes from July 00:00:27.080 -- 00:00:31.435 to June, and that's why we're reporting the second quarter now. 00:00:31.435 -- 00:00:37.600 Have a great call, everyone, and I will pass on the floor to André. 00:00:39.084 -- 00:00:44.630 Thank you so much, Ana. Good morning, everyone, and to be with you all once again. 00:00:44.630 -- 00:00:47.413 I want to bring in some important news here. 00:00:47.413 -- 00:00:51.896 We're going to talk about the harvest, the climate, commodities, 00:00:52.839 -- 00:00:57.485 and also major dollar variations in this quarter, 00:00:57.485 -- 00:01:01.017 which is super important to demonstrate here. 00:01:01.017 -- 00:01:06.084 And you all know that due to accounting reasons and considering the value of our 00:01:06.084 -- 00:01:11.571 stocks and assets, these variations were very important within a quarter. 00:01:11.571 -- 00:01:17.920 But overall, I'd like to once again thank you for your participation and 00:01:17.920 -- 00:01:21.866 share a bit of what the company has been doing very well in the first six months of the 00:01:21.866 -- 00:01:24.049 year. So 00:01:24.049 -- 00:01:28.495 we would end the first six months with a net revenue of $644 million. 00:01:28.495 -- 00:01:31.336 And then... 00:01:31.578 -- 00:01:36.085 an adjusted EBITDA of about 00:01:36.085 -- 00:01:41.212 78 million Yais. So ...