Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (LND) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone. We are here once again in our earnings call at Brazil Agro. Today we're going to be presenting our earnings for the second quarter of the harvest of 2526. For those of you who are watching in English, the presentation is available on the chat. Now I'll pass the floor on to André Guillemot, our CEO, to begin. Thank you so much, Ana Paula. Thank you, everyone. Once again, it's a great pleasure to be with you here. And I think this call has been disruptive, right? This call is done directly from a farm. We had agenda challenges here at Chaparral, and I hope the Internet has no issues. We have everyone hoping for the best here. Let's hope the provider is good, but I am sure it's going to work well. and we're connected with telemetrics, and we hope things work well. And if this works well, I'm going to do all of my calls from the farm, because then I won't be stuck in Sao Paulo, I'll just be straight from my operations. But anyways, once again, thank you for being with us today. We're going to be disclosing our earnings for the semester. Before we talk about the semester, we saw that we had included the slides up ahead of the climate conditions, but I'm going to give you a quick overview. I believe that overall you've seen this, and it was a year with a bit more of irregular rain conditions, but our replanting needs were very low, and we had good efficiency in choosing when to plant the right crops, and we've been working on development ever since then. That's been very positive. In Mato Grosso, with rains, that are good and not getting in the way so much as what happened in the last harvest. The harvest last year, the last harvest was really difficult, but now so far we're doing really well. We have a lot of units as well. doing well in Mato Gross...