Brasilagro Companhia Brasileira De Propriedade Agricola ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
FY Revenue (est.)
$208.6Mnext fiscal year
FY EPS (est.)
$0.02next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q1 2027 Earnings Release | 15 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Net Revenue (9M FY2025/2026) Quarterly637M
Adjusted EBITDA (9M FY2025/2026) Quarterly42.8M
Cash Position Quarterly887M
Planted Area (FY2025/2026 Guidance) Annually169.9KTarget: 169858 hectares
Total Production (FY2025/2026 Guidance) Annually437.9KTarget: 437907 tons
Watch Items
- Sugarcane Productivity and HeadwindsTrigger: Continued low productivity or high cost per ton due to climate factors (frost, fire, aging plantations)Action: Optimize crop portfolio, apply necessary soil treatments, and monitor operational margins
- Commodity Price Volatility (Soy and Corn)Trigger: Soy and corn prices moving sideways or declining further due to global oversupplyAction: Leverage strong cash position, hold unsold soy production strategically to capitalize on better market conditions, and maintain currency hedges
- Currency and Commodity Hedging LevelsTrigger: Soy currency exposure hedge falling below 65% or cotton sold below favorable exchange ratesAction: Regularly review and adjust hedging strategies (currently soy hedged at ~5.89 BRL/USD and cotton at ~6.65 BRL/USD)
Research as of 19 Jun 2026