May 23, 2026, 1:37 AMseekingalpha.comLND
BrasilAgro Faces A Risk Storm But Crop Prices Are Not Reacting
Financial reportsManagement
BrasilAgro (LND) reported weak 3Q26 results, reflecting bottom-cycle profitability amid falling crop prices and rising input costs. LND's revenues and adjusted EBITDA declined sharply, with negative R$30 million EBITDA and a 26% YoY revenue drop driven by lower fair value and volumes. Management warns of elevated input costs, challenging climate risks (El Niño), and potential cash flow strain for the next planting season.