BrasilAgro (NYSE: LND ) reported 1Q25 results, with an improvement in the margin of core crops (mainly soybeans from inventory carry and sugarcane from an improvement in prices). The company also completed the sale of one ofLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the compe ...

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND) Q1 2025 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Ana Paula Zerbinati - Investor Relations & Capital Market Head André Guillaumon - Chief Executive Officer Gustavo Lopez - Chief Financial Officer & Investor Relations Officer Conference Call Participants Pedro Soares - BTG Gustavo Troyano - Itau Guilherme Guttilla - BTG Ana Paula Zerbinati Good morning, everyone. We are gathered here together for an Earning ...

RESULTS PRESENTATION 1Q25 André Guillaumon CEO Gustavo Lopez CFO & IRO brasilagro Ana Paula Zerbinati IR and Capital Market Head 1Q25 EARNINGS CALLS PORTUGUÊS | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|------------------------------------------------------------------------------------------------------- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered American Depositary Shares, each representing one ordinary share, no par value LND New York Stock Exchange Ordinary Shares* — New York Stock Exchange* FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fisc ...

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BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND) Q4 2024 Earnings Conference Call September 1, 2024 9:00 AM ET Company Participants Ana Paula Zerbinati - Investor Relations & Capital Markets Head André Guillaumon - Chief Executive Officer Gustavo Lopez - Chief Financial Officer & Investor Relations Officer Conference Call Participants Pedro Fonseca - XP Ana Paula Zerbinati [Interpreted] Good morning to all. We are here for our call at the end of the year for 2023-2024. As you know, our ...

RESULTS PRESENTATION André Guillaumon 4Q24 | 2024 CEO Gustavo Lopez CFO & IRO Ana Paula Zerbinati IR and Capital Market Head brasilagro 4Q24 | 2024 RESULTS VIDEOCONFERENCE PORTUGUÊS | --- | --- | --- | |-----------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

BrasilAgro - Companhia Brasileira de Propriedades AgrÃcolas (NYSE:LND) Q3 2024 Earnings Conference Call May 9, 2024 9:00 AM ET Company Participants André Guillaumon - CEO Gustavo Lopez - CFO and IR Officer Conference Call Participants Pedro Fronseka - XP Unidentified Company Representative Good morning, everyone. We're here for another earnings call from BrasilAgro Third Quarter Meeting January to March 2024. For those of you who are not familiar with our calendar, this is what our fiscal year looks like. T ...

The company's strategy storage capacity, we should have a storage capacity -- static storage not processing, storage where grains come in and wait. So, static capacity in the case of soybean 35%, 40% of our production. So, we have a static capacity 35% 40% of the soybean we have. André Guillaumon And question asked us about the drop in price, the part coming from Chicago and the part based on basis. I believe it's important to mention, how our policy, our hedge position and normally we sell using Chicago an ...

CEO 2Q24 | 6M24 RESULTS VIDEOCONFERENCE 6M24 HIGHLIGHTS 2023/2024 HARVEST YEAR Planted area (thousand hectares) Land Ownership Soybean Corn and Corn 2nd Crop Leased Area Operated by BrasilAgro Beans and Beans 2nd Crop Sugarcane 4 | --- | --- | --- | --- | --- | |-------------------------|-----------------------|------------------|---------|-------| | 185.691 \n74.997 | -7,1% \n-3,6% -3,7% | 172.459 \n72.277 | Climate | | | 25.759 | | 24.816 | | | | | -8,9% | | | | | 29.283 | -45,7% | 26.681 | | | | | 26.622 ...