BrasilAgro's Cycle Will Improve In FY26, But Is Still Way Behind The Price (NYSE:LND)

With the start of the crop and calendar year and an almost 8% drop since I last covered the name in September 2025 , BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ( LND ) isLong-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 competitive dynamics of the industries whe ...