BrasilAgro (ADR)
Transforms rural properties into productive farms, then operates or sells them.
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Profile
Acquires rural land, invests in infrastructure and technology, and develops it for crop production, leasing or sale. The portfolio spans Brazil, Paraguay and Bolivia, combining farm operations with land-value creation.
Acquires rural properties with cash-flow and appreciation potential, then invests in infrastructure and technology to introduce higher-value crops or lease arrangements. It also operates the properties before selectively selling mature assets. Disclosed activities include agricultural production and inputs, cattle and forestry, rural and urban real-estate transactions and brokerage, plus management of its own and third-party assets.
Operations extend across Brazil, Paraguay and Bolivia. An Agricultural Operations Center supports real-time monitoring and telemetry across fixed-pivot irrigated areas. The model depends on turning land improvements and production performance into property value before management decides a target return has been reached.
Company facts
Categories
Key statistics
Year to date +6.8% · Average volume (30d) 44.4K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| May 7, 2026Q3 FY26 | — | −$0.03 | — | $29.3M | $28.3M | −3.4% | −0.78% |
| Feb 5, 2026Q2 FY26 | — | $0.00 | — | $31.3M | $35.4M | +13.0% | +2.39% |
| Nov 6, 2025Q1 FY26 | — | −$0.11 | — | — | $56.9M | — | −1.35% |
| Sep 3, 2025Q4 FY25 | — | $0.11 | — | — | $28.2M | — | +0.51% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $86.9M | $32.7M | $29.4M | $10.7M | $36.7M | $28.0M | |
| Gross profit | $25.9M | $10.5M | $12.4M | $4.5M | $3.2M | $5.2M | |
| Operating income | $19.5M | $5.0M | $6.6M | $760.5K | −$2.4M | −$1.1M | |
| Net income | $18.7M | −$210.0K | −$3.8M | −$2.3M | $482.4K | −$2.7M | |
| Diluted EPS | $0.18 | −$0.00 | −$0.04 | −$0.12 | $0.00 | −$0.03 | |
| Gross margin | 29.8% | 32.2% | 42.3% | 41.6% | 8.8% | 18.5% | |
| Operating margin | 22.4% | 15.3% | 22.6% | 7.1% | -6.5% | -4.0% |
Fiscal years (4-quarter sums)FY21 $151.2M · FY22 $314.4M · FY23 $260.5M · FY24 $195.6M · FY25 $239.8M
Balance sheet, Mar 31, 2026Cash & short-term investments $18.1M · Total debt $277.4M · Total assets $734.1M · Shareholders' equity $392.1M
Dividends
Last cut to $0.141 from $0.2561 in Oct 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Oct 24, 2025 | Oct 24 | Dec 8 | $0.141 | cut from $0.2561 |
| Oct 24, 2024 | Oct 24 | Nov 25 | $0.2561 | cut from $0.6345 |
| Oct 25, 2023 | Oct 26 | Dec 4 | $0.6345 | raised from $0.602 |
| Oct 28, 2022 | Oct 31 | Nov 28 | $0.602 | raised from $0.404 |
| Apr 14, 2022 | Apr 18 | May 9 | $0.404 | cut from $0.467 |
| Oct 28, 2021 | Oct 29 | Nov 22 | $0.467 |
Ownership
Shares outstanding 99.62M · Float 46.49M · 46.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Kopernik Global Investors, LLC | 6.51M | 6.34% | 13G | Feb 2, 2026 |
| Grace & White Inc /NY | 754.7K | 0.76% | 13F | Apr 21, 2026 |
| Alejandro Gustavo Elsztain · director | 670.4K | 0.67% | Form 4 | Jun 30, 2026 |
| Windmill Hill Asset Management Ltd | 141.8K | 0.14% | 13F | May 6, 2026 |
| Renaissance Technologies LLC | 139.5K | 0.14% | 13F | May 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 20, 2026 | Gustavo Javier Lopez | director | −4,000 | $3.84 |
| Jul 1, 2026 | Gustavo Javier Lopez | director | −2,000 | $3.49 |
| Jun 29, 2026 | Alejandro Gustavo Elsztain | director | +14,500 | $3.58 |
| Jun 30, 2026 | Alejandro Gustavo Elsztain | director | +14,500 | $3.57 |
| Jun 25, 2026 | Alejandro Gustavo Elsztain | director | +14,500 | $3.52 |
Peers
- Adecoagro
South American crop and sugarcane operator with Brazilian mills
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BrasilAgro (ADR) | $3.82 | −0.13% | $380.5M | — | — | 2.2 | −3.1% |
| Adecoagro | $10.76 | +0.28% | $6.06B | 165.2 | 5.5 | 3.7 | +39.0% |
| Median | 165.2 | 5.5 | 3.7 | +39.0% |