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BrasilAgro loss narrows to BRL 90 million as grain offsets deep sugarcane shortfall

9/5/2026

A BRL 90 million net loss closed BrasilAgro Cia Brasileira De Propriedades Agricolas (NYSE: LND) fiscal year 2025/2026, BRL 48 million better than the prior-year BRL 138 million result.

Revenue reached BRL 926 million and adjusted EBITDA BRL 100 million, an implied EBITDA margin of 10.8%.

| Metric | FY 2025/26 (reported) | Prior year (reported) | |---|---|---| | Net revenue | BRL 926M | n/a | | Adjusted EBITDA | BRL 100M | n/a | | Net loss | BRL 90M | BRL 138M | Sugarcane: BRL 60 million erased Chief Financial Officer Gustavo Javier Lopez identified sugarcane as the year's principal drag.

BrasilAgro moved approximately 650,000 fewer tons than in the prior year: roughly 300,000 tons lost to rain delays, another 300,000 to 350,000 to frost, wildfires and operational disruptions.