Brasilagro Cia Brasileira De Propriedades Agricolas

LND Consumer Defensive Farm Products

Brasilagro Cia Brasileira De Propriedades Agricolas' revenue for fiscal 2026 (year ended June 2026) was $175.0 million, down 14.5% from fiscal 2025.

Revenue
−54.3%
EPS
−153.3%
Free cash flow
+79.3%
Total debt
+18.9%

Quarter to June 2026, against a year earlier

3.27 0.17 +5.48%
Market cap
$308.8M
P/E
0.0×
Fwd P/E
8.9×
Dividend yield
0.00%
F-score
3/9
Altman Z
1.14
Beneish M
−2.01
Dividend safety
0/100

Insider Decisions last twelve months

Bought, $m 0.61
Sold, $m 0.03
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — 1 2 — — 1 — —
Sell — — — — — — 1 2 — — — —
Insider Ownership 0.01%

Capital & Financial Ratios $m

Size
Market Cap 308.79
Revenue ttm 174.96
Net income ttm (17.03)
Free cash flow ttm 22.86
Net debt Q 217.25
Valuation
P/E 0.00
Forward P/E 8.85
Price / sales 1.78
Forward P/S Powerpack
Price / FCF 0.00
Price / book 0.81
Financial health
Current ratio Q 1.54 (at or above 1.5: strong)
Debt / equity Q 0.67
Interest coverage Q (0.16)
Growth
Revenue growth Q −54.25% (below 0%: shrinking)
Operating income growth Q −156.13% (below 0%: shrinking)
EPS, this year —
EPS, next year A —
Revenue, next year A +908.35% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A —

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/S against its own 10 years 39.43%
10-year low 10-year high
P/B against its own 10 years 6.39%
10-year low 10-year high
EV/Sales against its own 10 years 78.90%
10-year low 10-year high

Dividends

Yield
0.00%
Annual rate
0.00
Payout ratio
0.00%
Growth, 2017–25
+8.41%/yr
  1. 0.07 ’17
  2. 0.20 ’18 +172
  3. 0.22 ’19 +10
  4. 0.13 ’20 −41
  5. 0.48 ’21 +266
  6. 1.01 ’22 +111
  7. 0.65 ’23 −35
  8. 0.27 ’24 −59
  9. 0.14 ’25 −48
paid change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 2026
Cash 95 45 33 38
Receivables 83 83 75 65
Inventory 83 89 98 104
Other — — — —
261 220 206 206
2023 2024 2025 2026
Payables 34 35 31 21
ST’ Debt 38 35 62 90
Other 35 16 4 3
122 105 115 134

Compound Annual Growth %

10y 5y 3y
Sales 16.55% (5.04%) (10.97%)
Cash Flow 0.00% (4.02%) (8.83%)
Earnings 0.00% 0.00% 0.00%
Book Value 7.46% (1.11%) (3.44%)

EPS $

Sep Dec Mar Jun Year
’26 — — — — —
’26 (0.11) 0.00 0.00 (0.06) (0.18)
’25 0.17 (0.03) 0.00 0.11 0.24
’24 0.06 — (0.06) — 0.42
’23 0.08 (0.02) (0.01) 0.48 0.53
’22 0.20 0.52 0.15 0.06 0.97
’21 0.23 (0.07) 0.27 0.40 0.83
Fiscal quarters ending in the months shown.

Revenue $m

Sep Dec Mar Jun Year
’26 — — — — —
’26 53 34 32 57 175
’25 82 (40) 38 124 205
’24 54 — 27 — 212
’23 60 35 48 105 248
’22 103 119 73 71 366
’21 52 31 66 77 227
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Sep Dec Mar Jun Year
’26 — — — — —
’26 21 (12) (9) 23 23
’25 0 2 (8) 19 12
’24 (2) — (1) — 16
’23 4 (1) (6) 34 30
’22 40 (1) (28) 28 39
’21 24 (2) (3) 28 28
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Sep Dec Mar Jun Year
’26 — — — — —
’26 18 (14) (11) 23 (1)
’25 (5) 0 (16) 13 (15)
’24 (5) — (9) — (11)
’23 0 (3) (8) 22 6
’22 34 (8) (30) 26 20
’21 21 (5) (3) 29 29
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to June

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 57 116 144 159 227 366 248 212 205 175 +13.2% 1,768 1,889 2,224 +133.4%
Gross margin, % 25.99 40.55 42.53 31.21 40.27 40.44 30.76 29.45 28.86 10.42 (15.6) pt
EBT 10 46 52 30 55 122 55 38 22 (28) n/m
EBT margin, % 18.05 39.64 35.97 18.82 24.42 33.22 22.01 18.09 10.63 (15.93) (34.0) pt
Net income 8 38 46 27 59 99 52 45 24 (17) n/m
Per share, $
Per share, $ Revenue 1.00 2.16 2.67 2.80 3.25 3.70 2.51 2.13 2.05 1.76 +6.5%
Earnings 0.15 0.67 0.81 0.43 0.85 0.97 0.53 0.42 0.24 (0.18) n/m
Cash flow 0.35 (0.01) 0.25 0.27 0.40 0.40 0.31 0.16 0.13 0.23 (4.6%)
Capex (0.11) (0.21) (0.21) (0.10) 0.01 (0.20) (0.24) (0.27) (0.28) (0.24) +9.7%
Free cash flow 0.25 (0.22) 0.04 0.17 0.41 0.20 0.06 (0.12) (0.15) (0.01) n/m
Book value 3.61 4.24 4.24 4.42 5.82 4.28 4.31 4.38 3.81 3.85 +0.7%
Shares, m 57 54 54 57 70 99 99 100 100 100 +6.3%
Valuation, ×
Valuation, × P/E 24.74 4.95 5.38 8.04 7.13 5.10 9.78 9.69 15.43 0.00 9.0
P/S 3.78 1.61 1.61 1.32 1.87 1.28 2.06 2.01 1.87 2.03 1.9
P/B 1.04 0.82 1.01 0.84 1.04 1.11 1.20 1.19 1.00 0.93 1.0
EV/Sales 4.11 2.03 1.95 1.97 1.65 1.33 2.32 2.62 2.75 3.27 2.4
EV/FCF 16.62 (19.42) (12.74) (23.99) 11.21 22.08 95.63 (113.80) (17.50) (43.50) (8.5)
Cash, $m
Cash, $m Operating cash flow 20 (1) 13 15 28 39 30 16 12 23 +1.4%
Capex (6) (11) (11) (6) 0 (19) (24) (27) (28) (24) +16.7%
Free cash flow 14 (12) 2 10 29 20 6 (11) (15) (1) n/m
Balance, $m
Balance, $m Working capital 4 51 55 48 204 211 139 114 91 73 +36.8%
Net debt 19 48 49 103 (48) 18 63 148 181 217 +31.1%
Shareholders’ equity 207 228 228 251 405 423 426 436 380 383 +7.1%
Returns, %
Returns, % ROA 3.35 12.11 12.96 6.61 10.78 15.57 7.90 6.48 3.46 (2.48) (5.8) pt
ROIC (0.02) 10.97 10.91 6.48 12.81 18.69 6.83 3.98 3.98 (1.04) (1.0) pt
ROE 4.30 17.53 20.11 11.17 17.98 23.97 12.27 10.53 5.90 (4.46) (8.8) pt
People
People Employees 312 245 367 329 341 350 342 429 457 — +4.9%
Revenue/emp, $m 0.18 0.47 0.39 0.48 0.66 1.05 0.72 0.49 0.45 0.00 n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jun 2026 · latest quarter Jun 2026 · fundamentals updated 3 Nov 2026

Brasilagro Cia Brasileira De Propriedades Agricolas vs peers in Farm Products (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
AGRO Adecoagro S.A. $1.4B 28.8× 2.6× +38.98% (above 0%: growing) n/m −5.56% (below 0%: shrinking) 32.92% 17.32% Compare
DMC Del Monte Corporation $1.3B 15.8× 17.5× +7.18% (above 0%: growing) n/m −194.80% (below 0%: shrinking) 9.37% 2.66% Compare
DOLE Dole PLC $1.2B 21.1× 10.9× +2.92% (above 0%: growing) +170.00% (above 0%: growing) −218.11% (below 0%: shrinking) 7.81% 1.90% Compare
VITL Vital Farms, Inc. $430.2M — (loss-making) — (loss-making) −8.43% (below 0%: shrinking) n/m −123.64% (below 0%: shrinking) 23.13% (4.22%) Compare
VFF Village Farms International, Inc. $348.5M 15.0× 13.4× +6.81% (above 0%: growing) −75.00% (below 0%: shrinking) −87.98% (below 0%: shrinking) 46.85% 17.45% Compare
AFRI Forafric Global PLC $334.4M — (loss-making) — — n/m −1,812.63% (below 0%: shrinking) 9.61% 0.00% Compare
LND Brasilagro Cia Brasileira De Propriedades Agricolas $308.8M — (loss-making) 8.9× −54.25% (below 0%: shrinking) n/m +79.33% (above 0%: growing) 19.54% (7.79%)
ALCO Alico, Inc. $275.3M 169× — (loss-making) +7.75% (above 0%: growing) n/m −78.92% (below 0%: shrinking) 44.76% 20.86% Compare
LMNR Limoneira Co $182.4M — (loss-making) — (loss-making) −7.73% (below 0%: shrinking) n/m +34.55% (above 0%: growing) 12.60% (6.76%) Compare
Median of peers $389.3M 21.1× 12.2× +6.81% — −105.81% 17.87% 2.28%

All 22 Farm Products stocks →

Brasilagro Cia Brasileira De Propriedades Agricolas (LND) Latest News

No news at this impact. Lower the threshold for more.

stockrow.com/LND · Data as of Nov 3, 2026 · For information only; not investment advice. · © 2026 stockrow.com