BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) AI Stock Analysis

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas acquires, develops, explores, and sells rural properties tailored for agricultural use. It operates across six segments: Real Estate, Grains, Sugarcane, Cattle Raising, Cotton, and Other. The company produces crops such as soybean, corn, sorghum, sesame, cotton, and sugarcane, while also raising beef calves post-weaning. With operations across Brazil, Paraguay, and Bolivia, BrasilAgro manages 215,255 hectares of owned lands and 64,017 hectares of leased lands. In addition to agricultural cultivation, it provides real estate brokerage, asset management, and imports and exports agricultural products and inputs.

BrasilAgro generated $922.2M in revenue in FY2026, marking a 507.1% increase from $151.9M in FY2025, though down from $1.37B in FY2022. Over the five-year period from FY2021 to FY2026, revenue CAGR stood at 5.2%. Operating margin contracted from 50.4% in FY2022 to -0.4% in FY2026. Net income decreased from $520.1M in FY2022 to a net loss of -$93.2M in FY2026, with FY2026 EPS at -$0.71. For the trailing twelve months ended June 30, 2026, revenue reached $893.7M with an operating margin of -8.1% and a net margin of -10.1%. In the latest quarter ended June 30, 2026, quarterly revenue fell 15.0% year-over-year while quarterly earnings fell 73.5%.

As of June 30, 2026, BrasilAgro held $184.6M in cash and short-term investments against total debt of $1.43B, resulting in net debt of $1.25B. Shareholders' equity was $2.02B alongside total assets of $3.70B. The company maintained a current ratio of 1.54 and a debt-to-equity ratio of 0.71. In FY2026, operating cash flow was $97.4M and capital expenditures were $66.2M, yielding free cash flow of $31.2M. The company paid $77.7M in dividends in FY2026, and its five-year share count change was -2.8%.

BrasilAgro trades at a forward P/E of 16.4x, higher than the 14.3x median of its US-listed Consumer Defensive peers. Its EV to EBITDA multiple sits at 28.6x, compared to the peer median of 11.7x. The company has a price-to-sales multiple of 2.0x versus the peer median of 0.7x, while its price-to-book ratio is 0.9x. With a market cap of $357.6M and an enterprise value of $596.0M, LND returned 1.4% over the past year, trailing the 16.8% return of the S&P 500 (SPY). Over five years, LND recorded a return of -8.2% versus 83.0% for SPY.

BrasilAgro pays an annual forward dividend of $0.14 per share, translating to a dividend yield of 3.93%. The company has paid dividends for 12 consecutive years, registering a five-year annualized dividend growth rate of 2.2%. Its payout ratio is 110.1%, with its last ex-dividend date on October 23, 2026.

Analysts project revenue of $1.33B for the current fiscal year ending June 30, 2027, and $1.42B for the next fiscal year, representing expected revenue growth of 6.8%. The company recorded 0 EPS beats over the last 4 quarters. BrasilAgro's next earnings date is scheduled for November 5, 2026.

This page is an AI-written research summary of BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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