Agricultural Production & Real Estate; Agribusiness
Strategic Profile
The company operates 319,000 hectares of farmland with exposure to long-term commodity markets including grains, sugar, and cattle. Operating through six segments—Real Estate, Grains, Sugarcane, Cattle Raising, Cotton, and Other—it provides diversified agricultural production and real estate services.
Cyborg Score Rationale
The company has a market capitalization of 2.17 billion BRL with a 7.78% gain over the past week. However, net income for the last quarter was negative at -64.28 million BRL. Mixed operational performance offsets strong asset positioning.
Top Insights
Diversified agricultural portfolio across grains, sugarcane, cattle, and cotton reduces commodity concentration risk
319,000-hectare operational footprint provides substantial scale and strategic real estate value in high-growth agricultural markets
Significant institutional backing with JP Morgan holding 7% stake signals investor confidence in long-term strategy
Recent profitability challenges in Q1 FY2026 (-R$64.3M net loss) suggest margin pressures despite 5% revenue growth YoY
Named Competitors
Land and crop production — Traditional commodity agriculture players
Agricultural real estate — Property acquisition and development specialists
Recent Developments
February 2026 - Released Q2 FY2026 results with updates on harvest estimates and operational performance
November 2025 - Q1 FY2026 results showed net loss of R$64.3 million amid challenging commodity pricing
2025 - Updated agricultural estimates for 2025/2026 harvest cycle with revised production forecasts
Open the full interactive BrasilAgro - Companhia Brasileira de Propriedades Agrícolas report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.