BrasilAgro Companhia Brasileira de Propriedades AgrÃcolas (NYSE:LND) Q3 2026 Earnings call May 08, 2026 09:00 AM ET Company Participants Ana Paula Zerbinati - Head of Investor Relations, Communications and Capital Markets André Guillaumon - CEO Gustavo Javier Lopez - CFO and Investor Relations Officer Conference Call Participants Bruno Tomazetto - Analyst Thiago Duarte - Analyst Ana Paula Zerbinati Welcome to the third quarter earnings call. The first nine months of the 2025, 2026 period at BrasilAgro. Than ...

业绩总结 - 2026年上半年净收入为4.703亿雷亚尔，同比下降27%[33] - 2026年上半年调整后EBITDA为7134.5万雷亚尔，同比下降23%[33] - 2026年上半年净利润为-6176.4万雷亚尔，去年同期为7783.2万雷亚尔[33] - 2026年上半年运营收入为4.940亿雷亚尔，同比增长3%[33] - 2026年上半年调整后EBITDA利润率为15%，较去年同期下降16个百分点[33] - 2026年上半年总毛利为5248万雷亚尔，同比增加7%[40] 用户数据 - 2025/2026年收成的甘蔗种植面积为7789公顷，同比增加35%[23] - 2025/2026年收成的甘蔗总产量为585,398吨，同比增加18%[23] - 2026年上半年大豆销售量为91,141吨，同比增加15%[40] - 2026年上半年玉米销售量为73,851吨，同比增加74%[40] 财务状况 - 截至2025年6月30日，短期债务为361,478千雷亚尔，较前期增长2%[41] - 截至2025年6月30日，长期债务为524,695千雷亚尔，较前期下降1%[41] - 总负债为886,173千雷亚尔，现金及现金等价物为73,250千雷亚尔，较前期下降54%[41] - 调整后的净债务为812,923千雷亚尔，较前期增长12%[41] - 农场销售应收款为686,294千雷亚尔，较前期下降9%[41] - 调整后的EBITDA在过去12个月为138,234千雷亚尔，较前期下降48%[41] - 调整后的净债务与调整后的EBITDA比率为0.92倍[41] - 调整后的净债务与净资产比率为3.39%[41]

Cotton futures are trading with contracts down 70 to 120 points, as May is the exception, up 199 points. The US dollar index is $0.355 higher at $98.360. Crude oil is down $3.71 to $105.65. Managed money added another 3,891 contracts to their net long position in cotton futures and options in the week ending on April 28, taking it to 38,355 contracts. More News from Barchart The Seam showed 4,756 bales sold on May 1 at an average of 77.92 cents/lb. The Cotlook A Index was up 300 points on Friday at 92 ...