LND Earnings Prediction
The chart below shows how LND performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LND sees a -1.89% change in stock price 10 days leading up to the earnings, and a -3.52% change 10 days following the report. On the earnings day itself, the stock moves by +1.15%. This data can give you a slight idea of what to expect for the next quarter's release.
LND Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
325.30M
19.70%
41.21%
Gross Margin
7.42%
-17.09%
349.70%
Operating Margin
-1.56%
-36.59%
-87.36%
Net Margin
29.96%
171.62%
-70.36%
EPS
0.98
226.67%
-57.39%
No Data Available
LND Earnings Analysis
BrasilAgro - Companhia Brasileira de Propriedades Agracolas Corporation (LND.N) Earnings Conference Call
Positive
Net Income Performance: 1. Strong Net Income: BrasilAgro reported a net income of BRL 97.5 million for the first quarter, showcasing robust financial performance.
Harvest Volume Surge: 2. Increased Harvest Volume: The company harvested 1.6 million tonnes of crops in the quarter, indicating strong operational output.
Strong Sales Performance: 3. Significant Sales Revenue: The total sales amounted to BRL 525 million from 2,694 hectares sold, reflecting a strong market position.
Sugarcane Productivity Improvement: 4. Improved Sugarcane Productivity: The average productivity of sugarcane was 85 tons per hectare, slightly above budgeted expectations, contributing positively to overall results.
Strong Liquidity Position: 5. Healthy Cash Position: BrasilAgro reported a total receivable of BRL 900 million, indicating strong liquidity and financial health.
Negative
Net Income Decline: 1. Declining Net Income: BrasilAgro reported a net income of BRL 97.5 million, which reflects a decrease compared to previous quarters, indicating potential challenges in profitability.
Corn Production Decline: 2. Lower Corn Production: The company experienced a reduction in corn production due to unfavorable planting conditions, leading to a decrease in expected yields by 15% to 20% for the second harvest.
Rising Debt Concerns: 3. Increased Debt Levels: BrasilAgro's total debt reached BRL 737 million, with a net debt of BRL 550 million, indicating a significant financial burden that could impact future operations.
Input Cost Challenges: 4. Rising Input Costs: The cost of production per hectare for sugarcane decreased by 26% compared to last year, but the overall input costs remain high, affecting profit margins.
Crop Productivity Decline: 5. Delayed Planting Impact: The delay in the rainy season resulted in a 10% to 12% weekly loss in productivity for crops, which could adversely affect overall harvest outcomes.
LND FAQs
How does LND typically perform around its earnings report dates?
Is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
LND Earning Call Sentiment
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2025 Earnings Call Transcript
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LND.N
0%Positive
The earnings call summary presents a mixed picture. Positive aspects include increased net income, strong cash flow, and a favorable dividend yield. However, concerns about debt, rising input costs, and market competition offset these positives. The Q&A section reveals uncertainties around climate impact and global political influences on soy prices, with management providing vague responses. Despite some positive financial metrics, the lack of clear guidance and high leverage suggest a neutral outlook for stock price movement over the next two weeks.
